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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AVANGRID INC COM 05351W103   75,619,920 2,333,228 SH   SOLE   2,333,228 0 0
BLUE BIRD CORP COM 095306106   8,994,368 333,619 SH   SOLE   333,619 0 0
EATON CORP PLC SHS G29183103   122,923,198 510,436 SH   SOLE   510,436 0 0
EMERSON ELEC CO COM 291011104   87,068,303 894,568 SH   SOLE   894,568 0 0
EVERSOURCE ENERGY COM 30040W108   40,181,386 651,027 SH   SOLE   651,027 0 0
FIRST SOLAR INC COM 336433107   119,311,136 692,542 SH   SOLE   692,542 0 0
FLUENCE ENERGY INC COM CL A 34379V103   32,123,804 1,346,910 SH   SOLE   1,346,910 0 0
JOHNSON CTLS INTL PLC SHS G51502105   124,553,066 2,160,879 SH   SOLE   2,160,879 0 0
NVENT ELECTRIC PLC SHS G6700G107   150,120,804 2,540,545 SH   SOLE   2,540,545 0 0
OTIS WORLDWIDE CORP COM 68902V107   30,337,040 339,075 SH   SOLE   339,075 0 0
STANLEY BLACK & DECKER INC COM 854502101   216,507,779 2,207,011 SH   SOLE   2,207,011 0 0
TPI COMPOSITES INC COM 87266J104   1,620,065 391,320 SH   SOLE   391,320 0 0