The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
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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
Array Technologies Inc COM SHS 04271T100   17,148,259 2,598,221 SH   SOLE   2,598,221 0 0
Aspen Technology Inc COM 29109X106   22,962,304 96,149 SH   SOLE   96,149 0 0
Eaton Corp PLC SHS G29183103   24,631,626 74,317 SH   SOLE   74,317 0 0
Emerson Elec Co COM 291011104   113,916,292 1,041,568 SH   SOLE   1,041,568 0 0
First Solar Inc COM 336433107   171,290,449 686,700 SH   SOLE   686,700 0 0
GE Vernova Inc COM 36828A101   166,356,856 652,431 SH   SOLE   652,431 0 0
nVent Electric PLC SHS G6700G107   158,410,515 2,254,633 SH   SOLE   2,254,633 0 0
Pinnacle West Cap Corp COM 723484101   3,618,193 40,842 SH   SOLE   40,842 0 0
Sprott Inc COM NEW 852066208   3,997,860 92,308 SH   SOLE   92,308 0 0
Stanley Black & Decker Inc COM 854502101   218,518,184 1,984,184 SH   SOLE   1,984,184 0 0
TPI Composites Inc COM 87266J104   1,558,357 342,496 SH   SOLE   342,496 0 0
Tesla Inc COM 88160R101   1,046,022,903 3,998,100 SH Put SOLE   3,998,100 0 0