AAON INC COM PAR $0.004 000360206 47976020 513442 SH SOLE 513442 0 0 CONSOLIDATED EDISON INC COM 209115104 76836188 764387 SH SOLE 764387 0 0 EATON CORP PLC SHS G29183103 19514518 52143 SH SOLE 52143 0 0 EMERSON ELEC CO COM 291011104 83897481 639560 SH SOLE 639560 0 0 EXXON MOBIL CORP COM 30231G102 225500000 2000000 SH Put SOLE 2000000 0 0 FIRST SOLAR INC COM 336433107 246382291 1117228 SH SOLE 1117228 0 0 FORTIVE CORP COM 34959J108 57561290 1174960 SH SOLE 1174960 0 0 JAMES HARDIE INDS PLC ORD SHS G4253H101 3674124 191261 SH SOLE 191261 0 0 NVENT ELECTRIC PLC SHS G6700G107 133199214 1350357 SH SOLE 1350357 0 0 OTIS WORLDWIDE CORP COM 68902V107 61227837 669669 SH SOLE 669669 0 0 OWENS CORNING NEW COM 690742101 75202682 531618 SH SOLE 531618 0 0 PENTAIR PLC SHS G7S00T104 34668434 313005 SH SOLE 313005 0 0 RALLIANT CORP COM 750940108 39396488 900903 SH SOLE 900903 0 0 STANLEY BLACK & DECKER INC COM 854502101 208065874 2799218 SH SOLE 2799218 0 0 WESCO INTL INC COM 95082P105 48362859 228666 SH SOLE 228666 0 0