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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
Estimated average burden
hours per response: 23.8
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
AAON INC COM PAR $0.004 000360206   47,976,020 513,442 SH   SOLE   513,442 0 0
CONSOLIDATED EDISON INC COM 209115104   76,836,188 764,387 SH   SOLE   764,387 0 0
EATON CORP PLC SHS G29183103   19,514,518 52,143 SH   SOLE   52,143 0 0
EMERSON ELEC CO COM 291011104   83,897,481 639,560 SH   SOLE   639,560 0 0
EXXON MOBIL CORP COM 30231G102   225,500,000 2,000,000 SH Put SOLE   2,000,000 0 0
FIRST SOLAR INC COM 336433107   246,382,291 1,117,228 SH   SOLE   1,117,228 0 0
FORTIVE CORP COM 34959J108   57,561,290 1,174,960 SH   SOLE   1,174,960 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   3,674,124 191,261 SH   SOLE   191,261 0 0
NVENT ELECTRIC PLC SHS G6700G107   133,199,214 1,350,357 SH   SOLE   1,350,357 0 0
OTIS WORLDWIDE CORP COM 68902V107   61,227,837 669,669 SH   SOLE   669,669 0 0
OWENS CORNING NEW COM 690742101   75,202,682 531,618 SH   SOLE   531,618 0 0
PENTAIR PLC SHS G7S00T104   34,668,434 313,005 SH   SOLE   313,005 0 0
RALLIANT CORP COM 750940108   39,396,488 900,903 SH   SOLE   900,903 0 0
STANLEY BLACK & DECKER INC COM 854502101   208,065,874 2,799,218 SH   SOLE   2,799,218 0 0
WESCO INTL INC COM 95082P105   48,362,859 228,666 SH   SOLE   228,666 0 0