DIAMONDBACK ENERGY INC COM 25278X109 56629453 286311 SH SOLE 286311 0 0 EATON CORP PLC SHS G29183103 31658802 88514 SH SOLE 88514 0 0 EMERSON ELEC CO COM 291011104 160227634 1222925 SH SOLE 1222925 0 0 EQT CORP COM 26884L109 47380553 744509 SH SOLE 744509 0 0 FIRST SOLAR INC COM 336433107 281408552 1426587 SH SOLE 1426587 0 0 FORTIVE CORP COM 34959J108 40076950 724981 SH SOLE 724981 0 0 NVENT ELECTRIC PLC SHS G6700G107 142162033 1201911 SH SOLE 1201911 0 0 OTIS WORLDWIDE CORP COM 68902V107 54599464 708348 SH SOLE 708348 0 0 OWENS CORNING NEW COM 690742101 62210700 574854 SH SOLE 574854 0 0 PENTAIR PLC SHS G7S00T104 49293023 565871 SH SOLE 565871 0 0 RALLIANT CORP COM 750940108 47286374 1136965 SH SOLE 1136965 0 0 STANLEY BLACK & DECKER INC COM 854502101 184854773 2601390 SH SOLE 2601390 0 0 TIMKEN CO COM 887389104 33363092 331740 SH SOLE 331740 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 317673000 940000 SH Put SOLE 940000 0 0 WESCO INTL INC COM 95082P105 28230196 103173 SH SOLE 103173 0 0