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
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
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZLF2 4,438,800 810,000 SH   SOLE   810,000 0 0
AMEREN CORP COM 023608102 BBG000B9X8C0 7,576,403 87,700 SH   SOLE   87,700 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 BBG000TRJ294 5,803,201 39,615 SH   SOLE   39,615 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG001V4SF46 9,876,632 451,400 SH   SOLE   451,400 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG000N7KBZ3 2,541,254 127,509 SH   SOLE   127,509 0 0
CANADIAN SOLAR INC COM 136635109 BBG000K1J931 6,357,657 159,700 SH   SOLE   159,700 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 8,487,426 288,100 SH   SOLE   288,100 0 0
CMS ENERGY CORP COM 125896100 BBG000BFVXX0 13,170,307 214,570 SH   SOLE   214,570 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRNP7 4,251,560 54,160 SH   SOLE   54,160 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG000Q5T9W3 6,791,800 145,000 SH   SOLE   145,000 0 0
DTE ENERGY CO COM 233331107 BBG000BB29X4 11,116,229 101,481 SH   SOLE   101,481 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001R3MNY9 21,848,092 103,900 SH   SOLE   103,900 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FQS9 7,512,279 69,726 SH   SOLE   69,726 0 0
FIRSTENERGY CORP COM 337932107 BBG000BB6M98 2,076,991 51,847 SH   SOLE   51,847 0 0
FLEX LTD ORD Y2573F102 BBG000BP5YT0 24,346,421 1,058,080 SH   SOLE   1,058,080 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 7,220,615 176,500 SH   SOLE   176,500 0 0
FREYR BATTERY SHS L4135L100 BBG00Z737SJ9 6,223,000 700,000 SH   SOLE   700,000 0 0
HUDBAY MINERALS INC COM 443628102 BBG000PM99H6 4,892,703 932,650 SH   SOLE   932,650 0 0
LIVENT CORP COM 53814L108 BBG00LV3NRG0 5,356,500 246,616 SH   SOLE   246,616 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW321 3,389,850 55,800 SH   SOLE   55,800 0 0
NISOURCE INC COM 65473P105 BBG000BPZBB6 9,059,040 324,000 SH   SOLE   324,000 0 0
PG&E CORP COM 69331C108 BBG000BQWPC5 10,402,161 643,300 SH   SOLE   643,300 0 0
PIEDMONT LITHIUM INC COM 72016P105 BBG00YJ7NBQ1 2,402,000 40,000 SH   SOLE   40,000 0 0
PLUG POWER INC COM NEW 72919P202 BBG000C1XSP8 5,274,000 450,000 SH   SOLE   450,000 0 0
PPL CORP COM 69351T106 BBG000BRJL00 15,382,599 553,530 SH   SOLE   553,530 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1N2 9,232,272 596,400 SH   SOLE   596,400 0 0
SIGMA LITHIUM CORPORATION COM 826599102 BBG00L95H2Y2 15,128,695 402,145 SH   SOLE   402,145 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG000BKK4S1 9,332,195 115,127 SH   SOLE   115,127 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 7,659,540 25,200 SH   SOLE   25,200 0 0
SOUTHERN CO COM 842587107 BBG000BT9DW0 5,768,182 82,900 SH   SOLE   82,900 0 0
STEM INC COM 85859N102 BBG00XP8NQN4 5,149,494 908,200 SH   SOLE   908,200 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 BBG00XXXPQS3 586,031 1,876,500 SH   SOLE   1,876,500 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1JR1 7,717,873 494,102 SH   SOLE   494,102 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6Q1 7,246,968 301,957 SH   SOLE   301,957 0 0