AMERICAN EXCEPTIONALISM ACQU ORD CL A G0273J101 4852878 410565 SH SOLE 0 410565 0 0 CLEANSPARK INC COM NEW 18452B209 11215737 770841 SH SOLE 0 770841 0 0 COMFORT SYS USA INC COM 199908104 41620950 21000 SH SOLE 0 21000 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 24310500 950000 SH SOLE 0 950000 0 0 DARLING INGREDIENTS INC COM 237266101 12289500 225000 SH SOLE 0 225000 0 0 DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 24530000 500000 SH SOLE 0 500000 0 0 FLUENCE ENERGY INC COM CL A 34379V103 29820000 1500000 SH SOLE 0 1500000 0 0 FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 18433800 330000 SH SOLE 0 330000 0 0 GENERAC HLDGS INC COM 368736104 27816950 95000 SH SOLE 0 95000 0 0 LEGENCE CORP CL A 52476L109 33239700 390000 SH SOLE 0 390000 0 0 MASTEC INC COM 576323109 43686300 105000 SH SOLE 0 105000 0 0 NEXTPOWER INC CLASS A COM 65290E101 11914000 100000 SH SOLE 0 100000 0 0 QNITY ELECTRONICS INC COMMON STOCK 74743L100 14697900 90000 SH SOLE 0 90000 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 21724200 270000 SH SOLE 0 270000 0 0 TERAWULF INC COM 88080T104 11115000 450000 SH SOLE 0 450000 0 0