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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
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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
CONSTELLATION ENERGY CORP COM 21037T109   21,565,644 96,400 SH   SOLE   96,400 0 0
MODINE MFG CO COM 607828100   7,693,926 66,367 SH   SOLE   66,367 0 0
MARVELL TECHNOLOGY INC COM 573874104   86,802,213 785,896 SH   SOLE   785,896 0 0
TALEN ENERGY CORP COM 87422Q109   27,979,751 138,878 SH   SOLE   138,878 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   51,709,137 455,146 SH   SOLE   455,146 0 0
VISTRA CORP COM 92840M102   59,063,094 428,397 SH   SOLE   428,397 0 0