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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
21VIANET GROUP INC SPONSORED ADS A 90138A103 30,166 933,946 SH   DFND 1,2,3 933,946 0 0
AECOM COM 00766T100 23,646 368,840 SH   DFND 1,2,3 368,840 0 0
AES CORP COM 00130H105 198,077 7,388,172 SH   DFND 1,2,3 7,388,172 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 12,676 425,085 SH   DFND 1,2,3 425,085 0 0
BLACKBERRY LTD COM 09228F103 9,478 1,124,294 SH   DFND 1,2,3 1,124,294 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 2,015 1,259,434 SH   DFND 1,2,3 1,259,434 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24,994 2,511,945 SH   DFND 1,2,3 2,511,945 0 0
BROADSCALE ACQUISITION CORP UNIT 02/02/2026 11134Y200 2,894 292,052 SH   DFND 1,2,3 292,052 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 44,148 1,045,673 SH   DFND 1,2,3 1,045,673 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 64,758 9,291,002 SH   DFND 1,2,3 9,291,002 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 49,821 1,865,948 SH   DFND 1,2,3 1,865,948 0 0
CLEARWAY ENERGY INC CL C 18539C204 23,487 834,639 SH   DFND 1,2,3 834,639 0 0
COVANTA HLDG CORP COM 22282E102 37,894 2,734,042 SH   DFND 1,2,3 2,734,042 0 0
DECARBONIZATION PLUS ACQU II UNIT 01/19/2026 242794204 6,855 681,455 SH   DFND 1,2,3 681,455 0 0
ECP ENVIRONMENTAL GW OPT COR UNIT 03/01/2026 26829T209 4,906 486,753 SH   DFND 1,2,3 486,753 0 0
ENPHASE ENERGY INC COM 29355A107 31,129 191,963 SH   DFND 1,2,3 191,963 0 0
EXELON CORP COM 30161N101 133,937 3,062,127 SH   DFND 1,2,3 3,062,127 0 0
FORTERRA INC COM 34960W106 61,968 2,665,304 SH   DFND 1,2,3 2,665,304 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 6,030 245,705 SH   DFND 1,2,3 245,705 0 0
GENERAC HLDGS INC COM 368736104 44,065 134,571 SH   DFND 1,2,3 134,571 0 0
GENERAL MTRS CO COM 37045V100 40,208 699,759 SH   DFND 1,2,3 699,759 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 2,584 67,999 SH   DFND 1,2,3 67,999 0 0
HERC HLDGS INC COM 42704L104 60,474 596,805 SH   DFND 1,2,3 596,805 0 0
INSTALLED BLDG PRODS INC COM 45780R101 17,462 157,487 SH   DFND 1,2,3 157,487 0 0
IVANHOE CAPITAL ACQUISTIN CO *W EXP 01/08/202 G4R87P106 322 244,027 SH   DFND 1,2,3 244,027 0 0
IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 7,255 732,083 SH   DFND 1,2,3 732,083 0 0
KENSINGTON CAPITAL ACQUISITI UNIT 99/99/9999 49006L203 1,026 100,000 SH   DFND 1,2,3 100,000 0 0
MASTEC INC COM 576323109 66,253 707,075 SH   DFND 1,2,3 707,075 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 74,399 1,020,842 SH   DFND 1,2,3 1,020,842 0 0
NRG ENERGY INC COM NEW 629377508 4,688 124,263 SH   DFND 1,2,3 124,263 0 0
PG&E CORP COM 69331C108 80,955 6,913,325 SH   DFND 1,2,3 6,913,325 0 0
QUANTA SVCS INC COM 74762E102 64,121 728,818 SH   DFND 1,2,3 728,818 0 0
RODGERS SILICON VALLEY AQ CO *W EXP 11/30/202 774873111 6,058 1,512,498 SH   DFND 1,2,3 1,512,498 0 0
RODGERS SILICON VALLEY AQ CO COM 774873103 40,263 3,024,996 SH   DFND 1,2,3 3,024,996 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 12,763 199,290 SH   DFND 1,2,3 199,290 0 0
STAR PEAK CORP II *W EXP 12/24/202 855179115 820 558,085 SH   DFND 1,2,3 558,085 0 0
STAR PEAK CORP II COM CL A 855179107 12,686 1,254,826 SH   DFND 1,2,3 1,254,826 0 0
SUMMIT MATLS INC CL A 86614U100 10,875 388,122 SH   DFND 1,2,3 388,122 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 56,062 1,373,401 SH   DFND 1,2,3 1,373,401 0 0
SUNRUN INC COM 86771W105 10,894 180,118 SH   DFND 1,2,3 180,118 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 476 242,247 SH   DFND 1,2,3 242,247 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 11,906 1,211,235 SH   DFND 1,2,3 1,211,235 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 22,937 120,000 SH Call DFND 1,2,3 120,000 0 0
XPO LOGISTICS INC COM 983793100 26,512 215,020 SH   DFND 1,2,3 215,020 0 0