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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

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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
AES CORP COM 00130H105   122,512,973 8,060,064 SH   DFND 1,2,3 8,060,064 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   135,886,411 6,123,768 SH   DFND 1,2,3 6,123,768 0 0
BENSON HILL INC *W EXP 09/29/202 082490111   11,388 313,706 SH   DFND 1,2,3 313,706 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113   11,335 1,259,434 SH   DFND 1,2,3 1,259,434 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105   25,194,808 2,511,945 SH   DFND 1,2,3 2,511,945 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107   5,009,142 603,511 SH   DFND 1,2,3 603,511 0 0
CONSTELLATION ENERGY CORP COM 21037T109   133,963,547 1,228,122 SH   DFND 1,2,3 1,228,122 0 0
CRH PLC ORD G25508105   88,884,804 1,624,060 SH   DFND 1,2,3 1,624,060 0 0
EDISON INTL COM 281020107   122,718,107 1,938,981 SH   DFND 1,2,3 1,938,981 0 0
EMERSON ELEC CO COM 291011104   51,945,100 537,901 SH   DFND 1,2,3 537,901 0 0
ENOVIX CORPORATION COM 293594107   33,871,158 2,698,897 SH   DFND 1,2,3 2,698,897 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   4,580,658 2,130,539 SH   DFND 1,2,3 2,130,539 0 0
FLUENCE ENERGY INC COM CL A 34379V103   54,568,030 2,373,555 SH   DFND 1,2,3 2,373,555 0 0
FTC SOLAR INC COM 30320C103   5,501,897 4,298,357 SH   DFND 1,2,3 4,298,357 0 0
GENERAL ELECTRIC CO COM NEW 369604301   136,971,450 1,239,000 SH   DFND 1,2,3 1,239,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   51,031,204 4,105,487 SH   DFND 1,2,3 4,105,487 0 0
HERC HLDGS INC COM 42704L104   69,583,349 585,029 SH   DFND 1,2,3 585,029 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   126,662,803 2,445,700 SH Call DFND 1,2,3 2,445,700 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,372,939 45,700 SH Put DFND 1,2,3 45,700 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   27,041,220 153,000 SH Put DFND 1,2,3 153,000 0 0
MASTEC INC COM 576323109   106,971,530 1,486,335 SH   DFND 1,2,3 1,486,335 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   39,614,794 1,208,505 SH   DFND 1,2,3 1,208,505 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   44,344,683 1,493,087 SH   DFND 1,2,3 1,493,087 0 0
NEXTRACKER INC CLASS A COM 65290E101   48,143,245 1,198,786 SH   DFND 1,2,3 1,198,786 0 0
NIO INC SPON ADS 62914V106   37,917,729 4,194,439 SH   DFND 1,2,3 4,194,439 0 0
OPAL FUELS INC CLASS A COM 68347P103   14,760,000 1,800,000 SH   DFND 1,2,3 1,800,000 0 0
PG&E CORP COM 69331C108   100,682,315 6,241,929 SH   DFND 1,2,3 6,241,929 0 0
PLUG POWER INC COM NEW 72919P202   13,496,194 1,775,815 SH   DFND 1,2,3 1,775,815 0 0
PPL CORP COM 69351T106   21,434,322 909,776 SH   DFND 1,2,3 909,776 0 0
QUANTA SVCS INC COM 74762E102   127,509,157 681,612 SH   DFND 1,2,3 681,612 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   68,634,260 677,000 SH Put DFND 1,2,3 677,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   30,779,316 522,303 SH   DFND 1,2,3 522,303 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117   73,842 244,027 SH   DFND 1,2,3 244,027 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   19,323,684 1,058,832 SH   DFND 1,2,3 1,058,832 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   49,210,744 824,715 SH   DFND 1,2,3 824,715 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   21,288,504 49,800 SH Put DFND 1,2,3 49,800 0 0
STEM INC COM 85859N102   21,109,853 4,978,739 SH   DFND 1,2,3 4,978,739 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   55,581,921 5,308,684 SH   DFND 1,2,3 5,308,684 0 0
SUNRUN INC COM 86771W105   27,792,127 2,212,749 SH   DFND 1,2,3 2,212,749 0 0
UBER TECHNOLOGIES INC COM 90353T100   54,569,894 1,186,560 SH   DFND 1,2,3 1,186,560 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   100,921,591 2,712,946 SH   DFND 1,2,3 2,712,946 0 0
VISTRA CORP COM 92840M102   12,432,778 374,707 SH   DFND 1,2,3 374,707 0 0
WALLBOX NV *W EXP 10/01/202 N94209116   10,997 25,000 SH   DFND 1,2,3 25,000 0 0