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
ARRAY TECHNOLOGIES INC COM SHS 04271T100   137,727,677 8,198,076 SH   DFND 1,2,3 8,198,076 0 0
PPL CORP COM 69351T106   132,529,895 4,890,402 SH   DFND 1,2,3 4,890,402 0 0
MASTEC INC COM 576323109   130,632,825 1,725,209 SH   DFND 1,2,3 1,725,209 0 0
CRH PLC ORD G25508105   129,145,441 1,867,343 SH   DFND 1,2,3 1,867,343 0 0
CONSTELLATION ENERGY CORP COM 21037T109   129,093,667 1,104,403 SH   DFND 1,2,3 1,104,403 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   127,873,199 2,662,361 SH   DFND 1,2,3 2,662,361 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   125,957,150 265,000 SH Put DFND 1,2,3 265,000 0 0
QUANTA SVCS INC COM 74762E102   119,812,160 555,200 SH   DFND 1,2,3 555,200 0 0
GENERAL ELECTRIC CO COM NEW 369604301   99,330,089 778,266 SH   DFND 1,2,3 778,266 0 0
AES CORP COM 00130H105   97,700,218 5,075,336 SH   DFND 1,2,3 5,075,336 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   94,333,700 470,000 SH Put DFND 1,2,3 470,000 0 0
EDISON INTL COM 281020107   93,388,602 1,306,317 SH   DFND 1,2,3 1,306,317 0 0
HERC HLDGS INC COM 42704L104   90,136,070 605,387 SH   DFND 1,2,3 605,387 0 0
PG&E CORP COM 69331C108   86,321,744 4,787,673 SH   DFND 1,2,3 4,787,673 0 0
VISTRA CORP COM 92840M102   82,006,383 2,128,930 SH   DFND 1,2,3 2,128,930 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   74,996,710 4,917,817 SH   DFND 1,2,3 4,917,817 0 0
SIGMA LITHIUM CORPORATION COM 826599102   69,703,276 2,210,697 SH   DFND 1,2,3 2,210,697 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   57,925,317 4,045,064 SH   DFND 1,2,3 4,045,064 0 0
UBER TECHNOLOGIES INC COM 90353T100   53,263,530 865,089 SH   DFND 1,2,3 865,089 0 0
EMERSON ELEC CO COM 291011104   51,687,583 531,055 SH   DFND 1,2,3 531,055 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   49,891,888 1,322,340 SH   DFND 1,2,3 1,322,340 0 0
FLUENCE ENERGY INC COM CL A 34379V103   46,264,015 1,939,791 SH   DFND 1,2,3 1,939,791 0 0
ENOVIX CORPORATION COM 293594107   40,555,986 3,239,296 SH   DFND 1,2,3 3,239,296 0 0
NIO INC SPON ADS 62914V106   40,179,737 4,429,960 SH   DFND 1,2,3 4,429,960 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   33,390,488 2,148,680 SH   DFND 1,2,3 2,148,680 0 0
GENERAL MTRS CO COM 37045V100   30,691,808 854,449 SH   DFND 1,2,3 854,449 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   28,159,655 467,613 SH   DFND 1,2,3 467,613 0 0
BLOOM ENERGY CORP COM CL A 093712107   27,796,309 1,878,129 SH   DFND 1,2,3 1,878,129 0 0
XPENG INC ADS 98422D105   26,047,133 1,785,273 SH   DFND 1,2,3 1,785,273 0 0
EQUINIX INC COM 29444U700   25,291,662 31,403 SH   DFND 1,2,3 31,403 0 0
DIGITAL RLTY TR INC COM 253868103   24,746,705 183,881 SH   DFND 1,2,3 183,881 0 0
OPAL FUELS INC CLASS A COM 68347P103   9,936,000 1,800,000 SH   DFND 1,2,3 1,800,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   7,584,356 6,958,125 SH   DFND 1,2,3 6,958,125 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117   39,959 244,027 SH   DFND 1,2,3 244,027 0 0
WALLBOX NV *W EXP 10/01/202 N94209116   3,657 25,000 SH   DFND 1,2,3 25,000 0 0