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
ANTERO RESOURCES CORP COM 03674X106   1,927,800 85,000 SH   SOLE   85,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   11,166,960 664,700 SH   SOLE   664,700 0 0
ATKORE INC COM 047649108   3,328,000 20,800 SH   SOLE   20,800 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   4,682,700 217,800 SH   SOLE   217,800 0 0
CANADIAN NAT RES LTD COM 136385101   2,882,880 44,000 SH   SOLE   44,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   10,252,868 2,676,989 SH   SOLE   2,676,989 0 0
CLEARWAY ENERGY INC CL C 18539C204   4,116,502 150,073 SH   SOLE   150,073 0 0
ENPHASE ENERGY INC COM 29355A107   17,838,900 135,000 SH   SOLE   135,000 0 0
EXXON MOBIL CORP COM 30231G102   2,999,400 30,000 SH   SOLE   30,000 0 0
FERRARI N V COM N3167Y103   3,181,242 9,400 SH   SOLE   9,400 0 0
FIRST SOLAR INC COM 336433107   17,055,720 99,000 SH   SOLE   99,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,072,232 6,800 SH   SOLE   6,800 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   26,675,000 500,000 SH Call SOLE   500,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   15,570,000 1,000,000 SH Put SOLE   1,000,000 0 0
ITRON INC COM 465741106   10,486,225 138,872 SH   SOLE   138,872 0 0
NET POWER INC *W EXP 06/08/202 64107A113   1,073,115 106,249 SH   SOLE   106,249 0 0
NVENT ELECTRIC PLC SHS G6700G107   11,688,002 197,800 SH   SOLE   197,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109   3,123,648 13,600 SH   SOLE   13,600 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,176,000 160,000 SH   SOLE   160,000 0 0
PRIMORIS SVCS CORP COM 74164F103   5,134,266 154,600 SH   SOLE   154,600 0 0
QUANTA SVCS INC COM 74762E102   8,847,800 41,000 SH   SOLE   41,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   10,048,164 646,600 SH   SOLE   646,600 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   9,360,000 100,000 SH Call SOLE   100,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   13,253,760 141,600 SH   SOLE   141,600 0 0
SUNRUN INC NOTE 2/0 86771WAB1   6,224,560 8,000,000 SH   SOLE   8,000,000 0 0
SUNRUN INC COM 86771W105   9,815,000 500,000 SH Call SOLE   500,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   1,463,400 6,000 SH   SOLE   6,000 0 0
VIPER ENERGY INC CL A 927959106   3,138,000 100,000 SH   SOLE   100,000 0 0
WASTE CONNECTIONS INC COM 94106B101   2,507,736 16,800 SH   SOLE   16,800 0 0