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
AMERESCO INC CL A 02361E108   3,411,137 141,365 SH   SOLE N/A 141,365 0 0
ANTERO RESOURCES CORP COM 03674X106   1,914,000 66,000 SH   SOLE N/A 66,000 0 0
ATKORE INC COM 047649108   6,948,140 36,500 SH   SOLE N/A 36,500 0 0
CANADIAN NAT RES LTD COM 136385101   2,671,200 35,000 SH   SOLE N/A 35,000 0 0
CHEVRON CORP NEW COM 166764100   630,960 4,000 SH   SOLE N/A 4,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   8,605,987 3,211,189 SH   SOLE N/A 3,211,189 0 0
CLEAN HARBORS INC COM 184496107   4,026,200 20,000 SH   SOLE N/A 20,000 0 0
CLEARWAY ENERGY INC CL C 18539C204   5,063,463 219,673 SH   SOLE N/A 219,673 0 0
ENERSYS COM 29275Y102   6,139,900 65,000 SH   SOLE N/A 65,000 0 0
ENPHASE ENERGY INC COM 29355A107   5,286,826 43,700 SH   SOLE N/A 43,700 0 0
EQT CORP COM 26884L109   2,372,480 64,000 SH   SOLE N/A 64,000 0 0
FERRARI N V COM N3167Y103   1,525,790 3,500 SH   SOLE N/A 3,500 0 0
FIRST SOLAR INC COM 336433107   5,975,520 35,400 SH   SOLE N/A 35,400 0 0
FLUENCE ENERGY INC COM CL A 34379V103   6,069,000 350,000 SH   SOLE N/A 350,000 0 0
FREYR BATTERY INC COM NEW 35834F104   699,612 416,436 SH   SOLE N/A 416,436 0 0
GENERAC HLDGS INC COM 368736104   4,414,900 35,000 SH   SOLE N/A 35,000 0 0
GENERAL MOTORS CO COM 37045V100   2,448,900 54,000 SH   SOLE N/A 54,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   13,611,000 300,000 SH Call SOLE N/A 300,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   4,194,000 300,000 SH Put SOLE N/A 300,000 0 0
ITRON INC COM 465741106   4,438,369 47,972 SH   SOLE N/A 47,972 0 0
MYR GROUP INC DEL COM 55405W104   6,186,250 35,000 SH   SOLE N/A 35,000 0 0
NET POWER INC *W EXP 06/08/202 64107A113   1,210,176 106,249 SH   SOLE N/A 106,249 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   5,264,000 175,000 SH   SOLE N/A 175,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,657,606 65,001 SH   SOLE N/A 65,001 0 0
NVENT ELECTRIC PLC SHS G6700G107   14,069,640 186,600 SH   SOLE N/A 186,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,527,254 10,200 SH   SOLE N/A 10,200 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   3,249,440 184,000 SH   SOLE N/A 184,000 0 0
PRIMORIS SVCS CORP COM 74164F103   7,002,765 164,500 SH   SOLE N/A 164,500 0 0
QUANTA SVCS INC COM 74762E102   8,287,620 31,900 SH   SOLE N/A 31,900 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   3,354,000 300,000 SH Call SOLE N/A 300,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   9,738,898 871,100 SH   SOLE N/A 871,100 0 0
SUNRUN INC COM 86771W105   5,377,440 408,000 SH   SOLE N/A 408,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,911,728 11,200 SH   SOLE N/A 11,200 0 0
VIPER ENERGY INC CL A 927959106   4,076,760 106,000 SH   SOLE N/A 106,000 0 0
WASTE CONNECTIONS INC COM 94106B101   3,078,979 17,900 SH   SOLE N/A 17,900 0 0