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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
OMB APPROVAL
OMB Number: 3235-0006
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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
ALTC ACQUISITION CORP COM CL A 02156V109   3,709,860 438,000 SH   SOLE   438,000 0 0
AMERESCO INC CL A 02361E108   6,421,346 222,886 SH   SOLE   222,886 0 0
ANTERO RESOURCES CORP COM 03674X106   2,218,840 68,000 SH   SOLE   68,000 0 0
CENTURI HOLDINGS INC COM SHS 155923105   5,197,264 266,800 SH   SOLE   266,800 0 0
CLEAN ENERGY FUELS CORP COM 184499101   8,573,875 3,211,189 SH   SOLE   3,211,189 0 0
CLEARWAY ENERGY INC CL C 18539C204   7,596,446 307,673 SH   SOLE   307,673 0 0
EATON CORP PLC SHS G29183103   3,762,600 12,000 SH   SOLE   12,000 0 0
ENERSYS COM 29275Y102   9,202,928 88,900 SH   SOLE   88,900 0 0
ENPHASE ENERGY INC COM 29355A107   7,478,250 75,000 SH Call SOLE   75,000 0 0
ENPHASE ENERGY INC COM 29355A107   2,991,300 30,000 SH   SOLE   30,000 0 0
EQT CORP COM 26884L109   961,480 26,000 SH   SOLE   26,000 0 0
FERRARI N V COM N3167Y103   3,226,123 7,900 SH   SOLE   7,900 0 0
FLUENCE ENERGY INC COM CL A 34379V103   3,722,898 214,700 SH   SOLE   214,700 0 0
FREYR BATTERY INC COM NEW 35834F104   738,711 434,536 SH   SOLE   434,536 0 0
GE VERNOVA LLC COM 36828A101   16,362,054 95,400 SH   SOLE   95,400 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   28,147,000 700,000 SH Put SOLE   700,000 0 0
MARATHON PETE CORP COM 56585A102   2,081,760 12,000 SH   SOLE   12,000 0 0
MYR GROUP INC DEL COM 55405W104   6,391,941 47,100 SH   SOLE   47,100 0 0
NET POWER INC COM CL A 64107A105   1,542,327 156,900 SH   SOLE   156,900 0 0
NET POWER INC *W EXP 06/08/202 64107A113   1,044,428 106,249 SH   SOLE   106,249 0 0
NEXTRACKER INC CLASS A COM 65290E101   6,085,024 129,800 SH   SOLE   129,800 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,577,687 46,700 SH   SOLE   46,700 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,937,448 7,200 SH   SOLE   7,200 0 0
OCCIDENTAL PETE CORP COM 674599105   1,260,600 20,000 SH   SOLE   20,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,067,200 128,000 SH   SOLE   128,000 0 0
PRIMORIS SVCS CORP COM 74164F103   7,114,314 142,600 SH   SOLE   142,600 0 0
QUANTA SVCS INC COM 74762E102   7,749,745 30,500 SH   SOLE   30,500 0 0
SELECT SECTOR SPDR TR Energy 81369Y506   8,203,500 90,000 SH Call SOLE   90,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   5,317,728 852,200 SH   SOLE   852,200 0 0
SUNRUN INC COM 86771W105   4,943,248 416,800 SH   SOLE   416,800 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,211,980 14,000 SH   SOLE   14,000 0 0
VIPER ENERGY INC CL A 927959106   2,251,800 60,000 SH   SOLE   60,000 0 0