The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 5,811,827 | 261,912 | SH | DFND | 1 | 261,912 | 0 | 0 | ||
| ATS CORPORATION | COM | 00217Y104 | 8,399,783 | 196,140 | SH | DFND | 1 | 196,140 | 0 | 0 | ||
| AUTOLIV INC | COM | 052800109 | 12,142,780 | 125,858 | SH | DFND | 1 | 125,858 | 0 | 0 | ||
| AXALTA COATING SYS LTD | COM | G0750C108 | 4,987,395 | 185,405 | SH | DFND | 1 | 185,405 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 6,813,629 | 110,057 | SH | DFND | 1 | 110,057 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 7,288,084 | 1,547,364 | SH | DFND | 1 | 1,547,364 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 1,939,191 | 17,914 | SH | DFND | 1 | 17,914 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 6,978,950 | 42,052 | SH | DFND | 1 | 42,052 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 2,834,457 | 32,035 | SH | DFND | 1 | 32,035 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 2,991,130 | 98,815 | SH | DFND | 1 | 98,815 | 0 | 0 | ||
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | 5,077,092 | 95,939 | SH | DFND | 1 | 95,939 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | 1,895,078 | 11,187 | SH | DFND | 1 | 11,187 | 0 | 0 | ||
| ECOVYST INC | COM | 27923Q109 | 1,476,216 | 150,022 | SH | DFND | 1 | 150,022 | 0 | 0 | ||
| ENVIVA INC | COM | 29415B103 | 14,660,443 | 1,962,576 | SH | DFND | 1 | 1,962,576 | 0 | 0 | ||
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 4,300,000 | 2,000,000 | SH | DFND | 1 | 2,000,000 | 0 | 0 | ||
| EVERGY INC | COM | 30034W106 | 10,131,432 | 199,831 | SH | DFND | 1 | 199,831 | 0 | 0 | ||
| EVERSOURCE ENERGY | COM | 30040W108 | 18,647,600 | 320,681 | SH | DFND | 1 | 320,681 | 0 | 0 | ||
| EXCELERATE ENERGY INC | CL A COM | 30069T101 | 4,595,245 | 269,674 | SH | DFND | 1 | 269,674 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 65,930,659 | 408,012 | SH | DFND | 1 | 408,012 | 0 | 0 | ||
| FLUOR CORP NEW | COM | 343412102 | 4,558,213 | 124,202 | SH | DFND | 1 | 124,202 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 5,278,022 | 48,440 | SH | DFND | 1 | 48,440 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 8,983,124 | 722,697 | SH | DFND | 1 | 722,697 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 16,330,313 | 60,773 | SH | DFND | 1 | 60,773 | 0 | 0 | ||
| HESAI GROUP | SPONSORED ADS | 428050108 | 899,040 | 89,904 | SH | DFND | 1 | 89,904 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 6,146,285 | 94,355 | SH | DFND | 1 | 94,355 | 0 | 0 | ||
| LI-CYCLE HOLDINGS CORP | COMMON SHARES | 50202P105 | 39,253,280 | 11,057,262 | SH | DFND | 1 | 11,057,262 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 14,119,807 | 766,964 | SH | DFND | 1 | 766,964 | 0 | 0 | ||
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | 11,900,959 | 286,425 | SH | DFND | 1 | 286,425 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 9,593,132 | 269,470 | SH | DFND | 1 | 269,470 | 0 | 0 | ||
| NEXTDECADE CORP | COM | 65342K105 | 6,631,583 | 1,295,231 | SH | DFND | 1 | 1,295,231 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 19,512,460 | 506,554 | SH | DFND | 1 | 506,554 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 2,470,797 | 26,582 | SH | DFND | 1 | 26,582 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 10,862,155 | 127,760 | SH | DFND | 1 | 127,760 | 0 | 0 | ||
| PG&E CORP | COM | 69331C108 | 29,308,758 | 1,817,034 | SH | DFND | 1 | 1,817,034 | 0 | 0 | ||
| PHINIA INC | COMMON STOCK | 71880K101 | 16,132,268 | 602,175 | SH | DFND | 1 | 602,175 | 0 | 0 | ||
| PPL CORP | COM | 69351T106 | 46,234,120 | 1,962,399 | SH | DFND | 1 | 1,962,399 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | INDL | 81369Y704 | 2,671,971 | 26,356 | SH | DFND | 1 | 26,356 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,970,822 | 11,648 | SH | DFND | 1 | 11,648 | 0 | 0 | ||
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | 8,080,315 | 442,757 | SH | DFND | 1 | 442,757 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 30,649,018 | 513,642 | SH | DFND | 1 | 513,642 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 12,941,476 | 199,961 | SH | DFND | 1 | 199,961 | 0 | 0 | ||
| STELLANTIS N.V | SHS | N82405106 | 13,870,551 | 725,068 | SH | DFND | 1 | 725,068 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 7,945,387 | 92,690 | SH | DFND | 1 | 92,690 | 0 | 0 | ||
| TPI COMPOSITES INC | COM | 87266J104 | 2,162,808 | 816,154 | SH | DFND | 1 | 816,154 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 3,046,122 | 226,646 | SH | DFND | 1 | 226,646 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 4,216,874 | 83,519 | SH | DFND | 1 | 83,519 | 0 | 0 | ||
| UGI CORP NEW | COM | 902681105 | 16,278,802 | 707,774 | SH | DFND | 1 | 707,774 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 10,032,442 | 72,662 | SH | DFND | 1 | 72,662 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 937,563 | 6,519 | SH | DFND | 1 | 6,519 | 0 | 0 | ||
| XCEL ENERGY INC | COM | 98389B100 | 9,543,037 | 166,778 | SH | DFND | 1 | 166,778 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 5,032,513 | 274,102 | SH | DFND | 1 | 274,102 | 0 | 0 | ||