The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AMAZON COM INC | COM | 023135106 | 7,841,840 | 43,474 | SH | SOLE | 43,474 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 10,565,369 | 51,231 | SH | SOLE | 51,231 | 0 | 0 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 6,348,815 | 6,542 | SH | SOLE | 6,542 | 0 | 0 | |||
| EXXON MOBIL CORP | COM | 30231G102 | 8,582,348 | 73,833 | SH | SOLE | 73,833 | 0 | 0 | |||
| HUBBELL INC | COM | 443510607 | 10,734,438 | 25,863 | SH | SOLE | 25,863 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 8,021,448 | 19,066 | SH | SOLE | 19,066 | 0 | 0 | |||
| NRG ENERGY INC | COM NEW | 629377508 | 4,941,370 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||
| POWELL INDS INC | COM | 739128106 | 4,564,130 | 32,074 | SH | SOLE | 32,074 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 17,585,593 | 215,325 | SH | SOLE | 215,325 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 5,293,400 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||