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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEHR TEST SYSTEMS COM 00760J108 1,452 103,000 SH   SOLE   103,000 0 0
AES CORP/THE COM 00130H105 3,503 155,000 SH   SOLE   155,000 0 0
AIR PRODUCTS AND CHEMICALS INC COM 009158106 5,213 22,400 SH   SOLE   22,400 0 0
ALBEMARLE CORP COM 012653101 2,724 10,300 SH   SOLE   10,300 0 0
ALCOA CORP COM 013872106 2,154 64,000 SH   SOLE   64,000 0 0
ALTO INGREDIENTS INC COM 021513106 1,911 525,000 SH   SOLE   525,000 0 0
ALTUS POWER INC COM 02217A102 1,596 145,000 SH   SOLE   145,000 0 0
ANSYS INC COM 03662Q105 3,436 15,500 SH   SOLE   15,500 0 0
APTIV PLC SHS G6095L109 2,464 31,500 SH   SOLE   31,500 0 0
ARCHAEA ENERGY INC COM 03940F103 2,107 117,000 SH   SOLE   117,000 0 0
ARCOSA INC COM 039653100 4,632 81,000 SH   SOLE   81,000 0 0
ASPEN AEROGELS INC COM 04523Y105 1,798 195,000 SH   SOLE   195,000 0 0
ATLANTICA SUSTAINABLE INFRASTR SHS G0751N103 3,490 132,700 SH   SOLE   132,700 0 0
AUTODESK INC COM 052769106 3,082 16,500 SH   SOLE   16,500 0 0
CALIX INC COM 13100M509 2,568 42,000 SH   SOLE   42,000 0 0
CAMECO CORP COM 13321L108 2,571 97,000 SH   SOLE   97,000 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 4,871 73,000 SH   SOLE   73,000 0 0
CENTURY ALUMINUM CO COM 156431108 1,478 280,000 SH   SOLE   280,000 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 2,695 28,000 SH   SOLE   28,000 0 0
CHART INDUSTRIES INC COM 16115Q308 2,415 13,100 SH   SOLE   13,100 0 0
CLEAN ENERGY FUELS CORP COM 184499101 1,655 310,000 SH   SOLE   310,000 0 0
CLEARFIELD INC COM 18482P103 2,564 24,500 SH   SOLE   24,500 0 0
DARLING INGREDIENTS INC COM 237266101 3,374 51,000 SH   SOLE   51,000 0 0
DEERE & CO COM 244199105 4,341 13,000 SH   SOLE   13,000 0 0
DOMINION ENERGY INC COM 25746U109 6,565 95,000 SH   SOLE   95,000 0 0
DYCOM INDUSTRIES INC COM 267475101 3,821 40,000 SH   SOLE   40,000 0 0
ENOVIX CORP COM 293594107 1,338 73,000 SH   SOLE   73,000 0 0
ENPHASE ENERGY INC COM 29355A107 2,026 7,300 SH   SOLE   7,300 0 0
EVERGY INC COM 30034W106 6,653 112,000 SH   SOLE   112,000 0 0
FERROGLOBE PLC SHS G33856108 2,129 403,200 SH   SOLE   403,200 0 0
FIRST SOLAR INC COM 336433107 3,042 23,000 SH   SOLE   23,000 0 0
FISKER INC COM 33813J106 1,963 260,000 SH   SOLE   260,000 0 0
FLEX LTD SHS Y2573F102 3,265 196,000 SH   SOLE   196,000 0 0
FORD MOTOR CO COM 345370860 2,800 250,000 SH   SOLE   250,000 0 0
FREYR BATTERY SA SHS L4135L100 2,093 147,000 SH   SOLE   147,000 0 0
FRONTIER COMMUNICATIONS PARENT COM 35909D109 3,374 144,000 SH   SOLE   144,000 0 0
GREEN PLAINS INC COM 393222104 2,151 74,000 SH   SOLE   74,000 0 0
HARLEY-DAVIDSON INC COM 412822108 2,965 85,000 SH   SOLE   85,000 0 0
INFINERA CORP COM 45667G103 2,710 560,000 SH   SOLE   560,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1,782 342,000 SH   SOLE   342,000 0 0
INTEL CORP COM 458140100 3,969 154,000 SH   SOLE   154,000 0 0
ITRON INC COM 465741106 3,032 72,000 SH   SOLE   72,000 0 0
KAR AUCTION SERVICES INC COM 48238T109 2,770 248,000 SH   SOLE   248,000 0 0
KIRBY CORP COM 497266106 3,889 64,000 SH   SOLE   64,000 0 0
MAXEON SOLAR TECHNOLOGIES LTD SHS Y58473102 1,284 54,000 SH   SOLE   54,000 0 0
NEXTDECADE CORP COM 65342K105 1,746 290,000 SH   SOLE   290,000 0 0
NRG ENERGY INC COM 629377508 4,592 120,000 SH   SOLE   120,000 0 0
NUSCALE POWER CORP COM 67079K100 2,044 175,000 SH   SOLE   175,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,412 38,700 SH   SOLE   38,700 0 0
OUSTER INC COM 68989M103 771 800,000 SH   SOLE   800,000 0 0
PLANET LABS PBC COM 72703X106 1,928 355,000 SH   SOLE   355,000 0 0
PROTERRA INC COM 74374T109 1,833 368,000 SH   SOLE   368,000 0 0
PTC INC COM 69370C100 3,713 35,500 SH   SOLE   35,500 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107 1,681 78,000 SH   SOLE   78,000 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105 2,269 25,000 SH   SOLE   25,000 0 0
STEM INC COM 85859N102 1,267 95,000 SH   SOLE   95,000 0 0
SUNLIGHT FINANCIAL HOLDINGS IN COM 86738J106 732 590,253 SH   SOLE   590,253 0 0
SUNOPTA INC COM 8676EP108 2,776 305,000 SH   SOLE   305,000 0 0
TPI COMPOSITES INC COM 87266J104 1,275 113,000 SH   SOLE   113,000 0 0
TRITIUM DCFC LTD SHS Q9225T108 1,005 315,000 SH   SOLE   315,000 0 0
VISTRA CORP COM 92840M102 3,927 187,000 SH   SOLE   187,000 0 0
WOLFSPEED INC COM 977852102 2,119 20,500 SH   SOLE   20,500 0 0