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
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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
AEHR TEST SYSTEMS COM 00760J108   2,903,472 93,600 SH   SOLE   93,600 0 0
AIR PRODUCTS AND CHEMICALS INC COM 009158106   13,211,660 46,000 SH   SOLE   46,000 0 0
ALCOA CORP COM 013872106   5,192,320 122,000 SH   SOLE   122,000 0 0
ALTUS POWER INC COM 02217A102   4,329,200 790,000 SH   SOLE   790,000 0 0
AMBARELLA INC SHS G037AX101   1,378,076 17,800 SH   SOLE   17,800 0 0
ANSYS INC COM 03662Q105   9,651,200 29,000 SH   SOLE   29,000 0 0
APTIV PLC SHS G6095L109   8,414,250 75,000 SH   SOLE   75,000 0 0
ARCOSA INC COM 039653100   9,150,950 145,000 SH   SOLE   145,000 0 0
ARRAY TECHNOLOGIES INC COM 04271T100   3,610,200 165,000 SH   SOLE   165,000 0 0
ASPEN AEROGELS INC COM 04523Y105   2,672,315 358,700 SH   SOLE   358,700 0 0
ATLANTICA SUSTAINABLE INFRASTR SHS G0751N103   10,688,896 361,600 SH   SOLE   361,600 0 0
AUTODESK INC COM 052769106   7,389,680 35,500 SH   SOLE   35,500 0 0
BALL CORP COM 058498106   10,096,152 183,200 SH   SOLE   183,200 0 0
BWX TECHNOLOGIES INC COM 05605H100   11,662,400 185,000 SH   SOLE   185,000 0 0
CALIX INC COM 13100M509   7,395,420 138,000 SH   SOLE   138,000 0 0
CAMECO CORP COM 13321L108   8,322,060 318,000 SH   SOLE   318,000 0 0
CANADIAN PACIFIC KANSAS CITY L COM 13646K108   11,156,300 145,000 SH   SOLE   145,000 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   7,596,952 104,800 SH   SOLE   104,800 0 0
CHART INDUSTRIES INC COM 16115Q308   5,831,100 46,500 SH   SOLE   46,500 0 0
CLEAN ENERGY FUELS CORP COM 184499101   5,515,400 1,265,000 SH   SOLE   1,265,000 0 0
CLEARFIELD INC COM 18482P103   5,449,860 117,000 SH   SOLE   117,000 0 0
DARLING INGREDIENTS INC COM 237266101   8,526,400 146,000 SH   SOLE   146,000 0 0
DYCOM INDUSTRIES INC COM 267475101   6,789,625 72,500 SH   SOLE   72,500 0 0
EMERSON ELECTRIC CO COM 291011104   6,012,660 69,000 SH   SOLE   69,000 0 0
ENERFLEX LTD COM 29269R105   4,135,184 694,300 SH   SOLE   694,300 0 0
ENERSYS COM 29275Y102   9,383,040 108,000 SH   SOLE   108,000 0 0
ENOVIX CORP COM 293594107   4,547,550 305,000 SH   SOLE   305,000 0 0
EOS ENERGY ENTERPRISES INC COM 29415C101   798,499 310,700 SH   SOLE   310,700 0 0
FERGUSON PLC SHS G3421J106   5,363,375 40,100 SH   SOLE   40,100 0 0
FERROGLOBE PLC SHS G33856108   6,175,000 1,250,000 SH   SOLE   1,250,000 0 0
FIRST SOLAR INC COM 336433107   6,960,000 32,000 SH   SOLE   32,000 0 0
FISKER INC COM 33813J106   3,254,200 530,000 SH   SOLE   530,000 0 0
FLUOR CORP COM 343412102   7,912,960 256,000 SH   SOLE   256,000 0 0
FREEPORT-MCMORAN INC COM 35671D857   7,568,350 185,000 SH   SOLE   185,000 0 0
GENERAL MOTORS CO COM 37045V100   8,253,000 225,000 SH   SOLE   225,000 0 0
GOLAR LNG LTD SHS G9456A100   6,387,120 295,700 SH   SOLE   295,700 0 0
GREEN PLAINS INC COM 393222104   5,578,200 180,000 SH   SOLE   180,000 0 0
INFINERA CORP COM 45667G103   7,896,576 1,017,600 SH   SOLE   1,017,600 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   925,201 264,343 SH   SOLE   264,343 0 0
INTEL CORP COM 458140100   8,458,263 258,900 SH   SOLE   258,900 0 0
ITRON INC COM 465741106   7,485,750 135,000 SH   SOLE   135,000 0 0
KAR AUCTION SERVICES INC COM 48238T109   8,139,600 595,000 SH   SOLE   595,000 0 0
KIRBY CORP COM 497266106   8,712,500 125,000 SH   SOLE   125,000 0 0
METHANEX CORP COM 59151K108   6,514,200 140,000 SH   SOLE   140,000 0 0
MP MATERIALS CORP COM 553368101   5,271,530 187,000 SH   SOLE   187,000 0 0
NEXTERA ENERGY INC COM 65339F101   12,564,040 163,000 SH   SOLE   163,000 0 0
NEXTRACKER INC COM 65290E101   5,134,416 141,600 SH   SOLE   141,600 0 0
NXP SEMICONDUCTORS NV SHS N6596X109   1,640,980 8,800 SH   SOLE   8,800 0 0
OATLY GROUP AB ADR 67421J108   821,832 339,600 SH   SOLE   339,600 0 0
PTC INC COM 69370C100   11,668,930 91,000 SH   SOLE   91,000 0 0
QUALCOMM INC COM 747525103   7,782,380 61,000 SH   SOLE   61,000 0 0
RENEW ENERGY GLOBAL PLC SHS G7500M104   2,618,920 466,000 SH   SOLE   466,000 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   4,056,620 178,000 SH   SOLE   178,000 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   6,484,800 80,000 SH   SOLE   80,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,927,025 19,500 SH   SOLE   19,500 0 0
SUNOPTA INC COM 8676EP108   6,414,100 833,000 SH   SOLE   833,000 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR 874039100   7,906,700 85,000 SH   SOLE   85,000 0 0
TPI COMPOSITES INC COM 87266J104   4,371,750 335,000 SH   SOLE   335,000 0 0
TRITIUM DCFC LTD SHS Q9225T108   601,600 470,000 SH   SOLE   470,000 0 0
VALMONT INDUSTRIES INC COM 920253101   7,918,144 24,800 SH   SOLE   24,800 0 0
WOLFSPEED INC COM 977852102   4,981,665 76,700 SH   SOLE   76,700 0 0