0001104659-23-091134.txt : 20230814 0001104659-23-091134.hdr.sgml : 20230814 20230814120443 ACCESSION NUMBER: 0001104659-23-091134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clear Sky Advisers, LLC CENTRAL INDEX KEY: 0001887492 IRS NUMBER: 853447806 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22537 FILM NUMBER: 231167786 BUSINESS ADDRESS: STREET 1: 50 BRIAR HOLLOW LANE STREET 2: SUITE 450W CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 7132633300 MAIL ADDRESS: STREET 1: 50 BRIAR HOLLOW LANE STREET 2: SUITE 450W CITY: HOUSTON STATE: TX ZIP: 77027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001887492 XXXXXXXX 06-30-2023 06-30-2023 false Clear Sky Advisers, LLC

50 Briar Hollow Lane Suite 450w Houston TX 77027

13F HOLDINGS REPORT 028-22537 000311751 801-119985 N Shawn Singh 713-263-3235 /s/ Shawn Singh Houston TX 08-14-2023 0 52 312439042 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 5125950 45000 SH SOLE 45000 0 0 ALBEMARLE CORP COM 012653101 4841053 21700 SH SOLE 21700 0 0 ALCOA CORP COM 013872106 4835025 142500 SH SOLE 142500 0 0 ALTUS POWER INC COM 02217A102 3132000 580000 SH SOLE 580000 0 0 ANSYS INC COM 03662Q105 8256750 25000 SH SOLE 25000 0 0 ARCOSA INC COM 039653100 8334700 110000 SH SOLE 110000 0 0 ARRAY TECHNOLOGIES INC COM 04271T100 4181000 185000 SH SOLE 185000 0 0 AUTODESK INC COM 052769106 6833974 33400 SH SOLE 33400 0 0 BALL CORP COM 058498106 8731500 150000 SH SOLE 150000 0 0 BWX TECHNOLOGIES INC COM 05605H100 11093350 155000 SH SOLE 155000 0 0 CALIFORNIA RESOURCES CORP COM 13057Q305 7019950 155000 SH SOLE 155000 0 0 CAMECO CORP COM 13321L108 8459100 270000 SH SOLE 270000 0 0 CANADIAN SOLAR INC COM 136635109 5803500 150000 SH SOLE 150000 0 0 CF INDUSTRIES HOLDINGS INC COM 125269100 5553600 80000 SH SOLE 80000 0 0 CHART INDUSTRIES INC COM 16115Q308 3834960 24000 SH SOLE 24000 0 0 CLEAN ENERGY FUELS CORP COM 184499101 5084000 1025000 SH SOLE 1025000 0 0 EAGLE MATERIALS INC COM 26969P108 9321000 50000 SH SOLE 50000 0 0 EMERSON ELECTRIC CO COM 291011104 10756410 119000 SH SOLE 119000 0 0 ENERFLEX LTD COM 29269R105 6132346 900000 SH SOLE 900000 0 0 ENERSYS COM 29275Y102 8139000 75000 SH SOLE 75000 0 0 ENOVIX CORP COM 293594107 3788400 210000 SH SOLE 210000 0 0 EOS ENERGY ENTERPRISES INC COM 29415C101 2712500 625000 SH SOLE 625000 0 0 FERGUSON PLC SHS G3421J106 10067840 64000 SH SOLE 64000 0 0 FERROGLOBE PLC SHS G33856108 3115096 653060 SH SOLE 653060 0 0 FIRST SOLAR INC COM 336433107 7223420 38000 SH SOLE 38000 0 0 FREEPORT-MCMORAN INC COM 35671D857 6517480 162937 SH SOLE 162937 0 0 GENERAL ELECTRIC CO COM 369604301 9886500 90000 SH SOLE 90000 0 0 GRAFTECH INTERNATIONAL LTD COM 384313508 4914000 975000 SH SOLE 975000 0 0 GREEN PLAINS INC COM 393222104 4352400 135000 SH SOLE 135000 0 0 INFINERA CORP COM 45667G103 5313000 1100000 SH SOLE 1100000 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 2243316 789900 SH SOLE 789900 0 0 INTEL CORP COM 458140100 6019200 180000 SH SOLE 180000 0 0 ITRON INC COM 465741106 7210000 100000 SH SOLE 100000 0 0 KIRBY CORP COM 497266106 10003500 130000 SH SOLE 130000 0 0 METHANEX CORP COM 59151K108 5998650 145000 SH SOLE 145000 0 0 NAVITAS SEMICONDUCTOR CORP COM 63942X106 1317500 125000 SH SOLE 125000 0 0 NEXGEN ENERGY LTD COM 65340P106 6947250 1475000 SH SOLE 1475000 0 0 NEXTRACKER INC COM 65290E101 4498530 113000 SH SOLE 113000 0 0 OPENLANE INC COM 48238T109 3805000 250000 SH SOLE 250000 0 0 PTC INC COM 69370C100 11028250 77500 SH SOLE 77500 0 0 RENEW ENERGY GLOBAL PLC SHS G7500M104 3123600 570000 SH SOLE 570000 0 0 REPUBLIC SERVICES INC COM 760759100 3829250 25000 SH SOLE 25000 0 0 RIVIAN AUTOMOTIVE INC COM 76954A103 4331600 260000 SH SOLE 260000 0 0 SHOALS TECHNOLOGIES GROUP INC COM 82489W107 4473000 175000 SH SOLE 175000 0 0 SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105 5809600 80000 SH SOLE 80000 0 0 STRATASYS LTD SHS M85548101 7104000 400000 SH SOLE 400000 0 0 SUNOPTA INC COM 8676EP108 6857250 1025000 SH SOLE 1025000 0 0 TESLA INC COM 88160R101 4580975 17500 SH SOLE 17500 0 0 TEXAS INSTRUMENTS INC COM 882508104 9901100 55000 SH SOLE 55000 0 0 TPI COMPOSITES INC COM 87266J104 1492917 143965 SH SOLE 143965 0 0 WASTE MANAGEMENT INC COM 94106L109 4335500 25000 SH SOLE 25000 0 0 WOLFSPEED INC COM 977852102 4169250 75000 SH SOLE 75000 0 0