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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLIANT ENERGY CORP COM 018802108 BBG000DW4Q75 1,962,225 40,500 SH   SOLE   40,500 0 0
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZLF2 4,873,381 928,263 SH   SOLE   928,263 0 0
AMEREN CORP COM 023608102 BBG000B9X8C0 7,520,939 100,507 SH   SOLE   100,507 0 0
AMERESCO INC CL A 02361E108 BBG000BD1QL6 2,753,184 71,400 SH   SOLE   71,400 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 9,191,884 122,200 SH   SOLE   122,200 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG001V4SF46 8,418,886 379,400 SH   SOLE   379,400 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86F25 6,373,300 85,000 SH   SOLE   85,000 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 5,018,265 186,900 SH   SOLE   186,900 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000BHLYS1 3,865,443 45,194 SH   SOLE   45,194 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG000Q5T9W3 5,127,738 169,400 SH   SOLE   169,400 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FQS9 5,170,750 55,900 SH   SOLE   55,900 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 10,988,120 68,000 SH   SOLE   68,000 0 0
FLEX LTD ORD Y2573F102 BBG000BP5YT0 12,680,600 470,000 SH   SOLE   470,000 0 0
HUDBAY MINERALS INC COM 443628102 BBG000PM84L3 5,918,140 1,215,636 SH   SOLE   1,215,636 0 0
LIVENT CORP COM 53814L108 BBG00LV3NRG0 3,469,328 188,448 SH   SOLE   188,448 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 1,957,599 34,170 SH   SOLE   34,170 0 0
NISOURCE INC COM 65473P105 BBG000BPZBB6 5,485,747 222,275 SH   SOLE   222,275 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 3,180,019 82,555 SH   SOLE   82,555 0 0
PG&E CORP COM 69331C108 BBG000BQWPC5 7,011,421 434,682 SH   SOLE   434,682 0 0
PPL CORP COM 69351T106 BBG000BRJL00 9,671,451 410,503 SH   SOLE   410,503 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1N2 4,676,328 192,600 SH   SOLE   192,600 0 0
SEMPRA COM 816851109 BBG000C2ZCH8 6,271,414 92,186 SH   SOLE   92,186 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82275 5,190,300 284,400 SH   SOLE   284,400 0 0
SIGMA LITHIUM CORPORATION COM 826599102 BBG00L95H2Y2 8,843,858 272,622 SH   SOLE   272,622 0 0
SOUTHERN CO COM 842587107 BBG000BT9DW0 6,782,656 104,800 SH   SOLE   104,800 0 0
SOUTHERN COPPER CORP COM 84265V105 BBG000BSHH72 2,100,591 27,900 SH   SOLE   27,900 0 0
STEM INC COM 85859N102 BBG00XP8NQN4 2,104,630 496,375 SH   SOLE   496,375 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1JR1 4,063,962 388,153 SH   SOLE   388,153 0 0
TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 4,449,215 103,254 SH   SOLE   103,254 0 0