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
ALTUS POWER INC COM CL A 02217A102 BBG00Y48ZLF2 5,025,207 735,755 SH   SOLE   735,755 0 0
AMERICAN ELEC PWR CO INC COM 025537101 BBG000BB9KF2 13,563,740 167,000 SH   SOLE   167,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG001V4SF46 8,023,680 477,600 SH   SOLE   477,600 0 0
BWX TECHNOLOGIES INC COM 05605H100 BBG000D86F25 3,421,851 44,596 SH   SOLE   44,596 0 0
CAMECO CORP COM 13321L108 BBG000DSZTN6 1,134,909 26,332 SH   SOLE   26,332 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG000FDBX90 5,428,300 190,000 SH   SOLE   190,000 0 0
CHART INDS INC COM 16115Q308 BBG000P1K2X6 3,601,839 26,420 SH   SOLE   26,420 0 0
CONSOLIDATED EDISON INC COM 209115104 BBG000BHLYS1 1,919,467 21,100 SH   SOLE   21,100 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 BBG000Q5T9W3 3,467,071 130,341 SH   SOLE   130,341 0 0
ENTERGY CORP NEW COM 29364G103 BBG000C1FQS9 5,312,475 52,500 SH   SOLE   52,500 0 0
EVERGY INC COM 30034W106 BBG00H433CR2 5,845,878 111,990 SH   SOLE   111,990 0 0
EXELON CORP COM 30161N101 BBG000J6XT05 4,813,903 134,092 SH   SOLE   134,092 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 6,042,032 35,071 SH   SOLE   35,071 0 0
HUDBAY MINERALS INC COM 443628102 BBG000PM84L3 7,992,646 1,452,436 SH   SOLE   1,452,436 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 BBG000Q72QF9 1,433,272 38,800 SH   SOLE   38,800 0 0
NEXTERA ENERGY INC COM 65339F101 BBG000BJSBJ0 3,826,620 63,000 SH   SOLE   63,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 BBG006JNW321 1,206,851 39,686 SH   SOLE   39,686 0 0
NISOURCE INC COM 65473P105 BBG000BPZBB6 12,335,688 464,621 SH   SOLE   464,621 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 2,406,894 46,555 SH   SOLE   46,555 0 0
PG&E CORP COM 69331C108 BBG000BQWPC5 10,629,334 589,536 SH   SOLE   589,536 0 0
PINNACLE WEST CAP CORP COM 723484101 BBG000BRDSX5 3,204,064 44,600 SH   SOLE   44,600 0 0
PPL CORP COM 69351T106 BBG000BRJL00 9,224,976 340,405 SH   SOLE   340,405 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1N2 3,244,518 138,300 SH   SOLE   138,300 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG000BJ7G75 7,681,929 121,300 SH   SOLE   121,300 0 0
SEMPRA COM 816851109 BBG000C2ZCH8 8,570,485 114,686 SH   SOLE   114,686 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 BBG00YQ82275 8,130,870 523,222 SH   SOLE   523,222 0 0
SIGMA LITHIUM CORPORATION COM 826599102 BBG00L95H2Y2 3,972,086 125,978 SH   SOLE   125,978 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 BBG000BKK4S1 4,738,230 78,682 SH   SOLE   78,682 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1JR1 1,937,223 127,031 SH   SOLE   127,031 0 0
TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 7,273,357 172,069 SH   SOLE   172,069 0 0
XCEL ENERGY INC COM 98389B100 BBG000BCTQ65 8,623,506 139,291 SH   SOLE   139,291 0 0