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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
AES CORP COM 00130H105   33,986,524 1,639,485 SH   SOLE   1,639,485 0 0
AIR PRODS & CHEMS INC COM 009158106   55,063,199 183,832 SH   SOLE   183,832 0 0
BLUE BIRD CORP COM 095306106   25,007,719 1,112,443 SH   SOLE   1,112,443 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   50,577,539 1,017,452 SH   SOLE   1,017,452 0 0
EATON CORP PLC SHS G29183103   129,893,909 645,917 SH   SOLE   645,917 0 0
FIRST SOLAR INC COM 336433107   21,507,923 113,146 SH   SOLE   113,146 0 0
GENERAL ELECTRIC CO COM NEW 369604301   12,674,273 115,378 SH   SOLE   115,378 0 0
NEXTRACKER INC CLASS A COM 65290E101   37,248,067 935,646 SH   SOLE   935,646 0 0
NVENT ELECTRIC PLC SHS G6700G107   141,914,600 2,746,557 SH   SOLE   2,746,557 0 0
OTIS WORLDWIDE CORP COM 68902V107   16,176,054 181,733 SH   SOLE   181,733 0 0
STANLEY BLACK & DECKER INC COM 854502101   188,809,157 2,014,824 SH   SOLE   2,014,824 0 0
TPI COMPOSITES INC COM 87266J104   19,538,988 1,884,184 SH   SOLE   1,884,184 0 0