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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
ADVANCED MICRO DEVICES INC COM 007903107   5,125,950 45,000 SH   SOLE   45,000 0 0
ALBEMARLE CORP COM 012653101   4,841,053 21,700 SH   SOLE   21,700 0 0
ALCOA CORP COM 013872106   4,835,025 142,500 SH   SOLE   142,500 0 0
ALTUS POWER INC COM 02217A102   3,132,000 580,000 SH   SOLE   580,000 0 0
ANSYS INC COM 03662Q105   8,256,750 25,000 SH   SOLE   25,000 0 0
ARCOSA INC COM 039653100   8,334,700 110,000 SH   SOLE   110,000 0 0
ARRAY TECHNOLOGIES INC COM 04271T100   4,181,000 185,000 SH   SOLE   185,000 0 0
AUTODESK INC COM 052769106   6,833,974 33,400 SH   SOLE   33,400 0 0
BALL CORP COM 058498106   8,731,500 150,000 SH   SOLE   150,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   11,093,350 155,000 SH   SOLE   155,000 0 0
CALIFORNIA RESOURCES CORP COM 13057Q305   7,019,950 155,000 SH   SOLE   155,000 0 0
CAMECO CORP COM 13321L108   8,459,100 270,000 SH   SOLE   270,000 0 0
CANADIAN SOLAR INC COM 136635109   5,803,500 150,000 SH   SOLE   150,000 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   5,553,600 80,000 SH   SOLE   80,000 0 0
CHART INDUSTRIES INC COM 16115Q308   3,834,960 24,000 SH   SOLE   24,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   5,084,000 1,025,000 SH   SOLE   1,025,000 0 0
EAGLE MATERIALS INC COM 26969P108   9,321,000 50,000 SH   SOLE   50,000 0 0
EMERSON ELECTRIC CO COM 291011104   10,756,410 119,000 SH   SOLE   119,000 0 0
ENERFLEX LTD COM 29269R105   6,132,346 900,000 SH   SOLE   900,000 0 0
ENERSYS COM 29275Y102   8,139,000 75,000 SH   SOLE   75,000 0 0
ENOVIX CORP COM 293594107   3,788,400 210,000 SH   SOLE   210,000 0 0
EOS ENERGY ENTERPRISES INC COM 29415C101   2,712,500 625,000 SH   SOLE   625,000 0 0
FERGUSON PLC SHS G3421J106   10,067,840 64,000 SH   SOLE   64,000 0 0
FERROGLOBE PLC SHS G33856108   3,115,096 653,060 SH   SOLE   653,060 0 0
FIRST SOLAR INC COM 336433107   7,223,420 38,000 SH   SOLE   38,000 0 0
FREEPORT-MCMORAN INC COM 35671D857   6,517,480 162,937 SH   SOLE   162,937 0 0
GENERAL ELECTRIC CO COM 369604301   9,886,500 90,000 SH   SOLE   90,000 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508   4,914,000 975,000 SH   SOLE   975,000 0 0
GREEN PLAINS INC COM 393222104   4,352,400 135,000 SH   SOLE   135,000 0 0
INFINERA CORP COM 45667G103   5,313,000 1,100,000 SH   SOLE   1,100,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   2,243,316 789,900 SH   SOLE   789,900 0 0
INTEL CORP COM 458140100   6,019,200 180,000 SH   SOLE   180,000 0 0
ITRON INC COM 465741106   7,210,000 100,000 SH   SOLE   100,000 0 0
KIRBY CORP COM 497266106   10,003,500 130,000 SH   SOLE   130,000 0 0
METHANEX CORP COM 59151K108   5,998,650 145,000 SH   SOLE   145,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   1,317,500 125,000 SH   SOLE   125,000 0 0
NEXGEN ENERGY LTD COM 65340P106   6,947,250 1,475,000 SH   SOLE   1,475,000 0 0
NEXTRACKER INC COM 65290E101   4,498,530 113,000 SH   SOLE   113,000 0 0
OPENLANE INC COM 48238T109   3,805,000 250,000 SH   SOLE   250,000 0 0
PTC INC COM 69370C100   11,028,250 77,500 SH   SOLE   77,500 0 0
RENEW ENERGY GLOBAL PLC SHS G7500M104   3,123,600 570,000 SH   SOLE   570,000 0 0
REPUBLIC SERVICES INC COM 760759100   3,829,250 25,000 SH   SOLE   25,000 0 0
RIVIAN AUTOMOTIVE INC COM 76954A103   4,331,600 260,000 SH   SOLE   260,000 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   4,473,000 175,000 SH   SOLE   175,000 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   5,809,600 80,000 SH   SOLE   80,000 0 0
STRATASYS LTD SHS M85548101   7,104,000 400,000 SH   SOLE   400,000 0 0
SUNOPTA INC COM 8676EP108   6,857,250 1,025,000 SH   SOLE   1,025,000 0 0
TESLA INC COM 88160R101   4,580,975 17,500 SH   SOLE   17,500 0 0
TEXAS INSTRUMENTS INC COM 882508104   9,901,100 55,000 SH   SOLE   55,000 0 0
TPI COMPOSITES INC COM 87266J104   1,492,917 143,965 SH   SOLE   143,965 0 0
WASTE MANAGEMENT INC COM 94106L109   4,335,500 25,000 SH   SOLE   25,000 0 0
WOLFSPEED INC COM 977852102   4,169,250 75,000 SH   SOLE   75,000 0 0