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
AMERESCO INC CL A 02361E108   4,815,683 99,027 SH   DFND 1 99,027 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   9,226,925 408,271 SH   DFND 1 408,271 0 0
AUTOLIV INC COM 052800109   3,070,369 36,105 SH   DFND 1 36,105 0 0
AXALTA COATING SYS LTD COM G0750C108   8,892,101 271,018 SH   DFND 1 271,018 0 0
BERRY GLOBAL GROUP INC COM 08579W103   4,808,579 74,737 SH   DFND 1 74,737 0 0
CHENIERE ENERGY INC COM NEW 16411R208   63,501,363 416,785 SH   DFND 1 416,785 0 0
CMS ENERGY CORP COM 125896100   12,753,274 217,077 SH   DFND 1 217,077 0 0
CORTEVA INC COM 22052L104   2,009,110 35,063 SH   DFND 1 35,063 0 0
DOW INC COM 260557103   7,675,884 144,121 SH   DFND 1 144,121 0 0
DUPONT DE NEMOURS INC COM 26614N102   10,925,462 152,932 SH   DFND 1 152,932 0 0
ECOLAB INC COM 278865100   7,108,408 38,076 SH   DFND 1 38,076 0 0
ECOVYST INC COM 27923Q109   4,366,707 381,039 SH   DFND 1 381,039 0 0
ENVIVA INC COM 29415B103   18,310,503 1,687,604 SH   DFND 1 1,687,604 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   8,680,000 2,000,000 SH   DFND 1 2,000,000 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   4,123,868 950,200 SH Call DFND 1 950,200 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   5,183,662 254,976 SH   DFND 1 254,976 0 0
FIRST SOLAR INC COM 336433107   10,838,171 57,016 SH   DFND 1 57,016 0 0
FTC SOLAR INC COM 30320C103   1,777,424 551,995 SH   DFND 1 551,995 0 0
GENERAL MTRS CO COM 37045V100   4,035,921 104,666 SH   DFND 1 104,666 0 0
HEXCEL CORP NEW COM 428291108   2,548,342 33,522 SH   DFND 1 33,522 0 0
ITRON INC COM 465741106   5,125,877 71,094 SH   DFND 1 71,094 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   66,721,678 12,021,924 SH   DFND 1 12,021,924 0 0
LIVENT CORP COM 53814L108   13,545,373 493,816 SH   DFND 1 493,816 0 0
MOSAIC CO NEW COM 61945C103   1,992,830 56,938 SH   DFND 1 56,938 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   24,974,144 932,567 SH   DFND 1 932,567 0 0
NEXTDECADE CORP COM 65342K105   11,987,987 1,460,169 SH   DFND 1 1,460,169 0 0
NRG ENERGY INC COM NEW 629377508   15,336,182 410,168 SH   DFND 1 410,168 0 0
ON SEMICONDUCTOR CORP COM 682189105   2,514,126 26,582 SH   DFND 1 26,582 0 0
PG&E CORP COM 69331C108   28,240,358 1,634,280 SH   DFND 1 1,634,280 0 0
PPG INDS INC COM 693506107   9,644,839 65,036 SH   DFND 1 65,036 0 0
PPL CORP COM 69351T106   22,316,920 843,421 SH   DFND 1 843,421 0 0
PROCTER AND GAMBLE CO COM 742718109   5,233,816 34,492 SH   DFND 1 34,492 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   9,189,706 551,603 SH   DFND 1 551,603 0 0
SHERWIN WILLIAMS CO COM 824348106   7,518,995 28,318 SH   DFND 1 28,318 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   13,004,935 179,082 SH   DFND 1 179,082 0 0
SOUTHERN CO COM 842587107   11,014,638 156,792 SH   DFND 1 156,792 0 0
SUNRUN INC COM 86771W105   4,275,613 239,396 SH   DFND 1 239,396 0 0
TALOS ENERGY INC COM 87484T108   9,875,440 712,000 SH   DFND 1 712,000 0 0
VISTEON CORP COM NEW 92839U206   3,195,610 22,252 SH   DFND 1 22,252 0 0
VISTRA CORP COM 92840M102   6,041,516 230,153 SH   DFND 1 230,153 0 0