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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
CHENIERE ENERGY INC COM NEW 16411R208   36,095,303 236,908 SH   SOLE   236,908 0 0
ENVIVA INC COM 29415B103   8,281,914 763,310 SH   SOLE   763,310 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   14,856,007 2,676,758 SH   SOLE   2,676,758 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   17,195,411 642,099 SH   SOLE   642,099 0 0