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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AECOM COM 00766T100 27,247 430,302 SH   SOLE   430,302 0 0
AES CORP COM 00130H105 4,171 160,000 SH   SOLE   160,000 0 0
ANSYS INC COM 03662Q105 3,471 10,000 SH   SOLE   10,000 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 14,812 51,488 SH   SOLE   51,488 0 0
APPFOLIO INC - A COM 03783C100 7,060 50,000 SH   SOLE   50,000 0 0
ARCH RESOURCES INC COM 03940R107 32,612 572,347 SH   SOLE   572,347 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 42,841 489,612 SH   SOLE   489,612 0 0
ATOTECH LTD COM G0625A105 7,159 280,429 SH   SOLE   280,429 0 0
AVIENT CORP COM 05368V106 3,536 71,937 SH   SOLE   71,937 0 0
ATLANTICA SUSTAINABLE INFRAS COM G0751N103 2,961 79,543 SH   SOLE   79,543 0 0
BATTALION OIL CORP COM 07134L107 82,429 6,151,448 SH   SOLE   6,151,448 0 0
BERRY GLOBAL GROUP INC COM 08579W103 26,651 408,631 SH   SOLE   408,631 0 0
BLUESCAPE OPPORTUNITIES AC-A COM G1195N105 2,923 298,000 SH   SOLE   298,000 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 4,565 157,099 SH   SOLE   157,099 0 0
CALIX INC COM 13100M509 2,138 45,000 SH   SOLE   45,000 0 0
CHEMOURS CO/THE COM 163851108 7,496 215,393 SH   SOLE   215,393 0 0
CLIMATE CHANGE CRISIS - CL A COM 18716C100 7,510 500,000 SH   SOLE   500,000 0 0
CONVEY HOLDING PARENT INC COM 21258C108 4,350 382,258 SH   SOLE   382,258 0 0
CREE INC COM 225447101 1,978 20,200 SH   SOLE   20,200 0 0
CANADIAN SOLAR INC COM 136635109 1,838 41,000 SH   SOLE   41,000 0 0
DIDI GLOBAL INC ADR 23292E108 1,414 100,000 SH   SOLE   100,000 0 0
DYCOM INDUSTRIES INC COM 267475101 2,124 28,500 SH   SOLE   28,500 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 8,443 726,626 SH   SOLE   726,626 0 0
ENPHASE ENERGY INC COM 29355A107 1,524 8,300 SH   SOLE   8,300 0 0
ERO COPPER CORP COM 296006109 20,382 969,626 SH   SOLE   969,626 0 0
EVERGY INC COM 30034W106 6,351 105,100 SH   SOLE   105,100 0 0
EXELON CORP COM 30161N101 5,610 126,600 SH   SOLE   126,600 0 0
FORD MOTOR CO COM 345370860 2,972 200,000 SH   SOLE   200,000 0 0
FERRO CORP COM 315405100 9 400 SH Call SOLE   400 0 0
FERRO CORP COM 315405100 2,121 98,350 SH   SOLE   98,350 0 0
FIRST SOLAR INC COM 336433107 20,469 226,155 SH   SOLE   226,155 0 0
FISKER INC COM 33813J106 1,581 82,000 SH   SOLE   82,000 0 0
H.B. FULLER CO. COM 359694106 4,991 78,468 SH   SOLE   78,468 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 3,564 135,000 SH   SOLE   135,000 0 0
GENERAC HOLDINGS INC COM 368736104 2,532 6,100 SH   SOLE   6,100 0 0
FERROGLOBE PLC COM G33856108 2,899 473,653 SH   SOLE   473,653 0 0
INFINERA CORP COM 45667G103 2,652 260,000 SH   SOLE   260,000 0 0
PERIDOT ACQUISITION CORP COM G7008A115 974 80,000 SH   SOLE   80,000 0 0
LINDE PLC COM G5494J103 4,989 17,258 SH   SOLE   17,258 0 0
MAXEON SOLAR TECHNOLOGIE COM Y58473102 2,404 112,187 SH   SOLE   112,187 0 0
MASTERCRAFT BOAT HOLDINGS IN COM 57637H103 6,094 231,804 SH   SOLE   231,804 0 0
MISSFRESH LTD-ADR ADR 60500F105 9,682 1,119,343 SH   SOLE   1,119,343 0 0
MATERIALISE NV-ADR ADR 57667T100 6,625 275,000 SH   SOLE   275,000 0 0
GORES HOLDINGS VI INC COM 38286R105 811 50,000 SH   SOLE   50,000 0 0
GORES HOLDINGS VI A -CW27 *W EXP 8/24/2027 38286R113 43 7,262 SH   SOLE   7,262 0 0
NOBLE CORP COM G6610J209 15,222 615,510 SH   SOLE   615,510 0 0
NOUVEAU MONDE GRAPHITE INC COM 66979W842 1,366 174,000 SH   SOLE   174,000 0 0
NOVAN INC COM 66988N205 5,991 595,493 SH   SOLE   595,493 0 0
NRG ENERGY INC COM 629377508 38,589 957,539 SH   SOLE   957,539 0 0
NXP SEMICONDUCTORS NV COM N6596X109 2,592 12,600 SH   SOLE   12,600 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 10,195 575,000 SH   SOLE   575,000 0 0
OSCAR HEALTH INC - CLASS A COM 687793109 12,033 559,696 SH   SOLE   559,696 0 0
PPG INDUSTRIES INC COM 693506107 7,506 44,211 SH   SOLE   44,211 0 0
PROTERRA INC COM 74374T109 1,779 103,980 SH   SOLE   103,980 0 0
RAIN THERAPEUTICS INC COM 75082Q105 6,605 425,000 SH   SOLE   425,000 0 0
ROMEO POWER INC COM 776153108 3,770 463,100 SH   SOLE   463,100 0 0
RODGERS SILICON VALLEY ACQUI COM 774873103 13,126 571,429 SH   SOLE   571,429 0 0
SUNRUN INC COM 86771W105 1,266 22,700 SH   SOLE   22,700 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 24,873 90,000 SH Put SOLE   90,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,993 113,495 SH   SOLE   113,495 0 0
SIMILARWEB LTD COM M84137104 15,918 808,015 SH   SOLE   808,015 0 0
SUNPOWER CORP COM 867652406 1,256 43,000 SH   SOLE   43,000 0 0
SPDR S&P 500 ETF TR ETF 78462F103 2,140 5,000 SH Put SOLE   5,000 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 14,763 311,909 SH   SOLE   311,909 0 0
SQZ BIOTECHNOLOGIES CO COM 78472W104 5,114 353,895 SH   SOLE   353,895 0 0
STEM INC COM 85859N102 1,012 28,100 SH   SOLE   28,100 0 0
SUNOPTA INC COM 8676EP108 2,264 185,000 SH   SOLE   185,000 0 0
STAR PEAK CORP II CL A -CW25 *W EXP 12/24/2025 855179115 89 50,000 SH   SOLE   50,000 0 0
TALOS ENERGY INC COM 87484T108 7,038 450,000 SH   SOLE   450,000 0 0
TRONOX HOLDINGS PLC- A COM G9087Q102 41,325 1,844,870 SH   SOLE   1,844,870 0 0
VALARIS LTD COM G9460G101 467 16,157 SH   SOLE   16,157 0 0
VALARIS LTD -CW28 *W EXP 04/29/2028 G9460G119 798 280,009 SH   SOLE   280,009 0 0
CF FINANCE ACQUISITION -CW27 *W EXP 03/08/2027 92671V114 57 33,191 SH   SOLE   33,191 0 0
IPATH SERIES B S&P 500 VIX ETF 06747R477 4,068 138,082 SH   SOLE   138,082 0 0
UNITED STATES STEEL CORP COM 912909108 9,600 400,000 SH Call SOLE   400,000 0 0
UNITED STATES STEEL CORP COM 912909108 19,196 799,852 SH   SOLE   799,852 0 0
EXELA TECHNOLOGIES INC COM 30162V409 3,136 1,312,004 SH   SOLE   1,312,004 0 0
SELECT SECTOR SPDR TR -SBI MATERIALS ETF 81369Y209 630 5,000 SH Call SOLE   5,000 0 0