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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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
RAMACO RES INC COM 75134P303 69,322 5,631,349 SH   DFND   5,631,349 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 557,070 16,911,664 SH   DFND 1,2 16,911,664 0 0
PG&E CORP COM 69331C108 86,400 9,000,000 SH   DFND 3,4 9,000,000 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 240,145 25,738,988 SH   DFND 1,2 25,738,988 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142409 12,164 362,571 SH   DFND   362,571 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 33,013 666,667 SH   DFND   666,667 0 0