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

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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
ALGONQUIN PWR UTILS CORP COM 015857105   6,299,800 966,227 SH   DFND 1 966,227 0 0
ARROWROOT ACQUISITION CORP CL A COM 04282M102   3,015,000 300,000 SH   DFND 1 300,000 0 0
ASHLAND INC COM 044186104   1,606,391 14,939 SH   DFND 1 14,939 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   128,757 67,767 SH   DFND 1 67,767 0 0
AXALTA COATING SYS LTD COM G0750C108   4,078,104 160,114 SH   DFND 1 160,114 0 0
BP PLC SPONSORED ADR 055622104   10,267,499 293,945 SH   DFND 1 293,945 0 0
BUNGE LIMITED COM G16962105   1,879,268 18,836 SH   DFND 1 18,836 0 0
BYTE ACQUISITION CORP CLASS A ORD SHS G1R25Q105   11,592,000 1,150,000 SH   DFND 1 1,150,000 0 0
CANADIAN SOLAR INC COM 136635109   5,971,363 193,248 SH   DFND 1 193,248 0 0
CELANESE CORP DEL COM 150870103   1,746,259 17,080 SH   DFND 1 17,080 0 0
CHART INDS INC COM 16115Q308   10,642,182 92,356 SH   DFND 1 92,356 0 0
CLEARWAY ENERGY INC CL C 18539C204   3,883,360 121,850 SH   DFND 1 121,850 0 0
CMS ENERGY CORP COM 125896100   29,259,347 462,014 SH   DFND 1 462,014 0 0
DTE ENERGY CO COM 233331107   5,081,645 43,237 SH   DFND 1 43,237 0 0
DUPONT DE NEMOURS INC COM 26614N102   8,106,027 118,112 SH   DFND 1 118,112 0 0
ECOVYST INC COM 27923Q109   819,842 92,533 SH   DFND 1 92,533 0 0
ENTERGY CORP NEW COM 29364G103   20,315,588 180,583 SH   DFND 1 180,583 0 0
ENVIVA INC COM 29415B103   36,948,641 697,539 SH   DFND 1 697,539 0 0
EQT CORP COM 26884L109   3,883,109 114,783 SH   DFND 1 114,783 0 0
EVERSOURCE ENERGY COM 30040W108   40,592,645 484,168 SH   DFND 1 484,168 0 0
FLOWSERVE CORP COM 34354P105   1,053,797 34,348 SH   DFND 1 34,348 0 0
FMC CORP COM NEW 302491303   2,297,693 18,411 SH   DFND 1 18,411 0 0
FUSION ACQUISITION CORP II COM CL A 36118N102   5,020,000 500,000 SH   DFND 1 500,000 0 0
IMPERIAL OIL LTD COM NEW 453038408   7,794,458 160,138 SH   DFND 1 160,138 0 0
LAZARD GROWTH ACQUISITION CO CL A ORD SHS G54035103   2,527,500 250,000 SH   DFND 1 250,000 0 0
LEVERE HOLDINGS CORP CLASS A ORD SHS G5462L106   5,045,000 500,000 SH   DFND 1 500,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105   53,372,238 11,212,655 SH   DFND 1 11,212,655 0 0
LINDE PLC SHS G5494J103   1,576,754 4,834 SH   DFND 1 4,834 0 0
LIVENT CORP COM 53814L108   8,868,319 446,317 SH   DFND 1 446,317 0 0
M3 BRIGADE ACQUISITION II CO COM CL A 553800103   10,020,000 1,000,000 SH   DFND 1 1,000,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   24,403,038 575,272 SH   DFND 1 575,272 0 0
NEXTDECADE CORP COM 65342K105   898,181 181,818 SH   DFND 1 181,818 0 0
NEXTERA ENERGY INC COM 65339F101   5,149,760 61,600 SH   DFND 1 61,600 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   4,632,108 66,088 SH   DFND 1 66,088 0 0
NORTHERN STAR INVEST CORP II COM CL A 66574L100   1,005,000 100,000 SH   DFND 1 100,000 0 0
NORTHERN STAR INVEST CORP IV COM CL A 66575B101   1,005,000 100,000 SH   DFND 1 100,000 0 0
NORTHWESTERN CORP COM NEW 668074305   2,107,460 35,515 SH   DFND 1 35,515 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842   3,020,470 790,699 SH   DFND 1 790,699 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105   10,110,000 1,000,000 SH   DFND 1 1,000,000 0 0
PONTEM CORPORATION SHS CL A G71707106   7,077,000 700,000 SH   DFND 1 700,000 0 0
PPL CORP COM 69351T106   15,072,903 515,842 SH   DFND 1 515,842 0 0
ROCKET INTERNET GRWT OPRT CO SHS CL A G7613T103   5,050,000 500,000 SH   DFND 1 500,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   1,036,312 10,552 SH   DFND 1 10,552 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   5,427,736 19,161 SH   DFND 1 19,161 0 0
TIM S A SPONSORED ADR 88706T108   4,659,487 399,956 SH   DFND 1 399,956 0 0
VOLTA INC COM CL A 92873V102   136,281 383,459 SH   DFND 1 383,459 0 0
WARBURG PINCUS CAPTAL CORP I SHS CL A G9460M108   1,009,000 100,000 SH   DFND 1 100,000 0 0
WAVERLEY CAPITAL ACQUIS CORP SHS CL A G06536109   5,010,000 500,000 SH   DFND 1 500,000 0 0
WESTLAKE CORPORATION COM 960413102   2,220,811 21,658 SH   DFND 1 21,658 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106   19,900,010 2,000,001 SH   DFND 1 2,000,001 0 0