Clear Sky Advisers, LLC [Rocket]

Holdings

Clear Sky Advisers, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
BWX Technologies, Inc.	BWXT	COM	155,000	155,000	11,093,350,000	11,093,350,000	3.55	0.17	Hist	06/30/2023
EMERSON ELECTRIC CO	EMR	Common	119,000	119,000	10,756,410,000	10,756,410,000	3.44	0.02	Hist	06/30/2023
Ferguson plc	FERG	SHS	64,000	64,000	10,067,840,000	10,067,840,000	3.22	0.03	Hist	06/30/2023
TEXAS INSTRUMENTS INC	TXN	Common	55,000	55,000	9,901,100,000	9,901,100,000	3.17		Hist	06/30/2023
GENERAL ELECTRIC CO	GE	Stock	90,000	90,000	9,886,500,000	9,886,500,000	3.16	0.01	Hist	06/30/2023
EAGLE MATERIALS INC	EXP	Common	50,000	50,000	9,321,000,000	9,321,000,000	2.98	0.14	Hist	06/30/2023
CAMECO CORP	CCJ	Common	270,000	270,000	8,459,100,000	8,459,100,000	2.71		Hist	06/30/2023
EnerSys	ENS	Common	75,000	75,000	8,139,000,000	8,139,000,000	2.60	0.18	Hist	06/30/2023
STRATASYS LTD.	SSYS	SHS	400,000	400,000	7,104,000,000	7,104,000,000	2.27	0.60	Hist	06/30/2023
California Resources Corp	CRC	Common	155,000	155,000	7,019,950,000	7,019,950,000	2.25	0.22	Hist	06/30/2023
NexGen Energy Ltd.	NXE	Common	1,475,000	1,475,000	6,947,250,000	6,947,250,000	2.22	0.31	Hist	06/30/2023
Canadian Solar Inc.	CSIQ	COMMON STOCK	150,000	150,000	5,803,500,000	5,803,500,000	1.86		Hist	06/30/2023
CF Industries Holdings, Inc.	CF	Common	80,000	80,000	5,553,600,000	5,553,600,000	1.78	0.04	Hist	06/30/2023
ADVANCED MICRO DEVICES INC	AMD	Common	45,000	45,000	5,125,950,000	5,125,950,000	1.64	0.00	Hist	06/30/2023
GRAFTECH INTERNATIONAL LTD	EAF	COM	975,000	975,000	4,914,000,000	4,914,000,000	1.57	0.38	Hist	06/30/2023
Tesla, Inc.	TSLA	COM	17,500	17,500	4,580,975,000	4,580,975,000	1.47		Hist	06/30/2023
WASTE MANAGEMENT INC	WM	Common	25,000	25,000	4,335,500,000	4,335,500,000	1.39	0.01	Hist	06/30/2023
Rivian Automotive, Inc. / DE	RIVN	Common	260,000	260,000	4,331,600,000	4,331,600,000	1.39	0.03	Hist	06/30/2023
Array Technologies, Inc.	ARRY	Common	185,000	185,000	4,181,000,000	4,181,000,000	1.34	0.12	Hist	06/30/2023
REPUBLIC SERVICES, INC.	RSG	Common	25,000	25,000	3,829,250,000	3,829,250,000	1.23		Hist	06/30/2023
ReNew Energy Global plc	RNW	Common	570,000	570,000	3,123,600,000	3,123,600,000	1.00		Hist	06/30/2023
Eos Energy Enterprises, Inc.	EOSE	Common	625,000	625,000	2,712,500,000	2,712,500,000	0.87	0.54	Hist	06/30/2023
Navitas Semiconductor Corp	NVTS	Common	125,000	125,000	1,317,500,000	1,317,500,000	0.42	0.08	Hist	06/30/2023