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
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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
AGCO CORP COM 001084102   2,893,280 21,400 SH   SOLE   21,400 0 0
ALTUS POWER INC COM CL A 02217A102   1,888,956 344,700 SH   SOLE   344,700 0 0
AMERESCO INC CL A 02361E108   7,063,070 143,500 SH   SOLE   143,500 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   12,537,240 573,000 SH   SOLE   573,000 0 0
ATKORE INC COM 047649108   12,159,949 86,560 SH   SOLE   86,560 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   8,276,800 280,000 SH   SOLE   280,000 0 0
BORGWARNER INC COM 099724106   3,093,930 63,000 SH   SOLE   63,000 0 0
CANADIAN NAT RES LTD COM 136385101   4,594,050 83,000 SH   SOLE   83,000 0 0
CENOVUS ENERGY INC COM 15135U109   1,892,664 108,400 SH   SOLE   108,400 0 0
CHENIERE ENERGY INC COM NEW 16411R208   3,152,000 20,000 SH   SOLE   20,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   3,190,638 41,960 SH   SOLE   41,960 0 0
CLEAN ENERGY FUELS CORP COM 184499101   5,014,000 1,150,000 SH Call SOLE   1,150,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   13,366,735 3,065,765 SH   SOLE   3,065,765 0 0
CLEARWAY ENERGY INC CL C 18539C204   5,156,072 164,573 SH   SOLE   164,573 0 0
CONOCOPHILLIPS COM 20825C104   2,514,974 25,350 SH   SOLE   25,350 0 0
DEERE & CO COM 244199105   3,303,040 8,000 SH   SOLE   8,000 0 0
EATON CORP PLC SHS G29183103   3,769,480 22,000 SH   SOLE   22,000 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110   3,338,316 197,300 SH   SOLE   197,300 0 0
EQUINOR ASA SPONSORED ADR 29446M102   3,985,886 140,200 SH   SOLE   140,200 0 0
EXXON MOBIL CORP COM 30231G102   11,946,360 108,940 SH   SOLE   108,940 0 0
FIRST SOLAR INC COM 336433107   13,528,500 62,200 SH   SOLE   62,200 0 0
FLEX LTD ORD Y2573F102   10,813,181 469,934 SH   SOLE   469,934 0 0
FREYR BATTERY SHS L4135L100   3,155,381 354,936 SH   SOLE   354,936 0 0
GENERAL MOTORS CO COM 37045V100   11,004,000 300,000 SH Put SOLE   300,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,264,200 10,000 SH   SOLE   10,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   7,679,100 268,500 SH   SOLE   268,500 0 0
HESS CORP COM 42809H107   11,870,898 89,700 SH   SOLE   89,700 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   40,549,000 2,050,000 SH Call SOLE   2,050,000 0 0
ISHARES TR GL CLEAN ENE ETF 464288224   55,384,000 2,800,000 SH Put SOLE   2,800,000 0 0
ITRON INC COM 465741106   5,472,915 98,700 SH   SOLE   98,700 0 0
MARATHON OIL CORP COM 565849106   11,378,604 474,900 SH   SOLE   474,900 0 0
MASTEC INC COM 576323109   18,811,692 199,192 SH   SOLE   199,192 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   12,606,500 475,000 SH Call SOLE   475,000 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   20,036,665 754,961 SH   SOLE   754,961 0 0
MICROVAST HOLDINGS INC COM 59516C106   405,108 326,700 SH   SOLE   326,700 0 0
NATIONAL INSTRS CORP COM 636518102   5,597,388 106,800 SH   SOLE   106,800 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   7,739,550 127,400 SH   SOLE   127,400 0 0
NEXTRACKER INC CLASS A COM 65290E101   14,170,009 390,789 SH   SOLE   390,789 0 0
NVENT ELECTRIC PLC SHS G6700G107   5,935,940 138,238 SH   SOLE   138,238 0 0
NXP SEMICONDUCTORS N V COM N6596X109   6,899,575 37,000 SH   SOLE   37,000 0 0
RANGE RES CORP COM 75281A109   5,405,174 204,200 SH   SOLE   204,200 0 0
RICE ACQUISITION CORP II *W EXP 99/99/999 G75529126   1,087,459 106,249 SH   SOLE   106,249 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,357,068 11,440 SH   SOLE   11,440 0 0
SCHLUMBERGER LTD COM STK 806857108   17,185,000 350,000 SH Put SOLE   350,000 0 0
SELECT SECTOR SPDR TR Energy 81369Y506   8,283,000 100,000 SH Call SOLE   100,000 0 0
SELECT SECTOR SPDR TR Energy 81369Y506   53,839,500 650,000 SH Put SOLE   650,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   20,252,698 888,666 SH   SOLE   888,666 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   19,756,750 65,000 SH Call SOLE   65,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   22,094,126 72,690 SH   SOLE   72,690 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   14,328,650 35,000 SH Put SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   20,469,500 50,000 SH Put SOLE   50,000 0 0
STEM INC COM 85859N102   1,469,471 259,166 SH   SOLE   259,166 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   24,992,000 1,600,000 SH Call SOLE   1,600,000 0 0
SUNPOWER CORP COM 867652406   12,456,000 900,000 SH Call SOLE   900,000 0 0
SUNPOWER CORP COM 867652406   1,424,136 102,900 SH   SOLE   102,900 0 0
SUNRUN INC NOTE 2/0 86771WAB1   5,344,160 8,000,000 SH   SOLE   8,000,000 0 0
SUNRUN INC COM 86771W105   14,105,000 700,000 SH Call SOLE   700,000 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   362,725 35,949 SH   SOLE   35,949 0 0
TPI COMPOSITES INC COM 87266J104   9,014,040 690,731 SH   SOLE   690,731 0 0
VERMILION ENERGY INC COM 923725105   5,038,715 388,490 SH   SOLE   388,490 0 0