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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
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
ALTUS POWER INC COM CL A 02217A102   3,087,180 571,700 SH   SOLE   571,700 0 0
AMERESCO INC CL A 02361E108   10,504,080 216,000 SH   SOLE   216,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   14,464,000 640,000 SH   SOLE   640,000 0 0
ATKORE INC COM 047649108   12,297,428 78,860 SH   SOLE   78,860 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   10,224,528 436,200 SH   SOLE   436,200 0 0
BAKER HUGHES COMPANY CL A 05722G100   11,063,500 350,000 SH   SOLE   350,000 0 0
BELDEN INC COM 077454106   10,550,195 110,300 SH   SOLE   110,300 0 0
BLOOM ENERGY CORP COM CL A 093712107   3,270,000 200,000 SH   SOLE   200,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101   20,087,330 4,049,865 SH   SOLE   4,049,865 0 0
CLEARWAY ENERGY INC CL C 18539C204   5,805,477 203,273 SH   SOLE   203,273 0 0
COOL CO LTD COMMON SHARES G2415A113   28,920,000 200,000 SH   SOLE   200,000 0 0
COTERRA ENERGY INC COM 127097103   3,795,000 150,000 SH   SOLE   150,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   10,123,500 255,000 SH   SOLE   255,000 0 0
EMERSON ELEC CO COM 291011104   4,248,330 47,000 SH   SOLE   47,000 0 0
ENLIGHT RENEWABLE ENERGY LTD SHS M4056D110   4,315,025 243,100 SH   SOLE   243,100 0 0
ENVIVA INC COM 29415B103   11,392,500 1,050,000 SH   SOLE   1,050,000 0 0
EXXON MOBIL CORP COM 30231G102   11,507,925 107,300 SH   SOLE   107,300 0 0
FIRST SOLAR INC COM 336433107   21,442,152 112,800 SH   SOLE   112,800 0 0
FREYR BATTERY SHS L4135L100   2,695,007 288,236 SH   SOLE   288,236 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   5,936,300 23,000 SH   SOLE   23,000 0 0
HESS CORP COM 42809H107   5,016,555 36,900 SH   SOLE   36,900 0 0
ITRON INC COM 465741106   7,538,776 104,560 SH   SOLE   104,560 0 0
MASTEC INC COM 576323109   26,577,697 225,292 SH   SOLE   225,292 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   2,908,083 103,270 SH   SOLE   103,270 0 0
NET POWER INC *W EXP 06/08/202 ADDED 64107A113   1,381,237 106,249 SH   SOLE   106,249 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   6,286,208 107,200 SH   SOLE   107,200 0 0
NEXTRACKER INC CLASS A COM 65290E101   20,602,869 517,530 SH   SOLE   517,530 0 0
NVENT ELECTRIC PLC SHS G6700G107   15,635,342 302,600 SH   SOLE   302,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,731,040 28,000 SH   SOLE   28,000 0 0
OCCIDENTAL PETE CORP COM 674599105   10,554,600 179,500 SH   SOLE   179,500 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   3,499,230 21,000 SH   SOLE   21,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   4,953,920 452,000 SH   SOLE   452,000 0 0
RANGE RES CORP COM 75281A109   2,263,800 77,000 SH   SOLE   77,000 0 0
SELECT SECTOR SPDR TR Energy 81369Y506   10,146,250 125,000 SH Call SOLE   125,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,942,560 76,000 SH   SOLE   76,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   22,920,370 85,190 SH   SOLE   85,190 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   1,196,517 25,100 SH   SOLE   25,100 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,715,318 451,800 SH   SOLE   451,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,298,400 30,000 SH Put SOLE   30,000 0 0
SUNPOWER CORP COM 867652406   817,428 83,411 SH   SOLE   83,411 0 0
SUNRUN INC NOTE 2/0 86771WAB1   9,425,520 13,000,000 SH   SOLE   13,000,000 0 0
SUSTAINABLE DEVELP ACQU I CO *W EXP 02/04/202 86934L111   370,994 35,949 SH   SOLE   35,949 0 0
TPI COMPOSITES INC COM 87266J104   1,506,761 145,300 SH   SOLE   145,300 0 0
UNITED RENTALS INC COM 911363109   3,562,960 8,000 SH   SOLE   8,000 0 0
VERMILION ENERGY INC COM 923725105   8,479,571 681,090 SH   SOLE   681,090 0 0