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
Estimated average burden
hours per response: 23.8
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
21VIANET GROUP INC SPONSORED ADS A 90138A103 35,763 1,030,942 SH   DFND 1,2,3 1,030,942 0 0
AECOM COM 00766T100 13,819 277,593 SH   DFND 1,2,3 277,593 0 0
AES CORP COM 00130H105 181,186 7,710,041 SH   DFND 1,2,3 7,710,041 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 7,252 168,113 SH   DFND 1,2,3 168,113 0 0
BLACKBERRY LTD COM 09228F103 17,010 2,565,660 SH   DFND 1,2,3 2,565,660 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 2,524 1,262,021 SH   DFND 1,2,3 1,262,021 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 26,078 2,512,329 SH   DFND 1,2,3 2,512,329 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 34,363 911,001 SH   DFND 1,2,3 911,001 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 85,878 16,610,804 SH   DFND 1,2,3 16,610,804 0 0
CIIG MERGER CORP COM CL A 12559C103 10,181 362,048 SH   DFND 1,2,3 362,048 0 0
CLEARWAY ENERGY INC CL C 18539C204 29,770 932,359 SH   DFND 1,2,3 932,359 0 0
COVANTA HLDG CORP COM 22282E102 36,427 2,774,351 SH   DFND 1,2,3 2,774,351 0 0
ENPHASE ENERGY INC COM 29355A107 26,230 149,482 SH   DFND 1,2,3 149,482 0 0
EXELON CORP COM 30161N101 119,448 2,829,174 SH   DFND 1,2,3 2,829,174 0 0
FMC CORP COM NEW 302491303 10,864 94,526 SH   DFND 1,2,3 94,526 0 0
FORTERRA INC COM 34960W106 75,988 4,419,200 SH   DFND 1,2,3 4,419,200 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 9,160 387,324 SH   DFND 1,2,3 387,324 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 7,567 253,837 SH   DFND 1,2,3 253,837 0 0
HERC HLDGS INC COM 42704L104 40,709 612,992 SH   DFND 1,2,3 612,992 0 0
MARTIN MARIETTA MATLS INC COM 573284106 28,028 98,701 SH   DFND 1,2,3 98,701 0 0
MASTEC INC COM 576323109 37,264 546,547 SH   DFND 1,2,3 546,547 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 73,029 1,089,175 SH   DFND 1,2,3 1,089,175 0 0
NIO INC SPON ADS 62914V106 22,931 470,474 SH   DFND 1,2,3 470,474 0 0
NRG ENERGY INC COM NEW 629377508 53,502 1,424,817 SH   DFND 1,2,3 1,424,817 0 0
PG&E CORP COM 69331C108 100,154 8,038,073 SH   DFND 1,2,3 8,038,073 0 0
QUANTA SVCS INC COM 74762E102 51,735 718,341 SH   DFND 1,2,3 718,341 0 0
RODGERS SILICON VALLEY AQ CO UNIT 11/30/2025 774873202 40,384 3,024,996 SH   DFND 1,2,3 3,024,996 0 0
ROMEO POWER INC COM 776153108 22,490 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 14,538 231,872 SH   DFND 1,2,3 231,872 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 108,465 2,403,381 SH   DFND 1,2,3 2,403,381 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 41,851 1,617,741 SH   DFND 1,2,3 1,617,741 0 0
TPI COMPOSITES INC COM 87266J104 12,375 234,473 SH   DFND 1,2,3 234,473 0 0
VULCAN MATLS CO COM 929160109 44,459 299,772 SH   DFND 1,2,3 299,772 0 0
XPO LOGISTICS INC COM 983793100 35,457 297,456 SH   DFND 1,2,3 297,456 0 0