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
AECOM COM 00766T100 22,469 354,842 SH   DFND 1,2,3 354,842 0 0
AES CORP COM 00130H105 69,086 2,650,000 SH Call DFND 1,2,3 2,650,000 0 0
AES CORP COM 00130H105 227,382 8,721,986 SH   DFND 1,2,3 8,721,986 0 0
BLACKBERRY LTD COM 09228F103 8,931 730,821 SH   DFND 1,2,3 730,821 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 1,625 1,259,434 SH   DFND 1,2,3 1,259,434 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24,642 2,511,945 SH   DFND 1,2,3 2,511,945 0 0
BROADSCALE ACQUISITION CORP *W EXP 02/02/202 11134Y119 84 73,012 SH   DFND 1,2,3 73,012 0 0
BROADSCALE ACQUISITION CORP COM CL A 11134Y101 2,836 292,052 SH   DFND 1,2,3 292,052 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 63,094 1,298,234 SH   DFND 1,2,3 1,298,234 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 41,881 4,985,843 SH   DFND 1,2,3 4,985,843 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 37,524 1,080,149 SH   DFND 1,2,3 1,080,149 0 0
CLEARWAY ENERGY INC CL C 18539C204 20,674 780,759 SH   DFND 1,2,3 780,759 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 13,869 643,252 SH   DFND 1,2,3 643,252 0 0
COVANTA HLDG CORP COM 22282E102 48,146 2,734,042 SH   DFND 1,2,3 2,734,042 0 0
CSX CORP COM 126408103 26,931 839,484 SH   DFND 1,2,3 839,484 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 332 227,151 SH   DFND 1,2,3 227,151 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 6,726 681,455 SH   DFND 1,2,3 681,455 0 0
DENBURY INC COM 24790A101 20,691 269,487 SH   DFND 1,2,3 269,487 0 0
ECP ENVIRONMENTAL GW OPT COR *W EXP 03/01/202 26829T118 176 121,687 SH   DFND 1,2,3 121,687 0 0
ECP ENVIRONMENTAL GW OPT COR COM CL A 26829T100 4,746 486,753 SH   DFND 1,2,3 486,753 0 0
EDISON INTL COM 281020107 40,510 700,617 SH   DFND 1,2,3 700,617 0 0
EXELON CORP COM 30161N101 128,839 2,907,675 SH   DFND 1,2,3 2,907,675 0 0
FIRST SOLAR INC COM 336433107 40,797 450,743 SH   DFND 1,2,3 450,743 0 0
FORD MTR CO DEL COM 345370860 50,135 3,373,848 SH   DFND 1,2,3 3,373,848 0 0
FORTERRA INC COM 34960W106 2,580 109,740 SH   DFND 1,2,3 109,740 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 204 10,000 SH   DFND 1,2,3 10,000 0 0
GENERAC HLDGS INC COM 368736104 39,728 95,695 SH   DFND 1,2,3 95,695 0 0
HERC HLDGS INC COM 42704L104 60,947 543,826 SH   DFND 1,2,3 543,826 0 0
INSTALLED BLDG PRODS INC COM 45780R101 18,462 150,881 SH   DFND 1,2,3 150,881 0 0
ISHARES TR 20 YR TR BD ETF 464287432 119,089 825,000 SH Put DFND 1,2,3 825,000 0 0
IVANHOE CAPITAL ACQUISTIN CO *W EXP 01/08/202 G4R87P106 453 244,027 SH   DFND 1,2,3 244,027 0 0
IVANHOE CAPITAL ACQUISTIN CO COM CL A G4R87P114 7,445 732,083 SH   DFND 1,2,3 732,083 0 0
JOHNSON CTLS INTL PLC SHS G51502105 13,610 198,314 SH   DFND 1,2,3 198,314 0 0
KENSINGTON CAPITAL ACQUISITI *W EXP 02/23/202 49006L112 43 25,000 SH   DFND 1,2,3 25,000 0 0
KENSINGTON CAPITAL ACQUISITI COM CL A 49006L104 995 100,000 SH   DFND 1,2,3 100,000 0 0
MASTEC INC COM 576323109 72,648 684,712 SH   DFND 1,2,3 684,712 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 69,086 904,737 SH   DFND 1,2,3 904,737 0 0
PG&E CORP COM 69331C108 84,962 8,354,138 SH   DFND 1,2,3 8,354,138 0 0
QUANTA SVCS INC COM 74762E102 62,473 689,772 SH   DFND 1,2,3 689,772 0 0
RODGERS SILICON VALLEY AQ CO *W EXP 11/30/202 774873111 15,617 1,512,498 SH   DFND 1,2,3 1,512,498 0 0
RODGERS SILICON VALLEY AQ CO COM 774873103 69,484 3,024,996 SH   DFND 1,2,3 3,024,996 0 0
SMITH A O CORP COM 831865209 17,639 244,781 SH   DFND 1,2,3 244,781 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 166,430 388,800 SH Put DFND 1,2,3 388,800 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 74,200 767,400 SH Call DFND 1,2,3 767,400 0 0
STAR PEAK CORP II *W EXP 12/24/202 855179115 982 558,085 SH   DFND 1,2,3 558,085 0 0
STAR PEAK CORP II COM CL A 855179107 12,423 1,254,826 SH   DFND 1,2,3 1,254,826 0 0
STEM INC COM 85859N102 16,043 445,529 SH   DFND 1,2,3 445,529 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 67,167 1,783,522 SH   DFND 1,2,3 1,783,522 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 325 242,247 SH   DFND 1,2,3 242,247 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 11,979 1,211,235 SH   DFND 1,2,3 1,211,235 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 36,822 199,969 SH   DFND 1,2,3 199,969 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 24,783 113,200 SH Call DFND 1,2,3 113,200 0 0
VISTRA CORP COM 92840M102 21,678 1,168,614 SH   DFND 1,2,3 1,168,614 0 0
XPO LOGISTICS INC COM 983793100 45,333 324,064 SH   DFND 1,2,3 324,064 0 0
ZIMMER ENERGY TRANSITION ACQ UNIT 06/16/2026 989570205 30,450 3,000,000 SH   DFND 1,2,3 3,000,000 0 0