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
ANSYS INC COM 03662Q105 204 600 SH   SOLE   600 0 0
ARCH RESOURCES INC COM 03940R107 54,942 592,371 SH   SOLE   592,371 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 34,738 389,792 SH   SOLE   389,792 0 0
BATTALION OIL CORP COM 07134L107 59,854 6,151,448 SH   SOLE   6,151,448 0 0
BERRY GLOBAL GROUP INC COM 08579W103 23,220 381,402 SH   SOLE   381,402 0 0
BENSON HILL INC -CW25 *W EXP 99/99/999 082490111 84 50,000 SH   SOLE   50,000 0 0
BERKELEY LIGHTS INC COM 084310101 3,292 168,293 SH   SOLE   168,293 0 0
BLUESCAPE OPPORTUNITIES AC-A COM G1195N105 2,920 298,000 SH   SOLE   298,000 0 0
CALIX INC COM 13100M509 2,719 55,000 SH   SOLE   55,000 0 0
CHEMOURS CO/THE COM 163851108 25,896 891,134 SH   SOLE   891,134 0 0
CAMECO CORP COM 13321L108 2,173 100,000 SH   SOLE   100,000 0 0
CHINDATA GROUP HOLDINGS-ADR COM 16955F107 5,904 701,992 SH   SOLE   701,992 0 0
CHARGEPOINT HOLDINGS INC COM 15961R105 400 20,000 SH   SOLE   20,000 0 0
DYCOM INDUSTRIES INC COM 267475101 2,493 35,000 SH   SOLE   35,000 0 0
ENPHASE ENERGY INC COM 29355A107 600 4,000 SH   SOLE   4,000 0 0
ENOVIX CORP COM 293594107 31,246 1,654,116 SH   SOLE   1,654,116 0 0
EQT CORP COM 26884L109 44,501 2,175,000 SH   SOLE   2,175,000 0 0
ERO COPPER CORP COM 296006109 7,107 401,254 SH   SOLE   401,254 0 0
ENTERGY CORP COM 29364G103 2,979 30,000 SH   SOLE   30,000 0 0
EVERGY INC COM 30034W106 2,231 35,866 SH   SOLE   35,866 0 0
FERRO CORP COM 315405100 8 400 SH Call SOLE   400 0 0
FERRO CORP COM 315405100 2,429 119,415 SH   SOLE   119,415 0 0
FIRST SOLAR INC COM 336433107 16,667 174,600 SH   SOLE   174,600 0 0
FISKER INC COM 33813J106 1,538 105,000 SH   SOLE   105,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 1,951 70,000 SH   SOLE   70,000 0 0
GENERAL ELECTRIC CO COM 369604301 3,915 38,000 SH   SOLE   38,000 0 0
GENERAC HOLDINGS INC COM 368736104 204 500 SH   SOLE   500 0 0
FERROGLOBE PLC COM G33856108 11,532 1,325,500 SH   SOLE   1,325,500 0 0
INFINERA CORP COM 45667G103 3,120 375,000 SH   SOLE   375,000 0 0
JAMF HOLDING CORP COM 47074L105 747 19,381 SH   SOLE   19,381 0 0
MAXEON SOLAR TECHNOLOGIE COM Y58473102 882 50,000 SH   SOLE   50,000 0 0
MISSFRESH LTD-ADR COM 60500F105 8,916 2,044,924 SH   SOLE   2,044,924 0 0
MRC GLOBAL INC COM 55345K103 1,285 175,022 SH   SOLE   175,022 0 0
ARCELORMITTAL-NY REGISTERED COM 03938L203 7,338 243,300 SH   SOLE   243,300 0 0
MATTERPORT INC -CW27 *W EXP 08/24/202 577096118 35 4,500 SH   SOLE   4,500 0 0
NOBLE CORP COM G6610J209 16,656 615,510 SH   SOLE   615,510 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 1,812 55,000 SH   SOLE   55,000 0 0
NRG ENERGY INC COM 629377508 2,818 69,008 SH   SOLE   69,008 0 0
NXP SEMICONDUCTORS NV COM N6596X109 1,469 7,500 SH   SOLE   7,500 0 0
PROTERRA INC COM 74374T109 667 66,000 SH   SOLE   66,000 0 0
RAIN THERAPEUTICS INC COM 75082Q105 2,056 137,428 SH   SOLE   137,428 0 0
REGIS CORP COM 758932107 4,879 1,401,956 SH   SOLE   1,401,956 0 0
ROMEO POWER INC COM 776153108 4,315 871,800 SH   SOLE   871,800 0 0
SUNRUN INC COM 86771W105 132 3,000 SH   SOLE   3,000 0 0
SUNPOWER CORP COM 867652406 147 6,500 SH   SOLE   6,500 0 0
QUIMICA Y MINERA CHIL-SP ADR COM 833635105 4,413 82,148 SH   SOLE   82,148 0 0
SUNOPTA INC COM 8676EP108 2,679 300,000 SH   SOLE   300,000 0 0
SUNLIGHT FINANCIAL HOLDINGS COM 86738J106 1,513 285,000 SH   SOLE   285,000 0 0
TRONOX HOLDINGS PLC- A COM G9087Q102 41,054 1,665,472 SH   SOLE   1,665,472 0 0
TENARIS SA-ADR COM 88031M109 1,011 47,900 SH   SOLE   47,900 0 0
TUSIMPLE HOLDINGS INC - A COM 90089L108 56 1,500 SH   SOLE   1,500 0 0
VALARIS LTD COM G9460G101 564 16,157 SH   SOLE   16,157 0 0
VALARIS LTD -CW28 *W EXP 04/29/202 G9460G119 952 280,009 SH   SOLE   280,009 0 0
VIEW INC -CW27 *W EXP 03/08/202 92671V114 30 32,590 SH   SOLE   32,590 0 0
VISTRA CORP COM 92840M102 16,187 946,613 SH   SOLE   946,613 0 0
IPATH SERIES B S&P 500 VIX COM 06747R477 2,366 85,000 SH   SOLE   85,000 0 0
EXELA TECHNOLOGIES INC COM 30162V409 1,703 877,912 SH   SOLE   877,912 0 0