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
AES CORP COM 00130H105 258,778 10,057,433 SH   DFND 1,2,3 10,057,433 0 0
EXELON CORP COM 30161N101 198,673 4,171,169 SH   DFND 1,2,3 4,171,169 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 160,190 992,500 SH Put DFND 1,2,3 992,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109 156,071 2,774,598 SH   DFND 1,2,3 2,774,598 0 0
PG&E CORP COM 69331C108 144,010 12,061,176 SH   DFND 1,2,3 12,061,176 0 0
QUANTA SVCS INC COM 74762E102 115,417 876,965 SH   DFND 1,2,3 876,965 0 0
ENOVIX CORPORATION COM 293594107 100,840 7,066,553 SH   DFND 1,2,3 7,066,553 0 0
AES CORP COM 00130H105 94,460 3,671,200 SH Call DFND 1,2,3 3,671,200 0 0
NEXTERA ENERGY INC COM 65339F101 88,546 1,045,283 SH   DFND 1,2,3 1,045,283 0 0
PLUG POWER INC COM NEW 72919P202 85,937 3,003,726 SH   DFND 1,2,3 3,003,726 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 83,593 1,002,792 SH   DFND 1,2,3 1,002,792 0 0
HERC HLDGS INC COM 42704L104 82,580 494,226 SH   DFND 1,2,3 494,226 0 0
MASTEC INC COM 576323109 69,727 800,545 SH   DFND 1,2,3 800,545 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 69,586 6,174,407 SH   DFND 1,2,3 6,174,407 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 65,058 1,418,308 SH   DFND 1,2,3 1,418,308 0 0
EMERSON ELEC CO COM 291011104 52,763 538,121 SH   DFND 1,2,3 538,121 0 0
ESSENTIAL UTILS INC COM 29670G102 52,705 1,030,801 SH   DFND 1,2,3 1,030,801 0 0
VISTRA CORP COM 92840M102 48,535 2,087,527 SH   DFND 1,2,3 2,087,527 0 0
XPO LOGISTICS INC COM 983793100 48,491 666,087 SH   DFND 1,2,3 666,087 0 0
NORFOLK SOUTHN CORP COM 655844108 43,239 151,600 SH Put DFND 1,2,3 151,600 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 38,643 1,208,727 SH   DFND 1,2,3 1,208,727 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 37,639 439,704 SH   DFND 1,2,3 439,704 0 0
CHESAPEAKE ENERGY CORP COM 165167735 31,999 367,810 SH   DFND 1,2,3 367,810 0 0
CLEARWAY ENERGY INC CL C 18539C204 31,292 857,084 SH   DFND 1,2,3 857,084 0 0
DENBURY INC COM 24790A101 31,152 396,481 SH   DFND 1,2,3 396,481 0 0
FLUENCE ENERGY INC COM CL A 34379V103 30,597 2,333,871 SH   DFND 1,2,3 2,333,871 0 0
AECOM COM 00766T100 29,344 382,037 SH   DFND 1,2,3 382,037 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 29,025 3,000,000 SH   DFND 1,2,3 3,000,000 0 0
BLUESCAPE OPPORTUNITIES ACQU SHS G1195N105 24,768 2,511,945 SH   DFND 1,2,3 2,511,945 0 0
DEERE & CO COM 244199105 23,124 55,658 SH   DFND 1,2,3 55,658 0 0
ENPHASE ENERGY INC COM 29355A107 21,746 107,772 SH   DFND 1,2,3 107,772 0 0
ARK ETF TR INNOVATION ETF 00214Q104 20,484 309,000 SH Put DFND 1,2,3 309,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 20,174 62,581 SH   DFND 1,2,3 62,581 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 19,632 851,342 SH   DFND 1,2,3 851,342 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 16,002 214,901 SH   DFND 1,2,3 214,901 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 13,991 196,120 SH   DFND 1,2,3 196,120 0 0
MICROVAST HOLDINGS INC COM 59516C106 13,400 2,000,000 SH   DFND 1,2,3 2,000,000 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106 12,200 436,489 SH   DFND 1,2,3 436,489 0 0
STEM INC COM 85859N102 12,050 1,094,475 SH   DFND 1,2,3 1,094,475 0 0
ARCHAEA ENERGY INC COM CL A 03940F103 11,798 537,987 SH   DFND 1,2,3 537,987 0 0
EDISON INTL COM 281020107 8,547 121,926 SH   DFND 1,2,3 121,926 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109 7,485 1,500,000 SH   DFND 1,2,3 1,500,000 0 0
BROADSCALE ACQUISITION CORP COM CL A 11134Y101 2,874 292,052 SH   DFND 1,2,3 292,052 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 1,309 34,617 SH   DFND 1,2,3 34,617 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117 538 244,027 SH   DFND 1,2,3 244,027 0 0
ZIMMER ENERGY TRANSITION ACQ *W EXP 06/16/202 989570114 489 1,000,000 SH   DFND 1,2,3 1,000,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 411 1,259,434 SH   DFND 1,2,3 1,259,434 0 0
BENSON HILL INC *W EXP 09/29/202 082490111 145 313,706 SH   DFND 1,2,3 313,706 0 0
BIRD GLOBAL INC *W EXP 01/07/202 09077J115 90 242,247 SH   DFND 1,2,3 242,247 0 0
WALLBOX NV *W EXP 99/99/999 N94209116 84 25,000 SH   DFND 1,2,3 25,000 0 0
BROADSCALE ACQUISITION CORP *W EXP 02/02/202 11134Y119 45 73,012 SH   DFND 1,2,3 73,012 0 0
FAST RADIUS INC *W EXP 02/11/202 31187R118 21 121,687 SH   DFND 1,2,3 121,687 0 0