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
AEROJET ROCKETDYNE HLDGS INC COM 007800105 629 15,485 SH   DFND 1 15,485 0 0
ARROWROOT ACQUISITION CORP CL A COM 04282M102 2,925 300,000 SH   DFND 1 300,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 3,446 33,440 SH   DFND 1 33,440 0 0
BP PLC SPONSORED ADR 055622104 5,942 209,590 SH   DFND 1 209,590 0 0
BYTE ACQUISITION CORP CLASS A ORD SHS G1R25Q105 11,316 1,150,000 SH   DFND 1 1,150,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,128 23,514 SH   DFND 1 23,514 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 1,935 196,830 SH   DFND 1 196,830 0 0
CONOCOPHILLIPS COM 20825C104 4,808 53,533 SH   DFND 1 53,533 0 0
CONSTELLATION ENERGY CORP COM 21037T109 6,823 119,161 SH   DFND 1 119,161 0 0
CORTEVA INC COM 22052L104 6,870 126,896 SH   DFND 1 126,896 0 0
COVA ACQUISITION CORP CL A SHS G2554Y104 983 100,000 SH   DFND 1 100,000 0 0
CSX CORP COM 126408103 1,973 67,889 SH   DFND 1 67,889 0 0
DOMINION ENERGY INC COM 25746U109 5,167 64,745 SH   DFND 1 64,745 0 0
DUPONT DE NEMOURS INC COM 26614N102 8,682 156,209 SH   DFND 1 156,209 0 0
EASTMAN CHEM CO COM 277432100 11,967 133,309 SH   DFND 1 133,309 0 0
ECOVYST INC COM 27923Q109 1,350 137,043 SH   DFND 1 137,043 0 0
EVERSOURCE ENERGY COM 30040W108 38,575 456,668 SH   DFND 1 456,668 0 0
EVGO INC CL A COM 30052F100 1,202 200,000 SH Call DFND 1 200,000 0 0
FEDEX CORP COM 31428X106 2,779 12,258 SH   DFND 1 12,258 0 0
FIRST SOLAR INC COM 336433107 13,626 200,000 SH Call DFND 1 200,000 0 0
FIRST SOLAR INC COM 336433107 4,822 70,776 SH   DFND 1 70,776 0 0
FIRSTENERGY CORP COM 337932107 5,061 131,821 SH   DFND 1 131,821 0 0
FMC CORP COM NEW 302491303 6,502 60,762 SH   DFND 1 60,762 0 0
FREYR BATTERY SHS L4135L100 3,420 500,000 SH Call DFND 1 500,000 0 0
FUSION ACQUISITION CORP II COM CL A 36118N102 4,905 500,000 SH   DFND 1 500,000 0 0
GENERAC HLDGS INC COM 368736104 2,422 11,500 SH Call DFND 1 11,500 0 0
GENERAC HLDGS INC COM 368736104 15,012 71,288 SH   DFND 1 71,288 0 0
GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 991 60,000 SH   DFND 1 60,000 0 0
INTERPRIVATE IV INFRATECH PR CLASS A COM 46064T102 2,940 300,000 SH   DFND 1 300,000 0 0
LAZARD GROWTH ACQUISITION CO CL A ORD SHS G54035103 2,445 250,000 SH   DFND 1 250,000 0 0
LEVERE HOLDINGS CORP CLASS A ORD SHS G5462L106 4,890 500,000 SH   DFND 1 500,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 69,845 10,151,853 SH   DFND 1 10,151,853 0 0
LINDE PLC SHS G5494J103 23,386 81,333 SH   DFND 1 81,333 0 0
M3 BRIGADE ACQUISITION II CO COM CL A 553800103 9,810 1,000,000 SH   DFND 1 1,000,000 0 0
MOSAIC CO NEW COM 61945C103 7,361 155,858 SH   DFND 1 155,858 0 0
NEXTDECADE CORP COM 65342K105 1,695 381,683 SH   DFND 1 381,683 0 0
NEXTERA ENERGY INC COM 65339F101 25,555 329,906 SH   DFND 1 329,906 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 7,592 102,377 SH   DFND 1 102,377 0 0
NISOURCE INC COM 65473P105 12,185 413,205 SH   DFND 1 413,205 0 0
NORTHERN STAR INVEST CORP II COM CL A 66574L100 980 100,000 SH   DFND 1 100,000 0 0
NORTHERN STAR INVEST CORP IV COM CL A 66575B101 980 100,000 SH   DFND 1 100,000 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842 3,761 773,767 SH   DFND 1 773,767 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 9,810 1,000,000 SH   DFND 1 1,000,000 0 0
PG&E CORP COM 69331C108 1,360 136,289 SH   DFND 1 136,289 0 0
PG&E CORP COM 69331C108 1,996 200,000 SH Call DFND 1 200,000 0 0
PONTEM CORPORATION SHS CL A G71707106 6,895 700,000 SH   DFND 1 700,000 0 0
PPL CORP COM 69351T106 11,225 413,735 SH   DFND 1 413,735 0 0
ROCKET INTERNET GRWT OPRT CO SHS CL A G7613T103 4,890 500,000 SH   DFND 1 500,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7,892 90,357 SH   DFND 1 90,357 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 3,296 200,000 SH Call DFND 1 200,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 7,870 477,571 SH   DFND 1 477,571 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 26,297 301,987 SH   DFND 1 301,987 0 0
SUNPOWER CORP COM 867652406 3,756 237,548 SH   DFND 1 237,548 0 0
TCW SPECIAL PURPOSE ACQU COR COM CL A 87301L106 975 100,000 SH   DFND 1 100,000 0 0
TELLURIAN INC NEW COM 87968A104 2,150 721,483 SH   DFND 1 721,483 0 0
TIM S A SPONSORED ADR 88706T108 8,283 681,724 SH   DFND 1 681,724 0 0
UNION PAC CORP COM 907818108 3,546 16,626 SH   DFND 1 16,626 0 0
VALE S A SPONSORED ADS 91912E105 22,421 1,532,531 SH   DFND 1 1,532,531 0 0
VISTRA CORP COM 92840M102 15,666 685,616 SH   DFND 1 685,616 0 0
VOLTA INC COM CL A 92873V102 498 383,459 SH   DFND 1 383,459 0 0
WARBURG PINCUS CAPTAL CORP I SHS CL A G9460M108 980 100,000 SH   DFND 1 100,000 0 0
WAVERLEY CAPITAL ACQUIS CORP SHS CL A G06536109 4,835 500,000 SH   DFND 1 500,000 0 0
WESTLAKE CORPORATION COM 960413102 5,039 51,406 SH   DFND 1 51,406 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 19,420 2,000,001 SH   DFND 1 2,000,001 0 0