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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEHR TEST SYSTEMS COM 00760J108   1,788,900 89,000 SH   SOLE   89,000 0 0
AIR PRODUCTS AND CHEMICALS INC COM 009158106   6,350,156 20,600 SH   SOLE   20,600 0 0
ALBEMARLE CORP COM 012653101   3,729,992 17,200 SH   SOLE   17,200 0 0
ALCOA CORP COM 013872106   2,591,790 57,000 SH   SOLE   57,000 0 0
ALTUS POWER INC COM 02217A102   2,621,040 402,000 SH   SOLE   402,000 0 0
ANSYS INC COM 03662Q105   5,556,570 23,000 SH   SOLE   23,000 0 0
APTIV PLC SHS G6095L109   4,097,720 44,000 SH   SOLE   44,000 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102   7,706,550 83,000 SH   SOLE   83,000 0 0
ARCOSA INC COM 039653100   5,053,620 93,000 SH   SOLE   93,000 0 0
ASPEN AEROGELS INC COM 04523Y105   2,747,070 233,000 SH   SOLE   233,000 0 0
ATLANTICA SUSTAINABLE INFRASTR SHS G0751N103   6,734,000 260,000 SH   SOLE   260,000 0 0
AUTODESK INC COM 052769106   4,765,185 25,500 SH   SOLE   25,500 0 0
BALL CORP COM 058498106   5,369,700 105,000 SH   SOLE   105,000 0 0
BLADE AIR MOBILITY INC COM 092667104   1,288,800 360,000 SH   SOLE   360,000 0 0
CALIX INC COM 13100M509   4,208,445 61,500 SH   SOLE   61,500 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100   6,787,690 91,000 SH   SOLE   91,000 0 0
CHART INDUSTRIES INC COM 16115Q308   3,952,389 34,300 SH   SOLE   34,300 0 0
CLEAN ENERGY FUELS CORP COM 184499101   2,386,800 459,000 SH   SOLE   459,000 0 0
CLEARFIELD INC COM 18482P103   3,294,900 35,000 SH   SOLE   35,000 0 0
COMMERCIAL METALS CO COM 201723103   5,264,700 109,000 SH   SOLE   109,000 0 0
DARLING INGREDIENTS INC COM 237266101   5,132,380 82,000 SH   SOLE   82,000 0 0
DOMINION ENERGY INC COM 25746U109   7,419,720 121,000 SH   SOLE   121,000 0 0
DYCOM INDUSTRIES INC COM 267475101   4,586,400 49,000 SH   SOLE   49,000 0 0
ENERFLEX LTD COM 29269R105   3,277,100 520,000 SH   SOLE   520,000 0 0
ENOVIX CORP COM 293594107   2,388,480 192,000 SH   SOLE   192,000 0 0
ENPHASE ENERGY INC COM 29355A107   3,285,504 12,400 SH   SOLE   12,400 0 0
FERROGLOBE PLC SHS G33856108   3,080,000 800,000 SH   SOLE   800,000 0 0
FIRST SOLAR INC COM 336433107   4,119,225 27,500 SH   SOLE   27,500 0 0
FISKER INC COM 33813J106   3,264,230 449,000 SH   SOLE   449,000 0 0
FLEX LTD SHS Y2573F102   4,935,800 230,000 SH   SOLE   230,000 0 0
FORD MOTOR CO COM 345370860   5,175,350 445,000 SH   SOLE   445,000 0 0
FREEPORT-MCMORAN INC COM 35671D857   3,458,000 91,000 SH   SOLE   91,000 0 0
FRONTIER COMMUNICATIONS PARENT COM 35909D109   4,688,320 184,000 SH   SOLE   184,000 0 0
GENERAL MOTORS CO COM 37045V100   4,709,600 140,000 SH   SOLE   140,000 0 0
GREEN PLAINS INC COM 393222104   3,309,250 108,500 SH   SOLE   108,500 0 0
INFINERA CORP COM 45667G103   3,248,680 482,000 SH   SOLE   482,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   2,908,200 740,000 SH   SOLE   740,000 0 0
INTEL CORP COM 458140100   5,629,590 213,000 SH   SOLE   213,000 0 0
ITRON INC COM 465741106   3,950,700 78,000 SH   SOLE   78,000 0 0
KAR AUCTION SERVICES INC COM 48238T109   4,632,750 355,000 SH   SOLE   355,000 0 0
KIRBY CORP COM 497266106   5,534,100 86,000 SH   SOLE   86,000 0 0
METHANEX CORP COM 59151K108   3,899,580 103,000 SH   SOLE   103,000 0 0
MOBILEYE GLOBAL INC COM 60741F104   2,629,500 75,000 SH   SOLE   75,000 0 0
NRG ENERGY INC COM 629377508   2,354,680 74,000 SH   SOLE   74,000 0 0
NUSCALE POWER CORP COM 67079K100   3,437,100 335,000 SH   SOLE   335,000 0 0
PROTERRA INC COM 74374T109   2,827,500 750,000 SH   SOLE   750,000 0 0
PTC INC COM 69370C100   6,362,120 53,000 SH   SOLE   53,000 0 0
SHOALS TECHNOLOGIES GROUP INC COM 82489W107   2,652,025 107,500 SH   SOLE   107,500 0 0
SOCIEDAD QUIMICA Y MINERA DE C ADR 833635105   3,009,968 37,700 SH   SOLE   37,700 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   3,285,932 11,600 SH   SOLE   11,600 0 0
STEM INC COM 85859N102   2,682,000 300,000 SH   SOLE   300,000 0 0
SUNOPTA INC COM 8676EP108   3,831,760 454,000 SH   SOLE   454,000 0 0
TPI COMPOSITES INC COM 87266J104   2,570,490 253,500 SH   SOLE   253,500 0 0
VISTRA CORP COM 92840M102   5,173,600 223,000 SH   SOLE   223,000 0 0
WOLFSPEED INC COM 977852102   3,486,520 50,500 SH   SOLE   50,500 0 0