The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |