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
Expires: July 31, 2015
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
CONSOLIDATED EDISON INC COM 209115104 56,753,344 565,554 SH SOLE 565,554 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 35,694,701 324,763 SH SOLE 324,763 0 0
EATON CORP PLC SHS G29183103 31,834,940 89,176 SH SOLE 89,176 0 0
EMERSON ELEC CO COM 291011104 165,358,399 1,240,219 SH SOLE 1,240,219 0 0
EQT CORP COM 26884L109 62,285,060 1,067,988 SH SOLE 1,067,988 0 0
FIRST SOLAR INC COM 336433107 124,809,545 753,954 SH SOLE 753,954 0 0
FORTIVE CORP COM 34959J108 58,959,812 1,131,015 SH SOLE 1,131,015 0 0
GE VERNOVA INC COM 36828A101 16,892,055 31,923 SH SOLE 31,923 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 51,817,126 1,171,538 SH SOLE 1,171,538 0 0
NVENT ELECTRIC PLC SHS G6700G107 142,977,115 1,951,906 SH SOLE 1,951,906 0 0
OTIS WORLDWIDE CORP COM 68902V107 32,578,273 329,007 SH SOLE 329,007 0 0
PENTAIR PLC SHS G7S00T104 25,353,838 246,969 SH SOLE 246,969 0 0
RALLIANT CORP COM 750940108 25,674,679 529,484 SH SOLE 529,484 0 0
STANLEY BLACK & DECKER INC COM 854502101 120,965,051 1,785,462 SH SOLE 1,785,462 0 0
TESLA INC COM 88160R101 227,126,900 715,000 SH Put SOLE 715,000 0 0
WESCO INTL INC COM 95082P105 42,102,257 227,334 SH SOLE 227,334 0 0
WILLIAMS COS INC COM 969457100 27,716,922 441,282 SH SOLE 441,282 0 0