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 |
|
||||||||||||||||||||
| 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 |
| AECOM | COM | 00766T100 | 564,300 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 730,560 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| CLEAN HARBORS INC | COM | 184496107 | 531,714 | 2,300 | SH | DFND | 2,300 | 0 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 1,291,040 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 590,000 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 1,148,633 | 4,700 | SH | DFND | 4,700 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 1,713,552 | 4,800 | SH | DFND | 4,800 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 668,613 | 1,250 | SH | DFND | 1,250 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 1,066,640 | 8,000 | SH | DFND | 8,000 | 0 | 0 | ||
| EVERUS CONSTR GROUP | COM | 300426103 | 412,945 | 6,500 | SH | DFND | 6,500 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 662,160 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| FLUENCE ENERGY INC | COM CL A | 34379V103 | 257,664 | 38,400 | SH | DFND | 38,400 | 0 | 0 | ||
| FRANKLIN ELEC INC | COM | 353514102 | 789,712 | 8,800 | SH | DFND | 8,800 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 2,010,770 | 3,800 | SH | DFND | 3,800 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 1,021,025 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 681,720 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 635,075 | 3,500 | SH | DFND | 3,500 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 833,040 | 12,000 | SH | DFND | 12,000 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 625,255 | 11,500 | SH | DFND | 11,500 | 0 | 0 | ||
| PARKER-HANNIFIN CORP | COM | 701094104 | 628,623 | 900 | SH | DFND | 900 | 0 | 0 | ||
| POWELL INDS INC | COM | 739128106 | 610,305 | 2,900 | SH | DFND | 2,900 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 989,838 | 12,700 | SH | DFND | 12,700 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,852,592 | 4,900 | SH | DFND | 4,900 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 616,525 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| RITHM ACQUISITION CORP | UNIT 99/99/9999 | G75751126 | 6,837,600 | 660,000 | SH | DFND | 660,000 | 0 | 0 | ||
| RITHM PPTY TR INC | 9.875 FXD-FLT C | 38983D862 | 9,964,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| RITHM PPTY TR INC | COM | 38983D300 | 7,711,724 | 2,856,194 | SH | SOLE | 2,856,194 | 0 | 0 | ||
| RITHM PPTY TR INC | COM | 38983D300 | 1,192,814 | 441,783 | SH | DFND | 441,783 | 0 | 0 | ||
| SOUTHERN CO | COM | 842587107 | 459,150 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| TARGA RES CORP | COM | 87612G101 | 435,200 | 2,500 | SH | DFND | 2,500 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 988,757 | 7,700 | SH | DFND | 7,700 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 560,160 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 915,280 | 4,000 | SH | DFND | 4,000 | 0 | 0 | ||