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
ALBEMARLE CORP COM 012653101 18,533,273 137,253 SH DFND 1,2,3 137,253 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,903,883 391,887 SH DFND 1,2,3 391,887 0 0
C H ROBINSON WORLDWIDE IN COM NEW 12541W209 67,628,562 359,077 SH DFND 1,2,3 359,077 0 0
CARVANA CO CL A 146869102 53,520,019 813,127 SH DFND 1,2,3 813,127 0 0
COGNEX CORP COM 192422103 70,091,190 967,843 SH DFND 1,2,3 967,843 0 0
COHERENT CORP COM 19247G107 109,296,592 277,072 SH DFND 1,2,3 277,072 0 0
CONSTELLATION ENERGY CORP COM 21037T109 71,067,847 286,137 SH DFND 1,2,3 286,137 0 0
CORNING INC COM 219350105 41,830,749 163,766 SH DFND 1,2,3 163,766 0 0
EDISON INTL COM 281020107 26,662,331 358,124 SH DFND 1,2,3 358,124 0 0
EHANG HLDGS LTD ADS 26853E102 221,554 33,825 SH DFND 1,2,3 33,825 0 0
ENOVIX CORPORATION COM 293594107 29,063,755 4,788,098 SH DFND 1,2,3 4,788,098 0 0
ENTERGY CORP NEW COM 29364G103 153,986,829 1,340,648 SH DFND 1,2,3 1,340,648 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 39,289,331 6,681,859 SH DFND 1,2,3 6,681,859 0 0
EVERSOURCE ENERGY COM 30040W108 36,652,743 507,164 SH DFND 1,2,3 507,164 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 55,368,982 366,682 SH DFND 1,2,3 366,682 0 0
FERVO ENERGY CO CL A COM 31556C106 13,441,123 459,840 SH DFND 1,2,3 459,840 0 0
FIRSTENERGY CORP COM 337932107 97,313,239 2,046,976 SH DFND 1,2,3 2,046,976 0 0
FLEX LTD ORD Y2573F102 280,010,770 1,727,715 SH DFND 1,2,3 1,727,715 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 24,981,627 831,889 SH DFND 1,2,3 831,889 0 0
GE VERNOVA INC COM 36828A101 16,653,642 14,175 SH DFND 1,2,3 14,175 0 0
HESAI GROUP SPONSORED ADS 428050108 1,094,111 60,050 SH DFND 1,2,3 60,050 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 90,928,636 622,330 SH DFND 1,2,3 622,330 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 69,989,846 199,931 SH DFND 1,2,3 199,931 0 0
MASTEC INC COM 576323109 258,036,252 620,190 SH DFND 1,2,3 620,190 0 0
NEXTERA ENERGY INC COM 65339F101 169,650,633 1,932,900 SH DFND 1,2,3 1,932,900 0 0
NEXTPOWER INC CLASS A COM 65290E101 21,211,090 178,035 SH DFND 1,2,3 178,035 0 0
NIO INC SPON ADS 62914V106 1,439,645 284,515 SH DFND 1,2,3 284,515 0 0
NPK INTERNATIONAL INC COM SHS 651718504 18,603,627 1,169,304 SH DFND 1,2,3 1,169,304 0 0
NRG ENERGY INC COM NEW 629377508 52,236,168 357,635 SH DFND 1,2,3 357,635 0 0
OPAL FUELS INC CLASS A COM 68347P103 3,960,000 1,800,000 SH DFND 1,2,3 1,800,000 0 0
PG&E CORP COM 69331C108 61,887,844 3,679,420 SH DFND 1,2,3 3,679,420 0 0
PONY AI INC SPONSORED ADS 732908108 346,479 49,853 SH DFND 1,2,3 49,853 0 0
PRIMORIS SVCS CORP COM 74164F103 41,145,010 415,103 SH DFND 1,2,3 415,103 0 0
QUANTA SVCS INC COM 74762E102 6,705,012 9,312 SH DFND 1,2,3 9,312 0 0
SES AI CORPORATION *W EXP 12/10/202 78397Q117 7,948 239,752 SH DFND 1,2,3 239,752 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 39,311,420 672,680 SH DFND 1,2,3 672,680 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 25,516,594 749,386 SH DFND 1,2,3 749,386 0 0
T1 ENERGY INC COM NEW 35834F104 27,794,582 2,931,918 SH DFND 1,2,3 2,931,918 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 22,749,185 4,652,185 SH DFND 1,2,3 4,652,185 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 54,045,388 530,585 SH DFND 1,2,3 530,585 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,929,649 26,670 SH DFND 1,2,3 26,670 0 0
WERIDE INC SPONSORED ADS 950915108 771,150 132,500 SH DFND 1,2,3 132,500 0 0
WILLIAMS COS INC COM 969457100 85,839,952 1,154,694 SH DFND 1,2,3 1,154,694 0 0
WOLFSPEED INC COMMON STOCK 97785W106 27,563,633 571,267 SH DFND 1,2,3 571,267 0 0
XCEL ENERGY INC COM 98389B100 202,530,572 2,522,174 SH DFND 1,2,3 2,522,174 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 4,046,495 342,633 SH DFND 1,2,3 342,633 0 0