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
AMERICAN EXCEPTIONALISM ACQU ORD CL A G0273J101 4,852,878 410,565 SH SOLE 0 410,565 0 0
CLEANSPARK INC COM NEW 18452B209 11,215,737 770,841 SH SOLE 0 770,841 0 0
COMFORT SYS USA INC COM 199908104 41,620,950 21,000 SH SOLE 0 21,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 24,310,500 950,000 SH SOLE 0 950,000 0 0
DARLING INGREDIENTS INC COM 237266101 12,289,500 225,000 SH SOLE 0 225,000 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 24,530,000 500,000 SH SOLE 0 500,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103 29,820,000 1,500,000 SH SOLE 0 1,500,000 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 18,433,800 330,000 SH SOLE 0 330,000 0 0
GENERAC HLDGS INC COM 368736104 27,816,950 95,000 SH SOLE 0 95,000 0 0
LEGENCE CORP CL A 52476L109 33,239,700 390,000 SH SOLE 0 390,000 0 0
MASTEC INC COM 576323109 43,686,300 105,000 SH SOLE 0 105,000 0 0
NEXTPOWER INC CLASS A COM 65290E101 11,914,000 100,000 SH SOLE 0 100,000 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 14,697,900 90,000 SH SOLE 0 90,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 21,724,200 270,000 SH SOLE 0 270,000 0 0
TERAWULF INC COM 88080T104 11,115,000 450,000 SH SOLE 0 450,000 0 0