The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | 19,468,702 | 6,351,942 | SH | SOLE | 0 | 0 | 6,351,942 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 15,113,088 | 1,311,900 | SH | SOLE | 0 | 0 | 1,311,900 | ||
| ANTERO RESOURCES CORP | COM | 03674X106 | 9,059,508 | 271,324 | SH | SOLE | 0 | 0 | 271,324 | ||
| IREN LIMITED | ORDINARY SHARES | Q4982L109 | 8,981,172 | 219,696 | SH | SOLE | 0 | 0 | 219,696 | ||
| APPLE INC | COM | 037833100 | 5,205,881 | 15,632 | SH | SOLE | 0 | 0 | 15,632 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,190,793 | 1,118 | SH | SOLE | 0 | 0 | 1,118 | ||
| CONAGRA BRANDS INC | COM | 205887102 | 1,057,096 | 78,653 | SH | SOLE | 0 | 0 | 78,653 | ||
| GENERAL MILLS INC | COM | 370334104 | 893,405 | 27,780 | SH | SOLE | 0 | 0 | 27,780 | ||
| THE CAMPBELLS COMPANY | COM | 134429109 | 824,591 | 41,583 | SH | SOLE | 0 | 0 | 41,583 | ||
| VENTURE GLOBAL INC | COM CL A | 92333F101 | 771,596 | 61,044 | SH | SOLE | 0 | 0 | 61,044 | ||
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | 723,120 | 138,000 | SH | SOLE | 0 | 0 | 138,000 | ||
| MICROSOFT CORP | COM | 594918104 | 697,031 | 1,359 | SH | SOLE | 0 | 0 | 1,359 | ||
| EOS ENERGY ENTERPRISES INC | *W EXP 09/30/203 | 29415C135 | 658,214 | 240,224 | SH | SOLE | 0 | 0 | 240,224 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 568,438 | 2,489 | SH | SOLE | 0 | 0 | 2,489 | ||
| TESLA INC | COM | 88160R101 | 486,799 | 1,372 | SH | SOLE | 0 | 0 | 1,372 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 423,256 | 627 | SH | SOLE | 0 | 0 | 627 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 218,074 | 640 | SH | SOLE | 0 | 0 | 640 | ||
| AMAZON COM INC | COM | 023135106 | 209,286 | 840 | SH | SOLE | 0 | 0 | 840 | ||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 117,000 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 112,310 | 11,000 | SH | SOLE | 0 | 0 | 11,000 | ||