Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AES	AES CORP	7,388,172	$198M	13.7%	$26.81 *	$12.44	+78.7%	COM	00130H105
EXC	EXELON CORP	3,062,127	$134M	9.3%	$43.74 *	$24.67	+2.4%	COM	30161N101
PCG	PG&E CORP	6,913,325	$80.95M	5.6%	$11.71	$10.63	+8.0%	COM	69331C108
XIFR	NEXTERA ENERGY PARTNERS LP	1,020,842	$74.4M	5.1%	$72.88 *	$51.93	+48.1%	COM UNIT PART IN	65341B106
MTZ	MASTEC INC	707,075	$66.25M	4.6%	$93.70 *	$62.79	+36.3%	COM	576323109
CX	CEMEX SAB DE CV	9,291,002	$64.76M	4.5%	$6.97	$2.99	—	SPON ADR NEW	151290889
PWR	QUANTA SVCS INC	728,818	$64.12M	4.4%	$87.98 *	$36.55	+115.9%	COM	74762E102
—	FORTERRA INC	2,665,304	$61.97M	4.3%	$23.25	$9.47	—	COM	34960W106
HRI	HERC HLDGS INC	596,805	$60.47M	4.2%	$101.33 *	$25.92	+187.3%	COM	42704L104
—	SUNNOVA ENERGY INTL INC.	1,373,401	$56.06M	3.9%	$40.82	$30.41	—	COM	86745K104
—	CHARGEPOINT HOLDINGS INC	1,865,948	$49.82M	3.4%	$26.70	$26.70	—	COM CL A	15961R105
CARR	CARRIER GLOBAL CORPORATION	1,045,673	$44.15M	3.1%	$42.22 *	$34.15	+6.7%	COM	14448C104
GNRC	GENERAC HLDGS INC	134,571	$44.06M	3.0%	$327.45 *	$294.70	0.0%	COM	368736104
—	RODGERS SILICON VALLEY AQ CO	3,024,996	$40.26M	2.8%	$13.31	$13.31	—	COM	774873103
GM	GENERAL MTRS CO	699,759	$40.21M	2.8%	$57.46 *	$51.24	0.0%	COM	37045V100
—	COVANTA HLDG CORP	2,734,042	$37.89M	2.6%	$13.86	$10.08	—	COM	22282E102
ENPH	ENPHASE ENERGY INC	191,963	$31.13M	2.2%	$162.16 *	$67.90	+164.4%	COM	29355A107
VNET	21VIANET GROUP INC	933,946	$30.17M	2.1%	$32.30	$20.39	—	SPONSORED ADS A	90138A103
XPO	XPO LOGISTICS INC	215,020	$26.51M	1.8%	$123.30 *	$23.94	+73.3%	COM	983793100
—	BLUESCAPE OPPORTUNITIES ACQU	2,511,945	$24.99M	1.7%	$9.95	$10.38	—	SHS	G1195N105
ACM	AECOM	368,840	$23.65M	1.6%	$64.11 *	$41.04	+33.4%	COM	00766T100
CWEN	CLEARWAY ENERGY INC	834,639	$23.49M	1.6%	$28.14 *	$16.19	+46.8%	CL C	18539C204
OIH	VANECK VECTORS ETF TR	120,000	$22.94M	1.6%	$191.14	—	—	Call	92189H607
IBP	INSTALLED BLDG PRODS INC	157,487	$17.46M	1.2%	$110.88 *	$104.68	0.0%	COM	45780R101
XLU	SELECT SECTOR SPDR TR	199,290	$12.76M	0.9%	$64.04	$62.70	—	SBI INT-UTILS	81369Y886
—	STAR PEAK CORP II	1,254,826	$12.69M	0.9%	$10.11	$10.11	—	COM CL A	855179107
ARRY	ARRAY TECHNOLOGIES INC	425,085	$12.68M	0.9%	$29.82 *	$40.08	-0.4%	COM SHS	04271T100
SWBK	SWITCHBACK II CORPORATION	1,211,235	$11.91M	0.8%	$9.83	$9.83	—	COM CL A	G8633T115
RUN	SUNRUN INC	180,118	$10.89M	0.8%	$60.48 *	$69.49	0.0%	COM	86771W105
—	SUMMIT MATLS INC	388,122	$10.88M	0.8%	$28.02	$28.02	—	CL A	86614U100
BB	BLACKBERRY LTD	1,124,294	$9.478M	0.7%	$8.43 *	$5.92	+89.6%	COM	09228F103
SES	IVANHOE CAPITAL ACQUISTIN CO	732,083	$7.255M	0.5%	$9.91	$9.91	—	COM CL A	G4R87P114
—	DECARBONIZATION PLUS ACQU II	681,455	$6.855M	0.5%	$10.06	$10.06	—	UNIT 01/19/2026	242794204
—	RODGERS SILICON VALLEY AQ CO	1,512,498	$6.058M	0.4%	$4.01	$4.01	—	*W EXP 11/30/202	774873111
—	GCP APPLIED TECHNOLOGIES INC	245,705	$6.03M	0.4%	$24.54	$18.58	—	COM	36164Y101
—	ECP ENVIRONMENTAL GW OPT COR	486,753	$4.906M	0.3%	$10.08	$10.08	—	UNIT 03/01/2026	26829T209
NRG	NRG ENERGY INC	124,263	$4.688M	0.3%	$37.73 *	$28.35	+22.0%	COM NEW	629377508
—	BROADSCALE ACQUISITION CORP	292,052	$2.894M	0.2%	$9.91	$9.91	—	UNIT 02/02/2026	11134Y200
—	H & E EQUIPMENT SERVICES INC	67,999	$2.584M	0.2%	$38.00	$18.84	—	COM	404030108
—	BLUESCAPE OPPORTUNITIES ACQU	1,259,434	$2.015M	0.1%	$1.60	$2.00	—	*W EXP 10/28/202	G1195N113
—	KENSINGTON CAPITAL ACQUISITI	100,000	$1.026M	0.1%	$10.26	$10.26	—	UNIT 99/99/9999	49006L203
—	STAR PEAK CORP II	558,085	$820K	0.1%	$1.47	$1.47	—	*W EXP 12/24/202	855179115
—	SWITCHBACK II CORPORATION	242,247	$476K	0.0%	$1.96	$1.96	—	*W EXP 01/07/202	G8633T107
SES/WS	IVANHOE CAPITAL ACQUISTIN CO	244,027	$322K	0.0%	$1.32	$1.32	—	*W EXP 01/08/202	G4R87P106