Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AES	AES CORP	8,784,404	$253M	10.3%	$28.76 *	$16.90	+39.5%	COM	00130H105
CEG	CONSTELLATION ENERGY CORP	2,203,089	$190M	7.8%	$86.21	$47.25	+85.6%	COM	21037T109
SPY	SPDR S&P 500 ETF TR	415,000	$159M	6.5%	$382.43	—	—	Put	78462F103
NEE	NEXTERA ENERGY INC	1,855,007	$155M	6.3%	$83.60 *	$70.11	+5.3%	COM	65339F101
MTZ	MASTEC INC	1,575,421	$134M	5.5%	$85.33 *	$73.94	+10.9%	COM	576323109
GE	GENERAL ELECTRIC CO	1,450,373	$122M	5.0%	$83.79 *	$48.38	0.0%	COM NEW	369604301
PWR	QUANTA SVCS INC	773,131	$110M	4.5%	$142.50	$55.51	+154.6%	COM	74762E102
ARRY	ARRAY TECHNOLOGIES INC	4,545,279	$87.86M	3.6%	$19.33	$11.27	+68.5%	COM SHS	04271T100
FLEX	FLEX LTD	3,294,536	$70.7M	2.9%	$21.46 *	$12.80	+17.2%	ORD	Y2573F102
FLNC	FLUENCE ENERGY INC	3,985,969	$68.36M	2.8%	$17.15 *	$22.94	-31.3%	COM CL A	34379V103
EIX	EDISON INTL	1,055,422	$67.15M	2.7%	$63.62 *	$56.30	-5.5%	COM	281020107
XIFR	NEXTERA ENERGY PARTNERS LP	939,642	$65.86M	2.7%	$70.09 *	$56.06	+33.5%	COM UNIT PART IN	65341B106
HRI	HERC HLDGS INC	489,978	$64.47M	2.6%	$131.57 *	$25.92	+343.9%	COM	42704L104
ENVX	ENOVIX CORPORATION	5,035,778	$62.65M	2.6%	$12.44 *	$19.64	-28.4%	COM	293594107
PCG	PG&E CORP	3,826,269	$62.22M	2.5%	$16.26 *	$11.12	+34.4%	COM	69331C108
NIO	NIO INC	6,302,178	$61.45M	2.5%	$9.75	$9.75	—	SPON ADS	62914V106
—	SUNNOVA ENERGY INTL INC.	3,379,638	$60.87M	2.5%	$18.01	$21.24	—	COM	86745K104
D	DOMINION ENERGY INC	813,771	$49.9M	2.0%	$61.32 *	$53.65	0.0%	COM	25746U109
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	838,409	$43.94M	1.8%	$52.41 *	$46.96	+5.9%	CL A	499049104
—	STEM INC	4,839,271	$43.26M	1.8%	$8.94	$10.13	—	COM	85859N102
RUN	SUNRUN INC	1,740,084	$41.8M	1.7%	$24.02 *	$24.29	+9.9%	COM	86771W105
FREYEUR	FREYR BATTERY	4,243,713	$36.84M	1.5%	$8.68	$11.35	—	SHS	L4135L100
SHLS	SHOALS TECHNOLOGIES GROUP IN	1,459,195	$36M	1.5%	$24.67 *	$16.96	+42.3%	CL A	82489W107
SEDG	SOLAREDGE TECHNOLOGIES INC	115,558	$32.73M	1.3%	$283.27 *	$265.36	0.0%	COM	83417M104
NFE	NEW FORTRESS ENERGY INC	757,571	$32.14M	1.3%	$42.42 *	$48.30	0.0%	COM CL A	644393100
MBLY	MOBILEYE GLOBAL INC	852,562	$29.89M	1.2%	$35.06 *	$30.35	0.0%	COMMON CLASS A	60741F104
—	ZIMMER ENERGY TRANSITION ACQ	3,000,000	$29.85M	1.2%	$9.95	$9.73	—	COM CL A	989570106
FLEX	FLEX LTD	1,283,500	$27.54M	1.1%	$21.46 *	$12.80	+17.2%	Call	Y2573F102
CWEN	CLEARWAY ENERGY INC	846,571	$26.98M	1.1%	$31.87 *	$17.95	+56.4%	CL C	18539C204
TSLA	TESLA INC	217,743	$26.82M	1.1%	$123.18 *	$189.34	0.0%	COM	88160R101
—	BLUESCAPE OPPORTUNITIES ACQU	2,511,945	$24.72M	1.0%	$9.84	$10.38	—	SHS	G1195N105
EXE	CHESAPEAKE ENERGY CORP	244,705	$23.09M	0.9%	$94.37 *	$52.60	+67.2%	COM	165167735
CSX	CSX CORP	742,524	$23M	0.9%	$30.98 *	$28.73	0.0%	COM	126408103
ACM	AECOM	253,945	$21.57M	0.9%	$84.93 *	$51.93	+46.8%	COM	00766T100
JBHT	HUNT J B TRANS SVCS INC	108,900	$18.99M	0.8%	$174.36	—	—	Put	445658107
—	CHINDATA GROUP HLDGS LTD	2,375,925	$18.94M	0.8%	$7.97	$8.08	—	ADS	16955F107
XLU	SELECT SECTOR SPDR TR	224,544	$15.83M	0.6%	$70.50	$70.50	—	SBI INT-UTILS	81369Y886
—	TELLURIAN INC NEW	8,422,537	$14.15M	0.6%	$1.68	$1.89	—	COM	87968A104
OPAL	OPAL FUELS INC	1,800,000	$13.1M	0.5%	$7.28 *	$9.70	-16.8%	CLASS A COM	68347P103
GDS	GDS HLDGS LTD	538,049	$11.09M	0.5%	$20.62	$20.62	—	SPONSORED ADS	36165L108
EOSE	EOS ENERGY ENTERPRISES INC	3,176,994	$4.702M	0.2%	$1.48 *	$2.18	-40.6%	COM CL A	29415C101
FXI	ISHARES TR	28,581	$809K	0.0%	$28.31	$28.31	—	CHINA LG-CAP ETF	464287184
—	ZIMMER ENERGY TRANSITION ACQ	1,000,000	$222K	0.0%	$0.22	$0.89	—	*W EXP 06/16/202	989570114
—	BLUESCAPE OPPORTUNITIES ACQU	1,259,434	$189K	0.0%	$0.15	$2.00	—	*W EXP 10/28/202	G1195N113
SES/WS	SES AI CORPORATION	244,027	$122K	0.0%	$0.50	$2.20	—	*W EXP 12/10/202	78397Q117
BHLWQ	BENSON HILL INC	313,706	$90,190	0.0%	$0.29	$1.44	—	*W EXP 09/29/202	082490111
WBXWF	WALLBOX NV	25,000	$11,667	0.0%	$0.47	$4.96	—	*W EXP 10/01/202	N94209116
—	BIRD GLOBAL INC	242,247	$5,075	0.0%	$0.02	$1.06	—	*W EXP 01/07/202	09077J115