Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CEG	CONSTELLATION ENERGY CORP	884,633	$230M	11.1%	$260.02 *	$47.25	+317.2%	COM	21037T109
GEV	GE VERNOVA INC	820,836	$209M	10.1%	$254.98 *	$157.87	+21.3%	COM	36828A101
MTZ	MASTEC INC	1,266,569	$156M	7.5%	$123.10 *	$73.36	+48.8%	COM	576323109
MMM	3M CO	1,008,252	$138M	6.6%	$136.70 *	$100.62	+18.4%	COM	88579Y101
XLI	SELECT SECTOR SPDR TR	849,000	$115M	5.5%	$135.44	$135.44	—	INDL	81369Y704
PWR	QUANTA SVCS INC	356,483	$106M	5.1%	$298.15 *	$59.59	+342.9%	COM	74762E102
PPL	PPL CORP	2,772,252	$91.71M	4.4%	$33.08 *	$24.03	+21.6%	COM	69351T106
PCG	PG&E CORP	4,552,920	$90.01M	4.3%	$19.77 *	$13.81	+34.1%	COM	69331C108
EIX	EDISON INTL	942,331	$82.07M	3.9%	$87.09 *	$59.14	+28.5%	COM	281020107
SPY	SPDR S&P 500 ETF TR	140,000	$80.33M	3.9%	$573.76	$573.76	—	TR UNIT	78462F103
ETR	ENTERGY CORP NEW	607,003	$79.89M	3.8%	$131.61 *	$49.53	+14.3%	COM	29364G103
NEE	NEXTERA ENERGY INC	902,624	$76.3M	3.7%	$84.53 *	$67.88	+10.3%	COM	65339F101
JCI	JOHNSON CTLS INTL PLC	776,573	$60.27M	2.9%	$77.61 *	$61.85	+11.5%	SHS	G51502105
ENPH	ENPHASE ENERGY INC	490,221	$55.4M	2.7%	$113.02	$113.10	-1.2%	COM	29355A107
HRI	HERC HLDGS INC	339,547	$54.13M	2.6%	$159.43 *	$65.12	+111.2%	COM	42704L104
XEL	XCEL ENERGY INC	809,362	$52.85M	2.5%	$65.30 *	$56.58	0.0%	COM	98389B100
ENVX	ENOVIX CORPORATION	5,629,625	$52.58M	2.5%	$9.34 *	$13.55	-12.4%	COM	293594107
CARR	CARRIER GLOBAL CORPORATION	560,764	$45.14M	2.2%	$80.49 *	$68.53	0.0%	COM	14448C104
EMN	EASTMAN CHEM CO	315,610	$35.33M	1.7%	$111.95 *	$92.66	+1.7%	COM	277432100
AES	AES CORP	1,690,391	$33.91M	1.6%	$20.06 *	$16.68	-1.4%	COM	00130H105
UBER	UBER TECHNOLOGIES INC	442,843	$33.28M	1.6%	$75.16 *	$46.79	+50.5%	COM	90353T100
—	SUNNOVA ENERGY INTL INC.	3,411,985	$33.23M	1.6%	$9.74	$14.35	—	COM	86745K104
FLNC	FLUENCE ENERGY INC	1,284,625	$29.17M	1.4%	$22.71 *	$22.87	-20.9%	COM CL A	34379V103
VRT	VERTIV HOLDINGS CO	241,815	$24.06M	1.2%	$99.49 *	$20.90	+295.9%	COM CL A	92537N108
EOSE	EOS ENERGY ENTERPRISES INC	7,960,138	$23.64M	1.1%	$2.97 *	$1.62	+30.5%	COM CL A	29415C101
SGML	SIGMA LITHIUM CORPORATION	1,420,806	$17.56M	0.8%	$12.36 *	$27.71	-60.6%	COM	826599102
LI	LI AUTO INC	621,875	$15.95M	0.8%	$25.65	$25.65	—	SPONSORED ADS	50202M102
—	APTIV PLC	203,211	$14.63M	0.7%	$72.01	$70.42	—	SHS	G6095L109
BE	BLOOM ENERGY CORP	1,256,114	$13.26M	0.6%	$10.56 *	$12.52	-5.2%	COM CL A	093712107
ARRY	ARRAY TECHNOLOGIES INC	1,889,792	$12.47M	0.6%	$6.60 *	$15.18	-45.8%	COM SHS	04271T100
OPAL	OPAL FUELS INC	1,800,000	$6.57M	0.3%	$3.65 *	$9.70	-61.2%	CLASS A COM	68347P103
AXIA	CENTRAIS ELETRICAS BRASILEIR	257,171	$1.859M	0.1%	$7.23	$6.43	—	SPONSORED ADR	15234Q207
ETN	EATON CORP PLC	5,337	$1.769M	0.1%	$331.44 *	$267.98	+12.4%	SHS	G29183103
EMR	EMERSON ELEC CO	14,387	$1.574M	0.1%	$109.37 *	$91.32	+15.1%	COM	291011104
FSLR	FIRST SOLAR INC	5,639	$1.407M	0.1%	$249.44 *	$225.17	0.0%	COM	336433107
NVT	NVENT ELECTRIC PLC	15,160	$1.065M	0.1%	$70.26 *	$76.09	-10.7%	SHS	G6700G107
RUN	SUNRUN INC	56,950	$1.029M	0.0%	$18.06	$13.79	+28.8%	COM	86771W105
NXT	NEXTRACKER INC	18,748	$703K	0.0%	$37.48 *	$53.20	-21.7%	CLASS A COM	65290E101
SHLS	SHOALS TECHNOLOGIES GROUP IN	78,447	$440K	0.0%	$5.61 *	$18.50	-67.7%	CL A	82489W107
XPEV	XPENG INC	17,911	$218K	0.0%	$12.18	$14.45	—	ADS	98422D105
NIO	NIO INC	29,266	$195K	0.0%	$6.68	$8.94	—	SPON ADS	62914V106
—	STEM INC	126,624	$44,091	0.0%	$0.35	$2.15	—	COM	85859N102
—	MAXEON SOLAR TECHNOLOGIES LT	122,820	$11,877	0.0%	$0.10	$3.26	—	SHS	Y58473102
SES/WS	SES AI CORPORATION	239,752	$9,494	0.0%	$0.04	$2.20	—	*W EXP 12/10/202	78397Q117
WBXWF	WALLBOX NV	24,557	$2,087	0.0%	$0.08	$4.96	—	*W EXP 10/01/202	N94209116