Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	LI-CYCLE HOLDINGS CORP	11,629,038	$61.87M	14.2%	$7.67	—	COMMON SHARES	50202P105
ES	EVERSOURCE ENERGY	456,668	$35.6M	8.2%	$76.33	-0.4%	COM	30040W108
COP	CONOCOPHILLIPS	247,583	$25.34M	5.8%	$88.56	-0.4%	COM	20825C104
CMS	CMS ENERGY CORP	375,630	$21.88M	5.0%	$60.46	0.0%	COM	125896100
—	ZIMMER ENERGY TRANSITION ACQ	2,000,001	$19.52M	4.5%	$9.73	—	COM CL A	989570106
FMC	FMC CORP	167,140	$17.67M	4.1%	$99.26	-4.4%	COM NEW	302491303
VST	VISTRA CORP	791,938	$16.63M	3.8%	$22.28	+2.5%	COM	92840M102
CEG	CONSTELLATION ENERGY CORP	181,944	$15.14M	3.5%	$55.71	+28.8%	COM	21037T109
GNRC	GENERAC HLDGS INC	78,990	$14.07M	3.2%	$244.27	-6.2%	COM	368736104
SWX	SOUTHWEST GAS HLDGS INC	199,286	$13.9M	3.2%	$87.44	-7.2%	COM	844895102
LNT	ALLIANT ENERGY CORP	229,246	$12.15M	2.8%	$53.87	0.0%	COM	018802108
—	ENVIVA INC	191,999	$11.53M	2.6%	$60.06	—	COM	29415B103
—	BYTE ACQUISITION CORP	1,150,000	$11.38M	2.6%	$9.65	—	CLASS A ORD SHS	G1R25Q105
—	PERIDOT ACQUISITION CORP II	1,000,000	$9.915M	2.3%	$9.76	—	SHS CL A	G7008B105
—	M3 BRIGADE ACQUISITION II CO	1,000,000	$9.81M	2.2%	$9.84	—	COM CL A	553800103
AXTA	AXALTA COATING SYS LTD	431,900	$9.096M	2.1%	$24.58	0.0%	COM	G0750C108
—	PONTEM CORPORATION	700,000	$6.958M	1.6%	$9.72	—	SHS CL A	G71707106
XLI	SELECT SECTOR SPDR TR	80,621	$6.679M	1.5%	$87.34	—	SBI INT-INDS	81369Y704
NFE	NEW FORTRESS ENERGY INC	151,700	$6.631M	1.5%	$50.18	0.0%	COM CL A	644393100
ASH	ASHLAND INC	69,334	$6.585M	1.5%	$94.95	-0.1%	COM	044186104
PPL	PPL CORP	234,978	$5.957M	1.4%	$25.30	+0.7%	COM	69351T106
CSIQ	CANADIAN SOLAR INC	150,800	$5.617M	1.3%	$38.09	0.0%	COM	136635109
—	BUNGE LIMITED	60,810	$5.021M	1.2%	$82.57	—	COM	G16962105
CC	CHEMOURS CO	201,823	$4.975M	1.1%	$29.08	0.0%	COM	163851108
—	ROCKET INTERNET GRWT OPRT CO	500,000	$4.955M	1.1%	$9.70	—	SHS CL A	G7613T103
—	LEVERE HOLDINGS CORP	500,000	$4.95M	1.1%	$9.78	—	CLASS A ORD SHS	G5462L106
—	FUSION ACQUISITION CORP II	500,000	$4.92M	1.1%	$9.67	—	COM CL A	36118N102
—	WAVERLEY CAPITAL ACQUIS CORP	500,000	$4.885M	1.1%	$9.70	—	SHS CL A	G06536109
NEE	NEXTERA ENERGY INC	61,600	$4.83M	1.1%	$68.84	+12.0%	COM	65339F101
NWE	NORTHWESTERN CORP	80,600	$3.972M	0.9%	$46.61	0.0%	COM NEW	668074305
TAC	TRANSALTA CORP	430,600	$3.826M	0.9%	$10.28	0.0%	COM	89346D107
TIMB	TIM S A	827,374	$3.761M	0.9%	$10.39	—	SPONSORED ADR	88706T108
NMG	NOUVEAU MONDE GRAPHITE INC	644,398	$3.48M	0.8%	$5.76	-8.9%	COM NEW	66979W842
OLN	OLIN CORP	78,623	$3.371M	0.8%	$47.14	0.0%	COM PAR $1	680665205
WLK	WESTLAKE CORPORATION	38,095	$3.31M	0.8%	$102.15	-11.6%	COM	960413102
—	INTERPRIVATE IV INFRATECH PR	300,000	$2.954M	0.7%	$9.78	—	CLASS A COM	46064T102
—	ARROWROOT ACQUISITION CORP	300,000	$2.946M	0.7%	$9.65	—	CL A COM	04282M102
UNP	UNION PAC CORP	14,626	$2.849M	0.7%	$230.57	-11.4%	COM	907818108
CTVA	CORTEVA INC	48,686	$2.782M	0.6%	$55.81	+0.7%	COM	22052L104
—	SUNPOWER CORP	111,300	$2.564M	0.6%	$19.14	—	COM	867652406
FLS	FLOWSERVE CORP	105,440	$2.562M	0.6%	$28.25	0.0%	COM	34354P105
—	LAZARD GROWTH ACQUISITION CO	250,000	$2.48M	0.6%	$9.78	—	CL A ORD SHS	G54035103
CSX	CSX CORP	83,189	$2.216M	0.5%	$32.77	-9.7%	COM	126408103
RUN	SUNRUN INC	71,300	$1.967M	0.5%	$31.10	0.0%	COM	86771W105
—	CLIMATE REAL IMPACT SLUTINS	196,830	$1.941M	0.4%	$9.87	—	COM CL A	187171103
PCG	PG&E CORP	125,000	$1.563M	0.4%	$11.63	-0.5%	Call	69331C108
ECVT	ECOVYST INC	164,943	$1.392M	0.3%	$10.32	-7.9%	COM	27923Q109
NEXT	NEXTDECADE CORP	181,818	$1.095M	0.3%	$6.20	+7.2%	COM	65342K105
—	COVA ACQUISITION CORP	100,000	$995K	0.2%	$9.69	—	CL A SHS	G2554Y104
—	WARBURG PINCUS CAPTAL CORP I	100,000	$992K	0.2%	$9.75	—	SHS CL A	G9460M108
—	NORTHERN STAR INVEST CORP II	100,000	$985K	0.2%	$9.78	—	COM CL A	66574L100
—	NORTHERN STAR INVEST CORP IV	100,000	$982K	0.2%	$9.85	—	COM CL A	66575B101
—	TCW SPECIAL PURPOSE ACQU COR	100,000	$981K	0.2%	$9.72	—	COM CL A	87301L106
GSL	GLOBAL SHIP LEASE INC NEW	42,900	$677K	0.2%	$22.05	-19.3%	COM CL A	Y27183600
RIG	TRANSOCEAN LTD	200,000	$494K	0.1%	$3.20	0.0%	REG SHS	H8817H100
—	VOLTA INC	383,459	$464K	0.1%	$7.34	—	COM CL A	92873V102