Arosa Capital Management LP Portfolio Holdings by Sector

Arosa Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs TAN OIH OIH ICLN TAN ICLN 6 stocks	$111 Million 49.79% of portfolio	6	-	6	-	3 Calls 3 Puts
Solar \| Technology FSLR SHLS RUN ENPH SHLS 5 stocks	$25.7 Million 11.55% of portfolio	5	-	5	-	1 Calls 0 Puts
Engineering & Construction \| Industrials PWR PRIM AMRC 3 stocks	$23.4 Million 10.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS ATKR NVT VRT 4 stocks	$19.4 Million 8.73% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy CLNE 1 stocks	$9.58 Million 4.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CWEN 1 stocks	$9.44 Million 4.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC ALCC 2 stocks	$6.47 Million 2.91% of portfolio	1	1	1	-	1 Calls 0 Puts
Oil & Gas E&P \| Energy PR CNQ 2 stocks	$3.82 Million 1.72% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$3.1 Million 1.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN GPI 2 stocks	$2.61 Million 1.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$2.5 Million 1.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical APTV 1 stocks	$2.45 Million 1.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NXPI 1 stocks	$2.4 Million 1.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$839,000 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts

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