The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLIANT ENERGY CORP COM 018802108 12,148 229,246 SH   DFND 1 229,246 0 0
ARROWROOT ACQUISITION CORP CL A COM 04282M102 2,946 300,000 SH   DFND 1 300,000 0 0
ASHLAND INC COM 044186104 6,585 69,334 SH   DFND 1 69,334 0 0
AXALTA COATING SYS LTD COM G0750C108 9,096 431,900 SH   DFND 1 431,900 0 0
BUNGE LIMITED COM G16962105 5,021 60,810 SH   DFND 1 60,810 0 0
BYTE ACQUISITION CORP CLASS A ORD SHS G1R25Q105 11,385 1,150,000 SH   DFND 1 1,150,000 0 0
CANADIAN SOLAR INC COM 136635109 5,617 150,800 SH   DFND 1 150,800 0 0
CHEMOURS CO COM 163851108 4,975 201,823 SH   DFND 1 201,823 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 1,941 196,830 SH   DFND 1 196,830 0 0
CMS ENERGY CORP COM 125896100 21,877 375,630 SH   DFND 1 375,630 0 0
CONOCOPHILLIPS COM 20825C104 25,338 247,583 SH   DFND 1 247,583 0 0
CONSTELLATION ENERGY CORP COM 21037T109 15,136 181,944 SH   DFND 1 181,944 0 0
CORTEVA INC COM 22052L104 2,782 48,686 SH   DFND 1 48,686 0 0
COVA ACQUISITION CORP CL A SHS G2554Y104 995 100,000 SH   DFND 1 100,000 0 0
CSX CORP COM 126408103 2,216 83,189 SH   DFND 1 83,189 0 0
ECOVYST INC COM 27923Q109 1,392 164,943 SH   DFND 1 164,943 0 0
ENVIVA INC COM 29415B103 11,531 191,999 SH   DFND 1 191,999 0 0
EVERSOURCE ENERGY COM 30040W108 35,602 456,668 SH   DFND 1 456,668 0 0
FLOWSERVE CORP COM 34354P105 2,562 105,440 SH   DFND 1 105,440 0 0
FMC CORP COM NEW 302491303 17,667 167,140 SH   DFND 1 167,140 0 0
FUSION ACQUISITION CORP II COM CL A 36118N102 4,920 500,000 SH   DFND 1 500,000 0 0
GENERAC HLDGS INC COM 368736104 14,071 78,990 SH   DFND 1 78,990 0 0
GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 677 42,900 SH   DFND 1 42,900 0 0
INTERPRIVATE IV INFRATECH PR CLASS A COM 46064T102 2,954 300,000 SH   DFND 1 300,000 0 0
LAZARD GROWTH ACQUISITION CO CL A ORD SHS G54035103 2,480 250,000 SH   DFND 1 250,000 0 0
LEVERE HOLDINGS CORP CLASS A ORD SHS G5462L106 4,950 500,000 SH   DFND 1 500,000 0 0
LI-CYCLE HOLDINGS CORP COMMON SHARES 50202P105 61,866 11,629,038 SH   DFND 1 11,629,038 0 0
M3 BRIGADE ACQUISITION II CO COM CL A 553800103 9,810 1,000,000 SH   DFND 1 1,000,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 6,631 151,700 SH   DFND 1 151,700 0 0
NEXTDECADE CORP COM 65342K105 1,095 181,818 SH   DFND 1 181,818 0 0
NEXTERA ENERGY INC COM 65339F101 4,830 61,600 SH   DFND 1 61,600 0 0
NORTHERN STAR INVEST CORP II COM CL A 66574L100 985 100,000 SH   DFND 1 100,000 0 0
NORTHERN STAR INVEST CORP IV COM CL A 66575B101 982 100,000 SH   DFND 1 100,000 0 0
NORTHWESTERN CORP COM NEW 668074305 3,972 80,600 SH   DFND 1 80,600 0 0
NOUVEAU MONDE GRAPHITE INC COM NEW 66979W842 3,480 644,398 SH   DFND 1 644,398 0 0
OLIN CORP COM PAR $1 680665205 3,371 78,623 SH   DFND 1 78,623 0 0
PERIDOT ACQUISITION CORP II SHS CL A G7008B105 9,915 1,000,000 SH   DFND 1 1,000,000 0 0
PG&E CORP COM 69331C108 1,563 125,000 SH Call DFND 1 125,000 0 0
PONTEM CORPORATION SHS CL A G71707106 6,958 700,000 SH   DFND 1 700,000 0 0
PPL CORP COM 69351T106 5,957 234,978 SH   DFND 1 234,978 0 0
ROCKET INTERNET GRWT OPRT CO SHS CL A G7613T103 4,955 500,000 SH   DFND 1 500,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6,679 80,621 SH   DFND 1 80,621 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 13,900 199,286 SH   DFND 1 199,286 0 0
SUNPOWER CORP COM 867652406 2,564 111,300 SH   DFND 1 111,300 0 0
SUNRUN INC COM 86771W105 1,967 71,300 SH   DFND 1 71,300 0 0
TCW SPECIAL PURPOSE ACQU COR COM CL A 87301L106 981 100,000 SH   DFND 1 100,000 0 0
TIM S A SPONSORED ADR 88706T108 3,761 827,374 SH   DFND 1 827,374 0 0
TRANSALTA CORP COM 89346D107 3,826 430,600 SH   DFND 1 430,600 0 0
TRANSOCEAN LTD REG SHS H8817H100 494 200,000 SH   DFND 1 200,000 0 0
UNION PAC CORP COM 907818108 2,849 14,626 SH   DFND 1 14,626 0 0
VISTRA CORP COM 92840M102 16,631 791,938 SH   DFND 1 791,938 0 0
VOLTA INC COM CL A 92873V102 464 383,459 SH   DFND 1 383,459 0 0
WARBURG PINCUS CAPTAL CORP I SHS CL A G9460M108 992 100,000 SH   DFND 1 100,000 0 0
WAVERLEY CAPITAL ACQUIS CORP SHS CL A G06536109 4,885 500,000 SH   DFND 1 500,000 0 0
WESTLAKE CORPORATION COM 960413102 3,310 38,095 SH   DFND 1 38,095 0 0
ZIMMER ENERGY TRANSITION ACQ COM CL A 989570106 19,520 2,000,001 SH   DFND 1 2,000,001 0 0