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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASPEN TECHNOLOGY INC COM 29109X106   20,895,876 105,200 SH   SOLE   105,200 0 0
CONSOLIDATED EDISON INC COM 209115104   80,259,189 897,553 SH   SOLE   897,553 0 0
EATON CORP PLC SHS G29183103   92,388,135 294,652 SH   SOLE   294,652 0 0
EMERSON ELEC CO COM 291011104   181,846,069 1,650,745 SH   SOLE   1,650,745 0 0
FIRST SOLAR INC COM 336433107   112,390,683 498,495 SH   SOLE   498,495 0 0
GE VERNOVA INC. COM 36828A101   129,507,716 755,103 SH   SOLE   755,103 0 0
IDACORP INC COM 451107106   49,103,370 527,143 SH   SOLE   527,143 0 0
TESLA INC COM 88160R101   953,504,568 4,818,600 SH   SOLE   4,818,600 0 0
NVENT ELECTRIC PLC SHS G6700G107   110,373,866 1,440,724 SH   SOLE   1,440,724 0 0
SPROTT INC COM NEW 852066208   3,820,628 92,308 SH   SOLE   92,308 0 0
STANLEY BLACK & DECKER INC COM 854502101   106,365,866 1,331,404 SH   SOLE   1,331,404 0 0
TPI COMPOSITES INC COM 87266J104   1,366,559 342,496 SH   SOLE   342,496 0 0