The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 35,763 | 1,030,942 | SH | DFND | 1,2,3 | 1,030,942 | 0 | 0 | |
AECOM | COM | 00766T100 | 13,819 | 277,593 | SH | DFND | 1,2,3 | 277,593 | 0 | 0 | |
AES CORP | COM | 00130H105 | 181,186 | 7,710,041 | SH | DFND | 1,2,3 | 7,710,041 | 0 | 0 | |
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 7,252 | 168,113 | SH | DFND | 1,2,3 | 168,113 | 0 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 17,010 | 2,565,660 | SH | DFND | 1,2,3 | 2,565,660 | 0 | 0 | |
BLUESCAPE OPPORTUNITIES ACQU | *W EXP 10/28/202 | G1195N113 | 2,524 | 1,262,021 | SH | DFND | 1,2,3 | 1,262,021 | 0 | 0 | |
BLUESCAPE OPPORTUNITIES ACQU | SHS | G1195N105 | 26,078 | 2,512,329 | SH | DFND | 1,2,3 | 2,512,329 | 0 | 0 | |
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 34,363 | 911,001 | SH | DFND | 1,2,3 | 911,001 | 0 | 0 | |
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 85,878 | 16,610,804 | SH | DFND | 1,2,3 | 16,610,804 | 0 | 0 | |
CIIG MERGER CORP | COM CL A | 12559C103 | 10,181 | 362,048 | SH | DFND | 1,2,3 | 362,048 | 0 | 0 | |
CLEARWAY ENERGY INC | CL C | 18539C204 | 29,770 | 932,359 | SH | DFND | 1,2,3 | 932,359 | 0 | 0 | |
COVANTA HLDG CORP | COM | 22282E102 | 36,427 | 2,774,351 | SH | DFND | 1,2,3 | 2,774,351 | 0 | 0 | |
ENPHASE ENERGY INC | COM | 29355A107 | 26,230 | 149,482 | SH | DFND | 1,2,3 | 149,482 | 0 | 0 | |
EXELON CORP | COM | 30161N101 | 119,448 | 2,829,174 | SH | DFND | 1,2,3 | 2,829,174 | 0 | 0 | |
FMC CORP | COM NEW | 302491303 | 10,864 | 94,526 | SH | DFND | 1,2,3 | 94,526 | 0 | 0 | |
FORTERRA INC | COM | 34960W106 | 75,988 | 4,419,200 | SH | DFND | 1,2,3 | 4,419,200 | 0 | 0 | |
GCP APPLIED TECHNOLOGIES INC | COM | 36164Y101 | 9,160 | 387,324 | SH | DFND | 1,2,3 | 387,324 | 0 | 0 | |
H & E EQUIPMENT SERVICES INC | COM | 404030108 | 7,567 | 253,837 | SH | DFND | 1,2,3 | 253,837 | 0 | 0 | |
HERC HLDGS INC | COM | 42704L104 | 40,709 | 612,992 | SH | DFND | 1,2,3 | 612,992 | 0 | 0 | |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 28,028 | 98,701 | SH | DFND | 1,2,3 | 98,701 | 0 | 0 | |
MASTEC INC | COM | 576323109 | 37,264 | 546,547 | SH | DFND | 1,2,3 | 546,547 | 0 | 0 | |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 73,029 | 1,089,175 | SH | DFND | 1,2,3 | 1,089,175 | 0 | 0 | |
NIO INC | SPON ADS | 62914V106 | 22,931 | 470,474 | SH | DFND | 1,2,3 | 470,474 | 0 | 0 | |
NRG ENERGY INC | COM NEW | 629377508 | 53,502 | 1,424,817 | SH | DFND | 1,2,3 | 1,424,817 | 0 | 0 | |
PG&E CORP | COM | 69331C108 | 100,154 | 8,038,073 | SH | DFND | 1,2,3 | 8,038,073 | 0 | 0 | |
QUANTA SVCS INC | COM | 74762E102 | 51,735 | 718,341 | SH | DFND | 1,2,3 | 718,341 | 0 | 0 | |
RODGERS SILICON VALLEY AQ CO | UNIT 11/30/2025 | 774873202 | 40,384 | 3,024,996 | SH | DFND | 1,2,3 | 3,024,996 | 0 | 0 | |
ROMEO POWER INC | COM | 776153108 | 22,490 | 1,000,000 | SH | DFND | 1,2,3 | 1,000,000 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 14,538 | 231,872 | SH | DFND | 1,2,3 | 231,872 | 0 | 0 | |
SUNNOVA ENERGY INTL INC. | COM | 86745K104 | 108,465 | 2,403,381 | SH | DFND | 1,2,3 | 2,403,381 | 0 | 0 | |
TPG PACE BEN FIN CORP | CL A COM | G8990D125 | 41,851 | 1,617,741 | SH | DFND | 1,2,3 | 1,617,741 | 0 | 0 | |
TPI COMPOSITES INC | COM | 87266J104 | 12,375 | 234,473 | SH | DFND | 1,2,3 | 234,473 | 0 | 0 | |
VULCAN MATLS CO | COM | 929160109 | 44,459 | 299,772 | SH | DFND | 1,2,3 | 299,772 | 0 | 0 | |
XPO LOGISTICS INC | COM | 983793100 | 35,457 | 297,456 | SH | DFND | 1,2,3 | 297,456 | 0 | 0 |