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 |
ALGONQUIN PWR UTILS CORP | COM | 015857105 | 6,299,800 | 966,227 | SH | DFND | 1 | 966,227 | 0 | 0 | |
ARROWROOT ACQUISITION CORP | CL A COM | 04282M102 | 3,015,000 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
ASHLAND INC | COM | 044186104 | 1,606,391 | 14,939 | SH | DFND | 1 | 14,939 | 0 | 0 | |
AUTOLUS THERAPEUTICS PLC | SPON ADS | 05280R100 | 128,757 | 67,767 | SH | DFND | 1 | 67,767 | 0 | 0 | |
AXALTA COATING SYS LTD | COM | G0750C108 | 4,078,104 | 160,114 | SH | DFND | 1 | 160,114 | 0 | 0 | |
BP PLC | SPONSORED ADR | 055622104 | 10,267,499 | 293,945 | SH | DFND | 1 | 293,945 | 0 | 0 | |
BUNGE LIMITED | COM | G16962105 | 1,879,268 | 18,836 | SH | DFND | 1 | 18,836 | 0 | 0 | |
BYTE ACQUISITION CORP | CLASS A ORD SHS | G1R25Q105 | 11,592,000 | 1,150,000 | SH | DFND | 1 | 1,150,000 | 0 | 0 | |
CANADIAN SOLAR INC | COM | 136635109 | 5,971,363 | 193,248 | SH | DFND | 1 | 193,248 | 0 | 0 | |
CELANESE CORP DEL | COM | 150870103 | 1,746,259 | 17,080 | SH | DFND | 1 | 17,080 | 0 | 0 | |
CHART INDS INC | COM | 16115Q308 | 10,642,182 | 92,356 | SH | DFND | 1 | 92,356 | 0 | 0 | |
CLEARWAY ENERGY INC | CL C | 18539C204 | 3,883,360 | 121,850 | SH | DFND | 1 | 121,850 | 0 | 0 | |
CMS ENERGY CORP | COM | 125896100 | 29,259,347 | 462,014 | SH | DFND | 1 | 462,014 | 0 | 0 | |
DTE ENERGY CO | COM | 233331107 | 5,081,645 | 43,237 | SH | DFND | 1 | 43,237 | 0 | 0 | |
DUPONT DE NEMOURS INC | COM | 26614N102 | 8,106,027 | 118,112 | SH | DFND | 1 | 118,112 | 0 | 0 | |
ECOVYST INC | COM | 27923Q109 | 819,842 | 92,533 | SH | DFND | 1 | 92,533 | 0 | 0 | |
ENTERGY CORP NEW | COM | 29364G103 | 20,315,588 | 180,583 | SH | DFND | 1 | 180,583 | 0 | 0 | |
ENVIVA INC | COM | 29415B103 | 36,948,641 | 697,539 | SH | DFND | 1 | 697,539 | 0 | 0 | |
EQT CORP | COM | 26884L109 | 3,883,109 | 114,783 | SH | DFND | 1 | 114,783 | 0 | 0 | |
EVERSOURCE ENERGY | COM | 30040W108 | 40,592,645 | 484,168 | SH | DFND | 1 | 484,168 | 0 | 0 | |
FLOWSERVE CORP | COM | 34354P105 | 1,053,797 | 34,348 | SH | DFND | 1 | 34,348 | 0 | 0 | |
FMC CORP | COM NEW | 302491303 | 2,297,693 | 18,411 | SH | DFND | 1 | 18,411 | 0 | 0 | |
FUSION ACQUISITION CORP II | COM CL A | 36118N102 | 5,020,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
IMPERIAL OIL LTD | COM NEW | 453038408 | 7,794,458 | 160,138 | SH | DFND | 1 | 160,138 | 0 | 0 | |
LAZARD GROWTH ACQUISITION CO | CL A ORD SHS | G54035103 | 2,527,500 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
LEVERE HOLDINGS CORP | CLASS A ORD SHS | G5462L106 | 5,045,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
LI-CYCLE HOLDINGS CORP | COMMON SHARES | 50202P105 | 53,372,238 | 11,212,655 | SH | DFND | 1 | 11,212,655 | 0 | 0 | |
LINDE PLC | SHS | G5494J103 | 1,576,754 | 4,834 | SH | DFND | 1 | 4,834 | 0 | 0 | |
LIVENT CORP | COM | 53814L108 | 8,868,319 | 446,317 | SH | DFND | 1 | 446,317 | 0 | 0 | |
M3 BRIGADE ACQUISITION II CO | COM CL A | 553800103 | 10,020,000 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 24,403,038 | 575,272 | SH | DFND | 1 | 575,272 | 0 | 0 | |
NEXTDECADE CORP | COM | 65342K105 | 898,181 | 181,818 | SH | DFND | 1 | 181,818 | 0 | 0 | |
NEXTERA ENERGY INC | COM | 65339F101 | 5,149,760 | 61,600 | SH | DFND | 1 | 61,600 | 0 | 0 | |
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 4,632,108 | 66,088 | SH | DFND | 1 | 66,088 | 0 | 0 | |
NORTHERN STAR INVEST CORP II | COM CL A | 66574L100 | 1,005,000 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
NORTHERN STAR INVEST CORP IV | COM CL A | 66575B101 | 1,005,000 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
NORTHWESTERN CORP | COM NEW | 668074305 | 2,107,460 | 35,515 | SH | DFND | 1 | 35,515 | 0 | 0 | |
NOUVEAU MONDE GRAPHITE INC | COM NEW | 66979W842 | 3,020,470 | 790,699 | SH | DFND | 1 | 790,699 | 0 | 0 | |
PERIDOT ACQUISITION CORP II | SHS CL A | G7008B105 | 10,110,000 | 1,000,000 | SH | DFND | 1 | 1,000,000 | 0 | 0 | |
PONTEM CORPORATION | SHS CL A | G71707106 | 7,077,000 | 700,000 | SH | DFND | 1 | 700,000 | 0 | 0 | |
PPL CORP | COM | 69351T106 | 15,072,903 | 515,842 | SH | DFND | 1 | 515,842 | 0 | 0 | |
ROCKET INTERNET GRWT OPRT CO | SHS CL A | G7613T103 | 5,050,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 1,036,312 | 10,552 | SH | DFND | 1 | 10,552 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 5,427,736 | 19,161 | SH | DFND | 1 | 19,161 | 0 | 0 | |
TIM S A | SPONSORED ADR | 88706T108 | 4,659,487 | 399,956 | SH | DFND | 1 | 399,956 | 0 | 0 | |
VOLTA INC | COM CL A | 92873V102 | 136,281 | 383,459 | SH | DFND | 1 | 383,459 | 0 | 0 | |
WARBURG PINCUS CAPTAL CORP I | SHS CL A | G9460M108 | 1,009,000 | 100,000 | SH | DFND | 1 | 100,000 | 0 | 0 | |
WAVERLEY CAPITAL ACQUIS CORP | SHS CL A | G06536109 | 5,010,000 | 500,000 | SH | DFND | 1 | 500,000 | 0 | 0 | |
WESTLAKE CORPORATION | COM | 960413102 | 2,220,811 | 21,658 | SH | DFND | 1 | 21,658 | 0 | 0 | |
ZIMMER ENERGY TRANSITION ACQ | COM CL A | 989570106 | 19,900,010 | 2,000,001 | SH | DFND | 1 | 2,000,001 | 0 | 0 |