Product description
| Symbol | Cusip | Name | Amount | Value | Title Of Class | Pay of profile | |
|---|---|---|---|---|---|---|---|
| 184496107 | 184496107 | Clean Harbors, Inc. | 20000.0 | 3233200.0 | CORP | Long | |
| 237266101 | 237266101 | Darling Ingredients, Inc | 140000.0 | 6141800.0 | CORP | Long | |
| 88160R101 | 88160R101 | Tesla Inc | 6550.0 | 1572524.0 | CORP | Long | |
| 29670G102 | 29670G102 | Essential Utilities Inc | 130000.0 | 4629300.0 | CORP | Long | |
| 001181106 | 001181106 | Ag Growth International Inc. | 84900.0 | 3166715.06 | CORP | Long | |
| 98419M100 | 98419M100 | Xylem, Inc. | 49500.0 | 5203935.0 | CORP | Long | |
| 92556V106 | 92556V106 | Viatris Inc | 300000.0 | 2754000.0 | CORP | Long | |
| F86921107 | F86921107 | Schneider Electric SE | 40000.0 | 7340879.41 | CORP | Long | |
| 235851102 | 235851102 | Danaher Corporation | 20000.0 | 4466200.0 | CORP | Long | |
| 374689107 | 374689107 | Gibraltar Industries, Inc. | 75000.0 | 5039250.0 | CORP | Long | |
| 41068X100 | 41068X100 | Hannon Armstrong Sustainable Infrastructure Capital, Inc. | 284500.0 | 6887745.0 | CORP | Long | |
| 29270J100 | 29270J100 | Energy Recovery Inc. | 135000.0 | 2573100.0 | CORP | Long | |
| 03852U106 | 03852U106 | Aramark | 130000.0 | 3641300.0 | CORP | Long | |
| 65339F101 | 65339F101 | Nextera Energy Inc | 60000.0 | 3510600.0 | CORP | Long | |
| 783754104 | 783754104 | Ryerson Holding Corporation | 100000.0 | 3097000.0 | CORP | Long | |
| 686688102 | 686688102 | Ormat Technologies Inc. | 102000.0 | 6866640.0 | CORP | Long | |
| 887389104 | 887389104 | The Timken Company | 78000.0 | 5647200.0 | CORP | Long | |
| 867652406 | 867652406 | Sunpower Corporation | 200268.0 | 831112.2 | CORP | Long | |
| 920253101 | 920253101 | Valmont Industries, Inc. | 15500.0 | 3403335.0 | CORP | Long | |
| 83417M104 | 83417M104 | Solaredge Technologies Inc | 13135.0 | 1042656.3 | CORP | Long | |
| 82489W107 | 82489W107 | Shoals Technologies Group Inc | 100000.0 | 1385000.0 | CORP | Long | |
| 77634L105 | 77634L105 | R1 RCM Inc. | 210000.0 | 2221800.0 | CORP | Long | |
| 244199105 | 244199105 | Deere & Company | 12000.0 | 4372920.0 | CORP | Long | |
| 92338C103 | 92338C103 | Veralto Corp. | 8333.0 | 643724.25 | CORP | Long | |
| 64107A105 | 64107A105 | NET Power Inc | 100000.0 | 908000.0 | CORP | Long | |
| 60770K107 | 60770K107 | Moderna Inc | 16720.0 | 1299144.0 | CORP | Long | |
| D69671218 | D69671218 | Siemens AG | 40000.0 | 6704397.04 | CORP | Long | |
| 404030108 | 404030108 | H&E Equipment Services, Inc. | 150000.0 | 6646500.0 | CORP | Long | |
| 393222104 | 393222104 | Green Plains Inc | 120000.0 | 2985600.0 | CORP | Long | |
| 336433107 | 336433107 | First Solar Inc | 32322.0 | 5099765.16 | CORP | Long | |
| 29430C102 | 29430C102 | Vestis Corp. | 65000.0 | 1190150.0 | CORP | Long | |
| 29355A107 | 29355A107 | Enphase Energy Inc | 33200.0 | 3353864.0 | CORP | Long | |
| 127055101 | 127055101 | Cabot Corporation | 83272.0 | 6320344.8 | CORP | Long | |
| 11284V105 | 11284V105 | Brookfield Renewable Corporation | 266700.0 | 7078218.0 | CORP | Long | |
| 000375204 | 000375204 | ABB Ltd. | 66750.0 | 2657317.5 | CORP | Long | |
| 00449R109 | 00449R109 | Accelleron Industries AG. | 4875.0 | 138693.75 | CORP | Long | |
| 00766T100 | 00766T100 | AECOM | 57500.0 | 5109450.0 | CORP | Long | |
| 007973100 | 007973100 | Advanced Energy Industries, Inc. | 52700.0 | 5009135.0 | CORP | Long | |
| 015271109 | 015271109 | Alexandria Real Estate Equities, Inc. | 26400.0 | 2888160.0 | CORP | Long | |
| H11356104 | H11356104 | Bunge Global SA | 64000.0 | 7031680.0 | CORP | Long | |
| G51502105 | G51502105 | Johnson Controls International PLC | 70000.0 | 3696000.0 | CORP | Long | |
| 912797FU6 | 912797FU6 | United States Treasury Bills | 2000000.0 | 1996205.08 | UST | Long |