ADVANCED DRAINAGE SYSTEMS ORD COM 00790R104 261910 2067 SH SOLE 2067 0 0 ALUMIS ORD COM 022307102 1483712 200773 SH SOLE 200773 0 0 AMETEK ORD COM 031100100 166722 673 SH SOLE 673 0 0 APTIV ORD COM G3265R107 263627 6128 SH SOLE 6128 0 0 AT&T ORD COM 00206R102 32149026 1033000 SH SOLE 1033000 0 0 ATRIUM THERAPEUTICS ORD COM 04965N104 483403 58382 SH SOLE 58382 0 0 BAKER HUGHES CL A ORD Class A 05722G100 1263 23 SH SOLE 23 0 0 BANNER ORD COM 06652V208 268 4 SH SOLE 4 0 0 BENTLEY SYSTEMS CL B ORD Class B 08265T208 187131 5857 SH SOLE 5857 0 0 BIOLIFE SOLUTIONS ORD COM 09062W204 2961613 76232 SH SOLE 76232 0 0 BW LPG ORD COM Y10230103 2029 81 SH SOLE 81 0 0 CMB.TECH ORD COM B38564108 1988 105 SH SOLE 105 0 0 CONSTELLATION ENERGY ORD COM 21037T109 520995 2051 SH SOLE 2051 0 0 CORE AND MAIN CL A ORD Class A 21874C102 179360 4324 SH SOLE 4324 0 0 CORTEVA ORD COM 22052L104 445478 5737 SH SOLE 5737 0 0 DARLING INGREDIENTS ORD COM 237266101 886062 14595 SH SOLE 14595 0 0 DATADOG CL A ORD Class A 23804L103 54770 200 SH SOLE 200 0 0 DEVON ENERGY ORD COM 25179M103 184 4 SH SOLE 4 0 0 ELEMENTAL ROYALTY ORD COM 28620K106 1246900 64984 SH SOLE 64984 0 0 ELME ORD COM 939653101 4673005 2685635 SH SOLE 2685635 0 0 ENERSYS ORD COM 29275Y102 106631 581 SH SOLE 581 0 0 ENPHASE ENERGY ORD COM 29355A107 74392 2255 SH SOLE 2255 0 0 EXCELERATE ENERGY CL A ORD Class A 30069T101 1189 37 SH SOLE 37 0 0 FERGUSON ENTERPRISES ORD COM 31488V107 683889 3072 SH SOLE 3072 0 0 FERVO ENERGY CL A ORD Class A 31556C106 45513 3349 SH SOLE 3349 0 0 FIRST SOLAR ORD COM 336433107 591690 3378 SH SOLE 3378 0 0 FULL TRUCK ALLNC 20 ADR REP CL A ORD Class A 35969L108 678744 82073 SH SOLE 82073 0 0 GENCO SHIPPING TRADING ORD COM Y2685T131 4571460 174750 SH SOLE 174750 0 0 IREN ORD COM Q4982L109 24528 600 SH SOLE 600 0 0 ISHARES MSCI BRAZIL ETF COM 464286400 361200 322500 SH Call SOLE 322500 0 0 MASTEC ORD COM 576323109 246731 1155 SH SOLE 1155 0 0 MIDDLEBY ORD COM 596278101 1042326 10063 SH SOLE 10063 0 0 NEXTERA ENERGY ORD COM 65339F101 365597 4827 SH SOLE 4827 0 0 NEXTPOWER ORD COM 65290E101 193812 2487 SH SOLE 2487 0 0 NVENT ELECTRIC ORD COM G6700G107 853168 5320 SH SOLE 5320 0 0 OWENS CORNING ORD COM 690742101 691451 5923 SH SOLE 5923 0 0 PUBLIC SERVICE ENTERPRISE GROUP ORD COM 744573106 1018248 15121 SH SOLE 15121 0 0 REPUBLIC SERVICES ORD COM 760759100 865924 4126 SH SOLE 4126 0 0 ROCKWELL AUTOMAT ORD COM 773903109 441425 1014 SH SOLE 1014 0 0 SHOALS TECHNOLOGIES GROUP CL A ORD Class A 82489W107 71482 8825 SH SOLE 8825 0 0 SIMULATIONS PLUS ORD COM 829214105 12406560 673172 SH SOLE 673172 0 0 SNOWFLAKE ORD Class A 833445109 2954172 8700 SH SOLE 8700 0 0 SOLV ENERGY CL A ORD Class A 78475V103 181831 7570 SH SOLE 7570 0 0 STAR BULK CARRIERS ORD COM Y8162K204 2936 100 SH SOLE 100 0 0 STATE STREET SPDR S&P 500 TRUST ETF COM 78462F103 1666080 1378500 SH Put SOLE 1378500 0 0 TRIMBLE ORD COM 896239100 221929 3886 SH SOLE 3886 0 0 UTZ BRANDS CL A ORD Class A 918090101 661613 46429 SH SOLE 46429 0 0 VERALTO ORD COM 92338C103 511309 5421 SH SOLE 5421 0 0 VERSIGENT ORD COM G9600F104 155268 3455 SH SOLE 3455 0 0 WABTEC ORD COM 929740108 793478 2763 SH SOLE 2763 0 0 WASTE CONNECTIONS ORD COM 94106B101 648045 4210 SH SOLE 4210 0 0 WASTE MANAGEMENT ORD COM 94106L109 186587 915 SH SOLE 915 0 0 ZURN ELKAY WATER SOLUTIONS ORD COM 98983L108 159717 3437 SH SOLE 3437 0 0