Q1 2021 Holdings
Filed 2021-05-17 | 65 holdings | $39.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bunge LTD(BG) | COM | G16962105 | $16.1K | 203,643 | 0.0% |
| Enphase Energy Inc(ENPH)Call | COM | 29355A107 | $16.2K | 100,000 | 0.0% |
| Exxon Mobil Corp(XOM)Put | COM | 30231G102 | $16.7K | 300,000 | 0.0% |
| Ishares TR(ICLN)Call | GL CLEAN ENE ETF | 464288224 | $19.4K | 800,000 | 0.0% |
| Sunrun Inc(RUN)Call | COM | 86771W105 | $27.2K | 450,000 | 0.1% |
| Occidental Pete Corp(OXY/WS) | W EXP 08/03/202 | 674599162 | $28.5K | 1,072,205 | 0.1% |
| Spdr SER TR(XOP)Put | S&P OILGAS EXP | 78468R556 | $36.6K | 450,000 | 0.1% |
| Invesco Exch-Traded FD TR II(TAN)Put | SOLAR ETF | 46138G706 | $55.1K | 600,000 | 0.1% |
| Blink Charging Co(BLNK) | COM | 09354A100 | $2.1M | 50,000 | 5.1% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $3.1M | 62,810 | 7.8% |
| Beam Global(BEEM) | COM | 07373B109 | $4.0M | 92,331 | 10.0% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $4.2M | 50,000 | 10.5% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $4.8M | 65,000 | 12.0% |
| Allegro Microsystems Inc(ALGM) | COM | 01749D105 | $5.5M | 215,400 | 13.7% |
| Ameresco Inc(AMRC) | CL A | 02361E108 | $15.8M | 325,000 | 39.6% |