| RIVIAN AUTOMOTIVE INC CLASS A | 5.89 | 707,575 |
| TESLA INC | 5.40 | 45,929 |
| DENSO CORP | 4.31 | 509,400 |
| LUCID GROUP INC | 4.31 | 2,417,204 |
| BYD LTD H | 4.14 | 280,000 |
| XPENG CLASS A INC | 4.13 | 1,965,400 |
| ABB LTD | 4.07 | 144,895 |
| SCHNEIDER ELECTRIC | 4.06 | 33,234 |
| LI AUTO CLASS A INC | 4.06 | 815,500 |
| LG ENERGY SOLUTION LTD | 3.86 | 32,390 |
| NIO CLASS A INC | 3.83 | 1,664,770 |
| VOLKSWAGEN NON-VOTING PREF AG | 3.79 | 66,955 |
| RENAULT SA | 3.62 | 147,192 |
| PORSCHE AUTOMOBIL HOLDING PREF | 3.46 | 152,506 |
| SAMSUNG SDI LTD | 3.43 | 29,143 |
| PILBARA MINERALS LTD | 3.29 | 3,387,967 |
| ARCADIUM LITHIUM PLC | 3.17 | 1,969,119 |
| QUANTUMSCAPE CORP CLASS A | 3.15 | 961,274 |
| ZHEJIANG LEAPMOTOR TECHNOLOGY LTD | 3.11 | 1,918,200 |
| HEXAGON CLASS B | 2.71 | 525,083 |
| APTIV PLC | 2.41 | 68,601 |
| GS YUASA CORP | 2.40 | 264,500 |
| BLUE BIRD CORP | 2.35 | 88,823 |
| HYUNDAI MOBIS LTD | 1.35 | 16,571 |
| CHARGEPOINT HOLDINGS INC CLASS A | 1.20 | 1,094,915 |
| GANFENG LITHIUM LTD H | 1.20 | 1,130,280 |
| SK IE TECHNOLOGY LTD | 1.08 | 78,679 |
| AUTOLIV INC | 1.05 | 20,549 |
| GENTEX CORP | 0.92 | 58,398 |
| LEAR CORP | 0.89 | 14,352 |
| CONTINENTAL AG | 0.85 | 27,368 |
| ADVANCED ENERGY SOLUTION HOLDING L | 0.72 | 89,000 |
| SEBANG GLOBAL BATTERY LTD | 0.56 | 16,630 |
| ALFEN NV | 0.55 | 58,371 |
| NIKOLA CORP | 0.53 | 116,044 |
| POLESTAR AUTOMOTIVE HOLDING AMERIC | 0.49 | 1,313,063 |
| DARFON ELECTRONICS CORP | 0.46 | 543,000 |
| KEMPOWER | 0.44 | 53,122 |
| LUMENTUM HOLDINGS INC | 0.43 | 16,248 |
| AURORA INNOVATION INC CLASS A | 0.41 | 200,100 |
| VISTEON CORP | 0.40 | 6,865 |
| ADIENT PLC | 0.29 | 22,261 |
| FORVIA | 0.23 | 39,145 |
| GENTHERM INC | 0.22 | 7,881 |
| CTS CORP | 0.19 | 7,576 |
| TS TECH LTD | 0.15 | 22,800 |
| HKD CASH | 0.14 | 2,149,051 |
| LUMINAR TECHNOLOGIES INC CLASS A | 0.06 | 76,815 |
| STONERIDGE INC | 0.06 | 6,626 |
| METHODE ELECTRONICS INC | 0.05 | 8,344 |
| BLK CSH FND TREASURY SL AGENCY | 0.05 | 90,000 |
| TWD CASH | 0.04 | 2,800,502 |
| JPY CASH | 0.03 | 9,817,046 |
| CASH COLLATERAL EUR HBCFT | 0.02 | 45,000 |
| CASH COLLATERAL USD HBCFT | 0.02 | 40,000 |
| EUR CASH | 0.02 | 28,573 |
