# EDGAR Filing Document

**Accession Number:** 0001596053
**File Stem:** 0001596053-23-000001
**Filing Date:** 2023-2
**Character Count:** 9257
**Document Hash:** f0996c3620beda215a67ab218213c427
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001596053-23-000001.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001596053-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arosa Capital Management LP
- **CENTRAL INDEX KEY:** 0001596053
- **IRS NUMBER:** 800948256
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16456
- **FILM NUMBER:** 23624656

**BUSINESS ADDRESS:**
- **STREET 1:** 550 WEST 34TH STREET
- **STREET 2:** SUITE 2800
- **CITY:** NY
- **STATE:** NY
- **ZIP:** 10001
- **BUSINESS PHONE:** 212-218-0550

**MAIL ADDRESS:**
- **STREET 1:** 550 WEST 34TH STREET
- **STREET 2:** SUITE 2800
- **CITY:** NY
- **STATE:** NY
- **ZIP:** 10001

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Arosa Capital Management LP<br>**Address:** 550 WEST 34TH STREET<br>SUITE 2800<br>NY, NY 10001

**Form 13F File Number:** 028-16456

**CRD Number (if applicable):** 000169851

**SEC File Number (if applicable):** 801-78870

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Radden<br>**Title:** COO/GC/CCO<br>**Phone:** 212-218-0550

**Signature, Place, and Date of Signing:**

Daniel Radden  New York, NY  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 55

**Form 13F Information Table Value Total:** $471518863

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERESCO INC | CL A | 02361E108 |  | 10176177 | 178092 | SH |  | SOLE |  | 178092 | 0 | 0 |
| APA CORPORATION | COM | 03743Q108 |  | 3501000 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 1933000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 15380301 | 795670 | SH |  | SOLE |  | 795670 | 0 | 0 |
| ASPEN AEROGELS INC | COM | 04523Y105 |  | 6917370 | 586715 | SH |  | SOLE |  | 586715 | 0 | 0 |
| ATKORE INC | COM | 047649108 |  | 15023613 | 132460 | SH |  | SOLE |  | 132460 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 1434000 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| BORGWARNER INC | COM | 099724106 |  | 3376975 | 83900 | SH |  | SOLE |  | 83900 | 0 | 0 |
| BROADWIND INC | COM NEW | 11161T207 |  | 78860 | 44056 | SH |  | SOLE |  | 44056 | 0 | 0 |
| BUNGE LIMITED | COM | G16962105 |  | 4489650 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| CHART INDS INC | 6.75DP CNV PFD B | 16115Q407 |  | 5028181 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CHART INDS INC | COM | 16115Q308 |  | 15267975 | 132500 | SH |  | SOLE |  | 132500 | 0 | 0 |
| CHESAPEAKE ENERGY CORP | COM | 165167735 |  | 1940247 | 20560 | SH |  | SOLE |  | 20560 | 0 | 0 |
| CLEAN ENERGY FUELS CORP | COM | 184499101 |  | 1485900 | 285750 | SH |  | SOLE |  | 285750 | 0 | 0 |
| CLEARWAY ENERGY INC | CL C | 18539C204 |  | 9984871 | 313300 | SH |  | SOLE |  | 313300 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 14637900 | 124050 | SH |  | SOLE |  | 124050 | 0 | 0 |
| DENBURY INC | COM | 24790A101 |  | 8266900 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 10795021 | 68780 | SH |  | SOLE |  | 68780 | 0 | 0 |
| ENOVIX CORPORATION | COM | 293594107 |  | 1913148 | 153790 | SH |  | SOLE |  | 153790 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 5166720 | 19500 | SH |  | SOLE |  | 19500 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 7394512 | 67040 | SH |  | SOLE |  | 67040 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 24236022 | 161800 | SH |  | SOLE |  | 161800 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 7368506 | 343360 | SH |  | SOLE |  | 343360 | 0 | 0 |
| FREYR BATTERY | SHS | L4135L100 |  | 3699572 | 426218 | SH |  | SOLE |  | 426218 | 0 | 0 |
| FTC SOLAR INC | COM | 30320C103 |  | 4114947 | 1535428 | SH |  | SOLE |  | 1535428 | 0 | 0 |
| HANNON ARMSTRONG SUST INFR C | COM | 41068X100 |  | 6111882 | 210900 | SH |  | SOLE |  | 210900 | 0 | 0 |
| HERC HLDGS INC | COM | 42704L104 |  | 3947100 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| HESS CORP | COM | 42809H107 |  | 3970960 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 39700000 | 2000000 | SH | Call | SOLE |  | 2000000 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 16332580 | 822800 | SH |  | SOLE |  | 822800 | 0 | 0 |
| LI-CYCLE HOLDINGS CORP | COMMON SHARES | 50202P105 |  | 443156 | 93100 | SH |  | SOLE |  | 93100 | 0 | 0 |
| MASTEC INC | COM | 576323109 |  | 14506100 | 170000 | SH |  | SOLE |  | 170000 | 0 | 0 |
| MAXEON SOLAR TECHNOLOGIES LT | SHS | Y58473102 |  | 8716822 | 542766 | SH |  | SOLE |  | 542766 | 0 | 0 |
| MICROVAST HOLDINGS INC | COM | 59516C106 |  | 1659438 | 1084600 | SH |  | SOLE |  | 1084600 | 0 | 0 |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 |  | 1057563 | 301300 | SH |  | SOLE |  | 301300 | 0 | 0 |
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 |  | 7586393 | 178840 | SH |  | SOLE |  | 178840 | 0 | 0 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 |  | 9027592 | 128800 | SH |  | SOLE |  | 128800 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 22268250 | 225000 | SH | Put | SOLE |  | 225000 | 0 | 0 |
| RICE ACQUISITION CORP II | *W EXP 99/99/999 | G75529126 |  | 1080552 | 106249 | SH |  | SOLE |  | 106249 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 5985927 | 23240 | SH |  | SOLE |  | 23240 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 21384000 | 400000 | SH | Put | SOLE |  | 400000 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 5777714 | 234200 | SH |  | SOLE |  | 234200 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 43906850 | 155000 | SH | Call | SOLE |  | 155000 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 25038235 | 88390 | SH |  | SOLE |  | 88390 | 0 | 0 |
| SOUTHWESTERN ENERGY CO | COM | 845467109 |  | 2069145 | 353700 | SH |  | SOLE |  | 353700 | 0 | 0 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 13588000 | 100000 | SH | Put | SOLE |  | 100000 | 0 | 0 |
| STEM INC | COM | 85859N102 |  | 2693622 | 301300 | SH |  | SOLE |  | 301300 | 0 | 0 |
| SUNRUN INC | NOTE 2/0 | 86771WAB1 |  | 6982600 | 10000000 | SH |  | SOLE |  | 10000000 | 0 | 0 |
| SUSTAINABLE DEVELP ACQU I CO | *W EXP 02/04/202 | 86934L111 |  | 361647 | 35949 | SH |  | SOLE |  | 35949 | 0 | 0 |
| TPI COMPOSITES INC | COM | 87266J104 |  | 7710253 | 760380 | SH |  | SOLE |  | 760380 | 0 | 0 |
| TRITIUM DCFC LIMITED | *W EXP 01/13/202 | Q9225T116 |  | 92274 | 54925 | SH |  | SOLE |  | 54925 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 4368112 | 12290 | SH |  | SOLE |  | 12290 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 4843515 | 38180 | SH |  | SOLE |  | 38180 | 0 | 0 |
| VERMILION ENERGY INC | COM | 923725105 |  | 4154013 | 234690 | SH |  | SOLE |  | 234690 | 0 | 0 |
| VIPER ENERGY PARTNERS LP | COM UNT RP INT | 92763M105 |  | 2543200 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |

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