SBE Switchback Energy Acquisition Corporation

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

  NAMES OF REPORTING PERSONS

  Linse Capital CP, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  Delaware, United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  10,726,639 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  10,726,639 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  10,726,639 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  3.1% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by Linse Capital CP, LLC (“Linse I”), Linse Capital CP II, LLC (“Linse II”), Linse Capital CP III, LLC (“Linse III”), Linse Capital CP IV, LLC (“Linse IV”), Linse Capital CP V, LLC (“Linse V”), Linse Capital CP VI, LLC (“Linse VI”), Linse Capital CP VI GP LP (“Linse GP VI”), Levitate Capital LP (“Levitate”), Levitate Capital GP LP (“Levitate GP”), Linse Capital Management LLC (“LCM”), Linse Capital Management PR LLC (“LCMPR”), Linse Capital LLC (“Linse Capital”) and Michael Linse (“Linse,” together with Linse I, Linse II, Linse III, Linse IV, Linse V, Linse VI, Linse GP VI, Levitate, Levitate GP, LCM, LCMPR and Linse Capital, collectively, the “Reporting Persons”). The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of shares of Common Stock held by Linse I. Linse is the managing director of Linse Capital, which is the manager of Linse I. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the shares owned by Linse I, and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended October 31, 2022, as filed with the Securities and Exchange Commission on December 8, 2022 (the “Form 10-Q”).

  NAMES OF REPORTING PERSONS

  Linse Capital CP II, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  Delaware, United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  3,105,939 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  3,105,939 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  3,105,939 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.9% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of shares of Common Stock held by Linse II. Linse is the managing director of Linse Capital, which is the manager of Linse II. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the shares owned by Linse II, and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital CP III, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  Delaware, United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  3,494,643 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  3,494,643 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  3,494,643 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  1.0% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of shares of Common Stock held by Linse III. Linse is the managing director of Linse Capital, which is the manager of Linse III. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the shares owned by Linse III, and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital CP IV, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  2,418,655 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  2,418,655 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  2,418,655 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.7% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of shares of Common Stock held by Linse IV. Linse is the managing director of Linse Capital, which is the manager of Linse IV. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the shares owned by Linse IV, and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital CP V, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  2,562,049 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  2,562,049 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  2,562,049 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.7% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of 2,562,049 shares of Common held by Linse V. Linse is the managing director of Linse Capital, which is the manager of Linse V. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the shares owned by Linse V, and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital CP VI, LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐         (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  4,091,469 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  4,091,469 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  4,091,469 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  1.2% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of (i) 4,081,950 shares of Common Stock held by Linse VI and (ii) 9,519 shares of Common Stock held by Linse GP VI. Linse GP VI is the manager of Linse VI, and LCMPR is the general partner of Linse GP VI. Linse is the managing director of Linse Capital, which is the manager of LCMPR. Each of Linse GP VI, LCMPR, Linse Capital and Linse possesses power to direct the voting and disposition of the shares owned by Linse VI, and each of Linse GP VI, LCMPR, Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital CP VI GP LP

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐         (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  4,091,469 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  4,091,469 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  4,091,469 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  1.2% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IA

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of (i) 4,081,950 shares of Common Stock held by Linse VI and (ii) 9,519 shares of Common Stock held by Linse GP VI. Linse GP VI is the manager of Linse VI, and LCMPR is the general partner of Linse GP VI. Linse is the managing director of Linse Capital, which is the manager of LCMPR. Each of Linse GP VI, LCMPR, Linse Capital and Linse possesses power to direct the voting and disposition of the shares owned by Linse VI, and each of Linse GP VI, LCMPR, Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Levitate Capital LP

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐         (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  13,720 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  13,720 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  13,720 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.0% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IA

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of 13,720 shares of Common Stock held by Levitate GP. Levitate GP is the general partner of Levitate. LCM is the general partner of Levitate GP. LCMPR is the manager of LCM. Linse Capital is the general partner of LCMPR. Mr. Linse is the managing director of Linse Capital. Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Levitate Capital GP LP

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐         (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  13,720 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  13,720 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  13,720 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.0% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  OO

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of 13,720 shares of Common Stock held by Levitate GP. Levitate GP is the general partner of Levitate. LCM is the general partner of Levitate GP. LCMPR is the manager of LCM. Linse Capital is the general partner of LCMPR. Mr. Linse is the managing director of Linse Capital. Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital Management LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  13,720 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  13,720 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  13,720 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  0.0% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IA

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of 13,720 shares of Common Stock held by Levitate GP. Levitate GP is the general partner of Levitate. LCM is the general partner of Levitate GP. LCMPR is the manager of LCM. Linse Capital is the general partner of LCMPR. Mr. Linse is the managing director of Linse Capital. Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital Management PR LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  4,105,189 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  4,105,189 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  4,105,189 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  1.2% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IA

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of (i) 4,081,950 shares of Common Stock held by Linse VI, (ii) 9,519 shares of Common Stock held by Linse GP VI, and (iii) 13,720 shares of Common Stock held by Levitate GP. Linse GP VI is the manager of Linse VI. Levitate GP is the general partner of Levitate. LCM is the general partner of Levitate GP. LCMPR is the manager of LCM and general partner of Linse GP VI. Linse Capital is the general partner of LCMPR. Mr. Linse is the managing director of Linse Capital. Linse Capital and Linse may be deemed to have an indirect beneficial ownership of such shares.

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Linse Capital LLC

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  28,897,453 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  28,897,453 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  28,897,453 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  8.5% (3)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IA

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of (i) 10,726,639 shares of Common Stock held by Linse I, (ii) 3,105,939 shares of Common Stock held by Linse II, (iii) 3,494,643 shares of Common Stock held by Linse III, (iv) 2,418,655 shares of Common Stock held by Linse IV, (v) 2,562,049 shares of Common Stock held by Linse V, (vi) 4,081,950 held by Linse VI, (vii) 9,519 share of Common Stock held by Linse GP VI, (viii) 13,720 shares of Common Stock held by Levitate GP, and (ix) 2,549,142 shares of Common Stock held by Linse Capital. Linse is the managing director of Linse Capital, which is the manager of Linse I, Linse II, Linse III, Linse IV, Linse V and the manager of LCMPR. LCMPR is the manager of Linse VI and LCM, and the general partner of Linse GP VI. LCM is the general partner of Levitate GP. Levitate GP is the general partner of Levitate. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the Securities owned by Linse I, Linse II, Linse III, Linse IV, Linse V, Linse VI, Linse GP VI, Levitate, Levitate GP, LCM and LCMPR and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

  NAMES OF REPORTING PERSONS

  Michael Linse

  CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)  ☐        (b)  ☒ (1)

  SEC USE ONLY

  CITIZENSHIP OR PLACE OF ORGANIZATION

  United States of America

NUMBER OF

SHARES

 BENEFICIALLY  

OWNED BY

EACH

REPORTING

PERSON

WITH:

  SOLE VOTING POWER

  0

  SHARED VOTING POWER

  28,897,453 (2)

  SOLE DISPOSITIVE POWER

  0

  SHARED DISPOSITIVE POWER

  28,897,453 (2)

  AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

  28,897,453 (2)

  CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)

  ☐

  PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

  8.5% (4)

  TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

  IN

This statement on Schedule 13G is filed by the Reporting Persons. The Reporting Persons expressly disclaim status as a “group” for purposes of this Schedule 13G.

This amount consists of (i) 10,726,639 shares of Common Stock held by Linse I, (ii) 3,105,939 shares of Common Stock held by Linse II, (iii) 3,494,643 shares of Common Stock held by Linse III, (iv) 2,418,655 shares of Common Stock held by Linse IV, (v) 2,562,049 shares of Common Stock held by Linse V, (vi) 4,081,950 held by Linse VI, (vii) 9,519 share of Common Stock held by Linse GP VI, (viii) 13,720 shares of Common Stock held by Levitate GP, and (ix) 2,549,142 shares of Common Stock held by Linse Capital. Linse is the managing director of Linse Capital, which is the manager of Linse I, Linse II, Linse III, Linse IV, Linse V and the manager of LCMPR. LCMPR is the manager of Linse VI and LCM, and the general partner of Linse GP VI. LCM is the general partner of Levitate GP. Levitate GP is the general partner of Levitate. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the Securities owned by Linse I, Linse II, Linse III, Linse IV, Linse V, Linse VI, Linse GP VI, Levitate, Levitate GP, LCM and LCMPR and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such shares

The percentages set forth on the cover sheets are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

Name of Issuer:

Address of Issuer’s Principal Executive Officers:

Name of Person(s) Filing:

Address of Principal Business Office:

Linse I

Linse II

Linse III

Linse IV

Linse V

Delaware, United States of America

Delaware, United States of America

Delaware, United States of America

Delaware, United States of America

Delaware, United States of America

Title of Class of Securities:

CUSIP Number:

If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:

Amount Beneficially Owned: 28,897,453

Percent of Class: 8.5%

Number of shares as to which such persons have:

Reporting Persons

Linse I (2)

Linse II (2)

Linse III (2)

Linse IV (2)

Linse V (2)

Linse VI (2)

Linse GP VI (2)

Levitate (2)

Levitate GP (2)

LCM (2)

LCMPR (2)

Linse Capital (2)

Linse (2)

Represents the number of shares of Common Stock and the number of shares of Common Stock issuable upon exercise of options, warrants and other convertible securities that are exercisable within 60 days of the date of this statement on Schedule 13G (“Securities”) currently beneficially owned by the Reporting Persons.

Linse is the managing director of Linse Capital, which is the manager of Linse I, Linse II, Linse III, Linse IV, Linse V and the manager of LCMPR. LCMPR is the manager of Linse VI and LCM, and the general partner of Linse GP VI. LCM is the general partner of Levitate GP. Levitate GP is the general partner of Levitate. Each of Linse and Linse Capital possesses power to direct the voting and disposition of the Securities owned by Linse I, Linse II, Linse III, Linse IV, Linse V, Linse VI, Linse GP VI, Levitate, Levitate GP, LCM and LCMPR and each of Linse and Linse Capital may be deemed to have an indirect beneficial ownership of such Securities.

The percentages set forth above are calculated based on 341,684,268 shares of Common Stock outstanding as of November 30, 2022 as set forth in the Form 10-Q.

Ownership of Five Percent or Less of a Class:

Ownership of More Than Five Percent on Behalf of Another Person:

Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company or Control Person:

Identification and Classification of Members of the Group:

Notice of Dissolution of Group:

Certification:

a Delaware limited liability company and

Manager of Linse Capital CP, LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital CP II, LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital CP III, LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital CP IV, LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital CP V, LLC

/s/ Michael Linse

a Delaware limited partnership and

Manager of Linse Capital CP VI, LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital CP VI GP LP

a Delaware limited liability company and

Manager of Linse Capital Management PR LLC

/s/ Michael Linse

Levitate Capital GP LP

a Delaware limited partnership and
General Partner of Levitate Capital LP

Linse Capital Management LLC,

a Delaware limited liability company and
General Partner of Levitate Capital GP LP

Linse Capital Management PR LLC,

a Delaware limited liability company and

Manager of Linse Capital Management LLC

/s/ Michael Linse

Linse Capital Management LLC,

a Delaware limited liability company and

General Partner of Levitate Capital GP LP

Linse Capital Management PR LLC,

a Delaware limited liability company and

Manager of Linse Capital Management LLC

/s/ Michael Linse

Linse Capital Management PR LLC,

a Delaware limited liability company and

Manager of Linse Capital Management LLC

/s/ Michael Linse

a Delaware limited liability company and

Manager of Linse Capital Management PR LLC

/s/ Michael Linse

/s/ Michael Linse

/s/ Michael Linse