The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC Common Stock 00287Y109   24,264,825 133,250 SH   SOLE   133,250 0 0
ADV MICRO DEVICE Common Stock 007903107   3,068,330 17,000 SH   SOLE   17,000 0 0
AES CORP Common Stock 00130H105   3,191,540 178,000 SH   SOLE   178,000 0 0
AIR PRODS & CHEM Common Stock 009158106   6,541,290 27,000 SH   SOLE   27,000 0 0
ALLSTATE CORP Common Stock 020002101   2,422,140 14,000 SH   SOLE   14,000 0 0
ALTRIA GROUP INC Common Stock 02209S103   7,862,505 180,250 SH   SOLE   180,250 0 0
AMERICAN ELECTRI Common Stock 025537101   13,259,400 154,000 SH   SOLE   154,000 0 0
AMGEN INC Common Stock 031162100   1,990,240 7,000 SH   SOLE   7,000 0 0
ANTERO RESOURCES Common Stock 03674X106   1,740,000 60,000 SH   SOLE   60,000 0 0
APPLE INC Common Stock 037833100   3,944,040 23,000 SH   SOLE   23,000 0 0
ARRAY TECHNOLOGI COM SHS 04271T100   2,534,700 170,000 SH   SOLE   170,000 0 0
AT&T INC Common Stock 00206R102   1,320,000 75,000 SH   SOLE   75,000 0 0
BAKER HUGHES A CL A 05722G100   3,752,000 112,000 SH   SOLE   112,000 0 0
BANK OF AMERICA Common Stock 060505104   7,584,000 200,000 SH   SOLE   200,000 0 0
BCE INC Common Stock 05534B760   5,154,766 151,700 SH   SOLE   151,700 0 0
BERRY CORP Common Stock 08579X101   40,250 5,000 SH   SOLE   5,000 0 0
BEST BUY CO INC Common Stock 086516101   164,060 2,000 SH   SOLE   2,000 0 0
BHP GROUP-ADR SPONSORED ADS 088606108   33,460 580 SH   SOLE   580 0 0
BLACKROCK INC Common Stock 09247X101   13,339,200 16,000 SH   SOLE   16,000 0 0
BRISTOL-MYER SQB Common Stock 110122108   5,569,421 102,700 SH   SOLE   102,700 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107   5,474,750 179,500 SH   SOLE   179,500 0 0
BROADCOM INC Common Stock 11135F101   24,268,257 18,310 SH   SOLE   18,310 0 0
CACTUS INC- A CL A 127203107   1,753,150 35,000 SH   SOLE   35,000 0 0
CATERPILLAR INC Common Stock 149123101   1,465,720 4,000 SH   SOLE   4,000 0 0
CHENIERE ENERGY Common Stock 16411R208   9,515,520 59,000 SH   SOLE   59,000 0 0
CHEVRON CORP Common Stock 166764100   3,470,280 22,000 SH   SOLE   22,000 0 0
CHORD ENERGY CORP Common Stock 674215207   71,296 400 SH   SOLE   400 0 0
CISCO SYSTEMS Common Stock 17275R102   1,746,850 35,000 SH   SOLE   35,000 0 0
CIVITAS RESOURCE Common Stock 17888H103   68,319 900 SH   SOLE   900 0 0
CMS ENERGY CORP Common Stock 125896100   2,654,960 44,000 SH   SOLE   44,000 0 0
COCA-COLA CO/THE Common Stock 191216100   3,059,000 50,000 SH   SOLE   50,000 0 0
COTERRA ENERGY CORP Common Stock 127097103   1,951,600 70,000 SH   SOLE   70,000 0 0
CVS HEALTH CORP Common Stock 126650100   2,791,600 35,000 SH   SOLE   35,000 0 0
DARLING INGREDIE Common Stock 237266101   1,813,890 39,000 SH   SOLE   39,000 0 0
DEERE & CO Common Stock 244199105   2,053,700 5,000 SH   SOLE   5,000 0 0
DEVON ENERGY CO Common Stock 25179M103   10,688,340 213,000 SH   SOLE   213,000 0 0
DIAMONDBACK ENER Common Stock 25278X109   12,944,464 65,320 SH   SOLE   65,320 0 0
DOMINION ENERGY INC Common Stock 25746U109   34,433 700 SH   SOLE   700 0 0
DOW INC Common Stock 260557103   23,172 400 SH   SOLE   400 0 0
DUKE ENERGY CORP Common Stock 26441C204   14,507 150 SH   SOLE   150 0 0
EDWARDS LIFE Common Stock 28176E108   1,911,200 20,000 SH   SOLE   20,000 0 0
ENBRIDGE INC Common Stock 29250N105   11,903,220 329,000 SH   SOLE   329,000 0 0
ENPHASE ENERGY Common Stock 29355A107   2,661,560 22,000 SH   SOLE   22,000 0 0
ENTERGY CORP Common Stock 29364G103   13,273,408 125,600 SH   SOLE   125,600 0 0
EOG RESOURCES Common Stock 26875P101   2,301,120 18,000 SH   SOLE   18,000 0 0
EXCELERATE ENE-A CL A COM 30069T101   2,242,800 140,000 SH   SOLE   140,000 0 0
EXELON CORP Common Stock 30161N101   2,272,985 60,500 SH   SOLE   60,500 0 0
EXXON MOBIL CORP Common Stock 30231G102   10,461,600 90,000 SH   SOLE   90,000 0 0
FEDEX CORP Common Stock 31428X106   2,028,180 7,000 SH   SOLE   7,000 0 0
FIRST SOLAR INC Common Stock 336433107   759,600 4,500 SH   SOLE   4,500 0 0
GENERAC HOLDINGS Common Stock 368736104   1,135,260 9,000 SH   SOLE   9,000 0 0
GENUINE PARTS CO Common Stock 372460105   2,633,810 17,000 SH   SOLE   17,000 0 0
HALLIBURTON CO Common Stock 406216101   2,759,400 70,000 SH   SOLE   70,000 0 0
HOME DEPOT INC Common Stock 437076102   8,055,600 21,000 SH   SOLE   21,000 0 0
IBM Common Stock 459200101   4,220,216 22,100 SH   SOLE   22,100 0 0
ILLINOIS TOOL WO Common Stock 452308109   3,756,620 14,000 SH   SOLE   14,000 0 0
INTUIT INC Common Stock 461202103   3,250,000 5,000 SH   SOLE   5,000 0 0
JPMORGAN CHASE Common Stock 46625H100   12,819,200 64,000 SH   SOLE   64,000 0 0
KENVUE INC Common Stock 49177J102   6,008,800 280,000 SH   SOLE   280,000 0 0
KIMBERLY-CLARK Common Stock 494368103   9,701,250 75,000 SH   SOLE   75,000 0 0
KINDER MORGAN IN Common Stock 49456B101   917,000 50,000 SH   SOLE   50,000 0 0
KLA-TENCOR CORP Common Stock 482480100   4,191,420 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH Common Stock 512807108   3,886,280 4,000 SH   SOLE   4,000 0 0
LOCKHEED MARTIN Common Stock 539830109   3,184,090 7,000 SH   SOLE   7,000 0 0
LOWE'S COS INC Common Stock 548661107   2,547,300 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100   20,456 200 SH   SOLE   200 0 0
MARATHON OIL Common Stock 565849106   5,101,200 180,000 SH   SOLE   180,000 0 0
MASTERCARD INC-A CL A 57636Q104   3,370,990 7,000 SH   SOLE   7,000 0 0
MCDONALDS CORP Common Stock 580135101   1,691,700 6,000 SH   SOLE   6,000 0 0
MERCK & CO Common Stock 58933Y105   9,632,350 73,000 SH   SOLE   73,000 0 0
MICROSOFT CORP Common Stock 594918104   2,524,320 6,000 SH   SOLE   6,000 0 0
MORGAN STANLEY Common Stock 617446448   12,254,924 130,150 SH   SOLE   130,150 0 0
MURPHY USA INC Common Stock 626755102   1,257,600 3,000 SH   SOLE   3,000 0 0
NEWMONT CORP Common Stock 651639106   1,075,200 30,000 SH   SOLE   30,000 0 0
NEXTERA ENERGY Common Stock 65339F101   17,894,800 280,000 SH   SOLE   280,000 0 0
NVIDIA CORP Common Stock 67066G104   6,324,920 7,000 SH   SOLE   7,000 0 0
OLD REPUB INTL Common Stock 680223104   3,686,400 120,000 SH   SOLE   120,000 0 0
OVINTIV INC Common Stock 69047Q102   3,892,500 75,000 SH   SOLE   75,000 0 0
PATTERSON-UTI Common Stock 703481101   1,194,000 100,000 SH   SOLE   100,000 0 0
PEMBINA PIPELINE Common Stock 706327103   3,230,076 91,400 SH   SOLE   91,400 0 0
PEPSICO INC Common Stock 713448108   9,625,550 55,000 SH   SOLE   55,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105   5,298,000 300,000 SH   SOLE   300,000 0 0
PFIZER INC Common Stock 717081103   7,631,250 275,000 SH   SOLE   275,000 0 0
PHILIP MORRIS IN Common Stock 718172109   8,367,655 91,330 SH   SOLE   91,330 0 0
PHILLIPS 66 Common Stock 718546104   3,920,160 24,000 SH   SOLE   24,000 0 0
PNC FINANCIAL SE Common Stock 693475105   1,648,320 10,200 SH   SOLE   10,200 0 0
PROCTER & GAMBLE Common Stock 742718109   2,920,500 18,000 SH   SOLE   18,000 0 0
PRUDENTL FINL Common Stock 744320102   9,900,342 84,330 SH   SOLE   84,330 0 0
QUALCOMM INC Common Stock 747525103   15,067,700 89,000 SH   SOLE   89,000 0 0
QUIMICA Y-SP ADR SPON ADR SER B 833635105   14,748 300 SH   SOLE   300 0 0
REGIONS FINANCIA Common Stock 7591EP100   27,352 1,300 SH   SOLE   1,300 0 0
RIO TINTO-ADR SPONSORED ADR 767204100   3,231,618 50,700 SH   SOLE   50,700 0 0
S&P GLOBAL INC Common Stock 78409V104   2,127,250 5,000 SH   SOLE   5,000 0 0
SANOFI-ADR SPONSORED ADR 80105N105   106,920 2,200 SH   SOLE   2,200 0 0
SCHLUMBERGER LTD COM STK 806857108   1,644,300 30,000 SH   SOLE   30,000 0 0
SEAGATE TECHNOLO ORD SHS G7997R103   68,857 740 SH   SOLE   740 0 0
SHELL PLC-ADR SPONSORED ADS 780259305   4,692,800 70,000 SH   SOLE   70,000 0 0
SHOALS TECHNOL-A CL A 82489W107   1,788,800 160,000 SH   SOLE   160,000 0 0
SKYWORKS SOLUTIO Common Stock 83088M102   4,332,800 40,000 SH   SOLE   40,000 0 0
SM ENERGY CO Common Stock 78454L100   1,994,000 40,000 SH   SOLE   40,000 0 0
SOUTHERN COPPER Common Stock 84265V105   38,347 360 SH   SOLE   360 0 0
STARBUCKS CORP Common Stock 855244109   3,015,870 33,000 SH   SOLE   33,000 0 0
T ROWE PRICE GRP Common Stock 74144T108   10,973 90 SH   SOLE   90 0 0
TARGA RESOURCES Common Stock 87612G101   9,519,150 85,000 SH   SOLE   85,000 0 0
TARGET CORP Common Stock 87612E106   7,974,450 45,000 SH   SOLE   45,000 0 0
TC Energy Corp Common Stock 87807B107   6,086,280 151,400 SH   SOLE   151,400 0 0
TENARIS-ADR SPONSORED ADS 88031M109   5,301,450 135,000 SH   SOLE   135,000 0 0
TESLA INC Common Stock 88160R101   1,054,740 6,000 SH   SOLE   6,000 0 0
TEXAS INSTRUMENT Common Stock 882508104   8,187,870 47,000 SH   SOLE   47,000 0 0
TEXAS PACIFIC LA Common Stock 88262P102   5,206,590 9,000 SH   SOLE   9,000 0 0
THERMO FISHER Common Stock 883556102   2,906,050 5,000 SH   SOLE   5,000 0 0
TRANE TECHNOLOGI SHS G8994E103   3,302,200 11,000 SH   SOLE   11,000 0 0
UNITED PARCEL-B CL B 911312106   4,013,010 27,000 SH   SOLE   27,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102   1,978,800 4,000 SH   SOLE   4,000 0 0
US BANCORP Common Stock 902973304   82,248 1,840 SH   SOLE   1,840 0 0
VALERO ENERGY Common Stock 91913Y100   3,072,420 18,000 SH   SOLE   18,000 0 0
VERIZON COMMUNIC Common Stock 92343V104   6,780,736 161,600 SH   SOLE   161,600 0 0
VISA INC-CLASS A COM CL A 92826C839   4,186,200 15,000 SH   SOLE   15,000 0 0
WALGREENS BOOTS Common Stock 931427108   65,070 3,000 SH   SOLE   3,000 0 0
WASTE MANAGEMENT Common Stock 94106L109   2,770,950 13,000 SH   SOLE   13,000 0 0
WEC ENERGY GROUP Common Stock 92939U106   1,396,040 17,000 SH   SOLE   17,000 0 0
WHIRLPOOL CORP Common Stock 963320106   53,834 450 SH   SOLE   450 0 0
XCEL ENERGY INC Common Stock 98389B100   5,504,000 102,400 SH   SOLE   102,400 0 0