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
Abbott Common 002824100   17,921,172 133,800 SH   SOLE   133,800 0 0
Abbvie Common 00287Y109   29,521,350 127,500 SH   SOLE   127,500 0 0
AerCap Holdings Common N00985106   22,203,500 183,500 SH   SOLE   183,500 0 0
Allstate Common 020002101   26,938,575 125,500 SH   SOLE   125,500 0 0
Uhaul Common 023586100   4,217,473 73,900 SH   SOLE   73,900 0 0
Uhaul B Common 023586506   23,006,800 452,000 SH   SOLE   452,000 0 0
Apple Common 037833100   9,905,107 38,900 SH   SOLE   38,900 0 0
Archer Daniels Common 039483102   5,974,000 100,000 SH   SOLE   100,000 0 0
Ashland Common 044209104   718,650 15,000 SH   SOLE   15,000 0 0
Avista Common 05379B107   7,618,715 201,500 SH   SOLE   201,500 0 0
Bunge Common H11356104   6,500,000 80,000 SH   SOLE   80,000 0 0
Caribou Biosciences Common 142038108   582,500 250,000 SH   SOLE   250,000 0 0
Chemours Common 163851108   3,960,000 250,000 SH   SOLE   250,000 0 0
CMS Energy Common 125896100   11,428,560 156,000 SH   SOLE   156,000 0 0
Darling Ingredients Common 237266101   4,043,970 131,000 SH   SOLE   131,000 0 0
Duke Energy Common 26441C204   19,282,230 155,816 SH   SOLE   155,816 0 0
EDAP Common 268311107   1,013,286 438,652 SH   SOLE   438,652 0 0
Fate Theraputics Common 31189P102   918,777 729,188 SH   SOLE   729,188 0 0
AT & T Common 00206R102   14,769,520 523,000 SH   SOLE   523,000 0 0
Eli Lilly Common 532457108   1,526,000 2,000 SH   SOLE   2,000 0 0
Nextera Energy Common 302571104   23,779,350 315,000 SH   SOLE   315,000 0 0
Kodiak Sciences Common 50015M109   4,572,272 279,308 SH   SOLE   279,308 0 0
Personalis Common 71535D106   1,649,560 253,000 SH   SOLE   253,000 0 0
908 Devices Common 65443P102   598,185 68,286 SH   SOLE   68,286 0 0
Newmont Common 651639106   8,431,000 100,000 SH   SOLE   100,000 0 0
Lyondellbasell Common N53745100   2,942,400 60,000 SH   SOLE   60,000 0 0
Insteel Common 45774W108   13,166,838 343,423 SH   SOLE   343,423 0 0
Mannkind Common 56400P706   1,047,542 195,073 SH   SOLE   195,073 0 0
Merck Common 589331107   16,181,704 192,800 SH   SOLE   192,800 0 0
Pfizer Common 717081103   6,928,012 271,900 SH   SOLE   271,900 0 0
RLI Common 749607107   2,660,976 40,800 SH   SOLE   40,800 0 0
Supernus Common 868459108   3,923,798 82,105 SH   SOLE   82,105 0 0
Venture Global Common 92333F101   1,419,000 100,000 SH   SOLE   100,000 0 0
Viatris Common 92556V106   576,962 58,279 SH   SOLE   58,279 0 0
Vicor Common 925815102   4,474,800 90,000 SH   SOLE   90,000 0 0
Bausch Health Common 91911K102   1,102,950 171,000 SH   SOLE   171,000 0 0
WEC Energy Common 92939U106   452,058 3,945 SH   SOLE   3,945 0 0
XM Sirius Common 82968B103   1,298,373 55,784 SH   SOLE   55,784 0 0
XCEL Energy Common 98389B100   15,686,425 194,500 SH   SOLE   194,500 0 0