Abbott Common 002824100 14258002 113800 SH SOLE 113800 0 0 Abbvie Common 00287Y109 27990025 122500 SH SOLE 122500 0 0 AerCap Holdings Common N00985106 26379960 183500 SH SOLE 183500 0 0 Allstate Common 020002101 26122825 125500 SH SOLE 125500 0 0 Uhaul Common 023586100 3725299 73900 SH SOLE 73900 0 0 Uhaul B Common 023586506 21126480 452000 SH SOLE 452000 0 0 Apple Common 037833100 10575354 38900 SH SOLE 38900 0 0 Archer Daniels Common 039483102 5749000 100000 SH SOLE 100000 0 0 Ashland Common 044209104 880050 15000 SH SOLE 15000 0 0 Avista Common 05379B107 7765810 201500 SH SOLE 201500 0 0 Bunge Common H11356104 6235660 70000 SH SOLE 70000 0 0 Caribou Biosciences Common 142038108 397500 250000 SH SOLE 250000 0 0 Chemours Common 163851108 2947500 250000 SH SOLE 250000 0 0 CMS Energy Common 125896100 10909080 156000 SH SOLE 156000 0 0 Darling Ingredients Common 237266101 3816000 106000 SH SOLE 106000 0 0 Duke Energy Common 26441C204 18263193 155816 SH SOLE 155816 0 0 EDAP Common 268311107 1443165 438652 SH SOLE 438652 0 0 Fate Theraputics Common 31189P102 716500 729188 SH SOLE 729188 0 0 AT & T Common 00206R102 12991320 523000 SH SOLE 523000 0 0 Eli Lilly Common 532457108 2149360 2000 SH SOLE 2000 0 0 Nextera Energy Common 302571104 24910884 310300 SH SOLE 310300 0 0 Kodiak Sciences Common 50015M109 4613400 165000 SH SOLE 165000 0 0 Personalis Common 71535D106 1854680 233000 SH SOLE 233000 0 0 908 Devices Common 65443P102 358502 68286 SH SOLE 68286 0 0 Newmont Common 651639106 9985000 100000 SH SOLE 100000 0 0 Lyondellbasell Common N53745100 2598000 60000 SH SOLE 60000 0 0 Insteel Common 45774W108 10876206 343423 SH SOLE 343423 0 0 Mannkind Common 56400P706 1106064 195073 SH SOLE 195073 0 0 Merck Common 589331107 20294128 192800 SH SOLE 192800 0 0 Pfizer Common 717081103 6770310 271900 SH SOLE 271900 0 0 RLI Common 749607107 2610384 40800 SH SOLE 40800 0 0 Supernus Common 868459108 4080619 82105 SH SOLE 82105 0 0 Venture Global Common 92333F101 682000 100000 SH SOLE 100000 0 0 Viatris Common 92556V106 725574 58279 SH SOLE 58279 0 0 Vicor Common 925815102 9864000 90000 SH SOLE 90000 0 0 Bausch Health Common 91911K102 861800 124000 SH SOLE 124000 0 0 WEC Energy Common 92939U106 416040 3945 SH SOLE 3945 0 0 XM Sirius Common 82968B103 1115401 55784 SH SOLE 55784 0 0 XCEL Energy Common 98389B100 14365770 194500 SH SOLE 194500 0 0