Abbott Common 002824100 11683846 113800 SH SOLE 113800 0 0 Abbvie Common 00287Y109 26642525 122500 SH SOLE 122500 0 0 AerCap Holdings Common N00985106 25172530 183500 SH SOLE 183500 0 0 Allstate Common 020002101 25644670 125500 SH SOLE 125500 0 0 Uhaul Common 023586100 3530942 73900 SH SOLE 73900 0 0 Uhaul B Common 023586506 20190840 452000 SH SOLE 452000 0 0 Apogee Common 037598109 1677000 50000 SH SOLE 50000 0 0 Apple Common 037833100 9872431 38900 SH SOLE 38900 0 0 Archer Daniels Common 039483102 7269000 100000 SH SOLE 100000 0 0 Ashland Common 044209104 834150 15000 SH SOLE 15000 0 0 Avista Common 05379B107 8088210 201500 SH SOLE 201500 0 0 Beta Bionics Common 08659B102 5518014 550700 SH SOLE 550700 0 0 Bunge Common H11356104 8904000 70000 SH SOLE 70000 0 0 Caribou Biosciences Common 142038108 475000 250000 SH SOLE 250000 0 0 Chemours Common 163851108 5507500 250000 SH SOLE 250000 0 0 CMS Energy Common 125896100 12102480 156000 SH SOLE 156000 0 0 Darling Ingredients Common 237266101 6556100 106000 SH SOLE 106000 0 0 Duke Energy Common 26441C204 19093147 145816 SH SOLE 145816 0 0 EDAP Common 268311107 1631785 438652 SH SOLE 438652 0 0 Fate Theraputics Common 31189P102 947026 789188 SH SOLE 789188 0 0 AT & T Common 00206R102 15161770 523000 SH SOLE 523000 0 0 Eli Lilly Common 532457108 1839540 2000 SH SOLE 2000 0 0 Nextera Energy Common 302571104 27891864 300300 SH SOLE 300300 0 0 Kodiak Sciences Common 50015M109 5527400 145000 SH SOLE 145000 0 0 Personalis Common 71535D106 1484210 233000 SH SOLE 233000 0 0 908 Devices Common 65443P102 417910 68286 SH SOLE 68286 0 0 Newmont Common 651639106 10825000 100000 SH SOLE 100000 0 0 Lyondellbasell Common N53745100 4833600 60000 SH SOLE 60000 0 0 Insteel Common 45774W108 11642447 343423 SH SOLE 343423 0 0 Mannkind Common 56400P706 477929 195073 SH SOLE 195073 0 0 Merck Common 589331107 23191912 192800 SH SOLE 192800 0 0 Pfizer Common 717081103 7634952 271900 SH SOLE 271900 0 0 RLI Common 749607107 2327232 40800 SH SOLE 40800 0 0 Supernus Common 868459108 5169000 100000 SH SOLE 100000 0 0 Venture Global Common 92333F101 1576000 100000 SH SOLE 100000 0 0 Viatris Common 92556V106 787349 58279 SH SOLE 58279 0 0 Vicor Common 925815102 10465000 65000 SH SOLE 65000 0 0 Bausch Health Common 91911K102 669600 124000 SH SOLE 124000 0 0 WEC Energy Common 92939U106 456713 3945 SH SOLE 3945 0 0 XM Sirius Common 82968B103 1287495 55784 SH SOLE 55784 0 0 XCEL Energy Common 98389B100 14656680 184500 SH SOLE 184500 0 0