Abbott Common 002824100 10190102 112300 SH SOLE 112300 0 0 Abbvie Common 00287Y109 30448440 121000 SH SOLE 121000 0 0 AerCap Holdings Common N00985106 26969300 185000 SH SOLE 185000 0 0 Allstate Common 020002101 29147650 122500 SH SOLE 122500 0 0 Uhaul Common 023586100 4750944 72600 SH SOLE 72600 0 0 Uhaul B Common 023586506 24060900 417000 SH SOLE 417000 0 0 Apogee Common 037598109 2287000 50000 SH SOLE 50000 0 0 Apple Common 037833100 10677384 36900 SH SOLE 36900 0 0 Archer Daniels Common 039483102 7640000 100000 SH SOLE 100000 0 0 Ashland Common 044209104 988350 15000 SH SOLE 15000 0 0 Avista Common 05379B107 8182000 200000 SH SOLE 200000 0 0 Beta Bionics Common 08659B102 10431519 665700 SH SOLE 665700 0 0 Bunge Common H11356104 7471100 70000 SH SOLE 70000 0 0 Caribou Biosciences Common 142038108 440000 250000 SH SOLE 250000 0 0 Chemours Common 163851108 5130000 250000 SH SOLE 250000 0 0 CMS Energy Common 125896100 11704500 153000 SH SOLE 153000 0 0 Darling Ingredients Common 237266101 5735100 105000 SH SOLE 105000 0 0 Duke Energy Common 26441C204 18330809 144816 SH SOLE 144816 0 0 FocalTherics Common 268311107 2272217 438652 SH SOLE 438652 0 0 Fate Theraputics Common 31189P102 2670808 989188 SH SOLE 989188 0 0 AT & T Common 00206R102 10722600 518000 SH SOLE 518000 0 0 Eli Lilly Common 532457108 2398860 2000 SH SOLE 2000 0 0 Nextera Energy Common 302571104 25830711 294300 SH SOLE 294300 0 0 Kodiak Sciences Common 50015M109 5649200 145000 SH SOLE 145000 0 0 Personalis Common 71535D106 3122200 233000 SH SOLE 233000 0 0 908 Devices Common 65443P102 594088 68286 SH SOLE 68286 0 0 Newmont Common 651639106 9340000 100000 SH SOLE 100000 0 0 Lyondellbasell Common N53745100 3159000 60000 SH SOLE 60000 0 0 Insteel Common 45774W108 10371375 343423 SH SOLE 343423 0 0 Mannkind Common 56400P706 831011 195073 SH SOLE 195073 0 0 Merck Common 589331107 24517800 190800 SH SOLE 190800 0 0 Pfizer Common 717081103 6458256 268200 SH SOLE 268200 0 0 RLI Common 749607107 2362800 40000 SH SOLE 40000 0 0 Supernus Common 868459108 6976500 150000 SH SOLE 150000 0 0 Venture Global Common 92333F101 1113000 100000 SH SOLE 100000 0 0 Viatris Common 92556V106 916212 57696 SH SOLE 57696 0 0 Vicor Common 925815102 18229440 48000 SH SOLE 48000 0 0 Bausch Health Common 91911K102 611320 124000 SH SOLE 124000 0 0 WEC Energy Common 92939U106 460658 3945 SH SOLE 3945 0 0 XM Sirius Common 82968B103 1647859 55784 SH SOLE 55784 0 0 XCEL Energy Common 98389B100 14654750 182500 SH SOLE 182500 0 0