ALBEMARLE CORP COM 012653101 5927183 33015 SH SOLE 33015 0 0 AMERICAN ELEC PWR CO INC COM 025537101 7655072 58400 SH SOLE 58400 0 0 AMPHENOL CORP CL A 032095101 3461990 27400 SH SOLE 27400 0 0 ANTERO RESOURCES CORP COM 03674X106 52802023 1244157 SH SOLE 1244157 0 0 APA CORPORATION COM 03743Q108 9934058 234073 SH SOLE 234073 0 0 ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 5808093 442690 SH SOLE 442690 0 0 BKV CORP COM 05603J108 1117984 39200 SH SOLE 39200 0 0 BUNGE GLOBAL SA COM SHS H11356104 17375520 136600 SH SOLE 136600 0 0 CACTUS INC CL A 127203107 7850583 165729 SH SOLE 165729 0 0 CALIFORNIA RES CORP COM STOCK 13057Q305 13061814 188700 SH SOLE 188700 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 3097050 55000 SH SOLE 55000 0 0 CATERPILLAR INC COM 149123101 2904686 4100 SH SOLE 4100 0 0 CENOVUS ENERGY INC COM 15135U109 39171545 1476500 SH SOLE 1476500 0 0 CENTRUS ENERGY CORP CL A 15643U104 1417883 8168 SH SOLE 8168 0 0 CHENIERE ENERGY INC COM NEW 16411R208 7318454 25791 SH SOLE 25791 0 0 CHEVRON CORPORATION COM 166764100 16014681 77403 SH SOLE 77403 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 25505812 179391 SH SOLE 179391 0 0 CLEAN ENERGY FUELS CORP COM 184499101 5215676 2103095 SH SOLE 2103095 0 0 COMFORT SYS USA INC COM 199908104 1241091 900 SH SOLE 900 0 0 CORNING INC COM 219350105 9666515 71093 SH SOLE 71093 0 0 CUMMINS INC COM 231021106 1775466 3300 SH SOLE 3300 0 0 DELEK US HLDGS INC NEW COM 24665A103 14154414 314054 SH SOLE 314054 0 0 DEVON ENERGY CORP NEW COM 25179M103 51967276 1032736 SH SOLE 1032736 0 0 DYCOM INDS INC COM 267475101 5481091 16177 SH SOLE 16177 0 0 ENPHASE ENERGY INC COM 29355A107 2975647 78700 SH SOLE 78700 0 0 EOG RES INC COM 26875P101 9339222 64600 SH SOLE 64600 0 0 EVGO INC CL A COM 30052F100 7474313 4345531 SH SOLE 4345531 0 0 EXELON CORP COM 30161N101 6334806 129229 SH SOLE 129229 0 0 EXPAND ENERGY CORPORATION COM 165167735 45090269 410733 SH SOLE 410733 0 0 FERMI INC COM 314911108 3367502 576627 SH SOLE 576627 0 0 FLOWCO HLDGS INC COM CL A 342909108 5066838 245963 SH SOLE 245963 0 0 FLUOR CORP COM 343412102 5500035 117900 SH SOLE 117900 0 0 FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 9444639 322673 SH SOLE 322673 0 0 FREEPORT MCMORAN INC CL B 35671D857 32840033 558694 SH SOLE 558694 0 0 GE VERNOVA INC COM 36828A101 5346513 6125 SH SOLE 6125 0 0 GENERAC HLDGS INC COM 368736104 7949931 40700 SH SOLE 40700 0 0 GOLAR LNG LTD SHS G9456A100 3372785 62332 SH SOLE 62332 0 0 HALLIBURTON CO COM 406216101 37484986 961400 SH SOLE 961400 0 0 HESS MIDSTREAM LP CL A SHS 428103105 4948151 127300 SH SOLE 127300 0 0 HONEYWELL INTL INC COM 438516106 7107287 31444 SH SOLE 31444 0 0 HUDBAY MINERALS INC COM 443628102 13470426 644518 SH SOLE 644518 0 0 ITRON INC COM 465741106 461595 5150 SH SOLE 5150 0 0 JOHNSON CONTROLS INTERNATION SHS G51502105 2147580 16400 SH SOLE 16400 0 0 KBR INC COM 48242W106 254334 6900 SH SOLE 6900 0 0 KINDER MORGAN INC DEL COM 49456B101 24802812 739720 SH SOLE 739720 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 30471771 629452 SH SOLE 629452 0 0 LENNOX INTL INC COM 526107107 3016845 6500 SH SOLE 6500 0 0 LIBERTY ENERGY INC COM CL A 53115L104 30904272 1073065 SH SOLE 1073065 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 26869038 851094 SH SOLE 851094 0 0 MASTEC INC COM 576323109 11743188 36499 SH SOLE 36499 0 0 MODINE MFG CO COM 607828100 6373008 29408 SH SOLE 29408 0 0 NET POWER INC COM CL A 64107A105 160958 103178 SH SOLE 103178 0 0 NEXTPOWER INC CLASS A COM 65290E101 1603315 13300 SH SOLE 13300 0 0 NOBLE CORP PLC ORD SHS A G65431127 4462917 90950 SH SOLE 90950 0 0 NRG ENERGY INC COM NEW 629377508 14850455 101618 SH SOLE 101618 0 0 NVENT ELEC PLC SHS G6700G107 7930083 67045 SH SOLE 67045 0 0 ONEOK INC NEW COM 682680103 39155863 433188 SH SOLE 433188 0 0 OPAL FUELS INC CLASS A COM 68347P103 942099 373849 SH SOLE 373849 0 0 OVINTIV INC COM 69047Q102 37754444 636025 SH SOLE 636025 0 0 PARKER-HANNIFIN CORP COM 701094104 1432384 1600 SH SOLE 1600 0 0 PATTERSON-UTI ENERGY INC COM 703481101 18593951 1716893 SH SOLE 1716893 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 47003948 2204688 SH SOLE 2204688 0 0 PHILLIPS 66 COM 718546104 27163767 149104 SH SOLE 149104 0 0 PRECISION DRILLING CORP COM NEW 74022D407 1877154 19078 SH SOLE 19078 0 0 PRIMORIS SVCS CORP COM 74164F103 5335392 37300 SH SOLE 37300 0 0 PROFRAC HLDG CORP CLASS A COM 74319N100 6846418 1104261 SH SOLE 1104261 0 0 PROPETRO HLDG CORP COM 74347M108 13014103 903130 SH SOLE 903130 0 0 RALLIANT CORP COM 750940108 1478774 35556 SH SOLE 35556 0 0 RPC INC COM 749660106 11302816 1596443 SH SOLE 1596443 0 0 SEADRILL LTD COM G7997W102 13731855 301799 SH SOLE 301799 0 0 SEMPRA COM 816851109 9741778 100255 SH SOLE 100255 0 0 SIGMA LITHIUM CORPORATION COM 826599102 5108674 413993 SH SOLE 413993 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 9262780 163914 SH SOLE 163914 0 0 SOLV ENERGY INC COM SHS CL A 78475V103 1069068 35600 SH SOLE 35600 0 0 STERLING INFRASTRUCTURE INC COM 859241101 1221810 3000 SH SOLE 3000 0 0 SUNCOR ENERGY INC NEW COM 867224107 28730084 434580 SH SOLE 434580 0 0 TARGA RES CORP COM 87612G101 15902300 63424 SH SOLE 63424 0 0 TC ENERGY CORP COM 87807B107 19312100 308500 SH SOLE 308500 0 0 TECK RESOURCES LTD CL B 878742204 8999325 173900 SH SOLE 173900 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 1317678 154657 SH SOLE 154657 0 0 TIDEWATER INC NEW COM 88642R109 560621 6710 SH SOLE 6710 0 0 UGI CORP NEW COM 902681105 12836229 352450 SH SOLE 352450 0 0 UNITED RENTALS INC COM 911363109 1165696 1600 SH SOLE 1600 0 0 USA RARE EARTH INC COM 91733P107 1263773 83500 SH SOLE 83500 0 0 VENTURE GLOBAL INC COM CL A 92333F101 9744250 618290 SH SOLE 618290 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 8966254 35782 SH SOLE 35782 0 0 VISTRA CORP COM 92840M102 5126253 34100 SH SOLE 34100 0 0 XCEL ENERGY INC COM 98389B100 21959996 276435 SH SOLE 276435 0 0