DTE ENERGY CO COM 233331107 116513969 964919 SH SOLE None 964919 0 0 AMEREN CORP COM 023608102 71552321 802696 SH SOLE None 802696 0 0 CENTERPOINT ENERGY INC COM 15189T107 59701708 1881554 SH SOLE None 1881554 0 0 EQT CORP COM 26884L109 55098084 1194927 SH SOLE None 1194927 0 0 VEREN INC COM NEW 92340V107 51703513 10056998 SH SOLE None 10056998 0 0 DEVON ENERGY CORP NEW COM 25179M103 51521504 1574137 SH SOLE None 1574137 0 0 XCEL ENERGY INC COM 98389B100 44346933 656797 SH SOLE None 656797 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 43049887 986930 SH SOLE None 986930 0 0 DIAMONDBACK ENERGY INC COM 25278X109 42688528 260566 SH SOLE None 260566 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 40796779 348929 SH SOLE None 348929 0 0 ENTERGY CORP NEW COM 29364G103 39292274 518231 SH SOLE None 518231 0 0 ANTERO RESOURCES CORP COM 03674X106 35829547 1022241 SH SOLE None 1022241 0 0 CONOCOPHILLIPS COM 20825C104 35131766 354258 SH SOLE None 354258 0 0 LITHIA MTRS INC COM 536797103 34494854 96508 SH SOLE None 96508 0 0 TOYOTA MOTOR CORP ADS 892331307 29726483 152749 SH SOLE None 152749 0 0 APTIV PLC COM SHS G3265R107 29544843 488506 SH SOLE None 488506 0 0 COTERRA ENERGY INC COM 127097103 27577632 1079782 SH SOLE None 1079782 0 0 NISOURCE INC COM 65473P105 27402485 745443 SH SOLE None 745443 0 0 ENBRIDGE INC COM 29250N105 21255139 500946 SH SOLE None 500946 0 0 STELLANTIS N.V SHS N82405106 21227091 1626597 SH SOLE None 1626597 0 0 EXPAND ENERGY CORPORATION COM 165167735 20640398 207337 SH SOLE None 207337 0 0 CMS ENERGY CORP COM 125896100 19807447 297186 SH SOLE None 297186 0 0 HESS MIDSTREAM LP CL A SHS 428103105 19641749 530428 SH SOLE None 530428 0 0 MURPHY OIL CORP COM 626717102 19525326 645252 SH SOLE None 645252 0 0 BKV CORP COM 05603J108 17401871 731786 SH SOLE None 731786 0 0 PPL CORP COM 69351T106 17258333 531680 SH SOLE None 531680 0 0 ARCHROCK INC COM 03957W106 16686978 670429 SH SOLE None 670429 0 0 PEMBINA PIPELINE CORP COM 706327103 16028435 433818 SH SOLE None 433818 0 0 EVERGY INC COM 30034W106 15793361 256594 SH SOLE None 256594 0 0 NEXTERA ENERGY INC COM 65339F101 14338000 200000 SH SOLE None 200000 0 0 ADIENT PLC ORD SHS G0084W101 14064608 816286 SH SOLE None 816286 0 0 CHEVRON CORP NEW COM 166764100 14013994 96755 SH SOLE None 96755 0 0 TARGA RES CORP COM 87612G101 12243137 68589 SH SOLE None 68589 0 0 SOUTH BOW CORP COM 83671M105 11881663 503517 SH SOLE None 503517 0 0 CENOVUS ENERGY INC COM 15135U109 11231543 741356 SH SOLE None 741356 0 0 TAMBORAN RES CORP COM 87507T101 10734727 511421 SH SOLE None 511421 0 0 KIRBY CORP COM 497266106 10444364 98718 SH SOLE None 98718 0 0 OVINTIV INC COM 69047Q102 10253061 253162 SH SOLE None 253162 0 0 ELEMENT SOLUTIONS INC COM 28618M106 9967695 391966 SH SOLE None 391966 0 0 GENTHERM INC COM 37253A103 9832410 246272 SH SOLE None 246272 0 0 AUTOLIV INC COM 052800109 9474853 101022 SH SOLE None 101022 0 0 PINNACLE WEST CAP CORP COM 723484101 9034193 106573 SH SOLE None 106573 0 0 PHILLIPS 66 COM 718546104 8908642 78194 SH SOLE None 78194 0 0 WESTLAKE CORPORATION COM 960413102 6953293 60648 SH SOLE None 60648 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 6516026 727235 SH SOLE None 727235 0 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 6358600 449371 SH SOLE None 449371 0 0 AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119 6190675 5627886 SH SOLE None 5627886 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 6019802 1681509 SH SOLE None 1681509 0 0 MP MATERIALS CORP COM CL A 553368101 6019198 385846 SH SOLE None 385846 0 0 CORTEVA INC COM 22052L104 5696000 100000 SH SOLE None 100000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 5470768 10592 SH SOLE None 10592 0 0 WILLIAMS COS INC COM 969457100 5412000 100000 SH SOLE None 100000 0 0 MICROSOFT CORP COM 594918104 5370753 12742 SH SOLE None 12742 0 0 CANADIAN NAT RES LTD COM 136385101 4793648 155285 SH SOLE None 155285 0 0 VALERO ENERGY CORP COM 91913Y100 4749872 38746 SH SOLE None 38746 0 0 GOLAR LNG LTD SHS G9456A100 4691172 110850 SH SOLE None 110850 0 0 PHINIA INC COMMON STOCK 71880K101 4396909 91279 SH SOLE None 91279 0 0 NET POWER INC COM CL A 64107A105 4357912 411512 SH SOLE None 411512 0 0 EMERSON ELEC CO COM 291011104 4311649 34791 SH SOLE None 34791 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 4264274 214070 SH SOLE None 214070 0 0 EVGO INC CL A COM 30052F100 4237989 1046417 SH SOLE None 1046417 0 0 OSHKOSH CORP COM 688239201 4230235 44496 SH SOLE None 44496 0 0 ARCHER AVIATION INC COM CL A 03945R102 4196010 430360 SH SOLE None 430360 0 0 OKLO INC COM CL A 02156V109 4128577 194469 SH SOLE None 194469 0 0 MATADOR RES CO COM 576485205 4114688 73137 SH SOLE None 73137 0 0 CATERPILLAR INC COM 149123101 4054569 11177 SH SOLE None 11177 0 0 OLIN CORP COM PAR $1 680665205 3720366 110070 SH SOLE None 110070 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 3707622 58526 SH SOLE None 58526 0 0 FIRST SOLAR INC COM 336433107 3668964 20818 SH SOLE None 20818 0 0 GENERAL MTRS CO COM 37045V100 3537501 66407 SH SOLE None 66407 0 0 BORR DRILLING LTD SHS G1466R173 2903425 744468 SH SOLE None 744468 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 2848783 6759 SH SOLE None 6759 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2702674 13003 SH SOLE None 13003 0 0 HYLIION HOLDINGS CORP COMMON STOCK 449109107 2315863 887304 SH SOLE None 887304 0 0 XYLEM INC COM 98419M100 2227468 19199 SH SOLE None 19199 0 0 LITHIUM AMERS CORP NEW COM SHS 53681J103 2172475 731473 SH SOLE None 731473 0 0 ROCKWELL AUTOMATION INC COM 773903109 2164288 7573 SH SOLE None 7573 0 0 DANA INC COM 235825205 2048640 177218 SH SOLE None 177218 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 2006429 344156 SH SOLE None 344156 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1972055 1173842 SH SOLE None 1173842 0 0 WERNER ENTERPRISES INC COM 950755108 1839032 51198 SH SOLE None 51198 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 1586109 11094 SH SOLE None 11094 0 0 CLEAN ENERGY FUELS CORP COM 184499101 1250565 498233 SH SOLE None 498233 0 0 AMPHENOL CORP NEW CL A 032095101 1225237 17642 SH SOLE None 17642 0 0 AMERICAS CAR-MART INC COM 03062T105 1141901 22281 SH SOLE None 22281 0 0 TESLA INC COM 88160R101 1057657 2619 SH SOLE None 2619 0 0 VISTEON CORP COM NEW 92839U206 996059 11227 SH SOLE None 11227 0 0 PONY AI INC SPONSORED ADS 732908108 974853 67934 SH SOLE None 67934 0 0 ALGOMA STL GROUP INC COM 015658107 906078 92646 SH SOLE None 92646 0 0 CENTURY ALUM CO COM 156431108 723425 39705 SH SOLE None 39705 0 0 ALLY FINL INC COM 02005N100 717499 19925 SH SOLE None 19925 0 0 AURORA INNOVATION INC CLASS A COM 051774107 673344 106880 SH SOLE None 106880 0 0 ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103 633811 22333 SH SOLE None 22333 0 0 GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127 573500 50000 SH SOLE None 50000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 559930 42100 SH SOLE None 42100 0 0 GLOBAL X FDS GLOBAL X COPPER 37954Y830 436741 11439 SH SOLE None 11439 0 0 PIEDMONT LITHIUM INC COM 72016P105 323581 37023 SH SOLE None 37023 0 0 SWVL HOLDINGS CORP CLASS A ORD NEW G86302125 210061 32910 SH SOLE None 32910 0 0