The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
DTE ENERGY CO COM 233331107   116,513,969 964,919 SH   SOLE None 964,919 0 0
AMEREN CORP COM 023608102   71,552,321 802,696 SH   SOLE None 802,696 0 0
CENTERPOINT ENERGY INC COM 15189T107   59,701,708 1,881,554 SH   SOLE None 1,881,554 0 0
EQT CORP COM 26884L109   55,098,084 1,194,927 SH   SOLE None 1,194,927 0 0
VEREN INC COM NEW 92340V107   51,703,513 10,056,998 SH   SOLE None 10,056,998 0 0
DEVON ENERGY CORP NEW COM 25179M103   51,521,504 1,574,137 SH   SOLE None 1,574,137 0 0
XCEL ENERGY INC COM 98389B100   44,346,933 656,797 SH   SOLE None 656,797 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   43,049,887 986,930 SH   SOLE None 986,930 0 0
DIAMONDBACK ENERGY INC COM 25278X109   42,688,528 260,566 SH   SOLE None 260,566 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   40,796,779 348,929 SH   SOLE None 348,929 0 0
ENTERGY CORP NEW COM 29364G103   39,292,274 518,231 SH   SOLE None 518,231 0 0
ANTERO RESOURCES CORP COM 03674X106   35,829,547 1,022,241 SH   SOLE None 1,022,241 0 0
CONOCOPHILLIPS COM 20825C104   35,131,766 354,258 SH   SOLE None 354,258 0 0
LITHIA MTRS INC COM 536797103   34,494,854 96,508 SH   SOLE None 96,508 0 0
TOYOTA MOTOR CORP ADS 892331307   29,726,483 152,749 SH   SOLE None 152,749 0 0
APTIV PLC COM SHS G3265R107   29,544,843 488,506 SH   SOLE None 488,506 0 0
COTERRA ENERGY INC COM 127097103   27,577,632 1,079,782 SH   SOLE None 1,079,782 0 0
NISOURCE INC COM 65473P105   27,402,485 745,443 SH   SOLE None 745,443 0 0
ENBRIDGE INC COM 29250N105   21,255,139 500,946 SH   SOLE None 500,946 0 0
STELLANTIS N.V SHS N82405106   21,227,091 1,626,597 SH   SOLE None 1,626,597 0 0
EXPAND ENERGY CORPORATION COM 165167735   20,640,398 207,337 SH   SOLE None 207,337 0 0
CMS ENERGY CORP COM 125896100   19,807,447 297,186 SH   SOLE None 297,186 0 0
HESS MIDSTREAM LP CL A SHS 428103105   19,641,749 530,428 SH   SOLE None 530,428 0 0
MURPHY OIL CORP COM 626717102   19,525,326 645,252 SH   SOLE None 645,252 0 0
BKV CORP COM 05603J108   17,401,871 731,786 SH   SOLE None 731,786 0 0
PPL CORP COM 69351T106   17,258,333 531,680 SH   SOLE None 531,680 0 0
ARCHROCK INC COM 03957W106   16,686,978 670,429 SH   SOLE None 670,429 0 0
PEMBINA PIPELINE CORP COM 706327103   16,028,435 433,818 SH   SOLE None 433,818 0 0
EVERGY INC COM 30034W106   15,793,361 256,594 SH   SOLE None 256,594 0 0
NEXTERA ENERGY INC COM 65339F101   14,338,000 200,000 SH   SOLE None 200,000 0 0
ADIENT PLC ORD SHS G0084W101   14,064,608 816,286 SH   SOLE None 816,286 0 0
CHEVRON CORP NEW COM 166764100   14,013,994 96,755 SH   SOLE None 96,755 0 0
TARGA RES CORP COM 87612G101   12,243,137 68,589 SH   SOLE None 68,589 0 0
SOUTH BOW CORP COM 83671M105   11,881,663 503,517 SH   SOLE None 503,517 0 0
CENOVUS ENERGY INC COM 15135U109   11,231,543 741,356 SH   SOLE None 741,356 0 0
TAMBORAN RES CORP COM 87507T101   10,734,727 511,421 SH   SOLE None 511,421 0 0
KIRBY CORP COM 497266106   10,444,364 98,718 SH   SOLE None 98,718 0 0
OVINTIV INC COM 69047Q102   10,253,061 253,162 SH   SOLE None 253,162 0 0
ELEMENT SOLUTIONS INC COM 28618M106   9,967,695 391,966 SH   SOLE None 391,966 0 0
GENTHERM INC COM 37253A103   9,832,410 246,272 SH   SOLE None 246,272 0 0
AUTOLIV INC COM 052800109   9,474,853 101,022 SH   SOLE None 101,022 0 0
PINNACLE WEST CAP CORP COM 723484101   9,034,193 106,573 SH   SOLE None 106,573 0 0
PHILLIPS 66 COM 718546104   8,908,642 78,194 SH   SOLE None 78,194 0 0
WESTLAKE CORPORATION COM 960413102   6,953,293 60,648 SH   SOLE None 60,648 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   6,516,026 727,235 SH   SOLE None 727,235 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100   6,358,600 449,371 SH   SOLE None 449,371 0 0
AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119   6,190,675 5,627,886 SH   SOLE None 5,627,886 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   6,019,802 1,681,509 SH   SOLE None 1,681,509 0 0
MP MATERIALS CORP COM CL A 553368101   6,019,198 385,846 SH   SOLE None 385,846 0 0
CORTEVA INC COM 22052L104   5,696,000 100,000 SH   SOLE None 100,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,470,768 10,592 SH   SOLE None 10,592 0 0
WILLIAMS COS INC COM 969457100   5,412,000 100,000 SH   SOLE None 100,000 0 0
MICROSOFT CORP COM 594918104   5,370,753 12,742 SH   SOLE None 12,742 0 0
CANADIAN NAT RES LTD COM 136385101   4,793,648 155,285 SH   SOLE None 155,285 0 0
VALERO ENERGY CORP COM 91913Y100   4,749,872 38,746 SH   SOLE None 38,746 0 0
GOLAR LNG LTD SHS G9456A100   4,691,172 110,850 SH   SOLE None 110,850 0 0
PHINIA INC COMMON STOCK 71880K101   4,396,909 91,279 SH   SOLE None 91,279 0 0
NET POWER INC COM CL A 64107A105   4,357,912 411,512 SH   SOLE None 411,512 0 0
EMERSON ELEC CO COM 291011104   4,311,649 34,791 SH   SOLE None 34,791 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,264,274 214,070 SH   SOLE None 214,070 0 0
EVGO INC CL A COM 30052F100   4,237,989 1,046,417 SH   SOLE None 1,046,417 0 0
OSHKOSH CORP COM 688239201   4,230,235 44,496 SH   SOLE None 44,496 0 0
ARCHER AVIATION INC COM CL A 03945R102   4,196,010 430,360 SH   SOLE None 430,360 0 0
OKLO INC COM CL A 02156V109   4,128,577 194,469 SH   SOLE None 194,469 0 0
MATADOR RES CO COM 576485205   4,114,688 73,137 SH   SOLE None 73,137 0 0
CATERPILLAR INC COM 149123101   4,054,569 11,177 SH   SOLE None 11,177 0 0
OLIN CORP COM PAR $1 680665205   3,720,366 110,070 SH   SOLE None 110,070 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   3,707,622 58,526 SH   SOLE None 58,526 0 0
FIRST SOLAR INC COM 336433107   3,668,964 20,818 SH   SOLE None 20,818 0 0
GENERAL MTRS CO COM 37045V100   3,537,501 66,407 SH   SOLE None 66,407 0 0
BORR DRILLING LTD SHS G1466R173   2,903,425 744,468 SH   SOLE None 744,468 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   2,848,783 6,759 SH   SOLE None 6,759 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,702,674 13,003 SH   SOLE None 13,003 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   2,315,863 887,304 SH   SOLE None 887,304 0 0
XYLEM INC COM 98419M100   2,227,468 19,199 SH   SOLE None 19,199 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   2,172,475 731,473 SH   SOLE None 731,473 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,164,288 7,573 SH   SOLE None 7,573 0 0
DANA INC COM 235825205   2,048,640 177,218 SH   SOLE None 177,218 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   2,006,429 344,156 SH   SOLE None 344,156 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   1,972,055 1,173,842 SH   SOLE None 1,173,842 0 0
WERNER ENTERPRISES INC COM 950755108   1,839,032 51,198 SH   SOLE None 51,198 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   1,586,109 11,094 SH   SOLE None 11,094 0 0
CLEAN ENERGY FUELS CORP COM 184499101   1,250,565 498,233 SH   SOLE None 498,233 0 0
AMPHENOL CORP NEW CL A 032095101   1,225,237 17,642 SH   SOLE None 17,642 0 0
AMERICAS CAR-MART INC COM 03062T105   1,141,901 22,281 SH   SOLE None 22,281 0 0
TESLA INC COM 88160R101   1,057,657 2,619 SH   SOLE None 2,619 0 0
VISTEON CORP COM NEW 92839U206   996,059 11,227 SH   SOLE None 11,227 0 0
PONY AI INC SPONSORED ADS 732908108   974,853 67,934 SH   SOLE None 67,934 0 0
ALGOMA STL GROUP INC COM 015658107   906,078 92,646 SH   SOLE None 92,646 0 0
CENTURY ALUM CO COM 156431108   723,425 39,705 SH   SOLE None 39,705 0 0
ALLY FINL INC COM 02005N100   717,499 19,925 SH   SOLE None 19,925 0 0
AURORA INNOVATION INC CLASS A COM 051774107   673,344 106,880 SH   SOLE None 106,880 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   633,811 22,333 SH   SOLE None 22,333 0 0
GOLDEN STAR ACQUISITION CORP UNIT 05/01/2028 G4023C127   573,500 50,000 SH   SOLE None 50,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   559,930 42,100 SH   SOLE None 42,100 0 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830   436,741 11,439 SH   SOLE None 11,439 0 0
PIEDMONT LITHIUM INC COM 72016P105   323,581 37,023 SH   SOLE None 37,023 0 0
SWVL HOLDINGS CORP CLASS A ORD NEW G86302125   210,061 32,910 SH   SOLE None 32,910 0 0