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   136,480,233 987,056 SH   SOLE None 987,056 0 0
AMEREN CORP COM 023608102   74,568,184 742,711 SH   SOLE None 742,711 0 0
CENTERPOINT ENERGY INC COM 15189T107   66,357,201 1,831,554 SH   SOLE None 1,831,554 0 0
XCEL ENERGY INC COM 98389B100   52,537,719 742,163 SH   SOLE None 742,163 0 0
EXPAND ENERGY CORPORATION COM 165167735   52,049,113 467,563 SH   SOLE None 467,563 0 0
ANTERO RESOURCES CORP COM 03674X106   51,816,096 1,281,308 SH   SOLE None 1,281,308 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   50,274,811 446,015 SH   SOLE None 446,015 0 0
CONOCOPHILLIPS COM 20825C104   48,694,938 463,673 SH   SOLE None 463,673 0 0
LITHIA MTRS INC COM 536797103   48,223,045 164,281 SH   SOLE None 164,281 0 0
SM ENERGY CO COM 78454L100   44,005,206 1,469,289 SH   SOLE None 1,469,289 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   43,352,092 972,020 SH   SOLE None 972,020 0 0
DEVON ENERGY CORP NEW COM 25179M103   42,454,460 1,135,146 SH   SOLE None 1,135,146 0 0
EXELON CORP COM 30161N101   36,864,000 800,000 SH   SOLE None 800,000 0 0
ENTERGY CORP NEW COM 29364G103   36,712,313 429,434 SH   SOLE None 429,434 0 0
DIAMONDBACK ENERGY INC COM 25278X109   34,650,313 216,727 SH   SOLE None 216,727 0 0
TOYOTA MOTOR CORP ADS 892331307   31,219,507 176,851 SH   SOLE None 176,851 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   31,139,402 322,755 SH   SOLE None 322,755 0 0
ADIENT PLC ORD SHS G0084W101   29,836,525 2,320,103 SH   SOLE None 2,320,103 0 0
PEMBINA PIPELINE CORP COM 706327103   28,879,666 722,092 SH   SOLE None 722,092 0 0
TXNM ENERGY INC COM 69349H107   28,725,231 537,121 SH   SOLE None 537,121 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   27,282,735 148,163 SH   SOLE None 148,163 0 0
APTIV PLC COM SHS G3265R107   26,074,269 438,223 SH   SOLE None 438,223 0 0
BKV CORP COM 05603J108   24,390,639 1,161,459 SH   SOLE None 1,161,459 0 0
EVERGY INC COM 30034W106   22,537,824 326,872 SH   SOLE None 326,872 0 0
KIRBY CORP COM 497266106   22,498,159 222,732 SH   SOLE None 222,732 0 0
TAMBORAN RES CORP COM 87507T101   19,420,025 809,505 SH   SOLE None 809,505 0 0
ALLIANT ENERGY CORP COM 018802108   19,140,908 297,450 SH   SOLE None 297,450 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   18,844,481 1,056,305 SH   SOLE None 1,056,305 0 0
GENERAL MTRS CO COM 37045V100   18,804,569 399,842 SH   SOLE None 399,842 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   18,607,661 358,253 SH   SOLE None 358,253 0 0
ISHARES INC MSCI GERMANY ETF 464286806   18,185,886 490,450 SH   SOLE None 490,450 0 0
NISOURCE INC COM 65473P105   18,038,536 449,951 SH   SOLE None 449,951 0 0
PINNACLE WEST CAP CORP COM 723484101   17,294,828 181,573 SH   SOLE None 181,573 0 0
CENOVUS ENERGY INC COM 15135U109   17,141,210 1,232,294 SH   SOLE None 1,232,294 0 0
POWELL INDS INC COM 739128106   16,404,823 96,312 SH   SOLE None 96,312 0 0
FLOWSERVE CORP COM 34354P105   15,004,283 307,213 SH   SOLE None 307,213 0 0
PHINIA INC COMMON STOCK 71880K101   13,825,943 325,853 SH   SOLE None 325,853 0 0
GE VERNOVA INC COM 36828A101   12,791,537 41,901 SH   SOLE None 41,901 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   12,308,890 190,275 SH   SOLE None 190,275 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   11,628,280 839,587 SH   SOLE None 839,587 0 0
MOSAIC CO NEW COM 61945C103   10,869,445 402,423 SH   SOLE None 402,423 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   10,087,405 897,456 SH   SOLE None 897,456 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   9,913,765 185,131 SH   SOLE None 185,131 0 0
GOLAR LNG LTD SHS G9456A100   9,827,025 258,674 SH   SOLE None 258,674 0 0
INFINITY NAT RES INC COM CL A 456941103   9,681,113 516,326 SH   SOLE None 516,326 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   9,440,614 131,229 SH   SOLE None 131,229 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   9,437,985 24,710 SH   SOLE None 24,710 0 0
VEREN INC COM NEW 92340V107   9,152,608 1,383,659 SH   SOLE None 1,383,659 0 0
EVGO INC CL A COM 30052F100   8,906,486 3,348,303 SH   SOLE None 3,348,303 0 0
OVINTIV INC COM 69047Q102   8,846,846 206,702 SH   SOLE None 206,702 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   7,914,799 1,944,668 SH   SOLE None 1,944,668 0 0
WESTLAKE CORPORATION COM 960413102   7,149,644 71,475 SH   SOLE None 71,475 0 0
VALERO ENERGY CORP COM 91913Y100   7,087,140 53,662 SH   SOLE None 53,662 0 0
SONIC AUTOMOTIVE INC CL A 83545G102   7,047,319 123,724 SH   SOLE None 123,724 0 0
CORTEVA INC COM 22052L104   7,034,630 111,785 SH   SOLE None 111,785 0 0
HF SINCLAIR CORP COM 403949100   6,935,904 210,946 SH   SOLE None 210,946 0 0
AXALTA COATING SYS LTD COM G0750C108   6,634,000 200,000 SH   SOLE None 200,000 0 0
MP MATERIALS CORP COM CL A 553368101   6,442,019 263,909 SH   SOLE None 263,909 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   5,757,279 782,239 SH   SOLE None 782,239 0 0
AUTOLIV INC COM 052800109   5,563,505 62,900 SH   SOLE None 62,900 0 0
AMPHENOL CORP NEW CL A 032095101   5,499,328 83,844 SH   SOLE None 83,844 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   5,462,648 1,625,788 SH   SOLE None 1,625,788 0 0
PPL CORP COM 69351T106   5,292,570 146,568 SH   SOLE None 146,568 0 0
EQT CORP COM 26884L109   4,999,712 93,575 SH   SOLE None 93,575 0 0
ENBRIDGE INC COM 29250N105   4,898,603 110,553 SH   SOLE None 110,553 0 0
MICROSOFT CORP COM 594918104   4,783,219 12,742 SH   SOLE None 12,742 0 0
EASTMAN CHEM CO COM 277432100   4,751,772 53,930 SH   SOLE None 53,930 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   4,601,889 31,962 SH   SOLE None 31,962 0 0
CMS ENERGY CORP COM 125896100   4,379,664 58,310 SH   SOLE None 58,310 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,368,678 60,508 SH   SOLE None 60,508 0 0
AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119   3,528,516 6,244,056 SH   SOLE None 6,244,056 0 0
ARCHROCK INC COM 03957W106   3,453,866 131,626 SH   SOLE None 131,626 0 0
DANA INC COM 235825205   3,237,870 242,901 SH   SOLE None 242,901 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,186,154 255,916 SH   SOLE None 255,916 0 0
AUTONATION INC COM 05329W102   3,090,729 19,088 SH   SOLE None 19,088 0 0
CARVANA CO CL A 146869102   3,035,842 14,520 SH   SOLE None 14,520 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,985,893 68,657 SH   SOLE None 68,657 0 0
CARMAX INC COM 143130102   2,917,013 37,436 SH   SOLE None 37,436 0 0
CATERPILLAR INC COM 149123101   2,907,847 8,817 SH   SOLE None 8,817 0 0
COTERRA ENERGY INC COM 127097103   2,715,733 93,970 SH   SOLE None 93,970 0 0
NVIDIA CORPORATION COM 67066G104   2,471,389 22,803 SH   SOLE None 22,803 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   2,451,803 34,921 SH   SOLE None 34,921 0 0
ENTEGRIS INC COM 29362U104   2,157,344 24,661 SH   SOLE None 24,661 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   1,994,338 735,918 SH   SOLE None 735,918 0 0
NET POWER INC COM CL A 64107A105   1,954,716 743,238 SH   SOLE None 743,238 0 0
WOLFSPEED INC NOTE 1.875%12/0 977852AD4   1,767,209 8,000,000 SH   SOLE None 8,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,678,170 3,000 SH   SOLE None 3,000 0 0
GENTHERM INC COM 37253A103   1,454,843 54,407 SH   SOLE None 54,407 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   1,399,175 999,411 SH   SOLE None 999,411 0 0
OKLO INC COM CL A 02156V109   1,268,773 58,658 SH   SOLE None 58,658 0 0
ALLY FINL INC COM 02005N100   1,034,544 28,367 SH   SOLE None 28,367 0 0
ADVANCED MICRO DEVICES INC COM 007903107   999,968 9,733 SH   SOLE None 9,733 0 0
ISHARES TR ISHARES SEMICDTR 464287523   942,732 5,010 SH   SOLE None 5,010 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   881,044 65,166 SH   SOLE None 65,166 0 0
RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5   874,477 1,000,000 SH   SOLE None 1,000,000 0 0
PONY AI INC SPONSORED ADS 732908108   869,546 98,588 SH   SOLE None 98,588 0 0
HESAI GROUP SPONSORED ADS 428050108   839,752 56,740 SH   SOLE None 56,740 0 0
NEXTRACKER INC CLASS A COM 65290E101   698,176 16,568 SH   SOLE None 16,568 0 0
AURORA INNOVATION INC CLASS A COM 051774107   674,067 100,233 SH   SOLE None 100,233 0 0
AMERICAS CAR-MART INC COM 03062T105   532,969 11,742 SH   SOLE None 11,742 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   480,763 737,479 SH   SOLE None 737,479 0 0
ALGOMA STL GROUP INC COM 015658107   465,269 85,843 SH   SOLE None 85,843 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108   432,670 161,444 SH   SOLE None 161,444 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   402,014 16,688 SH   SOLE None 16,688 0 0
MARVELL TECHNOLOGY INC COM 573874104   399,651 6,491 SH   SOLE None 6,491 0 0
SES AI CORPORATION CL A COM 78397Q109   339,435 651,883 SH   SOLE None 651,883 0 0
PIEDMONT LITHIUM INC COM 72016P105   225,704 35,826 SH   SOLE None 35,826 0 0