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   137,089,345 1,034,949 SH   SOLE None 1,034,949 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   86,655,298 2,132,791 SH   SOLE None 2,132,791 0 0
CONOCOPHILLIPS COM 20825C104   73,626,016 820,437 SH   SOLE None 820,437 0 0
EVERGY INC COM 30034W106   69,151,059 1,003,207 SH   SOLE None 1,003,207 0 0
AMEREN CORP COM 023608102   63,374,971 659,881 SH   SOLE None 659,881 0 0
LITHIA MTRS INC COM 536797103   58,962,089 174,537 SH   SOLE None 174,537 0 0
XCEL ENERGY INC COM 98389B100   56,378,219 827,874 SH   SOLE None 827,874 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   51,545,216 532,217 SH   SOLE None 532,217 0 0
CENTERPOINT ENERGY INC COM 15189T107   50,721,554 1,380,554 SH   SOLE None 1,380,554 0 0
ENTERGY CORP NEW COM 29364G103   48,010,278 577,602 SH   SOLE None 577,602 0 0
ADIENT PLC ORD SHS G0084W101   46,611,915 2,395,268 SH   SOLE None 2,395,268 0 0
ANTERO RESOURCES CORP COM 03674X106   45,481,961 1,129,145 SH   SOLE None 1,129,145 0 0
DEVON ENERGY CORP NEW COM 25179M103   43,059,925 1,353,660 SH   SOLE None 1,353,660 0 0
GOLAR LNG LTD SHS G9456A100   37,475,815 909,828 SH   SOLE None 909,828 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   35,122,839 4,084,051 SH   SOLE None 4,084,051 0 0
NISOURCE INC COM 65473P105   34,537,373 856,157 SH   SOLE None 856,157 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   34,083,227 169,425 SH   SOLE None 169,425 0 0
TOYOTA MOTOR CORP ADS 892331307   32,786,590 190,332 SH   SOLE None 190,332 0 0
PINNACLE WEST CAP CORP COM 723484101   31,455,236 351,573 SH   SOLE None 351,573 0 0
ALLIANT ENERGY CORP COM 018802108   26,150,252 432,450 SH   SOLE None 432,450 0 0
TAMBORAN RES CORP COM 87507T101   25,727,377 1,206,725 SH   SOLE None 1,206,725 0 0
EXPAND ENERGY CORPORATION COM 165167735   25,664,354 219,466 SH   SOLE None 219,466 0 0
APTIV PLC COM SHS G3265R107   24,292,869 356,096 SH   SOLE None 356,096 0 0
GENERAL MTRS CO COM 37045V100   24,195,671 491,682 SH   SOLE None 491,682 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   24,155,214 548,359 SH   SOLE None 548,359 0 0
OVINTIV INC COM 69047Q102   23,606,410 620,405 SH   SOLE None 620,405 0 0
PHINIA INC COMMON STOCK 71880K101   20,013,871 449,851 SH   SOLE None 449,851 0 0
EXELON CORP COM 30161N101   18,453,500 425,000 SH   SOLE None 425,000 0 0
KODIAK GAS SVCS INC COM 50012A108   18,331,229 534,906 SH   SOLE None 534,906 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   17,844,978 2,964,282 SH   SOLE None 2,964,282 0 0
BKV CORP COM 05603J108   17,522,553 726,474 SH   SOLE None 726,474 0 0
EQT CORP COM 26884L109   15,557,968 266,769 SH   SOLE None 266,769 0 0
CONSOLIDATED EDISON INC COM 209115104   15,172,920 151,200 SH   SOLE None 151,200 0 0
COTERRA ENERGY INC COM 127097103   14,667,940 577,933 SH   SOLE None 577,933 0 0
CENOVUS ENERGY INC COM 15135U109   13,289,879 977,197 SH   SOLE None 977,197 0 0
PEMBINA PIPELINE CORP COM 706327103   13,236,591 352,609 SH   SOLE None 352,609 0 0
NVIDIA CORPORATION COM 67066G104   12,645,678 80,041 SH   SOLE None 80,041 0 0
CHEVRON CORP NEW COM 166764100   12,399,824 86,597 SH   SOLE None 86,597 0 0
CATERPILLAR INC COM 149123101   11,782,950 30,352 SH   SOLE None 30,352 0 0
VIPER ENERGY INC CL A 927959106   11,471,830 300,861 SH   SOLE None 300,861 0 0
DANA INC COM 235825205   10,969,586 639,626 SH   SOLE None 639,626 0 0
WILLIAMS COS INC COM 969457100   10,806,963 172,058 SH   SOLE None 172,058 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   10,338,997 168,415 SH   SOLE None 168,415 0 0
PPG INDS INC COM 693506107   10,015,915 88,052 SH   SOLE None 88,052 0 0
ELEMENT SOLUTIONS INC COM 28618M106   9,985,456 440,859 SH   SOLE None 440,859 0 0
FLOWSERVE CORP COM 34354P105   9,919,278 189,480 SH   SOLE None 189,480 0 0
EVGO INC CL A COM 30052F100   9,454,146 2,590,177 SH   SOLE None 2,590,177 0 0
OKLO INC COM CL A 02156V109   9,348,986 166,976 SH   SOLE None 166,976 0 0
WESTLAKE CORPORATION COM 960413102   8,692,998 114,487 SH   SOLE None 114,487 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   8,302,025 2,034,810 SH   SOLE None 2,034,810 0 0
KIRBY CORP COM 497266106   8,221,431 72,493 SH   SOLE None 72,493 0 0
XYLEM INC COM 98419M100   7,985,393 61,730 SH   SOLE None 61,730 0 0
ROCKWELL AUTOMATION INC COM 773903109   7,913,950 23,825 SH   SOLE None 23,825 0 0
VULCAN MATLS CO COM 929160109   7,872,330 30,183 SH   SOLE None 30,183 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   7,705,748 17,645 SH   SOLE None 17,645 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   7,357,286 30,470 SH   SOLE None 30,470 0 0
EASTMAN CHEM CO COM 277432100   7,283,606 97,557 SH   SOLE None 97,557 0 0
MATADOR RES CO COM 576485205   7,086,897 148,510 SH   SOLE None 148,510 0 0
TARGA RES CORP COM 87612G101   6,986,179 40,132 SH   SOLE None 40,132 0 0
VALERO ENERGY CORP COM 91913Y100   6,978,818 51,918 SH   SOLE None 51,918 0 0
FMC CORP COM NEW 302491303   6,734,066 161,295 SH   SOLE None 161,295 0 0
SHELL PLC SPON ADS 780259305   6,718,804 95,424 SH   SOLE None 95,424 0 0
SM ENERGY CO COM 78454L100   6,622,848 268,023 SH   SOLE None 268,023 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   6,372,851 476,653 SH   SOLE None 476,653 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,248,128 45,474 SH   SOLE None 45,474 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   6,139,588 36,400 SH   SOLE None 36,400 0 0
DELEK US HLDGS INC NEW COM 24665A103   6,118,288 288,871 SH   SOLE None 288,871 0 0
NXP SEMICONDUCTORS N V COM N6596X109   5,966,088 27,306 SH   SOLE None 27,306 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   5,382,807 31,330 SH   SOLE None 31,330 0 0
OWENS CORNING NEW COM 690742101   5,069,812 36,866 SH   SOLE None 36,866 0 0
SHERWIN WILLIAMS CO COM 824348106   4,947,131 14,408 SH   SOLE None 14,408 0 0
MOSAIC CO NEW COM 61945C103   4,820,139 132,131 SH   SOLE None 132,131 0 0
PHILLIPS 66 COM 718546104   4,697,080 39,372 SH   SOLE None 39,372 0 0
NET POWER INC COM CL A 64107A105   4,144,924 1,678,107 SH   SOLE None 1,678,107 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   4,100,759 2,500,463 SH   SOLE None 2,500,463 0 0
AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119   4,071,710 6,273,822 SH   SOLE None 6,273,822 0 0
MP MATERIALS CORP COM CL A 553368101   3,964,952 119,175 SH   SOLE None 119,175 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   3,366,423 324,631 SH   SOLE None 324,631 0 0
HF SINCLAIR CORP COM 403949100   3,319,346 80,802 SH   SOLE None 80,802 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   3,280,371 36,396 SH   SOLE None 36,396 0 0
POWELL INDS INC COM 739128106   2,954,928 14,041 SH   SOLE None 14,041 0 0
HUNT J B TRANS SVCS INC COM 445658107   2,652,292 18,470 SH   SOLE None 18,470 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,606,651 58,934 SH   SOLE None 58,934 0 0
STELLANTIS N.V SHS N82405106   2,429,978 242,271 SH   SOLE None 242,271 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755   2,396,998 35,659 SH   SOLE None 35,659 0 0
INFINITY NAT RES INC COM CL A 456941103   2,369,973 129,436 SH   SOLE None 129,436 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,338,795 170,218 SH   SOLE None 170,218 0 0
AUTOLIV INC COM 052800109   2,229,272 19,922 SH   SOLE None 19,922 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,227,572 28,780 SH   SOLE None 28,780 0 0
WOLFSPEED INC NOTE 1.875%12/0 977852AD4   2,032,088 8,000,000 PRN   SOLE None 8,000,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   1,972,260 735,918 SH   SOLE None 735,918 0 0
CARVANA CO CL A 146869102   1,939,205 5,755 SH   SOLE None 5,755 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,866,978 13,157 SH   SOLE None 13,157 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   1,724,902 1,306,744 SH   SOLE None 1,306,744 0 0
ALGOMA STL GROUP INC COM 015658107   1,478,291 214,556 SH   SOLE None 214,556 0 0
MICRON TECHNOLOGY INC COM 595112103   1,441,779 11,698 SH   SOLE None 11,698 0 0
HESAI GROUP SPONSORED ADS 428050108   1,269,281 57,826 SH   SOLE None 57,826 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   1,175,081 17,388 SH   SOLE None 17,388 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,165,265 1,886 SH   SOLE None 1,886 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   993,372 18,821 SH   SOLE None 18,821 0 0
ZOETIS INC CL A 98978V103   984,512 6,313 SH   SOLE None 6,313 0 0
BUNGE GLOBAL SA COM SHS H11356104   956,697 11,917 SH   SOLE None 11,917 0 0
RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5   901,955 1,000,000 PRN   SOLE None 1,000,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   749,468 111,528 SH   SOLE None 111,528 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108   679,679 161,444 SH   SOLE None 161,444 0 0
AMERICAS CAR-MART INC COM 03062T105   658,022 11,742 SH   SOLE None 11,742 0 0
ALLY FINL INC COM 02005N100   655,295 16,824 SH   SOLE None 16,824 0 0
SES AI CORPORATION CL A COM 78397Q109   579,068 651,883 SH   SOLE None 651,883 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   425,544 16,688 SH   SOLE None 16,688 0 0
COREWEAVE INC COM CL A 21873S108   294,976 1,809 SH   SOLE None 1,809 0 0
PIEDMONT LITHIUM INC COM 72016P105   208,507 35,826 SH   SOLE None 35,826 0 0