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   127,877,895 904,178 SH   SOLE None 904,178 0 0
ENTERGY CORP NEW COM 29364G103   101,821,631 1,092,624 SH   SOLE None 1,092,624 0 0
XCEL ENERGY INC COM 98389B100   94,326,062 1,169,573 SH   SOLE None 1,169,573 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   91,453,384 2,078,486 SH   SOLE None 2,078,486 0 0
AMEREN CORP COM 023608102   74,599,029 714,687 SH   SOLE None 714,687 0 0
NISOURCE INC COM 65473P105   72,114,331 1,665,458 SH   SOLE None 1,665,458 0 0
CENTERPOINT ENERGY INC COM 15189T107   63,935,649 1,647,826 SH   SOLE None 1,647,826 0 0
VIPER ENERGY INC CL A 927959106   63,521,296 1,661,991 SH   SOLE None 1,661,991 0 0
EVERGY INC COM 30034W106   58,317,375 767,132 SH   SOLE None 767,132 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   57,176,107 575,386 SH   SOLE None 575,386 0 0
COTERRA ENERGY INC COM 127097103   55,882,585 2,362,900 SH   SOLE None 2,362,900 0 0
CONOCOPHILLIPS COM 20825C104   53,295,884 563,441 SH   SOLE None 563,441 0 0
ADIENT PLC ORD SHS G0084W101   47,710,450 1,981,331 SH   SOLE None 1,981,331 0 0
TAMBORAN RES CORP COM 87507T101   47,574,804 1,737,575 SH   SOLE None 1,737,575 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   45,177,133 249,625 SH   SOLE None 249,625 0 0
LITHIA MTRS INC COM 536797103   41,173,220 130,295 SH   SOLE None 130,295 0 0
PPL CORP COM 69351T106   39,280,535 1,057,065 SH   SOLE None 1,057,065 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   28,142,234 3,154,959 SH   SOLE None 3,154,959 0 0
ALLIANT ENERGY CORP COM 018802108   27,606,350 409,529 SH   SOLE None 409,529 0 0
ANTERO RESOURCES CORP COM 03674X106   25,342,498 755,140 SH   SOLE None 755,140 0 0
APTIV PLC COM SHS G3265R107   23,742,919 275,376 SH   SOLE None 275,376 0 0
GENERAL MTRS CO COM 37045V100   23,256,397 381,440 SH   SOLE None 381,440 0 0
KIRBY CORP COM 497266106   22,810,891 273,348 SH   SOLE None 273,348 0 0
TOYOTA MOTOR CORP ADS 892331307   21,727,888 113,705 SH   SOLE None 113,705 0 0
BKV CORP COM 05603J108   20,762,390 897,639 SH   SOLE None 897,639 0 0
ARCHROCK INC COM 03957W106   19,603,239 745,087 SH   SOLE None 745,087 0 0
OKLO INC COM CL A 02156V109   16,593,018 148,643 SH   SOLE None 148,643 0 0
SUNCOR ENERGY INC NEW COM 867224107   16,345,034 390,936 SH   SOLE None 390,936 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   16,330,936 37,327 SH   SOLE None 37,327 0 0
MP MATERIALS CORP COM CL A 553368101   16,241,671 242,160 SH   SOLE None 242,160 0 0
PHINIA INC COMMON STOCK 71880K101   15,952,309 277,528 SH   SOLE None 277,528 0 0
FIRSTENERGY CORP COM 337932107   15,547,138 339,309 SH   SOLE None 339,309 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103   14,890,370 2,477,599 SH   SOLE None 2,477,599 0 0
EVGO INC CL A COM 30052F100   13,938,321 2,946,791 SH   SOLE None 2,946,791 0 0
DIAMONDBACK ENERGY INC COM 25278X109   13,363,823 93,388 SH   SOLE None 93,388 0 0
EQT CORP COM 26884L109   13,224,531 242,964 SH   SOLE None 242,964 0 0
VISTRA CORP COM 92840M102   11,749,714 59,972 SH   SOLE None 59,972 0 0
ELEMENT SOLUTIONS INC COM 28618M106   11,112,454 441,496 SH   SOLE None 441,496 0 0
CHEVRON CORP NEW COM 166764100   11,054,474 71,186 SH   SOLE None 71,186 0 0
PPG INDS INC COM 693506107   10,835,895 103,091 SH   SOLE None 103,091 0 0
RALLIANT CORP COM 750940108   10,379,184 237,347 SH   SOLE None 237,347 0 0
KODIAK GAS SVCS INC COM 50012A108   10,023,861 271,135 SH   SOLE None 271,135 0 0
NIOCORP DEVS LTD COM NEW 654484609   9,770,215 1,462,607 SH   SOLE None 1,462,607 0 0
HF SINCLAIR CORP COM 403949100   9,665,680 184,671 SH   SOLE None 184,671 0 0
LINDE PLC SHS G54950103   9,335,175 19,653 SH   SOLE None 19,653 0 0
CATERPILLAR INC COM 149123101   8,742,342 18,322 SH   SOLE None 18,322 0 0
NXP SEMICONDUCTORS N V COM N6596X109   8,579,500 37,674 SH   SOLE None 37,674 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   8,550,459 49,166 SH   SOLE None 49,166 0 0
UNITIL CORP COM 913259107   8,338,073 174,218 SH   SOLE None 174,218 0 0
AXALTA COATING SYS LTD COM G0750C108   7,931,432 277,129 SH   SOLE None 277,129 0 0
XYLEM INC COM 98419M100   7,857,473 53,271 SH   SOLE None 53,271 0 0
WESTLAKE CORPORATION COM 960413102   7,706,000 100,000 SH   SOLE None 100,000 0 0
DANA INC COM 235825205   7,321,013 365,320 SH   SOLE None 365,320 0 0
AUTOLIV INC COM 052800109   7,073,710 57,277 SH   SOLE None 57,277 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   7,056,576 551,295 SH   SOLE None 551,295 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   6,878,746 23,892 SH   SOLE None 23,892 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107   6,564,738 639,838 SH   SOLE None 639,838 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   5,301,880 49,178 SH   SOLE None 49,178 0 0
ROCKWELL AUTOMATION INC COM 773903109   5,110,129 14,620 SH   SOLE None 14,620 0 0
VISTEON CORP COM NEW 92839U206   5,034,240 42,001 SH   SOLE None 42,001 0 0
MOSAIC CO NEW COM 61945C103   5,009,873 144,460 SH   SOLE None 144,460 0 0
OTIS WORLDWIDE CORP COM 68902V107   4,966,569 54,321 SH   SOLE None 54,321 0 0
ILLINOIS TOOL WKS INC COM 452308109   4,937,491 18,935 SH   SOLE None 18,935 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   4,917,408 115,054 SH   SOLE None 115,054 0 0
DELEK US HLDGS INC NEW COM 24665A103   4,898,812 151,807 SH   SOLE None 151,807 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   4,835,112 840,889 SH   SOLE None 840,889 0 0
EXCELERATE ENERGY INC CL A COM 30069T101   4,781,314 189,810 SH   SOLE None 189,810 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,674,000 60,000 SH   SOLE None 60,000 0 0
GRAINGER W W INC COM 384802104   4,640,915 4,870 SH   SOLE None 4,870 0 0
INSPERITY INC COM 45778Q107   4,619,929 93,901 SH   SOLE None 93,901 0 0
AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119   4,599,531 6,108,275 SH   SOLE None 6,108,275 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   4,558,716 190,981 SH   SOLE None 190,981 0 0
NVIDIA CORPORATION COM 67066G104   4,482,211 24,023 SH   SOLE None 24,023 0 0
INFINITY NAT RES INC COM CL A 456941103   4,423,943 337,448 SH   SOLE None 337,448 0 0
STELLANTIS N.V SHS N82405106   4,308,533 461,299 SH   SOLE None 461,299 0 0
SM ENERGY CO COM 78454L100   4,183,049 167,523 SH   SOLE None 167,523 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,141,581 11,651 SH   SOLE None 11,651 0 0
USA RARE EARTH INC COM 91733P107   3,972,265 231,080 SH   SOLE None 231,080 0 0
UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104   3,900,000 130,000 SH   SOLE None 130,000 0 0
FERRARI N V COM N3167Y103   3,868,174 7,972 SH   SOLE None 7,972 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   3,426,211 14,016 SH   SOLE None 14,016 0 0
NET POWER INC COM CL A 64107A105   2,939,048 976,428 SH   SOLE None 976,428 0 0
OWENS CORNING NEW COM 690742101   2,829,200 20,000 SH   SOLE None 20,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   2,669,444 1,308,551 SH   SOLE None 1,308,551 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   2,606,699 11,874 SH   SOLE None 11,874 0 0
HYLIION HOLDINGS CORP COMMON STOCK 449109107   2,510,009 1,274,116 SH   SOLE None 1,274,116 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,190,139 155,109 SH   SOLE None 155,109 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,021,566 12,495 SH   SOLE None 12,495 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   2,011,804 352,330 SH   SOLE None 352,330 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,998,540 3,000 SH   SOLE None 3,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,956,287 11,490 SH   SOLE None 11,490 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,906,670 38,667 SH   SOLE None 38,667 0 0
WOLFSPEED INC COMMON STOCK 97785W106   1,782,295 62,318 SH   SOLE None 62,318 0 0
CARVANA CO CL A 146869102   1,750,771 4,641 SH   SOLE None 4,641 0 0
HCM II ACQUISITION CORP SHS CL A G43658106   1,679,367 102,338 SH   SOLE None 102,338 0 0
HESAI GROUP SPONSORED ADS 428050108   1,576,241 56,094 SH   SOLE None 56,094 0 0
AMPHENOL CORP NEW CL A 032095101   1,532,149 12,381 SH   SOLE None 12,381 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105   1,491,687 59,147 SH   SOLE None 59,147 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   1,272,536 86,685 SH   SOLE None 86,685 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,203,738 95,082 SH   SOLE None 95,082 0 0
OKLO INC PUT 02156V959   976,500 450 SH Put SOLE None 450 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   911,325 17,082 SH   SOLE None 17,082 0 0
RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5   893,805 971,000 PRN   SOLE None 971,000 0 0
ALGOMA STL GROUP INC COM 015658107   762,747 214,556 SH   SOLE None 214,556 0 0
MICRON TECHNOLOGY INC COM 595112103   670,619 4,008 SH   SOLE None 4,008 0 0
ALLY FINL INC COM 02005N100   638,803 16,296 SH   SOLE None 16,296 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108   608,077 57,802 SH   SOLE None 57,802 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   582,440 4,000 SH   SOLE None 4,000 0 0
SES AI CORPORATION CL A COM 78397Q109   511,222 306,121 SH   SOLE None 306,121 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   491,490 16,125 SH   SOLE None 16,125 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   462,665 37,554 SH   SOLE None 37,554 0 0
OSHKOSH CORP COM 688239201   360,696 2,781 SH   SOLE None 2,781 0 0
AMERICAS CAR-MART INC COM 03062T105   334,863 11,464 SH   SOLE None 11,464 0 0
ELEVRA LITHIUM LTD SPONSORED ADS 805700101   292,154 12,168 SH   SOLE None 12,168 0 0
LUCID GROUP INC COM NEW 549498202   211,755 8,901 SH   SOLE None 8,901 0 0