PORTLAND GEN ELEC CO COM NEW 736508847 142003859 2690996 SH SOLE None 2690996 0 0 TAMBORAN RES CORP COM 87507T101 103794987 2076315 SH SOLE None 2076315 0 0 XCEL ENERGY INC COM 98389B100 92158265 1160099 SH SOLE None 1160099 0 0 ENTERGY CORP NEW COM 29364G103 85739444 763078 SH SOLE None 763078 0 0 DTE ENERGY CO COM 233331107 74772083 511367 SH SOLE None 511367 0 0 COTERRA ENERGY INC COM 127097103 65632524 1867744 SH SOLE None 1867744 0 0 AMEREN CORP COM 023608102 46415259 422264 SH SOLE None 422264 0 0 DIAMONDBACK ENERGY INC COM 25278X109 43451101 219683 SH SOLE None 219683 0 0 AMERICAN ELEC PWR CO INC COM 025537101 42786609 326416 SH SOLE None 326416 0 0 NISOURCE INC COM 65473P105 40941350 877440 SH SOLE None 877440 0 0 EVERGY INC COM 30034W106 39394918 480895 SH SOLE None 480895 0 0 EXPAND ENERGY CORPORATION COM 165167735 38576033 351394 SH SOLE None 351394 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 36985710 260133 SH SOLE None 260133 0 0 ADIENT PLC ORD SHS G0084W101 36310337 1796652 SH SOLE None 1796652 0 0 ALLIANT ENERGY CORP COM 018802108 32262650 449591 SH SOLE None 449591 0 0 MDU RES GROUP INC COM 552690109 32116000 1550000 SH SOLE None 1550000 0 0 GULFPORT ENERGY CORP COMMON SHARES 402635502 31355097 148202 SH SOLE None 148202 0 0 VIPER ENERGY INC CL A 927959106 29508075 627965 SH SOLE None 627965 0 0 FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 28526571 974601 SH SOLE None 974601 0 0 CONSOLIDATED EDISON INC COM 209115104 28298509 250031 SH SOLE None 250031 0 0 WILLIAMS COS INC COM 969457100 28018408 384974 SH SOLE None 384974 0 0 BETA TECHNOLOGIES INC COM SHS CL A 086921103 27908817 1898559 SH SOLE None 1898559 0 0 FORD MTR CO COM 345370860 27505186 2383465 SH SOLE None 2383465 0 0 BKV CORP COM 05603J108 24398318 855481 SH SOLE None 855481 0 0 RICE ACQUISITION CORP 3 ORD SHS CL A G7553X106 23719743 2300654 SH SOLE None 2300654 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 22309894 460853 SH SOLE None 460853 0 0 FIRSTENERGY CORP COM 337932107 19478973 384504 SH SOLE None 384504 0 0 AMPHENOL CORP CL A 032095101 18556014 146862 SH SOLE None 146862 0 0 SUNCOR ENERGY INC NEW COM 867224107 17893663 270665 SH SOLE None 270665 0 0 EXCELERATE ENERGY INC CL A COM 30069T101 17646261 528015 SH SOLE None 528015 0 0 ANTERO MIDSTREAM CORP COM 03676B102 17440906 764952 SH SOLE None 764952 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 16656174 229582 SH SOLE None 229582 0 0 PPL CORP COM 69351T106 15064208 394351 SH SOLE None 394351 0 0 CORE & MAIN INC CL A 21874C102 14998087 303605 SH SOLE None 303605 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 14340038 70578 SH SOLE None 70578 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 13046744 66766 SH SOLE None 66766 0 0 YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 12811814 277192 SH SOLE None 277192 0 0 MURPHY OIL CORP COM 626717102 12444713 301690 SH SOLE None 301690 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 11815200 875200 SH SOLE None 875200 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 11800352 714307 SH SOLE None 714307 0 0 RALLIANT CORP COM 750940108 11408719 274314 SH SOLE None 274314 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 11157109 33745 SH SOLE None 33745 0 0 GENERAL MTRS CO COM 37045V100 10916634 146532 SH SOLE None 146532 0 0 BAYTEX ENERGY CORP COM 07317Q105 10405765 2327328 SH SOLE None 2327328 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 10319733 484040 SH SOLE None 484040 0 0 ISHARES TR MSCI CHINA ETF 46429B671 10194086 181454 SH SOLE None 181454 0 0 VISTRA CORP COM 92840M102 10192374 67800 SH SOLE None 67800 0 0 TARGA RES CORP COM 87612G101 10082104 40211 SH SOLE None 40211 0 0 CENOVUS ENERGY INC COM 15135U109 10074714 379748 SH SOLE None 379748 0 0 VALERO ENERGY CORP COM 91913Y100 9828101 39777 SH SOLE None 39777 0 0 IDAHO STRATEGIC RESOURCES COM NEW 645827205 9544394 297148 SH SOLE None 297148 0 0 NRG ENERGY INC COM NEW 629377508 9500415 65009 SH SOLE None 65009 0 0 DANA INC COM 235825205 8770940 260652 SH SOLE None 260652 0 0 LIBERTY ENERGY INC COM CL A 53115L104 8577245 297821 SH SOLE None 297821 0 0 CARMAX INC COM 143130102 8450844 203243 SH SOLE None 203243 0 0 STELLANTIS N.V SHS N82405106 7849935 1107184 SH SOLE None 1107184 0 0 BLACK HILLS CORP COM 092113109 7530985 108500 SH SOLE None 108500 0 0 DAUCH CORP COM 024061103 7393690 1246828 SH SOLE None 1246828 0 0 NATIONAL ENERGY SERVICES REU SHS G6375R107 6298718 293373 SH SOLE None 293373 0 0 FLOWSERVE CORP COM 34354P105 6222622 84650 SH SOLE None 84650 0 0 ARKO PETE CORP CL A COM 04124A100 5364817 299878 SH SOLE None 299878 0 0 TOYOTA MOTOR CORP ADS 892331307 5217168 25315 SH SOLE None 25315 0 0 DUPONT DE NEMOURS INC COM 26614N102 5201872 113578 SH SOLE None 113578 0 0 OPENLANE INC COM 48238T109 5164272 177162 SH SOLE None 177162 0 0 OKLO INC COM CL A 02156V109 5139656 103643 SH SOLE None 103643 0 0 HYLIION HOLDINGS CORP COMMON STOCK 449109107 4976826 2827742 SH SOLE None 2827742 0 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 4866053 571133 SH SOLE None 571133 0 0 PBF ENERGY INC CL A 69318G106 4803715 100876 SH SOLE None 100876 0 0 EVGO INC CL A COM 30052F100 4642887 2699353 SH SOLE None 2699353 0 0 NET POWER INC COM CL A 64107A105 4310941 2763424 SH SOLE None 2763424 0 0 CONSTELLATION ENERGY CORP COM 21037T109 4189588 15003 SH SOLE None 15003 0 0 SUNOCOCORP LLC COM SHS LLC 86765Q106 4119206 66816 SH SOLE None 66816 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 4084323 115966 SH SOLE None 115966 0 0 NIOCORP DEVS LTD COM NEW 654484609 4025953 902680 SH SOLE None 902680 0 0 OVINTIV INC COM 69047Q102 3971896 66912 SH SOLE None 66912 0 0 STERLING INFRASTRUCTURE INC COM 859241101 3944817 9686 SH SOLE None 9686 0 0 HF SINCLAIR CORP COM 403949100 3743400 60000 SH SOLE None 60000 0 0 AUTONATION INC COM 05329W102 3709159 18996 SH SOLE None 18996 0 0 AUTOLIV INC COM 052800109 3635171 34568 SH SOLE None 34568 0 0 AIRJOULE TECHNOLOGIES CORP *W EXP 03/15/202 612160119 3420634 6108275 SH SOLE None 6108275 0 0 CONOCOPHILLIPS COM 20825C104 3279276 24843 SH SOLE None 24843 0 0 SM ENERGY COMPANY COM 78454L100 3118000 100000 SH SOLE None 100000 0 0 FABRINET SHS G3323L100 2934593 5627 SH SOLE None 5627 0 0 UNITED STATES ANTIMONY CORP COM 911549103 2913271 333708 SH SOLE None 333708 0 0 PPG INDS INC COM 693506107 2667297 24956 SH SOLE None 24956 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 2573809 13172 SH SOLE None 13172 0 0 TE CONNECTIVITY PLC ORD SHS G87052109 2171300 10388 SH SOLE None 10388 0 0 WERIDE INC SPONSORED ADS 950915108 2098619 259409 SH SOLE None 259409 0 0 TESLA INC COM 88160R101 2082544 5602 SH SOLE None 5602 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2079826 10565 SH SOLE None 10565 0 0 RANGE RES CORP COM 75281A109 2033100 45000 SH SOLE None 45000 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1951020 3000 SH SOLE None 3000 0 0 ALGONQUIN POWER & UTILITIES COM 015857105 1842000 300000 SH SOLE None 300000 0 0 AMERICAN RES CORP CL A 02927U208 1781977 736354 SH SOLE None 736354 0 0 GENTEX CORP COM 371901109 1765240 80789 SH SOLE None 80789 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1557404 103482 SH SOLE None 103482 0 0 PHINIA INC COMMON STOCK 71880K101 1552904 22690 SH SOLE None 22690 0 0 INNOVIZ TECHNOLOGIES LTD SHS M5R635108 1545719 2443824 SH SOLE None 2443824 0 0 MP MATERIALS CORP COM CL A 553368101 1497701 31034 SH SOLE None 31034 0 0 DELEK US HLDGS INC NEW COM 24665A103 1471626 32652 SH SOLE None 32652 0 0 ASP ISOTOPES INC COM 00218A105 1441923 326227 SH SOLE None 326227 0 0 TERRESTRIAL ENERGY INC COM SHS 881454102 1441879 240113 SH SOLE None 240113 0 0 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 1039629 18313 SH SOLE None 18313 0 0 FERRARI N V COM N3167Y103 1025504 3030 SH SOLE None 3030 0 0 CARTESIAN GROWTH CORP III COM CL A G19307100 1025500 100000 SH SOLE None 100000 0 0 SPRING VY ACQUISITION CORP I SHS CL A G8377R101 1016000 100000 SH SOLE None 100000 0 0 RIVIAN AUTOMOTIVE INC NOTE 3.625%10/1 76954AAD5 930771 971000 PRN SOLE None 41684 0 0 HESAI GROUP SPONSORED ADS 428050108 858412 44896 SH SOLE None 44896 0 0 ALLY FINL INC COM 02005N100 844112 21517 SH SOLE None 21517 0 0 ELEVRA LITHIUM LTD SPONSORED ADS 805700101 716695 12168 SH SOLE None 12168 0 0 VERSIGENT LTD ORDINARY SHARES G9600F104 651555 20457 SH SOLE None 20457 0 0 AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108 595377 35313 SH SOLE None 35313 0 0 EQT CORP COM 26884L109 581160 9132 SH SOLE None 9132 0 0 APTIV PLC COM SHS G3265R107 519272 7478 SH SOLE None 7478 0 0 AURORA INNOVATION INC CLASS A COM 051774107 493275 119727 SH SOLE None 119727 0 0 INSPERITY INC COM 45778Q107 462141 17091 SH SOLE None 17091 0 0 TRANSALTA CORP COM 89346D107 455255 34627 SH SOLE None 34627 0 0 AMERICAS CAR-MART INC COM 03062T105 394465 30987 SH SOLE None 30987 0 0 RICE ACQUISITION CORP 3 *W EXP 99/99/999 G7553X114 306751 383439 SH SOLE None 383439 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 306285 3318 SH SOLE None 3318 0 0 CENTERPOINT ENERGY INC COM 15189T107 303544 7033 SH SOLE None 7033 0 0 SES AI CORPORATION CL A COM 78397Q109 294488 306121 SH SOLE None 306121 0 0 EVE HLDG INC COM 29970N104 283992 114513 SH SOLE None 114513 0 0 CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 281610 3000 SH SOLE None 3000 0 0 RPC INC COM 749660106 261656 36957 SH SOLE None 36957 0 0 ASTERA LABS INC COM 04626A103 219200 2000 SH SOLE None 2000 0 0