ANTERO RESOURCES CORP COM 03674X106 3298932 81900 SH SOLE 81900 0 0 ATMOS ENERGY CORP COM 049560105 53712883 348536 SH SOLE 348536 0 0 AUTOLIV INC COM 052800109 716160 6400 SH SOLE 6400 0 0 BAKER HUGHES COMPANY CL A 05722G100 18063738 471146 SH SOLE 471146 0 0 BARRICK MNG CORP COM SHS 06849F108 20039250 962500 SH SOLE 962500 0 0 BKV CORP COM 05603J108 21141590 876517 SH SOLE 876517 0 0 CAMECO CORP COM 13321L108 12660223 170554 SH SOLE 170554 0 0 CANADIAN NAT RES LTD COM 136385101 57036938 1816463 SH SOLE 1816463 0 0 CENOVUS ENERGY INC COM 15135U109 82833819 6090722 SH SOLE 6090722 0 0 CENTERPOINT ENERGY INC COM 15189T107 49373527 1343863 SH SOLE 1343863 0 0 COMFORT SYS USA INC COM 199908104 37210293 69395 SH SOLE 69395 0 0 COTERRA ENERGY INC COM 127097103 15441192 608400 SH SOLE 608400 0 0 DARLING INGREDIENTS INC COM 237266101 782095 20614 SH SOLE 20614 0 0 DIAMONDBACK ENERGY INC COM 25278X109 58209510 423650 SH SOLE 423650 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 37611202 342200 SH SOLE 342200 0 0 ELEMENT SOLUTIONS INC COM 28618M106 28030598 1237554 SH SOLE 1237554 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 23852046 1315612 SH SOLE 1315612 0 0 ENTERGY CORP NEW COM 29364G103 101763816 1224300 SH SOLE 1224300 0 0 EQT CORP COM 26884L109 196146840 3363286 SH SOLE 3363286 0 0 EQUINOX GOLD CORP COM 29446Y502 5728150 996200 SH SOLE 996200 0 0 EXPAND ENERGY CORPORATION COM 165167735 75060863 641875 SH SOLE 641875 0 0 EXXON MOBIL CORP COM 30231G102 75502365 700393 SH SOLE 700393 0 0 FIRST SOLAR INC COM 336433107 32876244 198600 SH SOLE 198600 0 0 FLOWSERVE CORP COM 34354P105 46554855 889300 SH SOLE 889300 0 0 FREEPORT-MCMORAN INC CL B 35671D857 39802063 918156 SH SOLE 918156 0 0 FRONTLINE PLC COM M46528101 5246277 319700 SH SOLE 319700 0 0 GE VERNOVA INC COM 36828A101 64744677 122356 SH SOLE 122356 0 0 GENERAC HLDGS INC COM 368736104 38079396 265899 SH SOLE 265899 0 0 HESS CORP COM 42809H107 33261376 240085 SH SOLE 240085 0 0 HUBBELL INC COM 443510607 68163629 166900 SH SOLE 166900 0 0 IAMGOLD CORP COM 450913108 36887372 5018690 SH SOLE 5018690 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 21024510 1443000 SH SOLE 1443000 0 0 ITRON INC COM 465741106 39592593 300787 SH SOLE 300787 0 0 KINDER MORGAN INC DEL COM 49456B101 138476940 4710100 SH SOLE 4710100 0 0 KINROSS GOLD CORP COM 496902404 26845275 1717548 SH SOLE 1717548 0 0 KODIAK GAS SVCS INC COM 50012A108 40614234 1185125 SH SOLE 1185125 0 0 MARATHON PETE CORP COM 56585A102 35547540 214000 SH SOLE 214000 0 0 MASTEC INC COM 576323109 92499178 542740 SH SOLE 542740 0 0 MOSAIC CO NEW COM 61945C103 72379968 1984100 SH SOLE 1984100 0 0 MPLX LP COM UNIT REP LTD 55336V100 71074 329802 SH SOLE 329802 0 0 NEXTRACKER INC CLASS A COM 65290E101 8466225 155715 SH SOLE 155715 0 0 NISOURCE INC COM 65473P105 121269866 3006194 SH SOLE 3006194 0 0 NVENT ELECTRIC PLC SHS G6700G107 78221771 1067874 SH SOLE 1067874 0 0 OGE ENERGY CORP COM 670837103 34786154 783825 SH SOLE 783825 0 0 OVINTIV INC COM 69047Q102 81662758 2146196 SH SOLE 2146196 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 73605708 5404237 SH SOLE 5404237 0 0 PINNACLE WEST CAP CORP COM 723484101 65687085 734180 SH SOLE 734180 0 0 PRIMORIS SVCS CORP COM 74164F103 8115970 104131 SH SOLE 104131 0 0 RIOT PLATFORMS INC COM 767292105 26660090 2359300 SH SOLE 2359300 0 0 SABLE OFFSHORE CORP COM SHS 78574H104 8792000 400000 SH SOLE 400000 0 0 SCHLUMBERGER LTD COM STK 806857108 11938160 353200 SH SOLE 353200 0 0 SEMPRA COM 816851109 127061138 1676932 SH SOLE 1676932 0 0 SHELL PLC SPON ADS 780259305 172266585 2446621 SH SOLE 2446621 0 0 SUNCOR ENERGY INC NEW COM 867224107 117230009 3127704 SH SOLE 3127704 0 0 TALEN ENERGY CORP COM 87422Q109 79426442 273159 SH SOLE 273159 0 0 TARGA RES CORP COM 87612G101 172788675 992582 SH SOLE 992582 0 0 TECHNIPFMC PLC COM G87110105 16783921 487338 SH SOLE 487338 0 0 TENARIS S A SPONSORED ADS 88031M109 19953461 533515 SH SOLE 533515 0 0 VALERO ENERGY CORP COM 91913Y100 71434955 531431 SH SOLE 531431 0 0 VIPER ENERGY INC CL A 927959106 33973144 890982 SH SOLE 890982 0 0 VISTRA CORP COM 92840M102 254964032 1315536 SH SOLE 1315536 0 0 WARRIOR MET COAL INC COM 93627C101 15772624 344155 SH SOLE 344155 0 0 XCEL ENERGY INC COM 98389B100 64361991 945110 SH SOLE 945110 0 0