<?xml version="1.0" ?>
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  <proxyTable>
    <issuerName>TXNM ENERGY, INC.</issuerName>
    <cusip>69349H107</cusip>
    <isin>US69349H1077</isin>
    <meetingDate>08/28/2025</meetingDate>
    <voteDescription>Approve, by non-binding, advisory vote, certain compensation arrangements for TXNM's named executive officers in connection with the merger contemplated by the merger agreement .</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>218852</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>218852</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CARPENTER TECHNOLOGY CORPORATION</issuerName>
    <cusip>144285103</cusip>
    <isin>US1442851036</isin>
    <meetingDate>10/07/2025</meetingDate>
    <voteDescription>Approve the compensation of the corporation's named executive officers, in an advisory vote.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>19481</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>19481</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TESLA, INC.</issuerName>
    <cusip>88160R101</cusip>
    <isin>US88160R1014</isin>
    <meetingDate>11/06/2025</meetingDate>
    <voteDescription>A Tesla proposal for a non-binding advisory vote approving 2024 executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11604</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>11604</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NORFOLK SOUTHERN CORPORATION</issuerName>
    <cusip>655844108</cusip>
    <isin>US6558441084</isin>
    <meetingDate>11/14/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Norfolk Southern in connection with the transactions contemplated by the merger agreement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>57685</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>57685</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>IPERIONX LIMITED</issuerName>
    <cusip>44916E100</cusip>
    <isin>US44916E1001</isin>
    <meetingDate>11/28/2025</meetingDate>
    <voteDescription>Remuneration Report</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>53378</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>53378</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WOLFSPEED, INC.</issuerName>
    <cusip>97785W106</cusip>
    <isin>US97785W1062</isin>
    <meetingDate>12/16/2025</meetingDate>
    <voteDescription>ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>271004</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>271004</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WOODWARD, INC.</issuerName>
    <cusip>980745103</cusip>
    <isin>US9807451037</isin>
    <meetingDate>01/28/2026</meetingDate>
    <voteDescription>Vote on an advisory resolution to approve the compensation of the Company's named executive officers;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>33288</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>33288</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SPIRE INC.</issuerName>
    <cusip>84857L101</cusip>
    <isin>US84857L1017</isin>
    <meetingDate>01/29/2026</meetingDate>
    <voteDescription>Advisory nonbinding approval of resolution to approve compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>51</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>51</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ROCKWELL AUTOMATION, INC.</issuerName>
    <cusip>773903109</cusip>
    <isin>US7739031091</isin>
    <meetingDate>02/10/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Corporation's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>93793</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>93793</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NATIONAL FUEL GAS COMPANY</issuerName>
    <cusip>636180101</cusip>
    <isin>US6361801011</isin>
    <meetingDate>03/12/2026</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>81551</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>81551</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BLACK HILLS CORPORATION</issuerName>
    <cusip>092113109</cusip>
    <isin>US0921131092</isin>
    <meetingDate>04/02/2026</meetingDate>
    <voteDescription>An advisory vote on the merger-related compensation arrangements of Black Hills' named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>103455</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>103455</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NORTHWESTERN ENERGY GROUP, INC.</issuerName>
    <cusip>668074305</cusip>
    <isin>US6680743050</isin>
    <meetingDate>04/02/2026</meetingDate>
    <voteDescription>An advisory vote on the merger-related compensation arrangements of NorthWestern's named executive officers; and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>103520</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>103520</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>EQT CORPORATION</issuerName>
    <cusip>26884L109</cusip>
    <isin>US26884L1098</isin>
    <meetingDate>04/14/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>352958</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>352958</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CENTERPOINT ENERGY, INC.</issuerName>
    <cusip>15189T107</cusip>
    <isin>US15189T1079</isin>
    <meetingDate>04/16/2026</meetingDate>
    <voteDescription>Approve the advisory resolution on executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>833174</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>833174</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CADELER A/S</issuerName>
    <cusip>12738K109</cusip>
    <isin>US12738K1097</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Presentation and adoption of the annual remuneration report for 2025</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>99072</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>99072</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PUBLIC SERVICE ENTERPRISE GROUP INC.</issuerName>
    <cusip>744573106</cusip>
    <isin>US7445731067</isin>
    <meetingDate>04/21/2026</meetingDate>
    <voteDescription>Advisory Vote on the Approval of Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>398135</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>398135</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BP P.L.C.</issuerName>
    <cusip>055622104</cusip>
    <isin>US0556221044</isin>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>To approve the directors' remuneration report</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>608795</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>608795</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TECK RESOURCES LIMITED</issuerName>
    <cusip>878742204</cusip>
    <isin>CA8787422044</isin>
    <meetingDate>04/23/2026</meetingDate>
    <voteDescription>To approve an advisory resolution on Teck's approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>122357</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>122357</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PORTLAND GENERAL ELECTRIC CO</issuerName>
    <cusip>736508847</cusip>
    <isin>US7365088472</isin>
    <meetingDate>04/24/2026</meetingDate>
    <voteDescription>To approve, by a non-binding vote, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>175000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>175000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CAPITAL POWER CORPORATION</issuerName>
    <cusip>14042M102</cusip>
    <isin>CA14042M1023</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Say on Pay RESOLVED, on an advisory basis and not to diminish the role and responsibilities of the board of directors that the shareholders accept the approach to executive compensation disclosed in Capital Power's management proxy circular delivered before its 2026 annual meeting of shareholders.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>338114</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>338114</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE WILLIAMS COMPANIES, INC.</issuerName>
    <cusip>969457100</cusip>
    <isin>US9694571004</isin>
    <meetingDate>04/28/2026</meetingDate>
    <voteDescription>Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>385299</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>385299</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BLACK HILLS CORPORATION</issuerName>
    <cusip>092113109</cusip>
    <isin>US0921131092</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>Advisory resolution to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>128239</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>128239</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CLEARWAY ENERGY, INC.</issuerName>
    <cusip>18539C105</cusip>
    <isin>US18539C1053</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, Clearway Energy, Inc.'s executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>206460</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>206460</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>THE AES CORPORATION</issuerName>
    <cusip>00130H105</cusip>
    <isin>US00130H1059</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2022691</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2022691</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>VISTRA CORP.</issuerName>
    <cusip>92840M102</cusip>
    <isin>US92840M1027</isin>
    <meetingDate>04/29/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the 2025 compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>159580</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>159580</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CAPSTONE COPPER CORP.</issuerName>
    <cusip>14071L108</cusip>
    <isin>CA14071L1085</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Say on Pay Passing an advisory vote on Capstone's approach to executive compensation, as more particularly described in the accompanying Information Circular.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>569760</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>569760</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NORTHWESTERN ENERGY GROUP, INC.</issuerName>
    <cusip>668074305</cusip>
    <isin>US6680743050</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>100246</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>100246</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NRG ENERGY, INC.</issuerName>
    <cusip>629377508</cusip>
    <isin>US6293775085</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, NRG Energy, Inc.'s executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>121674</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>121674</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SHOALS TECHNOLOGIES GROUP, INC.</issuerName>
    <cusip>82489W107</cusip>
    <isin>US82489W1071</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Approval, by an advisory vote, of the compensation of the Company's Named Executive Officers (i.e., &quot;say-on-pay&quot; proposal).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>780</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>780</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TRANSALTA CORPORATION</issuerName>
    <cusip>89346D107</cusip>
    <isin>CA89346D1078</isin>
    <meetingDate>04/30/2026</meetingDate>
    <voteDescription>Say-on-Pay. Advisory vote to accept the Company's approach to executive compensation, as described in the Management Proxy Circular.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1341247</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1341247</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TECHNIPFMC PLC</issuerName>
    <cusip>G87110105</cusip>
    <isin>GB00BDSFG982</isin>
    <meetingDate>05/01/2026</meetingDate>
    <voteDescription>2025 U.S. Say-on-Pay for Named Executive Officers: To approve, as a non-binding advisory resolution, the Company's named executive officer compensation for the year ended December 31, 2025, as reported in the Company's Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>109110</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>109110</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COTERRA ENERGY INC.</issuerName>
    <cusip>127097103</cusip>
    <isin>US1270971039</isin>
    <meetingDate>05/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to Coterra's named executive officers that is based on or otherwise relates to the merger (the ''Advisory Compensation Proposal''); and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2238528</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2238528</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DT MIDSTREAM, INC.</issuerName>
    <cusip>23345M107</cusip>
    <isin>US23345M1071</isin>
    <meetingDate>05/05/2026</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of the Company's Named Executive Officers; and</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>101241</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>101241</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CENOVUS ENERGY INC.</issuerName>
    <cusip>15135U109</cusip>
    <isin>CA15135U1093</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Accept the Corporation's approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>625166</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>625166</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OVINTIV INC.</issuerName>
    <cusip>69047Q102</cusip>
    <isin>US69047Q1022</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Compensation of Named Executive Officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>757097</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>757097</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>XPLR INFRASTRUCTURE, LP</issuerName>
    <cusip>65341B106</cusip>
    <isin>US65341B1061</isin>
    <meetingDate>05/06/2026</meetingDate>
    <voteDescription>Approval, by non-binding advisory vote, of the compensation of XPLR Infrastructure's named executive officers as disclosed in the proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1675322</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1675322</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DTE ENERGY COMPANY</issuerName>
    <cusip>233331107</cusip>
    <isin>US2333311072</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Provide a nonbinding vote to approve the Company's executive compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>179651</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>179651</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DUKE ENERGY CORPORATION</issuerName>
    <cusip>26441C204</cusip>
    <isin>US26441C2044</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Advisory vote to approve Duke Energy's named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>300333</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>300333</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TC ENERGY CORPORATION</issuerName>
    <cusip>87807B107</cusip>
    <isin>CA87807B1076</isin>
    <meetingDate>05/07/2026</meetingDate>
    <voteDescription>Resolution to accept TC Energy's approach to executive compensation, as described in the Management Information Circular.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>232577</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>232577</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>BARRICK MINING CORPORATION</issuerName>
    <cusip>06849F108</cusip>
    <isin>CA06849F1080</isin>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>ADVISORY RESOLUTION ON APPROACH TO EXECUTIVE COMPENSATION.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>470475</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>470475</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CMS ENERGY CORPORATION</issuerName>
    <cusip>125896100</cusip>
    <isin>US1258961002</isin>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>377449</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>377449</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ENTERGY CORPORATION</issuerName>
    <cusip>29364G103</cusip>
    <isin>US29364G1031</isin>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>75534</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>75534</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TOPAZ ENERGY CORP.</issuerName>
    <cusip>89055A203</cusip>
    <isin>CA89055A2039</isin>
    <meetingDate>05/08/2026</meetingDate>
    <voteDescription>To vote on our approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>804309</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>804309</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MDU RESOURCES GROUP, INC.</issuerName>
    <cusip>552690109</cusip>
    <isin>US5526901096</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>Vote, on an Advisory Basis, to Approve the Company's Named Executive Officers' compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>385226</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>385226</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>NISOURCE INC.</issuerName>
    <cusip>65473P105</cusip>
    <isin>US65473P1057</isin>
    <meetingDate>05/11/2026</meetingDate>
    <voteDescription>To approve the compensation of our named executive officers on an advisory basis.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1055651</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1055651</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CONOCOPHILLIPS</issuerName>
    <cusip>20825C104</cusip>
    <isin>US20825C1045</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory Approval of Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>166671</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>166671</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CORE SCIENTIFIC, INC.</issuerName>
    <cusip>21874A106</cusip>
    <isin>US21874A1060</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>To approve, on a non-binding, advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>149603</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>149603</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>CSX CORPORATION</issuerName>
    <cusip>126408103</cusip>
    <isin>US1264081035</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>523897</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>523897</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>SEMPRA</issuerName>
    <cusip>816851109</cusip>
    <isin>US8168511090</isin>
    <meetingDate>05/12/2026</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>177370</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>177370</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ALTIUS MINERALS CORPORATION</issuerName>
    <cusip>020936100</cusip>
    <isin>CA0209361009</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>To consider, and, if thought advisable, pass an advisory resolution on the Corporation's approach to executive compensation (&quot;Say on Pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>46079</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>46079</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMERICAN WATER WORKS COMPANY, INC.</issuerName>
    <cusip>030420103</cusip>
    <isin>US0304201033</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>173178</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>173178</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>H2O AMERICA</issuerName>
    <cusip>784305104</cusip>
    <isin>US7843051043</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the named executive officers as disclosed in the proxy statement;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>774470</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>774470</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HF SINCLAIR CORPORATION</issuerName>
    <cusip>403949100</cusip>
    <isin>US4039491000</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>198655</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>198655</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WHITECAP RESOURCES INC.</issuerName>
    <cusip>96467A200</cusip>
    <isin>CA96467A2002</isin>
    <meetingDate>05/13/2026</meetingDate>
    <voteDescription>To consider a non-binding advisory resolution on Whitecap's approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2596582</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2596582</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>AMEREN CORPORATION</issuerName>
    <cusip>023608102</cusip>
    <isin>US0236081024</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>ITEM 2- COMPANY PROPOSAL - ADVISORY APPROVAL OF COMPENSATION OF THE NAMED EXECUTIVE OFFICERS DISCLOSED IN THE PROXY STATEMENT.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>209429</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>209429</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>OGE ENERGY CORP.</issuerName>
    <cusip>670837103</cusip>
    <isin>US6708371033</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>394598</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>394598</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>ON SEMICONDUCTOR CORPORATION</issuerName>
    <cusip>682189105</cusip>
    <isin>US6821891057</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To vote on an advisory (non-binding) resolution to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>106058</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>106058</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>PINNACLE WEST CAPITAL CORPORATION</issuerName>
    <cusip>723484101</cusip>
    <isin>US7234841010</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>To hold an advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>79987</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>79987</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>WESTLAKE CORPORATION</issuerName>
    <cusip>960413102</cusip>
    <isin>US9604131022</isin>
    <meetingDate>05/14/2026</meetingDate>
    <voteDescription>An advisory vote to approve named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>107044</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>107044</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>HUDBAY MINERALS INC.</issuerName>
    <cusip>443628102</cusip>
    <isin>CA4436281022</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Say on Pay Advisory Vote On an advisory basis, and not to diminish the role and responsibilities of Hudbay's Board of Directors, you accept the approach to executive compensation in our 2026 management information circular.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    </voteCategories>
    <sharesVoted>652285</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>652285</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>71424F105</cusip>
    <isin>US71424F1057</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>To approve, by a non-binding advisory vote, the Company's named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
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    <sharesVoted>2434027</sharesVoted>
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    <vote>
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        <sharesVoted>2434027</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>780259305</cusip>
    <isin>US7802593050</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>Approval of Directors' Remuneration Report</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>207944</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>207944</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>VIPER ENERGY, INC.</issuerName>
    <cusip>64361Q101</cusip>
    <isin>US64361Q1013</isin>
    <meetingDate>05/19/2026</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>418171</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>418171</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>HEADWATER EXPLORATION INC.</issuerName>
    <cusip>422096107</cusip>
    <isin>CA4220961078</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>On a non-binding advisory basis, the acceptance of Headwater's approach to executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1539933</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1539933</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>PLAINS GP HOLDINGS, L.P.</issuerName>
    <cusip>72651A207</cusip>
    <isin>US72651A2078</isin>
    <meetingDate>05/20/2026</meetingDate>
    <voteDescription>The approval, on a non-binding advisory basis, of our 2025 named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>777953</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>777953</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>IDACORP, INC.</issuerName>
    <cusip>451107106</cusip>
    <isin>US4511071064</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>Advisory resolution to approve our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>76052</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>76052</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>TARGA RESOURCES CORP.</issuerName>
    <cusip>87612G101</cusip>
    <isin>US87612G1013</isin>
    <meetingDate>05/21/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2025.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>91680</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>91680</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>STMICROELECTRONICS N.V.</issuerName>
    <cusip>861012102</cusip>
    <isin>US8610121027</isin>
    <meetingDate>05/27/2026</meetingDate>
    <voteDescription>Remuneration Report (advisory vote)</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>939810</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>939810</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>SOLAREDGE TECHNOLOGIES, INC.</issuerName>
    <cusip>83417M104</cusip>
    <isin>US83417M1045</isin>
    <meetingDate>06/03/2026</meetingDate>
    <voteDescription>Approval of, on an advisory and non-binding basis, the compensation of our named executive officers (the &quot;Say-on-Pay&quot; vote).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>19050</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>19050</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>EXCELERATE ENERGY, INC.</issuerName>
    <cusip>30069T101</cusip>
    <isin>US30069T1016</isin>
    <meetingDate>06/04/2026</meetingDate>
    <voteDescription>To approve, on a non-binding and advisory basis, of the compensation of our named executive officers;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>76923</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>76923</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11798</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>11798</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>COREWEAVE, INC.</issuerName>
    <cusip>21873S108</cusip>
    <isin>US21873S1087</isin>
    <meetingDate>06/08/2026</meetingDate>
    <voteDescription>To vote on a non-binding advisory basis on the frequency of future non-binding advisory votes to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>11798</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 YEAR</howVoted>
        <sharesVoted>11798</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>INFINITY NATURAL RESOURCES, INC.</issuerName>
    <cusip>456941103</cusip>
    <isin>US4569411030</isin>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>To approve, by a non-binding advisory vote, our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>467292</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>467292</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  </proxyTable>
  <proxyTable>
    <issuerName>INFINITY NATURAL RESOURCES, INC.</issuerName>
    <cusip>456941103</cusip>
    <isin>US4569411030</isin>
    <meetingDate>06/09/2026</meetingDate>
    <voteDescription>To recommend, by a non-binding advisory vote, the frequency of future advisory votes to approve our named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>467292</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 YEAR</howVoted>
        <sharesVoted>467292</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>TXNM ENERGY, INC.</issuerName>
    <cusip>69349H107</cusip>
    <isin>US69349H1077</isin>
    <meetingDate>06/10/2026</meetingDate>
    <voteDescription>Approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>177783</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>177783</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>HUT 8 CORP.</issuerName>
    <cusip>44812J104</cusip>
    <isin>US44812J1043</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>575032</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>575032</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>429200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>429200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>LEGENCE CORP</issuerName>
    <cusip>52476L109</cusip>
    <isin>US52476L1098</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the frequency of future advisory votes on the compensation of our named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>429200</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 YEAR</howVoted>
        <sharesVoted>429200</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>MATADOR RESOURCES COMPANY</issuerName>
    <cusip>576485205</cusip>
    <isin>US5764852050</isin>
    <meetingDate>06/11/2026</meetingDate>
    <voteDescription>Advisory vote to approve the compensation of the Company's named executive officers</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>215661</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>215661</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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  <proxyTable>
    <issuerName>CENTURY ALUMINUM COMPANY</issuerName>
    <cusip>156431108</cusip>
    <isin>US1564311082</isin>
    <meetingDate>06/15/2026</meetingDate>
    <voteDescription>Proposal to approve, on an advisory basis, the compensation of the named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>130941</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>130941</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>THE AES CORPORATION</issuerName>
    <cusip>00130H105</cusip>
    <isin>US00130H1059</isin>
    <meetingDate>06/26/2026</meetingDate>
    <voteDescription>The Merger-Related Compensation Proposal: To consider and vote on a non-binding, advisory proposal to approve compensation that will or may become payable by us to our named executive officers in connection with the Merger.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>2124000</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>2124000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>DEVON ENERGY CORPORATION</issuerName>
    <cusip>25179M103</cusip>
    <isin>US25179M1036</isin>
    <meetingDate>06/30/2026</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <sharesVoted>1396611</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>FOR</howVoted>
        <sharesVoted>1396611</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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