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    <nameOfIssuer>CAESARS ENTERTAINMENT INC NE</nameOfIssuer>
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    <nameOfIssuer>EQUINOR ASA</nameOfIssuer>
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    <cusip>29446M102</cusip>
    <value>1966237</value>
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      <sshPrnamt>62619</sshPrnamt>
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    <votingAuthority>
      <Sole>62619</Sole>
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      <None>0</None>
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    <nameOfIssuer>EQUINOX GOLD CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29446Y502</cusip>
    <value>1258646</value>
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      <sshPrnamt>129166</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>129166</Sole>
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      <None>0</None>
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    <nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30040W108</cusip>
    <value>14036207</value>
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      <sshPrnamt>194219</sshPrnamt>
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    <votingAuthority>
      <Sole>194219</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXELON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>13871595</value>
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      <sshPrnamt>297546</sshPrnamt>
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    <votingAuthority>
      <Sole>297546</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>2794465</value>
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    <votingAuthority>
      <Sole>10921</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXXON MOBIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30231G102</cusip>
    <value>3423059</value>
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      <sshPrnamt>25037</sshPrnamt>
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    <votingAuthority>
      <Sole>25037</Sole>
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      <None>0</None>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>139859837</value>
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      <sshPrnamt>248291</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>248291</Sole>
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      <None>0</None>
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    <nameOfIssuer>FASTENAL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>311900104</cusip>
    <value>4146670</value>
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      <sshPrnamt>86335</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>86335</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIFTH THIRD BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>316773100</cusip>
    <value>5692975</value>
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      <sshPrnamt>100993</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100993</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIRST SOLAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>336433107</cusip>
    <value>385795</value>
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      <sshPrnamt>1635</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1635</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337932107</cusip>
    <value>13716716</value>
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      <sshPrnamt>288530</sshPrnamt>
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      <Sole>288530</Sole>
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      <None>0</None>
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    <nameOfIssuer>FLUENCE ENERGY INC</nameOfIssuer>
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    <cusip>34379V103</cusip>
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      <Sole>20686</Sole>
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      <None>0</None>
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    <nameOfIssuer>FIGURE TECHNOLOGY SOLUTIO</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>349381103</cusip>
    <value>517955</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16866</Sole>
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    <nameOfIssuer>FORTIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>349553107</cusip>
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      <Sole>109571</Sole>
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      <None>0</None>
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    <nameOfIssuer>FRANCO NEV CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>351858105</cusip>
    <value>1469165</value>
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      <Sole>7041</Sole>
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    <nameOfIssuer>T1 ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>35834F104</cusip>
    <value>545887</value>
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      <sshPrnamt>57583</sshPrnamt>
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      <Sole>57583</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GALAXY DIGITAL INC.</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>36317J209</cusip>
    <value>3560133</value>
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      <sshPrnamt>130217</sshPrnamt>
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    <votingAuthority>
      <Sole>130217</Sole>
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    <nameOfIssuer>GE VERNOVA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36828A101</cusip>
    <value>4381053</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3729</Sole>
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      <None>0</None>
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    <nameOfIssuer>GENERAL DYNAMICS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>369550108</cusip>
    <value>4155235</value>
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      <sshPrnamt>11730</sshPrnamt>
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      <Sole>11730</Sole>
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    <nameOfIssuer>GE AEROSPACE</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>369604301</cusip>
    <value>4894742</value>
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      <Sole>13097</Sole>
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    <nameOfIssuer>GETTY RLTY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>374297109</cusip>
    <value>1157292</value>
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    <nameOfIssuer>GSK PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>37733W204</cusip>
    <value>2175430</value>
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      <sshPrnamt>41500</sshPrnamt>
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    <votingAuthority>
      <Sole>41500</Sole>
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    <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38141G104</cusip>
    <value>6029788</value>
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    <nameOfIssuer>HF SINCLAIR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>403949100</cusip>
    <value>2426327</value>
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      <sshPrnamt>34836</sshPrnamt>
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    <nameOfIssuer>HEALTHPEAK PROPERTIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42250P103</cusip>
    <value>464337</value>
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    <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
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    <nameOfIssuer>HIVE DIGITAL TECHNOLOGIES LT</nameOfIssuer>
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    <cusip>433921103</cusip>
    <value>54479</value>
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      <sshPrnamt>14916</sshPrnamt>
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      <Sole>14916</Sole>
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    <nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44107P104</cusip>
    <value>1541932</value>
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      <sshPrnamt>65033</sshPrnamt>
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      <Sole>65033</Sole>
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    <nameOfIssuer>HUNTINGTON BANCSHARES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446150104</cusip>
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      <Sole>329301</Sole>
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    <nameOfIssuer>HUT 8 CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>44812J104</cusip>
    <value>845061</value>
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      <sshPrnamt>39664</sshPrnamt>
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      <Sole>39664</Sole>
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    <nameOfIssuer>HYATT HOTELS CORP</nameOfIssuer>
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    <cusip>448579102</cusip>
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      <sshPrnamt>8725</sshPrnamt>
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      <Sole>8725</Sole>
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    <nameOfIssuer>IAMGOLD CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>450913108</cusip>
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      <Sole>97110</Sole>
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    <nameOfIssuer>INFOSYS LTD</nameOfIssuer>
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    <cusip>456788108</cusip>
    <value>351929</value>
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      <sshPrnamt>33549</sshPrnamt>
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      <Sole>33549</Sole>
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    <nameOfIssuer>INTEL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>458140100</cusip>
    <value>493173</value>
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      <sshPrnamt>3532</sshPrnamt>
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      <Sole>3532</Sole>
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    <nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>459200101</cusip>
    <value>468496</value>
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      <sshPrnamt>1666</sshPrnamt>
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      <Sole>1666</Sole>
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  <infoTable>
    <nameOfIssuer>INTUIT</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>461202103</cusip>
    <value>19824777</value>
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    <nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
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    <cusip>46120E602</cusip>
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  <infoTable>
    <nameOfIssuer>INVITATION HOMES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>46187W107</cusip>
    <value>833403</value>
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      <Sole>27587</Sole>
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  <infoTable>
    <nameOfIssuer>ISHARES TR 20 YR TR</nameOfIssuer>
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    <cusip>464287432</cusip>
    <value>216368976</value>
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