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
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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
Aehr Test Systems COM 00760J108 BBG000BWM083 837,881 27,011 SH   SOLE   27,011 0 0
Albemarle Corp PUT 012653951 BBG01F94NPX0 215,000 100,000 SH Put SOLE   0 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 9,350,421 108,235 SH   SOLE   108,235 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 12,909,180 63,175 SH   SOLE   63,175 0 0
American Water Works Co Inc COM 030420103 BBG000TRJ294 697,189 47,593 SH   SOLE   47,593 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 1,485,259 10,450 SH   SOLE   10,450 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 2,960,054 21,071 SH   SOLE   21,071 0 0
Barrick Gold Corp COM 067901108 BBG000CZ62D3 92,850 5,000 SH   SOLE   5,000 0 0
Block Inc CL A 852234103 BBG0018SLC07 280,367 4,084 SH   SOLE   4,084 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 10,475,092 355,570 SH   SOLE   355,570 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 7,721,139 48,992 SH   SOLE   48,992 0 0
Cirrus Logic Inc COM 172755100 BBG000C1DHF5 879,305 8,039 SH   SOLE   8,039 0 0
Dow Inc PUT 260557953 BBG01FYVK7B9 32,000 200,000 SH Put SOLE   0 0 0
Dow Inc PUT 260557953 BBG01FYVKCS0 195,000 300,000 SH Put SOLE   0 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 1,537,145 9,298 SH   SOLE   9,298 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 1,749,306 10,759 SH   SOLE   10,759 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 1,363,561 11,818 SH   SOLE   11,818 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 3,582,894 85,531 SH   SOLE   85,531 0 0
Exxon Mobil Corp PUT 30231G952 BBG0198WQG51 25,500 150,000 SH Put SOLE   0 0 0
Exxon Mobil Corp PUT 30231G952 BBG0198WQJD6 84,000 200,000 SH Put SOLE   0 0 0
Freeport-McMoRan Inc PUT 35671D957 BBG01DR492X2 35,000 250,000 SH Put SOLE   0 0 0
Freeport-McMoRan Inc PUT 35671D957 BBG01CD29GC5 40,000 200,000 SH Put SOLE   0 0 0
Ingles Markets Inc CL A 457030104 BBG000BLXDJ5 878,485 9,904 SH   SOLE   9,904 0 0
Inmode Ltd SHS M5425M103 BBG00PPS73P4 2,069,953 64,767 SH   SOLE   64,767 0 0
LGI Homes Inc COM 50187T106 BBG0056655S1 497,171 4,360 SH   SOLE   4,360 0 0
LSB Industries Inc COM 502160104 BBG000C1C526 1,831,189 177,269 SH   SOLE   177,269 0 0
Marten Transport Ltd COM 573075108 BBG000BPDJM1 1,278,348 61,019 SH   SOLE   61,019 0 0
MasTec Inc COM 576323109 BBG000DYXD23 935,145 9,902 SH   SOLE   9,902 0 0
Materials Select Sector SPDR F PUT 81369Y950 BBG01FC0PNB1 69,000 300,000 SH Put SOLE   0 0 0
Materials Select Sector SPDR F PUT 81369Y950 BBG01FC0PST1 200,000 400,000 SH Put SOLE   0 0 0
Medpace Holdings Inc COM 58506Q109 BBG0065B7K59 1,200,135 6,382 SH   SOLE   6,382 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 939,368 12,784 SH   SOLE   12,784 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 14,900,026 193,306 SH   SOLE   193,306 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 4,744,680 76,000 SH   SOLE   76,000 0 0
Ormat Technologies Inc COM 686688102 BBG000Q5BQ63 7,080,838 83,530 SH   SOLE   83,530 0 0
QIAGEN NV SHS NEW N72482123 BBG000H50NB6 524,291 11,415 SH   SOLE   11,415 0 0
SBA Communications Corp CL A 78410G104 BBG000D2M0Z7 11,132,547 42,642 SH   SOLE   42,642 0 0
Schlumberger NV COM STK 806857108 BBG000BT41Q8 2,946,000 60,000 SH   SOLE   60,000 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 1,339,196 14,048 SH   SOLE   14,048 0 0
Sempra Energy COM 816851109 BBG000C2ZCH8 11,770,225 77,866 SH   SOLE   77,866 0 0
Silgan Holdings Inc COM 827048109 BBG000BPDDB6 1,415,815 26,380 SH   SOLE   26,380 0 0
SPDR S&P Metals & Mining ETF PUT 78464A955 BBG01FC11G11 170,000 200,000 SH Put SOLE   0 0 0
SPDR S&P Metals & Mining ETF PUT 78464A955 BBG01FC118H2 60,000 400,000 SH Put SOLE   0 0 0
SPDR S&P Metals & Mining ETF PUT 78464A955 BBG01FC119L5 50,000 200,000 SH Put SOLE   0 0 0
STAAR Surgical Co COM 852312305 BBG000C4QB95 473,486 7,404 SH   SOLE   7,404 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 1,408,037 37,171 SH   SOLE   37,171 0 0
Tetra Tech Inc COM 88162G103 BBG000BYZ0Q5 1,085,812 7,391 SH   SOLE   7,391 0 0
Trex Co Inc COM 89531P105 BBG000BTGKK9 830,018 17,054 SH   SOLE   17,054 0 0
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106 BBG01FYXJTK9 40,000 400,000 SH Put SOLE   0 0 0
VanEck Gold Miners ETF/USA GOLD MINERS ETF 92189F106 BBG01BWPJTR0 196,000 400,000 SH Put SOLE   0 0 0
Vertiv Holdings Co COM CL A 92537N108 BBG00L2B8KW8 1,148,621 80,267 SH   SOLE   80,267 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 9,109,898 305,087 SH   SOLE   305,087 0 0
Xcel Energy Inc SPDR 98389B100 BBG000BCTQ65 6,041,882 89,589 SH   SOLE   89,589 0 0