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
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 1,321,574 9,125 SH   SOLE   9,125 0 0
Chemed Corp COM 16359R103 BBG000C19QW1 731,796 1,351 SH   SOLE   1,351 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 14,580,745 196,506 SH   SOLE   196,506 0 0
Freeport-McMoRan Inc CALL 35671D907 BBG01GBGFK95 315,000 700,000 SH Call SOLE   0 0 0
Meritage Homes Corp COM 59001A102 BBG000F4F1N0 793,298 5,576 SH   SOLE   5,576 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 10,801,737 370,557 SH   SOLE   370,557 0 0
Louisiana-Pacific Corp COM 546347105 BBG000BNF508 429,485 5,728 SH   SOLE   5,728 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 1,182,557 13,549 SH   SOLE   13,549 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 3,381,000 57,500 SH   SOLE   57,500 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 4,099,992 100,638 SH   SOLE   100,638 0 0
Edison International COM 281020107 BBG000D7RKJ5 6,446,835 92,827 SH   SOLE   92,827 0 0
Schlumberger NV COM STK 806857108 BBG000BT41Q8 2,947,200 60,000 SH   SOLE   60,000 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 10,037,738 307,623 SH   SOLE   307,623 0 0
MasTec Inc COM 576323109 BBG000DYXD23 1,374,586 11,652 SH   SOLE   11,652 0 0
Community Bank System Inc COM 203607106 BBG000BF4D19 453,283 9,669 SH   SOLE   9,669 0 0
Cavco Industries Inc COM 149568107 BBG000K4WS65 772,605 2,619 SH   SOLE   2,619 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 2,006,295 11,557 SH   SOLE   11,557 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 510,000 150,000 SH   SOLE   150,000 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 1,250,087 22,403 SH   SOLE   22,403 0 0
LSB Industries Inc COM 502160104 BBG000C1C526 174,365 17,702 SH   SOLE   17,702 0 0
Marten Transport Ltd COM 573075108 BBG000BPDJM1 1,176,416 54,717 SH   SOLE   54,717 0 0
Napco Security Technologies In COM 630402105 BBG000BQ6CT5 671,482 19,379 SH   SOLE   19,379 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 1,411,329 14,709 SH   SOLE   14,709 0 0
SPDR S&P Metals & Mining ETF CALL 78464A905 BBG01GQPDWY7 100,500 150,000 SH Call SOLE   0 0 0
SPDR S&P Metals & Mining ETF PUT 78464A955 BBG01GQPDQG0 42,000 300,000 SH Put SOLE   0 0 0
Century Communities Inc COM 156504300 BBG006G412Q6 831,710 10,855 SH   SOLE   10,855 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 947,528 16,726 SH   SOLE   16,726 0 0
LXP Industrial Trust COM 529043101 BBG000BL3355 307,223 31,510 SH   SOLE   31,510 0 0
American Water Works Co Inc COM 030420103 BBG000TRJ294 6,817,740 47,760 SH   SOLE   47,760 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 1,337,377 7,174 SH   SOLE   7,174 0 0
Xcel Energy Inc COM 98389B100 BBG000BCTQ65 5,283,828 84,990 SH   SOLE   84,990 0 0
Lithium Americas Corp COM NEW 53680Q207 BBG000GFWRX7 1,814,441 89,558 SH   SOLE   89,558 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 7,464,421 48,992 SH   SOLE   48,992 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 1,484,523 8,034 SH   SOLE   8,034 0 0
Silgan Holdings Inc COM 827048109 BBG000BPDDB6 1,236,396 26,368 SH   SOLE   26,368 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 450,347 12,261 SH   SOLE   12,261 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 3,016,815 19,346 SH   SOLE   19,346 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 13,837,231 71,348 SH   SOLE   71,348 0 0
Installed Building Products In COM 45780R101 BBG005TJKDZ6 1,087,922 7,762 SH   SOLE   7,762 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 6,994,872 85,648 SH   SOLE   85,648 0 0
SBA Communications Corp CL A 78410G104 BBG000D2M0Z7 11,385,905 49,128 SH   SOLE   49,128 0 0
Trex Co Inc COM 89531P105 BBG000BTGKK9 946,227 14,433 SH   SOLE   14,433 0 0
Sempra Energy COM 816851109 BBG000C2ZCH8 11,782,308 80,928 SH   SOLE   80,928 0 0
LGI Homes Inc COM 50187T106 BBG0056655S1 682,813 5,062 SH   SOLE   5,062 0 0
Medpace Holdings Inc COM 58506Q109 BBG0065B7K59 728,195 3,032 SH   SOLE   3,032 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 2,116,721 7,957 SH   SOLE   7,957 0 0
Vertiv Holdings Co COM CL A 92537N108 BBG00L2B8KW8 1,280,386 51,691 SH   SOLE   51,691 0 0
RLI Corp COM 749607107 BBG000BS7ZF4 746,354 5,469 SH   SOLE   5,469 0 0
Inmode Ltd SHS M5425M103 BBG00PPS73P4 1,886,175 50,500 SH   SOLE   50,500 0 0
Shoals Technologies Group Inc CL A 82489W107 BBG00YQ82275 763,477 29,870 SH   SOLE   29,870 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 1,013,809 8,203 SH   SOLE   8,203 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 492,153 7,315 SH   SOLE   7,315 0 0
Ormat Technologies Inc COM 686688102 BBG000Q5BQ63 7,578,206 94,186 SH   SOLE   94,186 0 0