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
AGCO Corp COM 001084102 BBG000DCCZW2 637,257 5,423 SH   SOLE   5,423 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 5,754,417 80,900 SH   SOLE   80,900 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 11,249,356 69,565 SH   SOLE   69,565 0 0
American Water Works Co Inc COM 030420103 BBG000TRJ294 5,683,335 47,460 SH   SOLE   47,460 0 0
APA Corp COM 03743Q108 BBG00YTS96G2 2,450,860 62,000 SH   SOLE   62,000 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 2,065,498 13,362 SH   SOLE   13,362 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 2,854,760 19,688 SH   SOLE   19,688 0 0
Axcelis Technologies Inc COM NEW 054540208 BBG000DW34S2 164,094 1,009 SH   SOLE   1,009 0 0
Bank OZK COM 06417N103 BBG000QFJJW0 894,321 24,988 SH   SOLE   24,988 0 0
Camtek Ltd/Israel ORD M20791105 BBG000BJ4M84 196,739 3,221 SH   SOLE   3,221 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 7,333,832 284,809 SH   SOLE   284,809 0 0
Chemed Corp COM 16359R103 BBG000C19QW1 485,556 941 SH   SOLE   941 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 10,300,664 63,377 SH   SOLE   63,377 0 0
Crown Castle Inc COM 22822V101 BBG000FV1Z23 1,907,620 20,979 SH   SOLE   20,979 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 1,485,885 9,007 SH   SOLE   9,007 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 1,802,700 10,970 SH   SOLE   10,970 0 0
Edison International COM 281020107 BBG000D7RKJ5 5,329,708 87,315 SH   SOLE   87,315 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 1,815,039 8,770 SH   SOLE   8,770 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 870,009 6,481 SH   SOLE   6,481 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 3,629,553 99,141 SH   SOLE   99,141 0 0
Freeport-McMoRan Inc CL B 35671D857 BBG000BJDB15 3,114,400 85,000 SH   SOLE   85,000 0 0
Freeport-McMoRan Inc PUT 35671D957 BBG01HJH87W4 343,500 150,000 SH Put SOLE   0 0 0
Hess Corp COM 42809H107 BBG000BBD070 745,600 5,000 SH   SOLE   5,000 0 0
Inmode Ltd SHS M5425M103 BBG00PPS73P4 1,124,421 37,319 SH   SOLE   37,319 0 0
Installed Building Products In COM 45780R101 BBG005TJKDZ6 563,188 4,581 SH   SOLE   4,581 0 0
Kinder Morgan Inc COM 49456B101 BBG0019JZ882 4,069,492 251,825 SH   SOLE   251,825 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 732,084 13,272 SH   SOLE   13,272 0 0
Lithium Americas Corp COM NEW 53680Q207 BBG000GFWRX7 2,240,608 139,558 SH   SOLE   139,558 0 0
LSB Industries Inc COM 502160104 BBG000C1C526 696,568 69,104 SH   SOLE   69,104 0 0
LXP Industrial Trust COM 529043101 BBG000BL3355 278,333 31,737 SH   SOLE   31,737 0 0
Marten Transport Ltd COM 573075108 BBG000BPDJM1 753,541 38,564 SH   SOLE   38,564 0 0
Materials Select Sector SPDR F PUT 81369Y950 BBG01HZCP4D6 180,000 100,000 SH Put SOLE   0 0 0
Medpace Holdings Inc COM 58506Q109 BBG0065B7K59 1,311,522 5,407 SH   SOLE   5,407 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 1,347,763 18,250 SH   SOLE   18,250 0 0
NexGen Energy Ltd COM 65340P106 BBG00334PDN0 1,615,600 280,000 SH   SOLE   280,000 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 10,190,892 195,415 SH   SOLE   195,415 0 0
Nova Ltd COM M7516K103 BBG000BSY1Y8 167,549 1,524 SH   SOLE   1,524 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 3,115,000 50,000 SH   SOLE   50,000 0 0
Onto Innovation Inc COM 683344105 BBG000BPRN29 180,577 1,424 SH   SOLE   1,424 0 0
Ormat Technologies Inc COM 686688102 BBG000Q5BQ63 6,421,601 94,186 SH   SOLE   94,186 0 0
Patrick Industries Inc COM 703343103 BBG000BQSBB2 877,743 11,697 SH   SOLE   11,697 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 1,831,904 28,101 SH   SOLE   28,101 0 0
Primerica Inc COM 74164M108 BBG000T8ZF80 438,597 2,295 SH   SOLE   2,295 0 0
RLI Corp COM 749607107 BBG000BS7ZF4 945,377 7,054 SH   SOLE   7,054 0 0
SBA Communications Corp CL A 78410G104 BBG000D2M0Z7 9,343,051 47,130 SH   SOLE   47,130 0 0
Schlumberger NV COM STK 806857108 BBG000BT41Q8 2,549,360 44,000 SH   SOLE   44,000 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 1,981,102 19,234 SH   SOLE   19,234 0 0
Sempra COM 816851109 BBG000C2ZCH8 9,898,848 151,660 SH   SOLE   151,660 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 833,070 19,835 SH   SOLE   19,835 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 2,130,541 29,464 SH   SOLE   29,464 0 0
TC Energy Corp COM 87807B107 BBG000D07ZQ1 5,418,825 161,860 SH   SOLE   161,860 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 970,332 3,912 SH   SOLE   3,912 0 0
TriNet Group Inc COM 896288107 BBG000BR2040 334,922 2,889 SH   SOLE   2,889 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 1,455,000 300,000 SH   SOLE   300,000 0 0
Vertiv Holdings Co COM CL A 92537N108 BBG00L2B8KW8 2,754,420 71,711 SH   SOLE   71,711 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 9,005,729 273,481 SH   SOLE   273,481 0 0
Xcel Energy Inc COM 98389B100 BBG000BCTQ65 4,677,000 84,990 SH   SOLE   84,990 0 0