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
Ameren Corp COM 023608102 BBG000B9X8C0 6,945,954 97,679 SH   SOLE   97,679 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 9,391,275 48,314 SH   SOLE   48,314 0 0
APA Corp COM 03743Q108 BBG00YTS96G2 942,080 32,000 SH   SOLE   32,000 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 1,224,528 6,312 SH   SOLE   6,312 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 2,759,453 20,451 SH   SOLE   20,451 0 0
Atmos Energy Corp COM 049560105 BBG000BRNGM2 8,395,301 71,970 SH   SOLE   71,970 0 0
Cameco Corp COM 13321L108 BBG000BXYMJ8 73,874 1,500 SH   SOLE   1,500 0 0
Celestica Inc COM 15101Q207 BBG000BRW7J6 3,026,393 52,789 SH   SOLE   52,789 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 4,543,961 146,674 SH   SOLE   146,674 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 6,648,610 38,029 SH   SOLE   38,029 0 0
CMS Energy Corp COM 125896100 BBG000BFVXX0 3,895,465 65,437 SH   SOLE   65,437 0 0
Columbia Banking System Inc COM 197236102 BBG000CTGXS2 246,974 12,417 SH   SOLE   12,417 0 0
Community Financial System Inc COM 203607106 BBG000BF4D19 242,518 5,137 SH   SOLE   5,137 0 0
Crown Castle Inc COM 22822V101 BBG000FV1Z23 5,970,740 61,113 SH   SOLE   61,113 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 564,091 2,594 SH   SOLE   2,594 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 316,896 1,863 SH   SOLE   1,863 0 0
Edison International COM 281020107 BBG000D7RKJ5 9,652,341 134,415 SH   SOLE   134,415 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 3,588,371 9,829 SH   SOLE   9,829 0 0
Enbridge Inc COM 29250N105 BBG000C7P7N2 7,384,388 207,611 SH   SOLE   207,611 0 0
Entergy Corp COM 29364G103 BBG000C1FQS9 9,333,824 87,232 SH   SOLE   87,232 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 845,392 4,056 SH   SOLE   4,056 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 7,953,274 229,797 SH   SOLE   229,797 0 0
Fabrinet SHS G3323L100 BBG000HBFQP5 3,589,845 14,665 SH   SOLE   14,665 0 0
FormFactor Inc COM 346375108 BBG000D1Y3P1 1,046,745 17,293 SH   SOLE   17,293 0 0
Freeport-McMoRan Inc CL B 35671D857 BBG000BJDB15 1,044,900 21,500 SH   SOLE   21,500 0 0
Hudbay Minerals Inc COM 443628102 BBG000PM84L3 968,071 107,000 SH   SOLE   107,000 0 0
Insight Enterprises Inc COM 45765U103 BBG000DY3K39 195,186 984 SH   SOLE   984 0 0
Installed Building Products In COM 45780R101 BBG005TJKDZ6 2,550,226 12,399 SH   SOLE   12,399 0 0
Knife River Corp COMMON STOCK 498894104 BBG002N3N2R4 196,322 2,799 SH   SOLE   2,799 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 2,960,928 35,986 SH   SOLE   35,986 0 0
Louisiana-Pacific Corp COM 546347105 BBG000BNF508 352,290 4,279 SH   SOLE   4,279 0 0
Medpace Holdings Inc COM 58506Q109 BBG0065B7K59 3,592,979 8,724 SH   SOLE   8,724 0 0
Modine Manufacturing Co COM 607828100 BBG000BP7CL4 1,880,065 18,765 SH   SOLE   18,765 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 2,919,200 51,268 SH   SOLE   51,268 0 0
NexGen Energy Ltd COM 65340P106 BBG00334PDN0 956,260 137,000 SH   SOLE   137,000 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 16,642,333 235,028 SH   SOLE   235,028 0 0
nVent Electric PLC SHS G6700G107 BBG00GNT7999 3,209,882 41,899 SH   SOLE   41,899 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 945,450 15,000 SH   SOLE   15,000 0 0
ONEOK Inc COM 682680103 BBG000BQHGR6 6,553,440 80,361 SH   SOLE   80,361 0 0
Onto Innovation Inc COM 683344105 BBG000BPRN29 980,775 4,467 SH   SOLE   4,467 0 0
Pembina Pipeline Corp COM 706327103 BBG000BS6M19 5,557,614 149,818 SH   SOLE   149,818 0 0
PG&E Corp COM 69331C108 BBG000BQWPC5 5,639,772 323,011 SH   SOLE   323,011 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 461,190 5,762 SH   SOLE   5,762 0 0
Powell Industries Inc COM 739128106 BBG000BRGWN4 3,322,435 23,169 SH   SOLE   23,169 0 0
Preformed Line Products Co COM 740444104 BBG000M68PH9 559,185 4,490 SH   SOLE   4,490 0 0
Primoris Services Corp COM 74164F103 BBG000BBLPH5 2,204,639 44,190 SH   SOLE   44,190 0 0
Public Service Enterprise Grou COM 744573106 BBG000BQZMH4 15,978,381 216,803 SH   SOLE   216,803 0 0
Schlumberger NV COM STK 806857108 BBG000BT41Q8 967,190 20,500 SH   SOLE   20,500 0 0
Silgan Holdings Inc COM 827048109 BBG000BPDDB6 151,753 3,585 SH   SOLE   3,585 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 1,114,100 13,317 SH   SOLE   13,317 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 3,580,495 30,256 SH   SOLE   30,256 0 0
Summit Materials Inc CL A 86614U100 BBG006K8P6D1 192,459 5,257 SH   SOLE   5,257 0 0
Targa Resources Corp COM 87612G101 BBG0015XMW40 7,826,991 60,778 SH   SOLE   60,778 0 0
TC Energy Corp COM 87807B107 BBG000D07ZQ1 7,084,053 186,916 SH   SOLE   186,916 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 3,310,625 8,593 SH   SOLE   8,593 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 781,300 130,000 SH   SOLE   130,000 0 0
Veeco Instruments Inc COM 922417100 BBG000BDCB28 200,386 4,290 SH   SOLE   4,290 0 0
Warrior Met Coal Inc COM 93627C101 BBG00GD1JMV4 81,601 1,300 SH   SOLE   1,300 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 13,268,925 312,210 SH   SOLE   312,210 0 0