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
Estimated average burden
hours per response: 23.8
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
3M CO COM 88579Y101 BBG001S5T7X2 5,218,377 35,533 SH   SOLE   35,533 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 3,142,376 28,922 SH   SOLE   28,922 0 0
AMETEK INC COM 031100100 BBG001S5NN54 1,931,927 11,223 SH   SOLE   11,223 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 1,764,379 9,274 SH   SOLE   9,274 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 2,723,136 15,030 SH   SOLE   15,030 0 0
CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 3,068,499 84,695 SH   SOLE   84,695 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1,353,744 6,714 SH   SOLE   6,714 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 2,952,322 61,112 SH   SOLE   61,112 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2,315,270 2,448 SH   SOLE   2,448 0 0
CRANE COMPANY COMMON STOCK 224408104 BBG016G0L0V9 1,716,689 11,207 SH   SOLE   11,207 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 2,220,887 59,382 SH   SOLE   59,382 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 1,989,524 7,319 SH   SOLE   7,319 0 0
EMERSON ELEC CO COM 291011104 BBG001S5QVT7 3,038,563 27,714 SH   SOLE   27,714 0 0
ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 4,292,966 50,216 SH   SOLE   50,216 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 3,111,487 24,263 SH   SOLE   24,263 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 1,826,825 34,191 SH   SOLE   34,191 0 0
EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 2,690,048 24,165 SH   SOLE   24,165 0 0
FIRSTENERGY CORP COM 337932107 BBG001S5R3N4 5,420,281 134,099 SH   SOLE   134,099 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 1,607,604 14,479 SH   SOLE   14,479 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 444,121 8,000 SH Call SOLE   8,000 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 5,386,437 26,912 SH   SOLE   26,912 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 1,232,416 4,037 SH   SOLE   4,037 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 4,382,668 33,783 SH   SOLE   33,783 0 0
IDEX CORP COM 45167R104 BBG001S67N14 2,205,120 12,185 SH   SOLE   12,185 0 0
INGERSOLL RAND INC COM 45687V106 BBG002R1CW36 1,976,501 24,697 SH   SOLE   24,697 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 7,136,954 35,776 SH   SOLE   35,776 0 0
ISHARES TR US HOME CONS ETF 464288752 BBG001SQZTR8 3,140,502 32,985 SH   SOLE   32,985 0 0
KNIFE RIVER CORP COMMON STOCK 498894104 BBG002N3N2W8 1,126,993 12,493 SH   SOLE   12,493 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 1,283,121 34,400 SH   SOLE   34,400 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 5,139,735 11,038 SH   SOLE   11,038 0 0
MATADOR RES CO COM 576485205 BBG001T3L5S4 1,982,598 38,806 SH   SOLE   38,806 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 604,310 42,378 SH   SOLE   42,378 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 BBG005Q29V07 85,560 60,000 SH Call SOLE   60,000 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 4,445,942 9,547 SH   SOLE   9,547 0 0
MURPHY OIL CORP COM 626717102 BBG001S5TG80 1,139,067 40,108 SH   SOLE   40,108 0 0
MYR GROUP INC DEL COM 55405W104 BBG001S8GYM3 457,563 4,046 SH   SOLE   4,046 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 BBG01F7QNWH6 384,226 14,521 SH   SOLE   14,521 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 2,314,046 24,241 SH   SOLE   24,241 0 0
NVENT ELECTRIC PLC SHS G6700G107 BBG00GNT7B03 1,985,408 37,875 SH   SOLE   37,875 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 1,324,831 30,954 SH   SOLE   30,954 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 4,324,854 7,115 SH   SOLE   7,115 0 0
PG&E CORP COM 69331C108 BBG001S5V206 3,263,186 189,941 SH   SOLE   189,941 0 0
POWELL INDS INC COM 739128106 BBG001S5VBT5 216,660 1,272 SH   SOLE   1,272 0 0
PPL CORP COM 69351T106 BBG001S5VC31 1,310,359 36,288 SH   SOLE   36,288 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 2,669,145 10,501 SH   SOLE   10,501 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 4,228,357 17,461 SH   SOLE   17,461 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 6,435,088 12,665 SH   SOLE   12,665 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 1,699,450 5,898 SH   SOLE   5,898 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2,754,995 4,925 SH   SOLE   4,925 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 BBG001S5SBV6 6,320,957 18,761 SH   SOLE   18,761 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 486,268 6,735 SH   SOLE   6,735 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 1,677,459 37,153 SH   SOLE   37,153 0 0
VULCAN MATLS CO COM 929160109 BBG001S5X8R2 5,315,274 22,783 SH   SOLE   22,783 0 0
WABTEC COM 929740108 BBG001S5XBT3 3,380,727 18,642 SH   SOLE   18,642 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 3,543,605 50,058 SH   SOLE   50,058 0 0
XYLEM INC COM 98419M100 BBG001V05C73 2,159,717 18,079 SH   SOLE   18,079 0 0