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
AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 4,050,946 14,362 SH   SOLE   14,362 0 0
ATMOS ENERGY CORP COM 049560105 BBG001S5VG05 6,297,551 40,864 SH   SOLE   40,864 0 0
BADGER METER INC COM 056525108 BBG001S5P8Q2 1,996,589 8,151 SH   SOLE   8,151 0 0
CELANESE CORP DEL COM 150870103 BBG001SJDDG5 2,593,539 46,874 SH   SOLE   46,874 0 0
CINTAS CORP COM 172908105 BBG001S7CRG1 6,008,129 26,958 SH   SOLE   26,958 0 0
COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 7,958,965 14,843 SH   SOLE   14,843 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 256,394 259 SH   SOLE   259 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 564,881 17,758 SH   SOLE   17,758 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 3,201,898 29,132 SH   SOLE   29,132 0 0
DTE ENERGY CO COM 233331107 BBG001S5QN88 4,925,393 37,184 SH   SOLE   37,184 0 0
ELEMENT SOLUTIONS INC COM 28618M106 BBG004KDL523 1,970,414 86,994 SH   SOLE   86,994 0 0
EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 7,382,016 13,801 SH   SOLE   13,801 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 3,264,520 55,976 SH   SOLE   55,976 0 0
EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 2,610,570 22,324 SH   SOLE   22,324 0 0
GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 4,792,345 18,619 SH   SOLE   18,619 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 3,493,448 6,602 SH   SOLE   6,602 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 224,696 1,569 SH   SOLE   1,569 0 0
GORILLA TECHNOLOGY GROUP INC SHS NEW G4000K175 BBG008CRFZZ7 432,769 21,758 SH   SOLE   21,758 0 0
GRANITE CONSTR INC COM 387328107 BBG001S8WD96 3,975,671 42,516 SH   SOLE   42,516 0 0
HOWMET AEROSPACE INC COM 443201108 BBG00DYNJH69 3,997,514 21,477 SH   SOLE   21,477 0 0
ISHARES TR ISHARES SEMICDTR 464287523 BBG001SJ8F58 2,233,756 9,358 SH   SOLE   9,358 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 1,989,322 4,240 SH   SOLE   4,240 0 0
MODINE MFG CO COM 607828100 BBG001S5T913 2,130,163 21,626 SH   SOLE   21,626 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 3,055,686 6,092 SH   SOLE   6,092 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 918,498 13,231 SH   SOLE   13,231 0 0
NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 3,185,290 12,444 SH   SOLE   12,444 0 0
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 1,361,027 48,008 SH   SOLE   48,008 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 298,150 3,308 SH   SOLE   3,308 0 0
PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 7,224,276 10,343 SH   SOLE   10,343 0 0
PENTAIR PLC SHS G7S00T104 BBG001S69VB3 3,372,073 32,847 SH   SOLE   32,847 0 0
PPL CORP COM 69351T106 BBG001S5VC31 4,184,670 123,478 SH   SOLE   123,478 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 3,400,956 40,401 SH   SOLE   40,401 0 0
QUANTA SVCS INC COM 74762E102 BBG001S5VH85 7,421,331 19,629 SH   SOLE   19,629 0 0
REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 7,647,130 31,009 SH   SOLE   31,009 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 344,848 654 SH   SOLE   654 0 0
SAIA INC COM 78709Y105 BBG001SL4QM4 3,122,389 11,396 SH   SOLE   11,396 0 0
STERLING INFRASTRUCTURE INC COM 859241101 BBG001SC9C40 1,753,549 7,600 SH   SOLE   7,600 0 0
TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 2,232,823 7,679 SH   SOLE   7,679 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 3,498,993 2,301 SH   SOLE   2,301 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 2,533,181 11,010 SH   SOLE   11,010 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 2,051,509 2,723 SH   SOLE   2,723 0 0
VIPER ENERGY INC CL A 927959106 BBG006G57XH9 5,280,357 138,483 SH   SOLE   138,483 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 3,577,151 18,457 SH   SOLE   18,457 0 0
VSE CORP COM 918284100 BBG001S5X9Z1 1,225,185 9,354 SH   SOLE   9,354 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 BBG001S5XL11 2,808,072 109,306 SH   SOLE   109,306 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 1,993,219 29,269 SH   SOLE   29,269 0 0
XPO INC COM 983793100 BBG001SJW3C0 1,984,394 15,713 SH   SOLE   15,713 0 0
ZURN ELKAY WATER SOLNS CORP COM 98983L108 BBG001T36GB5 2,058,489 56,289 SH   SOLE   56,289 0 0