Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
POR	PORTLAND GEN ELEC CO	2,133,988	$111M	6.1%	—	—	COM NEW	736508847
ETR	ENTERGY CORP NEW	865,782	$99.44M	5.4%	—	—	COM	29364G103
TBN	TAMBORAN RES CORP	2,881,804	$93.69M	5.1%	—	—	COM	87507T101
DVN	DEVON ENERGY CORP NEW	2,253,574	$93.12M	5.1%	—	—	COM	25179M103
DTE	DTE ENERGY CO	576,287	$87.81M	4.8%	—	—	COM	233331107
XEL	XCEL ENERGY INC	1,060,792	$85.18M	4.7%	—	—	COM	98389B100
GPOR	GULFPORT ENERGY CORP	403,403	$68.46M	3.7%	—	—	COMMON SHARES	402635502
MDU	MDU RES GROUP INC	3,137,305	$66.54M	3.6%	—	—	COM	552690109
AEP	AMERICAN ELEC PWR CO INC	376,380	$51.49M	2.8%	—	—	COM	025537101
PPL	PPL CORP	1,392,576	$50.62M	2.8%	—	—	COM	69351T106
SU	SUNCOR ENERGY INC NEW	898,053	$48.21M	2.6%	—	—	COM	867224107
AEE	AMEREN CORP	416,326	$47.06M	2.6%	—	—	COM	023608102
VNOM	VIPER ENERGY INC	1,086,613	$46.07M	2.5%	—	—	CL A	64361Q101
LNT	ALLIANT ENERGY CORP	545,246	$41.6M	2.3%	—	—	COM	018802108
NI	NISOURCE INC	839,916	$39.94M	2.2%	—	—	COM	65473P105
ADNT	ADIENT PLC	2,170,567	$39.9M	2.2%	—	—	ORD SHS	G0084W101
CHRD	CHORD ENERGY CORPORATION	312,317	$35.7M	2.0%	—	—	COM NEW	674215207
EVRG	EVERGY INC	393,514	$34.01M	1.9%	—	—	COM	30034W106
GLNG	GOLAR LNG LTD	663,403	$33.06M	1.8%	—	—	SHS	G9456A100
BETA	BETA TECHNOLOGIES INC	1,892,275	$31.7M	1.7%	—	—	COM SHS CL A	086921103
PNW	PINNACLE WEST CAP CORP	249,955	$26.75M	1.5%	—	—	COM	723484101
VGNT	VERSIGENT PLC	626,080	$26.3M	1.4%	—	—	ORDINARY SHARES	G9600F104
ED	CONSOLIDATED EDISON INC	233,409	$25.82M	1.4%	—	—	COM	209115104
WMB	WILLIAMS COS INC	345,107	$25.66M	1.4%	—	—	COM	969457100
BKV	BKV CORP	905,541	$24.78M	1.4%	—	—	COM	05603J108
GM	GENERAL MTRS CO	318,691	$24.56M	1.3%	—	—	COM	37045V100
KRSP	RICE ACQUISITION CORP 3	2,300,654	$24.16M	1.3%	—	—	ORD SHS CL A	G7553X106
EXE	EXPAND ENERGY CORPORATION	234,566	$21.39M	1.2%	—	—	COM	165167735
DAN	DANA INC	666,689	$18.14M	1.0%	—	—	COM	235825205
ENPH	ENPHASE ENERGY INC	336,483	$16.57M	0.9%	—	—	COM	29355A107
CNM	CORE & MAIN INC	270,589	$13.06M	0.7%	—	—	CL A	21874C102
DCH	DAUCH CORP	2,140,722	$11.6M	0.6%	—	—	COM	024061103
SPCX	SPACE EXPLORATION TECHN CORP	65,484	$11.19M	0.6%	—	—	CLASS A COM STK	84615Q103
NRG	NRG ENERGY INC	75,076	$10.97M	0.6%	—	—	COM NEW	629377508
WMS	ADVANCED DRAIN SYS INC DEL	60,437	$9.486M	0.5%	—	—	COM	00790R104
CVX	CHEVRON CORPORATION	57,196	$9.481M	0.5%	—	—	COM	166764100
NTR	NUTRIEN LTD	147,639	$9.294M	0.5%	—	—	COM	67077M108
KGS	KODIAK GAS SVCS INC	123,154	$9.253M	0.5%	—	—	COM	50012A108
CMI	CUMMINS INC	12,889	$9.193M	0.5%	—	—	COM	231021106
SOBO	SOUTH BOW CORP	255,184	$8.993M	0.5%	—	—	COM	83671M105
IFF	INTERNATIONAL FLAVORS&FRAGRA	111,791	$8.856M	0.5%	—	—	COM	459506101
CARR	CARRIER GLOBAL CORPORATION	120,378	$8.83M	0.5%	—	—	COM	14448C104
UAMY	UNITED STATES ANTIMONY CORP	1,206,849	$8.762M	0.5%	—	—	COM	911549103
PR	PERMIAN RESOURCES CORP	457,664	$8.426M	0.5%	—	—	CLASS A COM	71424F105
BKH	BLACK HILLS CORP	108,500	$8.072M	0.4%	—	—	COM	092113109
CNP	CENTERPOINT ENERGY INC	181,074	$7.974M	0.4%	—	—	COM	15189T107
SOC	SABLE OFFSHORE CORP	2,555,295	$7.87M	0.4%	—	—	COM SHS	78574H104
COP	CONOCOPHILLIPS	74,350	$7.729M	0.4%	—	—	COM	20825C104
HYLN	HYLIION HOLDINGS CORP	1,400,160	$7.295M	0.4%	—	—	COMMON STOCK	449109107
PSX	PHILLIPS 66	43,113	$7.288M	0.4%	—	—	COM	718546104
VLO	VALERO ENERGY CORP	26,297	$6.849M	0.4%	—	—	COM	91913Y100
FMC	FMC CORP	570,502	$6.561M	0.4%	—	—	COM NEW	302491303
MOD	MODINE MFG CO	24,077	$6.429M	0.4%	—	—	COM	607828100
TTI	TETRA TECHNOLOGIES INC DEL	531,027	$6.017M	0.3%	—	—	COM	88162F105
TE	T1 ENERGY INC	618,194	$5.86M	0.3%	—	—	COM NEW	35834F104
ABG	ASBURY AUTOMOTIVE GROUP INC	28,369	$5.704M	0.3%	—	—	COM	043436104
APH	AMPHENOL CORP	32,118	$5.663M	0.3%	—	—	CL A	032095101
RPM	RPM INTL INC	48,619	$5.404M	0.3%	—	—	COM	749685103
CRGY	CRESCENT ENERGY COMPANY	523,060	$5.136M	0.3%	—	—	CL A COM	44952J104
PBF	PBF ENERGY INC	109,171	$4.969M	0.3%	—	—	CL A	69318G106
OKLO	OKLO INC	93,886	$4.913M	0.3%	—	—	COM CL A	02156V109
TRGP	TARGA RES CORP	18,275	$4.9M	0.3%	—	—	COM	87612G101
NPWR	NET POWER INC	2,852,670	$4.764M	0.3%	—	—	COM CL A	64107A105
EMR	EMERSON ELEC CO	32,855	$4.703M	0.3%	—	—	COM	291011104
RUSHA	RUSH ENTERPRISES INC	61,022	$4.454M	0.2%	—	—	CL A	781846209
KMX	CARMAX INC	81,804	$4.327M	0.2%	—	—	COM	143130102
GPI	GROUP 1 AUTOMOTIVE INC	14,755	$4.296M	0.2%	—	—	COM	398905109
HESM	HESS MIDSTREAM LP	111,963	$4.21M	0.2%	—	—	CL A SHS	428103105
CRC	CALIFORNIA RES CORP	78,221	$4.136M	0.2%	—	—	COM STOCK	13057Q305
EE	EXCELERATE ENERGY INC	96,338	$3.66M	0.2%	—	—	CL A COM	30069T101
VST	VISTRA CORP	22,800	$3.617M	0.2%	—	—	COM	92840M102
LNG	CHENIERE ENERGY INC	15,115	$3.613M	0.2%	—	—	COM NEW	16411R208
TRP	TC ENERGY CORP	54,357	$3.603M	0.2%	—	—	COM	87807B107
WFRD	WEATHERFORD INTL PLC	43,390	$3.536M	0.2%	—	—	ORD SHS	G48833118
OPLN	OPENLANE INC	82,721	$3.411M	0.2%	—	—	COM	48238T109
GLND	GREENLAND ENERGY CO	1,528,540	$3.363M	0.2%	—	—	SHS	70580B106
HP	HELMERICH & PAYNE INC	100,000	$3.274M	0.2%	—	—	COM	423452101
AN	AUTONATION INC	16,994	$3.157M	0.2%	—	—	COM	05329W102
WHK	WHITEHAWK MINERALS CORP	112,243	$3.123M	0.2%	—	—	CL A	96524T101
GT	GOODYEAR TIRE & RUBR CO	449,833	$2.969M	0.2%	—	—	COM	382550101
NESR	NATIONAL ENERGY SERVICES REU	97,009	$2.903M	0.2%	—	—	SHS	G6375R107
ST	SENSATA TECHNOLOGIES HLDG PL	58,724	$2.803M	0.2%	—	—	SHS	G8060N102
AGCO	AGCO CORP	23,000	$2.753M	0.2%	—	—	COM	001084102
RES	RPC INC	466,845	$2.722M	0.1%	—	—	COM	749660106
INVZ	INNOVIZ TECHNOLOGIES LTD	3,522,880	$2.682M	0.1%	—	—	SHS	M5R635108
STRL	STERLING INFRASTRUCTURE INC	3,156	$2.649M	0.1%	—	—	COM	859241101
AMPX	AMPRIUS TECHNOLOGIES INC	186,393	$2.583M	0.1%	—	—	COMMON STOCK	03214Q108
FLS	FLOWSERVE CORP	34,819	$2.582M	0.1%	—	—	COM	34354P105
KNTK	KINETIK HOLDINGS INC	52,889	$2.557M	0.1%	—	—	COM NEW CL A	02215L209
TM	TOYOTA MOTOR CORP	15,172	$2.555M	0.1%	—	—	ADS	892331307
AIRJW	AIRJOULE TECHNOLOGIES CORP	1,948,786	$2.533M	0.1%	—	—	*W EXP 03/15/202	612160119
WLK	WESTLAKE CORPORATION	34,589	$2.525M	0.1%	—	—	COM	960413102
SPY	STATE STR SPDR S&P 500 ETF T	3,000	$2.24M	0.1%	—	—	TR UNIT	78462F103
TSLA	TESLA INC	5,162	$2.171M	0.1%	—	—	COM	88160R101
ALLY	ALLY FINL INC	46,556	$2.139M	0.1%	—	—	COM	02005N100
BWA	BORGWARNER INC	31,445	$2.088M	0.1%	—	—	COM	099724106
AM	ANTERO MIDSTREAM CORP	90,281	$2.054M	0.1%	—	—	COM	03676B102
IDR	IDAHO STRATEGIC RESOURCES	60,543	$1.983M	0.1%	—	—	COM NEW	645827205
ASPI	ASP ISOTOPES INC	301,837	$1.877M	0.1%	—	—	COM	00218A105
IREN	IREN LIMITED	38,604	$1.765M	0.1%	—	—	ORDINARY SHARES	Q4982L109
AQN	ALGONQUIN POWER & UTILITIES	300,000	$1.758M	0.1%	—	—	COM	015857105
WRD	WERIDE INC	291,327	$1.696M	0.1%	—	—	SPONSORED ADS	950915108
ATMU	ATMUS FILTRATION TECHNOLOGIE	22,963	$1.171M	0.1%	—	—	COM	04956D107
ESI	ELEMENT SOLUTIONS INC	22,348	$1.067M	0.1%	—	—	COM	28618M106
HMC	HONDA MOTOR CO LTD	39,306	$1.066M	0.1%	—	—	ADR ECH CNV IN 3	438128308
—	RIVIAN AUTOMOTIVE INC	971,000	$1.041M	0.1%	—	—	NOTE 3.625%10/1	76954AAD5
PUMP	PROPETRO HLDG CORP	67,237	$964K	0.1%	—	—	COM	74347M108
EROK	EAGLEROCK LD LLC	45,000	$956K	0.1%	—	—	CL A SHS REP LTD	27005A105
FAC	FACTORIAL ENERGY INC	80,000	$887K	0.0%	—	—	COM CL A	30347G103
AUR	AURORA INNOVATION INC	128,064	$873K	0.0%	—	—	CLASS A COM	051774107
AAON	AAON INC	6,873	$872K	0.0%	—	—	COM PAR $0.004	000360206
ELVR	ELEVRA LITHIUM LTD	12,168	$829K	0.0%	—	—	SPONSORED ADS	805700101
AVEX	AEVEX CORP	38,748	$809K	0.0%	—	—	COM CL A	00835T107
ENTG	ENTEGRIS INC	4,195	$755K	0.0%	—	—	COM	29362U104
WOLF	WOLFSPEED INC	12,045	$581K	0.0%	—	—	COMMON STOCK	97785W106
VC	VISTEON CORP	5,456	$541K	0.0%	—	—	COM NEW	92839U206
ORLY	OREILLY AUTOMOTIVE INC	5,859	$540K	0.0%	—	—	COM	67103H107
AESI	ATLAS ENERGY SOLUTIONS INC	31,651	$526K	0.0%	—	—	COM NEW	642045108
LFUS	LITTELFUSE INC	1,000	$455K	0.0%	—	—	COM	537008104
HSAI	HESAI GROUP	24,598	$448K	0.0%	—	—	SPONSORED ADS	428050108
KRSP/WS	RICE ACQUISITION CORP 3	383,439	$380K	0.0%	—	—	*W EXP 99/99/999	G7553X114
GLNDW	GREENLAND ENERGY CO	400,000	$340K	0.0%	—	—	*W EXP 04/21/203	70580B114
—	EOG RES INC	3,000	$330K	0.0%	—	—	Call	26875P901
SES	SES AI CORPORATION	306,121	$294K	0.0%	—	—	CL A COM	78397Q109
EFXT	ENERFLEX LTD	8,788	$215K	0.0%	—	—	COM	29269R105