Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NFG	NATIONAL FUEL GAS CO	721,306	$55.69M	3.2%	—	—	COM	636180101
AEE	AMEREN CORP	390,136	$44.1M	2.5%	—	—	COM	023608102
LNT	ALLIANT ENERGY CORP	524,461	$40.01M	2.3%	—	—	COM	018802108
ETR	ENTERGY CORP NEW	337,203	$38.73M	2.2%	—	—	COM	29364G103
NXT	NEXTPOWER INC	311,119	$37.07M	2.1%	—	—	CLASS A COM	65290E101
BKV	BKV CORP	1,343,790	$36.77M	2.1%	—	—	COM	05603J108
NRG	NRG ENERGY INC	241,067	$35.21M	2.0%	—	—	COM NEW	629377508
ATO	ATMOS ENERGY CORP	202,896	$34.95M	2.0%	—	—	COM	049560105
STRL	STERLING INFRASTRUCTURE INC	41,601	$34.92M	2.0%	—	—	COM	859241101
URI	UNITED RENTALS INC	29,792	$33.75M	1.9%	—	—	COM	911363109
TS	TENARIS S A	559,941	$31.07M	1.8%	—	—	SPONSORED ADS	88031M109
OXY	OCCIDENTAL PETE CORP	618,040	$30.02M	1.7%	—	—	COM	674599105
JCI	JOHNSON CONTROLS INTERNATION	203,638	$29.75M	1.7%	—	—	SHS	G51502105
NVT	NVENT ELEC PLC	173,329	$29.4M	1.7%	—	—	SHS	G6700G107
MWH	SOLV ENERGY INC	853,960	$29.08M	1.7%	—	—	COM SHS CL A	78475V103
DUK	DUKE ENERGY CORP NEW	206,487	$26.14M	1.5%	—	—	COM NEW	26441C204
ED	CONSOLIDATED EDISON INC	212,868	$23.55M	1.4%	—	—	COM	209115104
CSX	CSX CORP	494,021	$23.48M	1.3%	—	—	COM	126408103
CNP	CENTERPOINT ENERGY INC	533,103	$23.48M	1.3%	—	—	COM	15189T107
GEV	GE VERNOVA INC	19,062	$22.4M	1.3%	—	—	COM	36828A101
CNX	CNX RES CORP	648,728	$22.01M	1.3%	—	—	COM	12653C108
SWX	SOUTHWEST GAS HLDGS INC	247,816	$21.98M	1.3%	—	—	COM	844895102
ATI	ATI INC	110,892	$21.86M	1.3%	—	—	COM	01741R102
APA	APA CORPORATION	625,779	$20.38M	1.2%	—	—	COM	03743Q108
PUMP	PROPETRO HLDG CORP	1,421,075	$20.38M	1.2%	—	—	COM	74347M108
NI	NISOURCE INC	421,928	$20.06M	1.2%	—	—	COM	65473P105
SO	SOUTHERN CO	206,880	$19.8M	1.1%	—	—	COM	842587107
XEL	XCEL ENERGY INC	236,603	$19M	1.1%	—	—	COM	98389B100
INIO	INNIO NV	480,044	$18.99M	1.1%	—	—	ORDINARY SHARES	N52A8C105
PPL	PPL CORP	515,380	$18.73M	1.1%	—	—	COM	69351T106
WWD	WOODWARD INC	42,053	$17.89M	1.0%	—	—	COM	980745103
CARR	CARRIER GLOBAL CORPORATION	237,818	$17.44M	1.0%	—	—	COM	14448C104
AEP	AMERICAN ELEC PWR CO INC	125,923	$17.23M	1.0%	—	—	COM	025537101
AADX	APPLIED AEROSPACE & DEFENSE	727,863	$16.58M	1.0%	—	—	COMMON STOCK	03815J107
CAT	CATERPILLAR INC	15,150	$16.13M	0.9%	—	—	COM	149123101
PR	PERMIAN RESOURCES CORP	864,926	$15.92M	0.9%	—	—	CLASS A COM	71424F105
PEG	PUBLIC SVC ENTERPRISE GROUP	183,252	$14.87M	0.9%	—	—	COM	744573106
PSX	PHILLIPS 66	86,188	$14.57M	0.8%	—	—	COM	718546104
TRGP	TARGA RES CORP	54,034	$14.49M	0.8%	—	—	COM	87612G101
VST	VISTRA CORP	90,749	$14.4M	0.8%	—	—	COM	92840M102
OVV	OVINTIV INC	270,050	$14.22M	0.8%	—	—	COM	69047Q102
SRE	SEMPRA	152,717	$14.16M	0.8%	—	—	COM	816851109
TRP	TC ENERGY CORP	210,971	$13.99M	0.8%	—	—	COM	87807B107
TLN	TALEN ENERGY CORP	36,156	$13.89M	0.8%	—	—	COM	87422Q109
MOD	MODINE MFG CO	52,021	$13.89M	0.8%	—	—	COM	607828100
CRS	CARPENTER TECHNOLOGY CORP	22,319	$13.77M	0.8%	—	—	COM	144285103
FRVO	FERVO ENERGY CO	463,792	$13.56M	0.8%	—	—	CL A COM	31556C106
ALM	ALMONTY INDS INC	818,543	$13.56M	0.8%	—	—	COM NEW	020398707
PBF	PBF ENERGY INC	294,865	$13.42M	0.8%	—	—	CL A	69318G106
KGS	KODIAK GAS SVCS INC	171,727	$12.9M	0.7%	—	—	COM	50012A108
FTAI	FTAI AVIATION LTD	45,285	$12.25M	0.7%	—	—	SHS	G3730V105
CEG	CONSTELLATION ENERGY CORP	48,648	$12.08M	0.7%	—	—	COM	21037T109
CVX	CHEVRON CORPORATION	70,218	$11.64M	0.7%	—	—	COM	166764100
AR	ANTERO RESOURCES CORP	308,300	$10.83M	0.6%	—	—	COM	03674X106
LII	LENNOX INTL INC	18,711	$10.72M	0.6%	—	—	COM	526107107
PCG	PG&E CORP	635,800	$10.69M	0.6%	—	—	COM	69331C108
EC	ECOPETROL S A	747,141	$10.64M	0.6%	—	—	SPONSORED ADS	279158109
DTE	DTE ENERGY CO	68,592	$10.45M	0.6%	—	—	COM	233331107
ES	EVERSOURCE ENERGY	142,457	$10.3M	0.6%	—	—	COM	30040W108
HXL	HEXCEL CORP NEW	102,624	$10.27M	0.6%	—	—	COM	428291108
FE	FIRSTENERGY CORP	214,646	$10.2M	0.6%	—	—	COM	337932107
SHEL	SHELL PLC	131,451	$10.19M	0.6%	—	—	SPON ADS	780259305
IMO	IMPERIAL OIL LTD	90,600	$10.15M	0.6%	—	—	COM NEW	453038408
NEE	NEXTERA ENERGY INC	115,593	$10.15M	0.6%	—	—	COM	65339F101
SLB	SLB LIMITED	214,555	$9.975M	0.6%	—	—	COM STK	806857108
BWA	BORGWARNER INC	149,824	$9.948M	0.6%	—	—	COM	099724106
DVN	DEVON ENERGY CORP NEW	234,976	$9.709M	0.6%	—	—	COM	25179M103
OKE	ONEOK INC NEW	111,031	$9.653M	0.6%	—	—	COM	682680103
TBN	TAMBORAN RES CORP	279,162	$9.076M	0.5%	—	—	COM	87507T101
MTZ	MASTEC INC	21,688	$9.024M	0.5%	—	—	COM	576323109
IR	INGERSOLL RAND INC	109,986	$9.018M	0.5%	—	—	COM	45687V106
D	DOMINION ENERGY INC	127,115	$8.681M	0.5%	—	—	COM	25746U109
TPL	TEXAS PACIFIC LAND CORPORATI	18,030	$7.891M	0.5%	—	—	COM	88262P102
PNW	PINNACLE WEST CAP CORP	71,931	$7.697M	0.4%	—	—	COM	723484101
MTDR	MATADOR RES CO	153,299	$7.631M	0.4%	—	—	COM	576485205
BKR	BAKER HUGHES COMPANY	136,690	$7.586M	0.4%	—	—	CL A	05722G100
KNTK	KINETIK HOLDINGS INC	155,763	$7.53M	0.4%	—	—	COM NEW CL A	02215L209
FIX	COMFORT SYS USA INC	3,779	$7.49M	0.4%	—	—	COM	199908104
TLNCU	TALON CAP CORP	707,251	$7.461M	0.4%	—	—	UNIT 08/27/2030	G86652115
NESR	NATIONAL ENERGY SERVICES REU	249,187	$7.458M	0.4%	—	—	SHS	G6375R107
LFUS	LITTELFUSE INC	16,185	$7.37M	0.4%	—	—	COM	537008104
PH	PARKER-HANNIFIN CORP	7,395	$7.233M	0.4%	—	—	COM	701094104
OGS	ONE GAS INC	93,589	$7.213M	0.4%	—	—	COM	68235P108
ATKR	ATKORE INC	94,600	$7.193M	0.4%	—	—	COM	047649108
ENTG	ENTEGRIS INC	39,720	$7.144M	0.4%	—	—	COM	29362U104
PCAR	PACCAR INC	59,139	$7.104M	0.4%	—	—	COM	693718108
XE	X-ENERGY INC	381,198	$6.999M	0.4%	—	—	COM CL A	98386P102
GMTL	GUARDIAN METAL RES PLC	497,219	$6.966M	0.4%	—	—	SPONSORED ADS	401382106
DY	DYCOM INDS INC	13,704	$6.929M	0.4%	—	—	COM	267475101
CCJ	CAMECO CORP	67,645	$6.89M	0.4%	—	—	COM	13321L108
RRC	RANGE RES CORP	178,151	$6.625M	0.4%	—	—	COM	75281A109
SUNC	SUNOCOCORP LLC	95,744	$6.479M	0.4%	—	—	COM SHS LLC	86765Q106
PWR	QUANTA SVCS INC	8,927	$6.428M	0.4%	—	—	COM	74762E102
TT	TRANE TECHNOLOGIES PLC	12,818	$6.296M	0.4%	—	—	SHS	G8994E103
FPS	FORGENT POWER SOLUTIONS INC	106,399	$5.943M	0.3%	—	—	COM SHS CL A	34631F102
SHLS	SHOALS TECHNOLOGIES GROUP IN	567,790	$5.621M	0.3%	—	—	CL A	82489W107
KRSP/U	RICE ACQUISITION CORP 3	500,000	$5.355M	0.3%	—	—	UNIT 99/99/9999	G7553X122
ECG	EVERUS CONSTR GROUP	32,200	$5.344M	0.3%	—	—	COM	300426103
COP	CONOCOPHILLIPS	51,270	$5.33M	0.3%	—	—	COM	20825C104
ROK	ROCKWELL AUTOMATION INC	10,714	$5.304M	0.3%	—	—	COM	773903109
AM	ANTERO MIDSTREAM CORP	232,450	$5.288M	0.3%	—	—	COM	03676B102
UGI	UGI CORP NEW	152,445	$5.265M	0.3%	—	—	COM	902681105
CMS	CMS ENERGY CORP	66,779	$5.109M	0.3%	—	—	COM	125896100
SU	SUNCOR ENERGY INC NEW	94,849	$5.091M	0.3%	—	—	COM	867224107
TTE	TOTALENERGIES SE	65,449	$5.089M	0.3%	—	—	ACT	F92124100
OGE	OGE ENERGY CORP	104,187	$5.07M	0.3%	—	—	COM	670837103
XOM	EXXON MOBIL CORP	36,752	$5.025M	0.3%	—	—	COM	30231G102
CNQ	CANADIAN NAT RES LTD MED TER	127,113	$5.021M	0.3%	—	—	COM	136385101
CRGY	CRESCENT ENERGY COMPANY	510,946	$5.017M	0.3%	—	—	CL A COM	44952J104
HAL	HALLIBURTON CO	147,547	$5.009M	0.3%	—	—	COM	406216101
TDG	TRANSDIGM GROUP INC	3,752	$4.998M	0.3%	—	—	COM	893641100
CHRD	CHORD ENERGY CORPORATION	43,433	$4.964M	0.3%	—	—	COM NEW	674215207
EFXT	ENERFLEX LTD	201,734	$4.944M	0.3%	—	—	COM	29269R105
MUR	MURPHY OIL CORP	150,905	$4.913M	0.3%	—	—	COM	626717102
EROC	EROCK INC	331,805	$4.811M	0.3%	—	—	CL A COM	296013105
MGY	MAGNOLIA OIL & GAS CORP	187,617	$4.799M	0.3%	—	—	CL A	559663109
KEX	KIRBY CORP	34,840	$4.737M	0.3%	—	—	COM	497266106
MP	MP MATERIALS CORP	79,887	$4.474M	0.3%	—	—	COM CL A	553368101
GPRK	GEOPARK LTD	456,027	$4.15M	0.2%	—	—	USD SHS	G38327105
SEI	SOLARIS ENERGY INFRAS INC	51,522	$4.145M	0.2%	—	—	COM CL A	83418M103
DTM	DT MIDSTREAM INC	28,191	$4.137M	0.2%	—	—	COMMON STOCK	23345M107
LBRT	LIBERTY ENERGY INC	157,736	$4.131M	0.2%	—	—	COM CL A	53115L104
BDC	BELDEN INC	32,089	$3.848M	0.2%	—	—	COM	077454106
MPC	MARATHON PETE CORP	14,621	$3.738M	0.2%	—	—	COM	56585A102
SM	SM ENERGY COMPANY	138,132	$3.605M	0.2%	—	—	COM	78454L100
DPC	DPC HOLDINGS PLC	73,230	$3.593M	0.2%	—	—	ORDINARY SHARES	G2R11M108
SPXC	SPX TECHNOLOGIES INC	14,311	$3.509M	0.2%	—	—	COM	78473E103
AGX	ARGAN INC	4,038	$3.225M	0.2%	—	—	COM	04010E109
RXT	RACKSPACE TECHNOLOGY INC	484,085	$3.161M	0.2%	—	—	COM	750102105
JBHT	HUNT J B TRANS SVCS INC	9,160	$2.651M	0.2%	—	—	COM	445658107
POR	PORTLAND GEN ELEC CO	48,468	$2.512M	0.1%	—	—	COM NEW	736508847
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	31,297	$2.437M	0.1%	—	—	CL A	499049104
EE	EXCELERATE ENERGY INC	61,843	$2.349M	0.1%	—	—	CL A COM	30069T101
AESI	ATLAS ENERGY SOLUTIONS INC	128,914	$2.141M	0.1%	—	—	COM NEW	642045108
WMS	ADVANCED DRAIN SYS INC DEL	13,498	$2.119M	0.1%	—	—	COM	00790R104
ECL	ECOLAB INC	7,562	$2.107M	0.1%	—	—	COM	278865100
CRK	COMSTOCK RES INC	134,499	$2.007M	0.1%	—	—	COM	205768302
VG	VENTURE GLOBAL INC	180,000	$2.003M	0.1%	—	—	COM CL A	92333F101
FRMI	FERMI INC	211,472	$1.937M	0.1%	—	—	COM	314911108
BEPC	BROOKFIELD RENEWABLE CORP	51,262	$1.903M	0.1%	—	—	CL A EX SUB VTG	11285B108
MAIR	MADISON AIR SOLUTIONS CORP	38,855	$1.515M	0.1%	—	—	COM SHS CL A	55658T105
EROK	EAGLEROCK LD LLC	67,781	$1.44M	0.1%	—	—	CL A SHS REP LTD	27005A105
WHK	WHITEHAWK MINERALS CORP	48,291	$1.343M	0.1%	—	—	CL A	96524T101
NUAI	NEW ERA ENERGY & DIGITAL INC	208,017	$1.327M	0.1%	—	—	COM	64428N109
FCEL	FUELCELL ENERGY INC	25,492	$918K	0.1%	—	—	COM NEW	35952H700
CIFR	CIPHER DIGITAL INC	34,489	$845K	0.0%	—	—	COM	17253J106
CSIQ	CANADIAN SOLAR INC	49,164	$788K	0.0%	—	—	COM	136635109
FLOC	FLOWCO HLDGS INC	35,324	$754K	0.0%	—	—	COM CL A	342909108
CDNL	CARDINAL INFRASTRUCTURE GROU	7,754	$730K	0.0%	—	—	CL A	14154A102
TE	T1 ENERGY INC	56,211	$533K	0.0%	—	—	COM NEW	35834F104
LGN	LEGENCE CORP	6,229	$531K	0.0%	—	—	CL A	52476L109
BW	BABCOCK & WILCOX ENTERPRISES	36,841	$519K	0.0%	—	—	COM	05614L209
CVI	CVR ENERGY INC	18,242	$502K	0.0%	—	—	COM	12662P108
FTK	FLOTEK INDUSTRIES INC	21,097	$496K	0.0%	—	—	COM NEW	343389409
SLNG	STABILIS SOLUTIONS INC	16,604	$67,246	0.0%	—	—	COM	85236P101