SIR Capital Management, L.P. Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SUNC	SUNOCOCORP LLC	384,079	$18,927	2.1%	$49.49	0.0%	COM SHS LLC	86765Q106
ALB	ALBEMARLE CORP	122,115	$17,272	1.9%	$113.25	0.0%	COM	012653101
OVV	OVINTIV INC	418,700	$16,409	1.8%	$38.77	0.0%	COM	69047Q102
SU	SUNCOR ENERGY INC NEW	362,318	$16,072	1.8%	$42.26	0.0%	COM	867224107
PSX	PHILLIPS 66	106,930	$13,798	1.5%	$134.01	0.0%	COM	718546104
EXE	EXPAND ENERGY CORPORATION	119,600	$13,199	1.5%	$110.64	0.0%	COM	165167735
BG	BUNGE GLOBAL SA	142,900	$12,730	1.4%	$91.86	0.0%	COM SHS	H11356104
OGS	ONE GAS INC	162,523	$12,555	1.4%	$80.38	0.0%	COM	68235P108
SLB	SLB LIMITED	269,800	$10,355	1.1%	$36.06	0.0%	COM STK	806857108
VNT	VONTIER CORPORATION	176,100	$6,547	0.7%	$38.27	0.0%	COM	928881101
EME	EMCOR GROUP INC	9,970	$6,100	0.7%	$647.50	0.0%	COM	29084Q100
CMI	CUMMINS INC	11,900	$6,074	0.7%	$466.32	0.0%	COM	231021106
STRL	STERLING INFRASTRUCTURE INC	17,200	$5,267	0.6%	$344.54	0.0%	COM	859241101
WFRD	WEATHERFORD INTL PLC	58,200	$4,555	0.5%	$72.59	0.0%	ORD SHS	G48833118
FSLR	FIRST SOLAR INC	14,194	$3,708	0.4%	$252.20	0.0%	COM	336433107
DOV	DOVER CORP	18,400	$3,592	0.4%	$181.83	0.0%	COM	260003108
LBRT	LIBERTY ENERGY INC	178,200	$3,290	0.4%	$16.71	0.0%	COM CL A	53115L104
BTE	BAYTEX ENERGY CORP	814,000	$2,633	0.3%	$2.79	0.0%	COM	07317Q105
FRMI	FERMI INC	281,827	$2,255	0.2%	$19.51	0.0%	COM	314911108
ODFL	OLD DOMINION FREIGHT LINE IN	12,400	$1,944	0.2%	$143.18	0.0%	COM	679580100
USAR	USA RARE EARTH INC	152,500	$1,815	0.2%	$19.05	0.0%	COM	91733P107

Increased Positions (19)

FCX FREEPORT-MCMORAN INC 3.5%

Value ($000) $31,742 (+139.1%) Shares 624,956 (+84.6%) Est. Cost $43.25 Unrealized +0.1%

KNTK KINETIK HOLDINGS INC 2.7%

Value ($000) $24,229 (+148.9%) Shares 672,090 (+195.1%) Est. Cost $42.41 Unrealized -14.8%

PUMP PROPETRO HLDG CORP 1.4%

Value ($000) $12,801 (+2575.8%) Shares 1,346,074 (+1374.3%) Est. Cost $8.65 Unrealized +0.5%

XEL XCEL ENERGY INC 2.5%

Value ($000) $22,548 (+60.2%) Shares 305,285 (+75.0%) Est. Cost $68.14 Unrealized +14.9%

HBM HUDBAY MINERALS INC 1.6%

Value ($000) $14,779 (+117.2%) Shares 744,517 (+65.9%) Est. Cost $13.62 Unrealized +24.2%

WMB WILLIAMS COS INC 3.5%

Value ($000) $31,572 (+32.8%) Shares 525,232 (+40.0%) Est. Cost $58.46 Unrealized +2.7%

EVGO EVGO INC 1.4%

Value ($000) $12,645 (-35.0%) Shares 4,345,531 (+5.7%) Est. Cost $4.93 Unrealized -26.3%

NRG NRG ENERGY INC 1.3%

Value ($000) $11,385 (+121.8%) Shares 71,496 (+125.6%) Est. Cost $142.83 Unrealized +15.7%

URI UNITED RENTALS INC 0.9%

Value ($000) $8,563 (+171.8%) Shares 10,580 (+220.6%) Est. Cost $804.16 Unrealized +7.8%

MOD MODINE MFG CO 1.0%

Value ($000) $8,730 (+129.1%) Shares 65,388 (+144.0%) Est. Cost $124.48 Unrealized +19.7%

AM ANTERO MIDSTREAM CORP 3.5%

Value ($000) $31,533 (+17.3%) Shares 1,772,534 (+28.1%) Est. Cost $17.40 Unrealized +2.0%

GEV GE VERNOVA INC 0.8%

Value ($000) $7,516 (+144.5%) Shares 11,500 (+130.0%) Est. Cost $458.52 Unrealized +32.8%

CTRA COTERRA ENERGY INC 3.3%

Value ($000) $30,128 (+16.9%) Shares 1,144,682 (+5.1%) Est. Cost $25.08 Unrealized +0.1%

NE NOBLE CORP PLC 1.1%

Value ($000) $9,497 (+53.6%) Shares 336,300 (+53.8%) Est. Cost $28.14 Unrealized +3.9%

UGI UGI CORP NEW 1.4%

Value ($000) $12,341 (+33.1%) Shares 329,717 (+18.3%) Est. Cost $27.83 Unrealized +27.3%

FIX COMFORT SYS USA INC 0.6%

Value ($000) $5,821 (+60.3%) Shares 6,237 (+41.8%) Est. Cost $749.53 Unrealized +23.1%

APH AMPHENOL CORP NEW 0.5%

Value ($000) $4,149 (+78.3%) Shares 30,700 (+63.3%) Est. Cost $118.76 Unrealized +12.4%

ITRI ITRON INC 0.3%

Value ($000) $2,577 (-17.9%) Shares 27,750 (+10.1%) Est. Cost $104.46 Unrealized +4.3%

CLNE CLEAN ENERGY FUELS CORP 0.5%

Value ($000) $4,417 (-4.6%) Shares 2,103,095 (+17.2%) Est. Cost $3.71 Unrealized -34.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FCX	FREEPORT-MCMORAN INC	624,956 (+84.6%)	$31,742 (+139.1%)	3.5%	$43.25	+0.1%	CL B	35671D857
KNTK	KINETIK HOLDINGS INC	672,090 (+195.1%)	$24,229 (+148.9%)	2.7%	$42.41	-14.8%	COM NEW CL A	02215L209
PUMP	PROPETRO HLDG CORP	1,346,074 (+1374.3%)	$12,801 (+2575.8%)	1.4%	$8.65	+0.5%	COM	74347M108
XEL	XCEL ENERGY INC	305,285 (+75.0%)	$22,548 (+60.2%)	2.5%	$68.14	+14.9%	COM	98389B100
HBM	HUDBAY MINERALS INC	744,517 (+65.9%)	$14,779 (+117.2%)	1.6%	$13.62	+24.2%	COM	443628102
WMB	WILLIAMS COS INC	525,232 (+40.0%)	$31,572 (+32.8%)	3.5%	$58.46	+2.7%	COM	969457100
EVGO	EVGO INC	4,345,531 (+5.7%)	$12,645 (-35.0%)	1.4%	$4.93	-26.3%	CL A COM	30052F100
NRG	NRG ENERGY INC	71,496 (+125.6%)	$11,385 (+121.8%)	1.3%	$142.83	+15.7%	COM NEW	629377508
URI	UNITED RENTALS INC	10,580 (+220.6%)	$8,563 (+171.8%)	0.9%	$804.16	+7.8%	COM	911363109
MOD	MODINE MFG CO	65,388 (+144.0%)	$8,730 (+129.1%)	1.0%	$124.48	+19.7%	COM	607828100
AM	ANTERO MIDSTREAM CORP	1,772,534 (+28.1%)	$31,533 (+17.3%)	3.5%	$17.40	+2.0%	COM	03676B102
GEV	GE VERNOVA INC	11,500 (+130.0%)	$7,516 (+144.5%)	0.8%	$458.52	+32.8%	COM	36828A101
CTRA	COTERRA ENERGY INC	1,144,682 (+5.1%)	$30,128 (+16.9%)	3.3%	$25.08	+0.1%	COM	127097103
NE	NOBLE CORP PLC	336,300 (+53.8%)	$9,497 (+53.6%)	1.1%	$28.14	+3.9%	ORD SHS A	G65431127
UGI	UGI CORP NEW	329,717 (+18.3%)	$12,341 (+33.1%)	1.4%	$27.83	+27.3%	COM	902681105
FIX	COMFORT SYS USA INC	6,237 (+41.8%)	$5,821 (+60.3%)	0.6%	$749.53	+23.1%	COM	199908104
APH	AMPHENOL CORP NEW	30,700 (+63.3%)	$4,149 (+78.3%)	0.5%	$118.76	+12.4%	CL A	032095101
ITRI	ITRON INC	27,750 (+10.1%)	$2,577 (-17.9%)	0.3%	$104.46	+4.3%	COM	465741106
CLNE	CLEAN ENERGY FUELS CORP	2,103,095 (+17.2%)	$4,417 (-4.6%)	0.5%	$3.71	-34.0%	COM	184499101

Exited Positions (19)

SRE SEMPRA 2.9%

Value ($000) $25,873 Shares 287,538 Est. Cost $75.16 Unrealized +20.5%

CRC CALIFORNIA RES CORP 2.2%

Value ($000) $20,089 Shares 377,760 Est. Cost $49.44 Unrealized -4.6%

DUK DUKE ENERGY CORP NEW 2.1%

Value ($000) $19,155 Shares 154,784 Est. Cost $112.08 Unrealized +8.5%

NEE NEXTERA ENERGY INC 1.9%

Value ($000) $17,416 Shares 230,700 Est. Cost $72.21 Unrealized +14.2%

LNG CHENIERE ENERGY INC 1.7%

Value ($000) $15,101 Shares 64,263 Est. Cost $204.19 Unrealized +2.8%

CNQ CANADIAN NAT RES LTD 1.5%

Value ($000) $14,002 Shares 438,100 Est. Cost $30.94 Unrealized +4.8%

TS TENARIS S A 1.1%

Value ($000) $10,377 Shares 290,097 Est. Cost $35.85 Unrealized —

TRGP TARGA RES CORP 1.1%

Value ($000) $10,152 Shares 60,596 Est. Cost $165.15 Unrealized +1.8%

NXT NEXTRACKER INC 0.9%

Value ($000) $7,771 Shares 105,029 Est. Cost $57.94 Unrealized +56.5%

TT TRANE TECHNOLOGIES PLC 0.8%

Value ($000) $6,836 Shares 16,200 Est. Cost $404.02 Unrealized +2.4%

PTEN PATTERSON-UTI ENERGY INC 0.6%

Value ($000) $5,259 Shares 1,015,181 Est. Cost $8.26 Unrealized -27.7%

IMSR HCM II ACQUISITION CORP 0.4%

Value ($000) $3,571 Shares 217,600 Est. Cost $11.89 Unrealized +12.4%

AESI ATLAS ENERGY SOLUTIONS INC 0.4%

Value ($000) $3,534 Shares 310,841 Est. Cost $13.25 Unrealized -23.7%

CAT CATERPILLAR INC 0.3%

Value ($000) $2,672 Shares 5,600 Est. Cost $425.39 Unrealized +30.6%

UUUU ENERGY FUELS INC 0.3%

Value ($000) $2,481 Shares 161,600 Est. Cost $4.80 Unrealized +253.6%

WBI WATERBRIDGE INFRASTRUCTURE L 0.2%

Value ($000) $1,924 Shares 76,300 Est. Cost $23.45 Unrealized -1.0%

HESM HESS MIDSTREAM LP 0.2%

Value ($000) $1,572 Shares 45,500 Est. Cost $35.52 Unrealized -8.2%

FLR FLUOR CORP NEW 0.2%

Value ($000) $1,498 Shares 35,600 Est. Cost $39.88 Unrealized +10.9%

VST VISTRA CORP 0.1%

Value ($000) $568 Shares 2,900 Est. Cost $147.45 Unrealized +23.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SRE	SEMPRA	287,538	$25,873	2.9%	$75.16	+20.5%	—	816851109
CRC	CALIFORNIA RES CORP	377,760	$20,089	2.2%	$49.44	-4.6%	—	13057Q305
DUK	DUKE ENERGY CORP NEW	154,784	$19,155	2.1%	$112.08	+8.5%	—	26441C204
NEE	NEXTERA ENERGY INC	230,700	$17,416	1.9%	$72.21	+14.2%	—	65339F101
LNG	CHENIERE ENERGY INC	64,263	$15,101	1.7%	$204.19	+2.8%	—	16411R208
CNQ	CANADIAN NAT RES LTD	438,100	$14,002	1.5%	$30.94	+4.8%	—	136385101
TS	TENARIS S A	290,097	$10,377	1.1%	$35.85	—	—	88031M109
TRGP	TARGA RES CORP	60,596	$10,152	1.1%	$165.15	+1.8%	—	87612G101
NXT	NEXTRACKER INC	105,029	$7,771	0.9%	$57.94	+56.5%	—	65290E101
TT	TRANE TECHNOLOGIES PLC	16,200	$6,836	0.8%	$404.02	+2.4%	—	G8994E103
PTEN	PATTERSON-UTI ENERGY INC	1,015,181	$5,259	0.6%	$8.26	-27.7%	—	703481101
IMSR	HCM II ACQUISITION CORP	217,600	$3,571	0.4%	$11.89	+12.4%	—	G43658106
AESI	ATLAS ENERGY SOLUTIONS INC	310,841	$3,534	0.4%	$13.25	-23.7%	—	642045108
CAT	CATERPILLAR INC	5,600	$2,672	0.3%	$425.39	+30.6%	—	149123101
UUUU	ENERGY FUELS INC	161,600	$2,481	0.3%	$4.80	+253.6%	—	292671708
WBI	WATERBRIDGE INFRASTRUCTURE L	76,300	$1,924	0.2%	$23.45	-1.0%	—	940923105
HESM	HESS MIDSTREAM LP	45,500	$1,572	0.2%	$35.52	-8.2%	—	428103105
FLR	FLUOR CORP NEW	35,600	$1,498	0.2%	$39.88	+10.9%	—	343412102
VST	VISTRA CORP	2,900	$568	0.1%	$147.45	+23.4%	—	92840M102

Decreased Positions (37)

DVN DEVON ENERGY CORP NEW 2.0%

Value ($000) $18,525 (-63.8%) Shares 505,745 (-65.4%) Est. Cost $32.77 Unrealized +6.0%

MUR MURPHY OIL CORP 0.3%

Value ($000) $2,563 (-91.7%) Shares 82,015 (-92.5%) Est. Cost $24.52 Unrealized +20.7%

PR PERMIAN RESOURCES CORP 4.1%

Value ($000) $37,031 (-41.1%) Shares 2,639,388 (-46.2%) Est. Cost $14.03 Unrealized -4.3%

SEI SOLARIS ENERGY INFRAS INC 0.8%

Value ($000) $7,583 (-75.2%) Shares 164,959 (-78.4%) Est. Cost $20.20 Unrealized +139.1%

VNOM VIPER ENERGY INC 6.6%

Value ($000) $59,271 (-27.8%) Shares 1,534,335 (-28.5%) Est. Cost $38.10 Unrealized -0.6%

MGY MAGNOLIA OIL & GAS CORP 2.4%

Value ($000) $22,126 (-46.7%) Shares 1,010,794 (-41.9%) Est. Cost $22.86 Unrealized -0.5%

TRP TC ENERGY CORP 3.1%

Value ($000) $27,629 (-38.5%) Shares 502,246 (-39.1%) Est. Cost $45.53 Unrealized +17.2%

CVE CENOVUS ENERGY INC 1.0%

Value ($000) $8,895 (-62.0%) Shares 525,700 (-61.8%) Est. Cost $14.50 Unrealized +19.8%

AR ANTERO RESOURCES CORP 2.0%

Value ($000) $17,735 (-44.8%) Shares 514,666 (-46.3%) Est. Cost $34.12 Unrealized -0.7%

OKE ONEOK INC NEW 3.8%

Value ($000) $34,735 (-27.3%) Shares 472,588 (-27.8%) Est. Cost $87.99 Unrealized -19.9%

WHD CACTUS INC 0.1%

Value ($000) $1,344 (-89.1%) Shares 29,419 (-90.6%) Est. Cost $42.06 Unrealized -0.6%

HAL HALLIBURTON CO 0.3%

Value ($000) $2,543 (-79.1%) Shares 90,000 (-81.8%) Est. Cost $24.86 Unrealized +5.8%

KMI KINDER MORGAN INC DEL 4.6%

Value ($000) $42,025 (-18.5%) Shares 1,528,726 (-16.0%) Est. Cost $17.73 Unrealized +51.8%

EE EXCELERATE ENERGY INC 0.3%

Value ($000) $2,413 (-76.1%) Shares 86,035 (-78.6%) Est. Cost $28.03 Unrealized -3.6%

GLW CORNING INC 0.9%

Value ($000) $7,863 (-45.8%) Shares 89,806 (-49.2%) Est. Cost $47.48 Unrealized +81.1%

DINO HF SINCLAIR CORP 2.7%

Value ($000) $24,433 (-19.9%) Shares 530,222 (-9.0%) Est. Cost $44.20 Unrealized +16.0%

SDRL SEADRILL LTD 0.6%

Value ($000) $5,335 (-53.2%) Shares 154,199 (-59.2%) Est. Cost $31.38 Unrealized -0.7%

GPOR GULFPORT ENERGY CORP 1.3%

Value ($000) $11,388 (-32.7%) Shares 54,751 (-41.5%) Est. Cost $152.69 Unrealized +30.6%

LEU CENTRUS ENERGY CORP 0.1%

Value ($000) $1,157 (-82.4%) Shares 4,768 (-77.5%) Est. Cost $221.21 Unrealized +36.5%

CCJ CAMECO CORP 0.2%

Value ($000) $2,068 (-72.4%) Shares 22,600 (-74.7%) Est. Cost $66.72 Unrealized +34.8%

EXC EXELON CORP 1.0%

Value ($000) $9,180 (-36.3%) Shares 210,600 (-34.3%) Est. Cost $43.57 Unrealized +4.3%

ETN EATON CORP PLC 1.0%

Value ($000) $8,715 (-35.9%) Shares 27,361 (-24.7%) Est. Cost $308.54 Unrealized +14.9%

XPRO EXPRO GROUP HOLDINGS NV 0.1%

Value ($000) $790 (-85.7%) Shares 59,169 (-87.2%) Est. Cost $16.07 Unrealized -16.1%

VRT VERTIV HOLDINGS CO 1.0%

Value ($000) $8,865 (-34.0%) Shares 54,719 (-38.5%) Est. Cost $99.56 Unrealized +74.4%

DY DYCOM INDS INC 0.4%

Value ($000) $3,236 (-58.1%) Shares 9,577 (-63.8%) Est. Cost $176.93 Unrealized +78.2%

NVT NVENT ELECTRIC PLC 0.9%

Value ($000) $8,217 (-35.3%) Shares 80,580 (-37.4%) Est. Cost $74.72 Unrealized +38.7%

OII OCEANEERING INTL INC 0.3%

Value ($000) $2,884 (-57.3%) Shares 120,000 (-55.9%) Est. Cost $22.93 Unrealized +5.3%

ITT ITT INC 0.2%

Value ($000) $2,213 (-58.3%) Shares 12,752 (-57.1%) Est. Cost $142.42 Unrealized +25.8%

SGML SIGMA LITHIUM CORPORATION 0.9%

Value ($000) $7,878 (-18.2%) Shares 597,237 (-60.3%) Est. Cost $12.92 Unrealized -33.3%

JCI JOHNSON CTLS INTL PLC 0.7%

Value ($000) $5,924 (-22.0%) Shares 49,467 (-28.4%) Est. Cost $99.59 Unrealized +15.3%

FTI TECHNIPFMC PLC 0.3%

Value ($000) $2,999 (-16.9%) Shares 67,300 (-26.5%) Est. Cost $32.07 Unrealized +31.6%

ARRY ARRAY TECHNOLOGIES INC 0.2%

Value ($000) $1,675 (-18.4%) Shares 181,620 (-27.8%) Est. Cost $6.07 Unrealized +41.2%

TTI TETRA TECHNOLOGIES INC DEL 0.2%

Value ($000) $1,449 (+28.9%) Shares 154,657 (-20.9%) Est. Cost $4.63 Unrealized +66.5%

NESR NATIONAL ENERGY SERVICES REU 0.1%

Value ($000) $1,219 (+24.3%) Shares 77,845 (-18.6%) Est. Cost $8.63 Unrealized +52.0%

BE BLOOM ENERGY CORP 0.1%

Value ($000) $999 (-15.6%) Shares 11,500 (-17.9%) Est. Cost $46.44 Unrealized +126.3%

BKV BKV CORP 0.1%

Value ($000) $1,010 (-8.6%) Shares 37,200 (-22.2%) Est. Cost $20.50 Unrealized +22.5%

MTZ MASTEC INC 3.2%

Value ($000) $28,671 (-0.0%) Shares 131,899 (-2.1%) Est. Cost $145.07 Unrealized +44.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DVN	DEVON ENERGY CORP NEW	505,745 (-65.4%)	$18,525 (-63.8%)	2.0%	$32.77	+6.0%	COM	25179M103
MUR	MURPHY OIL CORP	82,015 (-92.5%)	$2,563 (-91.7%)	0.3%	$24.52	+20.7%	COM	626717102
PR	PERMIAN RESOURCES CORP	2,639,388 (-46.2%)	$37,031 (-41.1%)	4.1%	$14.03	-4.3%	CLASS A COM	71424F105
SEI	SOLARIS ENERGY INFRAS INC	164,959 (-78.4%)	$7,583 (-75.2%)	0.8%	$20.20	+139.1%	COM CL A	83418M103
VNOM	VIPER ENERGY INC	1,534,335 (-28.5%)	$59,271 (-27.8%)	6.6%	$38.10	-0.6%	CL A	64361Q101
MGY	MAGNOLIA OIL & GAS CORP	1,010,794 (-41.9%)	$22,126 (-46.7%)	2.4%	$22.86	-0.5%	CL A	559663109
TRP	TC ENERGY CORP	502,246 (-39.1%)	$27,629 (-38.5%)	3.1%	$45.53	+17.2%	COM	87807B107
CVE	CENOVUS ENERGY INC	525,700 (-61.8%)	$8,895 (-62.0%)	1.0%	$14.50	+19.8%	COM	15135U109
AR	ANTERO RESOURCES CORP	514,666 (-46.3%)	$17,735 (-44.8%)	2.0%	$34.12	-0.7%	COM	03674X106
OKE	ONEOK INC NEW	472,588 (-27.8%)	$34,735 (-27.3%)	3.8%	$87.99	-19.9%	COM	682680103
WHD	CACTUS INC	29,419 (-90.6%)	$1,344 (-89.1%)	0.1%	$42.06	-0.6%	CL A	127203107
HAL	HALLIBURTON CO	90,000 (-81.8%)	$2,543 (-79.1%)	0.3%	$24.86	+5.8%	COM	406216101
KMI	KINDER MORGAN INC DEL	1,528,726 (-16.0%)	$42,025 (-18.5%)	4.6%	$17.73	+51.8%	COM	49456B101
EE	EXCELERATE ENERGY INC	86,035 (-78.6%)	$2,413 (-76.1%)	0.3%	$28.03	-3.6%	CL A COM	30069T101
GLW	CORNING INC	89,806 (-49.2%)	$7,863 (-45.8%)	0.9%	$47.48	+81.1%	COM	219350105
DINO	HF SINCLAIR CORP	530,222 (-9.0%)	$24,433 (-19.9%)	2.7%	$44.20	+16.0%	COM	403949100
SDRL	SEADRILL LTD	154,199 (-59.2%)	$5,335 (-53.2%)	0.6%	$31.38	-0.7%	COM	G7997W102
GPOR	GULFPORT ENERGY CORP	54,751 (-41.5%)	$11,388 (-32.7%)	1.3%	$152.69	+30.6%	COMMON SHARES	402635502
LEU	CENTRUS ENERGY CORP	4,768 (-77.5%)	$1,157 (-82.4%)	0.1%	$221.21	+36.5%	CL A	15643U104
CCJ	CAMECO CORP	22,600 (-74.7%)	$2,068 (-72.4%)	0.2%	$66.72	+34.8%	COM	13321L108
EXC	EXELON CORP	210,600 (-34.3%)	$9,180 (-36.3%)	1.0%	$43.57	+4.3%	COM	30161N101
ETN	EATON CORP PLC	27,361 (-24.7%)	$8,715 (-35.9%)	1.0%	$308.54	+14.9%	SHS	G29183103
XPRO	EXPRO GROUP HOLDINGS NV	59,169 (-87.2%)	$790 (-85.7%)	0.1%	$16.07	-16.1%	COM	N3144W105
VRT	VERTIV HOLDINGS CO	54,719 (-38.5%)	$8,865 (-34.0%)	1.0%	$99.56	+74.4%	COM CL A	92537N108
DY	DYCOM INDS INC	9,577 (-63.8%)	$3,236 (-58.1%)	0.4%	$176.93	+78.2%	COM	267475101
NVT	NVENT ELECTRIC PLC	80,580 (-37.4%)	$8,217 (-35.3%)	0.9%	$74.72	+38.7%	SHS	G6700G107
OII	OCEANEERING INTL INC	120,000 (-55.9%)	$2,884 (-57.3%)	0.3%	$22.93	+5.3%	COM	675232102
ITT	ITT INC	12,752 (-57.1%)	$2,213 (-58.3%)	0.2%	$142.42	+25.8%	COM	45073V108
SGML	SIGMA LITHIUM CORPORATION	597,237 (-60.3%)	$7,878 (-18.2%)	0.9%	$12.92	-33.3%	COM	826599102
JCI	JOHNSON CTLS INTL PLC	49,467 (-28.4%)	$5,924 (-22.0%)	0.7%	$99.59	+15.3%	SHS	G51502105
FTI	TECHNIPFMC PLC	67,300 (-26.5%)	$2,999 (-16.9%)	0.3%	$32.07	+31.6%	COM	G87110105
ARRY	ARRAY TECHNOLOGIES INC	181,620 (-27.8%)	$1,675 (-18.4%)	0.2%	$6.07	+41.2%	COM SHS	04271T100
TTI	TETRA TECHNOLOGIES INC DEL	154,657 (-20.9%)	$1,449 (+28.9%)	0.2%	$4.63	+66.5%	COM	88162F105
NESR	NATIONAL ENERGY SERVICES REU	77,845 (-18.6%)	$1,219 (+24.3%)	0.1%	$8.63	+52.0%	SHS	G6375R107
BE	BLOOM ENERGY CORP	11,500 (-17.9%)	$999 (-15.6%)	0.1%	$46.44	+126.3%	COM CL A	093712107
BKV	BKV CORP	37,200 (-22.2%)	$1,010 (-8.6%)	0.1%	$20.50	+22.5%	COM	05603J108
MTZ	MASTEC INC	131,899 (-2.1%)	$28,671 (-0.0%)	3.2%	$145.07	+44.7%	COM	576323109

Unchanged Positions (3)

PDS PRECISION DRILLING CORP 0.4%

Value ($000) $4,031 Shares 56,178 Est. Cost $56.03 Unrealized +9.6%

NPWR NET POWER INC 0.0%

Value ($000) $235 Shares 103,178 Est. Cost $8.93 Unrealized -65.0%

OPAL OPAL FUELS INC 0.1%

Value ($000) $880 Shares 373,849 Est. Cost $5.28 Unrealized -54.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PDS	PRECISION DRILLING CORP	56,178	$4,031	0.4%	$56.03	+9.6%	COM NEW	74022D407
NPWR	NET POWER INC	103,178	$235	0.0%	$8.93	-65.0%	COM CL A	64107A105
OPAL	OPAL FUELS INC	373,849	$880	0.1%	$5.28	-54.3%	CLASS A COM	68347P103