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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Common 002824100 17,748,570 133,800 SH SOLE 133,800 0 0
Abbvie Common 00287Y109 26,713,800 127,500 SH SOLE 127,500 0 0
AerCap Holdings Common N00985106 18,748,195 183,500 SH SOLE 183,500 0 0
Allstate Common 020002101 25,987,285 125,500 SH SOLE 125,500 0 0
Uhaul Common 023586100 4,830,104 73,900 SH SOLE 73,900 0 0
Uhaul B Common 023586506 26,749,360 452,000 SH SOLE 452,000 0 0
Apple Common 037833100 8,640,857 38,900 SH SOLE 38,900 0 0
Archer Daniels Common 039483102 4,801,000 100,000 SH SOLE 100,000 0 0
Ashland Common 044209104 889,350 15,000 SH SOLE 15,000 0 0
Avista Common 05379B107 8,436,805 201,500 SH SOLE 201,500 0 0
Bunge Common H11356104 6,113,600 80,000 SH SOLE 80,000 0 0
Caribou Biosciences Common 142038108 227,500 250,000 SH SOLE 250,000 0 0
Chemours Common 163851108 2,706,000 200,000 SH SOLE 200,000 0 0
CMS Energy Common 125896100 16,974,860 226,000 SH SOLE 226,000 0 0
Accelerate Diagnostic Cv 5.0% 00430HAC6 1,317,029 3,292,574 PRN SOLE 3,292,574 0 0
Darling Ingredients Common 237266101 4,404,840 141,000 SH SOLE 141,000 0 0
Duke Energy Common 26441C204 21,444,278 175,816 SH SOLE 175,816 0 0
EDAP Common 268311107 1,085,158 553,652 SH SOLE 553,652 0 0
Fate Theraputics Common 31189P102 434,500 550,000 SH SOLE 550,000 0 0
AT & T Common 00206R102 19,032,440 673,000 SH SOLE 673,000 0 0
Eli Lilly Common 532457108 1,651,820 2,000 SH SOLE 2,000 0 0
Nextera Energy Common 302571104 22,330,350 315,000 SH SOLE 315,000 0 0
Kodiak Sciences Common 50015M109 907,630 323,000 SH SOLE 323,000 0 0
Personalis Common 71535D106 888,030 253,000 SH SOLE 253,000 0 0
908 Devices Common 65443P102 305,921 68,286 SH SOLE 68,286 0 0
Lava Theraputics Common N51517105 662,780 521,874 SH SOLE 521,874 0 0
Newmont Common 651639106 4,828,000 100,000 SH SOLE 100,000 0 0
IGM Bioscience Common 449585108 115,000 100,000 SH SOLE 100,000 0 0
Insteel Common 45774W108 9,032,025 343,423 SH SOLE 343,423 0 0
Organon Common 68622V106 464,568 31,200 SH SOLE 31,200 0 0
Mannkind Common 56400P706 981,217 195,073 SH SOLE 195,073 0 0
Merck Common 589331107 18,203,328 202,800 SH SOLE 202,800 0 0
Pfizer Common 717081103 6,889,946 271,900 SH SOLE 271,900 0 0
RLI Common 749607107 3,277,464 40,800 SH SOLE 40,800 0 0
Supernus Common 868459108 2,688,939 82,105 SH SOLE 82,105 0 0
Venture Global Common 92333F101 1,030,000 100,000 SH SOLE 100,000 0 0
Viatris Common 92556V106 507,610 58,279 SH SOLE 58,279 0 0
Vicor Common 925815102 3,274,600 70,000 SH SOLE 70,000 0 0
Bausch Health Common 91911K102 1,106,370 171,000 SH SOLE 171,000 0 0
WEC Energy Common 92939U106 370,988 3,945 SH SOLE 3,945 0 0
XM Sirius Common 82968B103 1,257,371 55,784 SH SOLE 55,784 0 0
XEL Energy Common 98389B100 13,768,655 194,500 SH SOLE 194,500 0 0