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
ABBVIE INC Common Stock 00287Y109 14,292,740 77,000 SH SOLE 77,000 0 0
ADV MICRO DEVICE Common Stock 007903107 2,412,300 17,000 SH SOLE 17,000 0 0
AES CORP Common Stock 00130H105 2,945,600 280,000 SH SOLE 280,000 0 0
AIR PRODS & CHEM Common Stock 009158106 7,333,560 26,000 SH SOLE 26,000 0 0
ALLSTATE CORP Common Stock 020002101 3,623,580 18,000 SH SOLE 18,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 10,274,908 175,250 SH SOLE 175,250 0 0
AMER FINL GROUP Common Stock 025932104 5,174,610 41,000 SH SOLE 41,000 0 0
AMERICAN ELECTRI Common Stock 025537101 11,413,600 110,000 SH SOLE 110,000 0 0
ANTERO RESOURCES Common Stock 03674X106 4,833,600 120,000 SH SOLE 120,000 0 0
APPLE INC Common Stock 037833100 4,308,570 21,000 SH SOLE 21,000 0 0
ARCHROCK INC Common Stock 03957W106 3,476,200 140,000 SH SOLE 140,000 0 0
ARRAY TECHNOLOGI Common Shares 04271T100 413,000 70,000 SH SOLE 70,000 0 0
AT&T INC Common Stock 00206R102 11,199,780 387,000 SH SOLE 387,000 0 0
BAKER HUGHES A CL A 05722G100 5,060,880 132,000 SH SOLE 132,000 0 0
BANK OF AMERICA Common Stock 060505104 8,517,600 180,000 SH SOLE 180,000 0 0
BCE INC Common Stock 05534B760 133,020 6,000 SH SOLE 6,000 0 0
BEST BUY CO INC Common Stock 086516101 268,520 4,000 SH SOLE 4,000 0 0
BHP GROUP-ADR SPONSORED ADS 088606108 96,180 2,000 SH SOLE 2,000 0 0
BLACKROCK INC Common Stock 09290D101 7,344,750 7,000 SH SOLE 7,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 14,752,623 318,700 SH SOLE 318,700 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107 7,454,475 157,500 SH SOLE 157,500 0 0
BROADCOM INC Common Stock 11135F101 29,770,200 108,000 SH SOLE 108,000 0 0
CAMECO CORP Common Stock 13321L108 1,261,910 17,000 SH SOLE 17,000 0 0
CATERPILLAR INC Common Stock 149123101 1,552,840 4,000 SH SOLE 4,000 0 0
CHART INDUSTRIES Common Stock 16115Q308 1,975,800 12,000 SH SOLE 12,000 0 0
CHENIERE ENERGY Common Stock 16411R208 7,062,080 29,000 SH SOLE 29,000 0 0
CHEVRON CORP Common Stock 166764100 21,621,690 151,000 SH SOLE 151,000 0 0
CISCO SYSTEMS Common Stock 17275R102 1,040,700 15,000 SH SOLE 15,000 0 0
CITIGROUP INC Common Stock 172967424 12,342,400 145,000 SH SOLE 145,000 0 0
CLOUDFLARE INC-A CL A COM 18915M107 4,112,430 21,000 SH SOLE 21,000 0 0
CME GROUP INC Common Stock 12572Q105 6,890,500 25,000 SH SOLE 25,000 0 0
COCA-COLA CO/THE Common Stock 191216100 7,075,000 100,000 SH SOLE 100,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,422,980 27,000 SH SOLE 27,000 0 0
CONSTELLATION EN Common Stock 21037T109 968,280 3,000 SH SOLE 3,000 0 0
CORNING INC Common Stock 219350105 13,673,400 260,000 SH SOLE 260,000 0 0
COTERRA ENERGY CORP Common Stock 127097103 2,791,800 110,000 SH SOLE 110,000 0 0
CYBERARK SOFTWAR SHS M2682V108 2,441,280 6,000 SH SOLE 6,000 0 0
DEERE & CO Common Stock 244199105 2,542,450 5,000 SH SOLE 5,000 0 0
DELL TECHN-C CL C 24703L202 6,988,200 57,000 SH SOLE 57,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 2,335,800 17,000 SH SOLE 17,000 0 0
DIGITALOCEAN HOL Common Stock 25402D102 2,142,000 75,000 SH SOLE 75,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 197,820 3,500 SH SOLE 3,500 0 0
DORIAN LPG LTD SHS USD Y2106R110 219,420 9,000 SH SOLE 9,000 0 0
DOW INC Common Stock 260557103 238,320 9,000 SH SOLE 9,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,564,200 20,000 SH SOLE 20,000 0 0
ENBRIDGE INC Common Stock 29250N105 7,455,140 164,500 SH SOLE 164,500 0 0
ENTERGY CORP Common Stock 29364G103 10,805,600 130,000 SH SOLE 130,000 0 0
EQT CORP Common Stock 26884L109 2,332,800 40,000 SH SOLE 40,000 0 0
EVERGY INC Common Stock 30034W106 6,893,000 100,000 SH SOLE 100,000 0 0
EVERSOURCE ENERG Common Stock 30040W108 254,480 4,000 SH SOLE 4,000 0 0
EXCELERATE ENE-A CL A COM 30069T101 2,638,800 90,000 SH SOLE 90,000 0 0
EXELON CORP Common Stock 30161N101 2,692,040 62,000 SH SOLE 62,000 0 0
EXPAND ENERGY CORP Common Stock 165167735 1,169,400 10,000 SH SOLE 10,000 0 0
EXPRO GROUP HOLD Common Stock N3144W105 257,700 30,000 SH SOLE 30,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 13,475,000 125,000 SH SOLE 125,000 0 0
FEDEX CORP Common Stock 31428X106 1,591,170 7,000 SH SOLE 7,000 0 0
FIRST SOLAR INC Common Stock 336433107 3,807,420 23,000 SH SOLE 23,000 0 0
GE VERNOVA INC Common Stock 36828A101 2,010,770 3,800 SH SOLE 3,800 0 0
GENERAC HOLDINGS Common Stock 368736104 716,050 5,000 SH SOLE 5,000 0 0
GENUINE PARTS CO Common Stock 372460105 6,672,050 55,000 SH SOLE 55,000 0 0
GULFPORT ENERGY Common Shares 402635502 4,828,080 24,000 SH SOLE 24,000 0 0
HALLIBURTON CO Common Stock 406216101 611,400 30,000 SH SOLE 30,000 0 0
HF SINCLAIR CORPORATION Common Stock 403949100 1,027,000 25,000 SH SOLE 25,000 0 0
HOME DEPOT INC Common Stock 437076102 9,532,640 26,000 SH SOLE 26,000 0 0
IBM Common Stock 459200101 6,485,160 22,000 SH SOLE 22,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 4,203,250 17,000 SH SOLE 17,000 0 0
ING GROEP-ADR SPONSORED ADR 456837103 109,350 5,000 SH SOLE 5,000 0 0
INTUIT INC Common Stock 461202103 3,938,150 5,000 SH SOLE 5,000 0 0
JPMORGAN CHASE Common Stock 46625H100 12,176,220 42,000 SH SOLE 42,000 0 0
KENVUE INC Common Stock 49177J102 9,313,850 445,000 SH SOLE 445,000 0 0
KIMBERLY-CLARK Common Stock 494368103 9,153,320 71,000 SH SOLE 71,000 0 0
KINDER MORGAN IN Common Stock 49456B101 2,205,000 75,000 SH SOLE 75,000 0 0
KLA-TENCOR CORP Common Stock 482480100 5,374,440 6,000 SH SOLE 6,000 0 0
KODIAK GAS SERVI Common Stock 50012A108 3,050,030 89,000 SH SOLE 89,000 0 0
LAM RESEARCH Common Stock 512807306 10,415,380 107,000 SH SOLE 107,000 0 0
LOCKHEED MARTIN Common Stock 539830109 6,947,100 15,000 SH SOLE 15,000 0 0
LOWE'S COS INC Common Stock 548661107 2,218,700 10,000 SH SOLE 10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 4,860,240 84,000 SH SOLE 84,000 0 0
MASTERCARD INC-A CL A 57636Q104 3,933,580 7,000 SH SOLE 7,000 0 0
MCDONALDS CORP Common Stock 580135101 5,843,400 20,000 SH SOLE 20,000 0 0
MERCK & CO Common Stock 58933Y105 6,411,960 81,000 SH SOLE 81,000 0 0
MICROSOFT CORP Common Stock 594918104 2,984,460 6,000 SH SOLE 6,000 0 0
MODINE MFG CO Common Stock 607828100 1,280,500 13,000 SH SOLE 13,000 0 0
MONDAY.COM LTD SHS M7S64H106 2,201,360 7,000 SH SOLE 7,000 0 0
MORGAN STANLEY Common Stock 617446448 14,367,720 102,000 SH SOLE 102,000 0 0
NEXTERA ENERGY Common Stock 65339F101 29,503,500 425,000 SH SOLE 425,000 0 0
NEXTRACKER-CL A CLASS A COM 65290E101 1,033,030 19,000 SH SOLE 19,000 0 0
NOBLE CORP PLC ORD SHS A G65431127 929,250 35,000 SH SOLE 35,000 0 0
NRG ENERGY INC Common Stock 629377508 4,496,240 28,000 SH SOLE 28,000 0 0
NVIDIA CORP Common Stock 67066G104 10,269,350 65,000 SH SOLE 65,000 0 0
OLD REPUB INTL Common Stock 680223104 5,766,000 150,000 SH SOLE 150,000 0 0
PATTERSON-UTI Common Stock 703481101 593,000 100,000 SH SOLE 100,000 0 0
PAYCHEX INC Common Stock 704326107 6,254,780 43,000 SH SOLE 43,000 0 0
PEMBINA PIPELINE Common Stock 706327103 2,625,700 70,000 SH SOLE 70,000 0 0
PEPSICO INC Common Stock 713448108 16,505,000 125,000 SH SOLE 125,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105 11,454,420 841,000 SH SOLE 841,000 0 0
PETROBRAS SA-ADR SPONSORED ADR 71654V408 287,730 23,000 SH SOLE 23,000 0 0
PFIZER INC Common Stock 717081103 7,368,960 304,000 SH SOLE 304,000 0 0
PHILIP MORRIS IN Common Stock 718172109 6,374,550 35,000 SH SOLE 35,000 0 0
PHILLIPS 66 Common Stock 718546104 10,975,600 92,000 SH SOLE 92,000 0 0
PILGRIM'S PRIDE Common Stock 72147K108 2,249,000 50,000 SH SOLE 50,000 0 0
PNC FINANCIAL SE Common Stock 693475105 1,864,200 10,000 SH SOLE 10,000 0 0
PORTLAND GENERAL Common Stock 736508847 162,520 4,000 SH SOLE 4,000 0 0
PRIMORIS SERVICE Common Stock 74164F103 1,870,560 24,000 SH SOLE 24,000 0 0
PROCTER & GAMBLE Common Stock 742718109 2,867,760 18,000 SH SOLE 18,000 0 0
PRUDENTL FINL Common Stock 744320102 9,347,280 87,000 SH SOLE 87,000 0 0
QUALCOMM INC Common Stock 747525103 11,944,500 75,000 SH SOLE 75,000 0 0
QUANTA SERVICES Common Stock 74762E102 945,200 2,500 SH SOLE 2,500 0 0
REGIONS FINANCIA Common Stock 7591EP100 141,120 6,000 SH SOLE 6,000 0 0
RIO TINTO-ADR SPONSORED ADR 767204100 174,990 3,000 SH SOLE 3,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,636,450 5,000 SH SOLE 5,000 0 0
SCHLUMBERGER LTD Common Stock 806857108 2,704,000 80,000 SH SOLE 80,000 0 0
SEAGATE TECHNOLO ORD SHS G7997R103 144,330 1,000 SH SOLE 1,000 0 0
SHOALS TECHNOL-A CL A 82489W107 828,750 195,000 SH SOLE 195,000 0 0
SOUTH BOW CORP Common Stock 83671M105 62,184 2,400 SH SOLE 2,400 0 0
STARBUCKS CORP Common Stock 855244109 3,665,200 40,000 SH SOLE 40,000 0 0
T ROWE PRICE GRP Common Stock 74144T108 57,900 600 SH SOLE 600 0 0
TARGA RESOURCES Common Stock 87612G101 4,352,000 25,000 SH SOLE 25,000 0 0
TARGET CORP Common Stock 87612E106 8,681,200 88,000 SH SOLE 88,000 0 0
TC Energy Corp Common Stock 87807B107 24,492,580 502,000 SH SOLE 502,000 0 0
TECHNIPFMC PLC Common Stock G87110105 1,377,600 40,000 SH SOLE 40,000 0 0
TENARIS-ADR SPONSORED ADS 88031M109 1,047,200 28,000 SH SOLE 28,000 0 0
TESLA INC Common Stock 88160R101 1,270,640 4,000 SH SOLE 4,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 6,643,840 32,000 SH SOLE 32,000 0 0
TEXAS PACIFIC LA Common Stock 88262P102 1,162,029 1,100 SH SOLE 1,100 0 0
THE BUCKLE INC Common Stock 118440106 136,050 3,000 SH SOLE 3,000 0 0
THERMO FISHER Common Stock 883556102 2,027,300 5,000 SH SOLE 5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 4,811,510 11,000 SH SOLE 11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 128,970 3,000 SH SOLE 3,000 0 0
UNITED MICRO-ADR SPON ADR 910873405 91,800 12,000 SH SOLE 12,000 0 0
UNITED PARCEL-B CL B 911312106 5,854,520 58,000 SH SOLE 58,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,871,820 6,000 SH SOLE 6,000 0 0
UNUM GROUP Common Stock 91529Y106 5,653,200 70,000 SH SOLE 70,000 0 0
US BANCORP Common Stock 902973304 241,635 5,340 SH SOLE 5,340 0 0
VALERO ENERGY Common Stock 91913Y100 4,301,440 32,000 SH SOLE 32,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 10,211,720 236,000 SH SOLE 236,000 0 0
VERTIV HOLDING-A COM CL A 92537N108 4,494,350 35,000 SH SOLE 35,000 0 0
VISA INC-CLASS A COM CL A 92826C839 5,325,750 15,000 SH SOLE 15,000 0 0
VISTRA CORP Common Stock 92840M102 5,426,680 28,000 SH SOLE 28,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,974,660 13,000 SH SOLE 13,000 0 0
WENDY'S CO/THE Common Stock 95058W100 91,360 8,000 SH SOLE 8,000 0 0
WHIRLPOOL CORP Common Stock 963320106 101,420 1,000 SH SOLE 1,000 0 0
XCEL ENERGY INC Common Stock 98389B100 14,301,000 210,000 SH SOLE 210,000 0 0