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
ALBEMARLE CORP COM 012653101 15,633,658 249,460 SH SOLE 1 249,460 0 0
APTIV PLC COM SHS G3265R107 12,987,587 190,378 SH SOLE 1 190,378 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,644,237 115,397 SH SOLE 1 115,397 0 0
AUTONATION INC COM 05329W102 6,154,376 30,981 SH SOLE 1 30,981 0 0
BLOOM ENERGY CORP COM CL A 093712107 7,414,219 309,959 SH SOLE 1 309,959 0 0
BORGWARNER INC COM 099724106 16,171,443 483,018 SH SOLE 1 483,018 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,931,285 104,242 SH SOLE 1 104,242 0 0
CATERPILLAR INC COM 149123101 33,590,258 86,526 SH SOLE 1 86,526 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,624,475 27,203 SH SOLE 1 27,203 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 6,073,215 33,500 SH SOLE 1 33,500 0 0
CUMMINS INC COM 231021106 25,110,408 76,673 SH SOLE 1 76,673 0 0
DANA INC COM 235825205 15,883,936 926,177 SH SOLE 1 926,177 0 0
DARLING INGREDIENTS INC COM 237266101 20,969,514 552,702 SH SOLE 1 552,702 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 858,584 17,458 SH SOLE 1 17,458 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 19,731,043 179,520 SH SOLE 1 179,520 0 0
EATON CORP PLC SHS G29183103 7,766,317 21,755 SH SOLE 1 21,755 0 0
EVERSOURCE ENERGY COM 30040W108 71,376,932 1,121,926 SH SOLE 1 1,121,926 0 0
FORD MTR CO COM 345370860 8,877,383 818,192 SH SOLE 1 818,192 0 0
GENERAL MTRS CO COM 37045V100 25,040,656 508,853 SH SOLE 1 508,853 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 13,027,933 29,832 SH SOLE 1 29,832 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,052,949 7,708 SH SOLE 1 7,708 0 0
HYATT HOTELS CORP COM CL A 448579102 2,035,538 14,576 SH SOLE 1 14,576 0 0
INTERNATIONAL PAPER CO COM 460146103 2,907,956 62,096 SH SOLE 1 62,096 0 0
IVANHOE ELECTRIC INC COM 46578C108 3,561,798 392,701 SH SOLE 1 392,701 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 4,799,380 108,953 SH SOLE 1 108,953 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 17,054,487 1,703,745 SH SOLE 1 1,703,745 0 0
MASTEC INC COM 576323109 9,461,762 55,517 SH SOLE 1 55,517 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 2,360,792 131,301 SH SOLE 1 131,301 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,013,926 99,306 SH SOLE 1 99,306 0 0
OKLO INC COM CL A 02156V109 5,599,000 100,000 SH SOLE 1 100,000 0 0
OMNICOM GROUP INC COM 681919106 9,870,744 137,208 SH SOLE 1 137,208 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,400,292 141,200 SH SOLE 1 141,200 0 0
OSHKOSH CORP COM 688239201 18,663,592 164,379 SH SOLE 1 164,379 0 0
PACCAR INC COM 693718108 30,612,932 322,038 SH SOLE 1 322,038 0 0
PG&E CORP COM 69331C108 114,631,171 8,223,183 SH SOLE 1 8,223,183 0 0
PG&E CORP COM 69331C108 31,660,528 2,271,200 SH Call SOLE 1 2,271,200 0 0
PHINIA INC COMMON STOCK 71880K101 5,353,793 120,337 SH SOLE 1 120,337 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 17,917,139 440,983 SH SOLE 1 440,983 0 0
PPG INDS INC COM 693506107 20,863,798 183,418 SH SOLE 1 183,418 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 36,706,352 436,046 SH SOLE 1 436,046 0 0
RB GLOBAL INC COM 74935Q107 16,815,080 158,349 SH SOLE 1 158,349 0 0
REDWIRE CORPORATION COM 75776W103 1,305,630 80,100 SH SOLE 1 80,100 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 8,488,190 281,906 SH SOLE 1 281,906 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 1,878,795 66,412 SH SOLE 1 66,412 0 0
SUNRUN INC COM 86771W105 4,951,591 605,329 SH SOLE 1 605,329 0 0
TARGA RES CORP COM 87612G101 3,319,357 19,068 SH SOLE 1 19,068 0 0
TC ENERGY CORP COM 87807B107 24,503,081 502,925 SH SOLE 1 502,925 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 10,108,056 59,928 SH SOLE 1 59,928 0 0
UGI CORP NEW COM 902681105 6,091,609 167,260 SH SOLE 1 167,260 0 0
UNITED AIRLS HLDGS INC COM 910047109 827,595 10,393 SH SOLE 1 10,393 0 0
UNITED RENTALS INC COM 911363109 6,387,325 8,478 SH SOLE 1 8,478 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,257,020 64,302 SH SOLE 1 64,302 0 0
VISTEON CORP COM NEW 92839U206 25,061,593 268,613 SH SOLE 1 268,613 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 15,434,919 566,627 SH SOLE 1 566,627 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 2,802,008 109,070 SH SOLE 1 109,070 0 0
WILLIAMS COS INC COM 969457100 18,876,917 300,540 SH SOLE 1 300,540 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,298,730 28,306 SH SOLE 1 28,306 0 0