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
AAON INC COM PAR $0.004 000360206 3,231,725 43,820 SH SOLE 43,820 0 0
AMEREN CORP COM 023608102 2,524,507 26,286 SH SOLE 26,286 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 5,934,232 1,005,802 SH SOLE 1,005,802 0 0
ATKORE INC COM 047649108 4,915,783 69,678 SH SOLE 69,678 0 0
BHP GROUP LTD SPONSORED ADS 088606108 4,402,399 91,545 SH SOLE 91,545 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,226,926 142,268 SH SOLE 142,268 0 0
DTE ENERGY CO COM 233331107 6,225,620 47,000 SH SOLE 47,000 0 0
ENTERGY CORP NEW COM 29364G103 6,186,372 74,427 SH SOLE 74,427 0 0
ERO COPPER CORP COM 296006109 2,719,203 160,900 SH SOLE 160,900 0 0
EVERGY INC COM 30034W106 3,986,567 57,835 SH SOLE 57,835 0 0
FIRST SOLAR INC COM 336433107 2,135,466 12,900 SH SOLE 12,900 0 0
FIRSTENERGY CORP COM 337932107 3,353,255 83,290 SH SOLE 83,290 0 0
FLUOR CORP NEW COM 343412102 2,663,579 51,952 SH SOLE 51,952 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,251,070 144,200 SH SOLE 144,200 0 0
GENERAC HLDGS INC COM 368736104 11,014,138 76,909 SH SOLE 76,909 0 0
HUDBAY MINERALS INC COM 443628102 11,046,241 1,041,116 SH SOLE 1,041,116 0 0
MASTEC INC COM 576323109 3,872,681 22,723 SH SOLE 22,723 0 0
NEXTERA ENERGY INC COM 65339F101 2,320,849 33,432 SH SOLE 33,432 0 0
NRG ENERGY INC COM NEW 629377508 1,191,985 7,423 SH SOLE 7,423 0 0
PEABODY ENERGY CORP COM 704551100 2,818,200 210,000 SH Call SOLE 210,000 0 0
PINNACLE WEST CAP CORP COM 723484101 3,727,589 41,663 SH SOLE 41,663 0 0
PRIMORIS SVCS CORP COM 74164F103 1,959,490 25,141 SH SOLE 25,141 0 0
SEMPRA COM 816851109 5,015,974 66,200 SH SOLE 66,200 0 0
SIGMA LITHIUM CORPORATION COM 826599102 4,549,145 1,010,921 SH SOLE 1,010,921 0 0
VISTRA CORP COM 92840M102 5,890,661 30,394 SH SOLE 30,394 0 0
WEC ENERGY GROUP INC COM 92939U106 5,593,456 53,680 SH SOLE 53,680 0 0
XCEL ENERGY INC COM 98389B100 7,225,410 106,100 SH SOLE 106,100 0 0