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 18,198,138 133,800 SH SOLE 133,800 0 0
Abbvie Common 00287Y109 23,666,550 127,500 SH SOLE 127,500 0 0
AerCap Holdings Common N00985106 21,469,500 183,500 SH SOLE 183,500 0 0
Allstate Common 020002101 25,264,405 125,500 SH SOLE 125,500 0 0
Uhaul Common 023586100 4,475,384 73,900 SH SOLE 73,900 0 0
Uhaul B Common 023586506 24,575,240 452,000 SH SOLE 452,000 0 0
Apple Common 037833100 7,981,113 38,900 SH SOLE 38,900 0 0
Archer Daniels Common 039483102 5,278,000 100,000 SH SOLE 100,000 0 0
Ashland Common 044209104 754,200 15,000 SH SOLE 15,000 0 0
Avista Common 05379B107 7,646,925 201,500 SH SOLE 201,500 0 0
Bunge Common H11356104 6,422,400 80,000 SH SOLE 80,000 0 0
Caribou Biosciences Common 142038108 315,000 250,000 SH SOLE 250,000 0 0
Chemours Common 163851108 2,862,500 250,000 SH SOLE 250,000 0 0
CMS Energy Common 125896100 13,578,880 196,000 SH SOLE 196,000 0 0
Accelerate Diagnostic Cv 5.0% 00430HAC6 658,515 3,292,574 PRN SOLE 3,292,574 0 0
Darling Ingredients Common 237266101 4,970,140 131,000 SH SOLE 131,000 0 0
Duke Energy Common 26441C204 20,746,288 175,816 SH SOLE 175,816 0 0
EDAP Common 268311107 907,989 553,652 SH SOLE 553,652 0 0
Fate Theraputics Common 31189P102 480,691 429,188 SH SOLE 429,188 0 0
AT & T Common 00206R102 19,476,620 673,000 SH SOLE 673,000 0 0
Eli Lilly Common 532457108 1,559,060 2,000 SH SOLE 2,000 0 0
Nextera Energy Common 302571104 21,867,300 315,000 SH SOLE 315,000 0 0
Kodiak Sciences Common 50015M109 1,204,790 323,000 SH SOLE 323,000 0 0
Personalis Common 71535D106 1,659,680 253,000 SH SOLE 253,000 0 0
908 Devices Common 65443P102 486,879 68,286 SH SOLE 68,286 0 0
Lava Theraputics Common N51517105 688,874 521,874 SH SOLE 521,874 0 0
Newmont Common 651639106 5,826,000 100,000 SH SOLE 100,000 0 0
Lyondellbasell Common N53745100 2,314,400 40,000 SH SOLE 40,000 0 0
Insteel Common 45774W108 12,778,770 343,423 SH SOLE 343,423 0 0
Mannkind Common 56400P706 729,573 195,073 SH SOLE 195,073 0 0
Merck Common 589331107 15,262,048 192,800 SH SOLE 192,800 0 0
Pfizer Common 717081103 6,590,856 271,900 SH SOLE 271,900 0 0
RLI Common 749607107 2,946,576 40,800 SH SOLE 40,800 0 0
Supernus Common 868459108 2,587,950 82,105 SH SOLE 82,105 0 0
Venture Global Common 92333F101 1,558,000 100,000 SH SOLE 100,000 0 0
Viatris Common 92556V106 520,431 58,279 SH SOLE 58,279 0 0
Vicor Common 925815102 4,082,400 90,000 SH SOLE 90,000 0 0
Bausch Health Common 91911K102 1,138,860 171,000 SH SOLE 171,000 0 0
WEC Energy Common 92939U106 411,069 3,945 SH SOLE 3,945 0 0
XM Sirius Common 82968B103 1,281,358 55,784 SH SOLE 55,784 0 0
XCEL Energy Common 98389B100 13,245,450 194,500 SH SOLE 194,500 0 0