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 17,828,580 77,000 SH SOLE 77,000 0 0
ACCENTURE PLC-A SHARES CLASS A G1151C101 4,932,000 20,000 SH SOLE 20,000 0 0
ADV MICRO DEVICE Common Stock 007903107 2,750,430 17,000 SH SOLE 17,000 0 0
AES CORP Common Stock 00130H105 394,800 30,000 SH SOLE 30,000 0 0
AIR PRODS & CHEM Common Stock 009158106 7,090,720 26,000 SH SOLE 26,000 0 0
ALLSTATE CORP Common Stock 020002101 5,366,250 25,000 SH SOLE 25,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 11,692,620 177,000 SH SOLE 177,000 0 0
AMER FINL GROUP Common Stock 025932104 5,974,520 41,000 SH SOLE 41,000 0 0
ANTERO RESOURCES Common Stock 03674X106 4,866,200 145,000 SH SOLE 145,000 0 0
APPLE INC Common Stock 037833100 5,347,230 21,000 SH SOLE 21,000 0 0
ARCHROCK INC Common Stock 03957W106 4,998,900 190,000 SH SOLE 190,000 0 0
AT&T INC Common Stock 00206R102 12,002,000 425,000 SH SOLE 425,000 0 0
BAKER HUGHES A CL A 05722G100 7,015,680 144,000 SH SOLE 144,000 0 0
BANK OF AMERICA Common Stock 060505104 9,286,200 180,000 SH SOLE 180,000 0 0
BCE INC Common Stock 05534B760 140,340 6,000 SH SOLE 6,000 0 0
BEST BUY CO INC Common Stock 086516101 378,100 5,000 SH SOLE 5,000 0 0
BHP GROUP-ADR SPONSORED ADS 088606108 557,500 10,000 SH SOLE 10,000 0 0
BLACKROCK INC Common Stock 09290D101 5,829,350 5,000 SH SOLE 5,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 14,477,100 321,000 SH SOLE 321,000 0 0
BRIT AMER TO-ADR SPONSORED ADR 110448107 9,979,040 188,000 SH SOLE 188,000 0 0
BROADCOM INC Common Stock 11135F101 31,341,450 95,000 SH SOLE 95,000 0 0
CAL-MAINE FOODS Common Stock 128030202 282,300 3,000 SH SOLE 3,000 0 0
CAMECO CORP Common Stock 13321L108 1,425,620 17,000 SH SOLE 17,000 0 0
CATERPILLAR INC Common Stock 149123101 1,908,600 4,000 SH SOLE 4,000 0 0
CHENIERE ENERGY Common Stock 16411R208 6,344,460 27,000 SH SOLE 27,000 0 0
CHEVRON CORP Common Stock 166764100 23,526,435 151,500 SH SOLE 151,500 0 0
CISCO SYSTEMS Common Stock 17275R102 1,026,300 15,000 SH SOLE 15,000 0 0
CITIGROUP INC Common Stock 172967424 13,195,000 130,000 SH SOLE 130,000 0 0
CLOUDFLARE INC-A CL A COM 18915M107 4,506,390 21,000 SH SOLE 21,000 0 0
CME GROUP INC Common Stock 12572Q105 11,347,980 42,000 SH SOLE 42,000 0 0
COCA-COLA CO/THE Common Stock 191216100 7,958,400 120,000 SH SOLE 120,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,553,930 27,000 SH SOLE 27,000 0 0
CONSTELLATION EN Common Stock 21037T109 1,316,280 4,000 SH SOLE 4,000 0 0
CORNING INC Common Stock 219350105 18,866,900 230,000 SH SOLE 230,000 0 0
COTERRA ENERGY CORP Common Stock 127097103 1,655,500 70,000 SH SOLE 70,000 0 0
CYBERARK SOFTWAR SHS M2682V108 2,898,900 6,000 SH SOLE 6,000 0 0
DEERE & CO Common Stock 244199105 2,286,300 5,000 SH SOLE 5,000 0 0
DELL TECHN-C CL C 24703L202 8,080,890 57,000 SH SOLE 57,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 2,432,700 17,000 SH SOLE 17,000 0 0
DIGITALOCEAN HOL Common Stock 25402D102 2,562,000 75,000 SH SOLE 75,000 0 0
DIVERSIFIED ENER SHS G2891G204 210,150 15,000 SH SOLE 15,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 214,095 3,500 SH SOLE 3,500 0 0
DORIAN LPG LTD SHS USD Y2106R110 268,200 9,000 SH SOLE 9,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,555,400 20,000 SH SOLE 20,000 0 0
ELI LILLY & CO Common Stock 532457108 8,393,000 11,000 SH SOLE 11,000 0 0
ENBRIDGE INC Common Stock 29250N105 8,805,270 174,500 SH SOLE 174,500 0 0
ENTERGY CORP Common Stock 29364G103 20,501,800 220,000 SH SOLE 220,000 0 0
EQT CORP Common Stock 26884L109 3,810,100 70,000 SH SOLE 70,000 0 0
EVERGY INC Common Stock 30034W106 7,602,000 100,000 SH SOLE 100,000 0 0
EVERSOURCE ENERG Common Stock 30040W108 284,560 4,000 SH SOLE 4,000 0 0
EXCELERATE ENE-A CL A COM 30069T101 2,267,100 90,000 SH SOLE 90,000 0 0
EXELON CORP Common Stock 30161N101 2,700,600 60,000 SH SOLE 60,000 0 0
EXPAND ENERGY CORP Common Stock 165167735 3,187,200 30,000 SH SOLE 30,000 0 0
EXPRO GROUP HOLD Common Stock N3144W105 356,400 30,000 SH SOLE 30,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 14,093,750 125,000 SH SOLE 125,000 0 0
FEDEX CORP Common Stock 31428X106 1,650,670 7,000 SH SOLE 7,000 0 0
FIRST SOLAR INC Common Stock 336433107 4,410,600 20,000 SH SOLE 20,000 0 0
GE VERNOVA INC Common Stock 36828A101 1,721,720 2,800 SH SOLE 2,800 0 0
GENERAC HOLDINGS Common Stock 368736104 669,600 4,000 SH SOLE 4,000 0 0
GENUINE PARTS CO Common Stock 372460105 7,623,000 55,000 SH SOLE 55,000 0 0
GULFPORT ENERGY Common Shares 402635502 4,343,520 24,000 SH SOLE 24,000 0 0
HEWLETT PACKA Common Stock 42824C109 9,824,000 400,000 SH SOLE 400,000 0 0
HOME DEPOT INC Common Stock 437076102 10,534,940 26,000 SH SOLE 26,000 0 0
IBM Common Stock 459200101 6,771,840 24,000 SH SOLE 24,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 4,432,920 17,000 SH SOLE 17,000 0 0
INTUIT INC Common Stock 461202103 3,414,550 5,000 SH SOLE 5,000 0 0
JPMORGAN CHASE Common Stock 46625H100 12,301,770 39,000 SH SOLE 39,000 0 0
KENVUE INC Common Stock 49177J102 9,819,150 605,000 SH SOLE 605,000 0 0
KIMBERLY-CLARK Common Stock 494368103 9,449,840 76,000 SH SOLE 76,000 0 0
KINDER MORGAN IN Common Stock 49456B101 2,123,250 75,000 SH SOLE 75,000 0 0
KLA-TENCOR CORP Common Stock 482480100 6,471,600 6,000 SH SOLE 6,000 0 0
KODIAK GAS SERVI Common Stock 50012A108 4,695,190 127,000 SH SOLE 127,000 0 0
LAM RESEARCH Common Stock 512807306 9,373,000 70,000 SH SOLE 70,000 0 0
LANDBRIDGE CO LL CL A 514952100 2,134,000 40,000 SH SOLE 40,000 0 0
LOCKHEED MARTIN Common Stock 539830109 7,488,150 15,000 SH SOLE 15,000 0 0
LOWE'S COS INC Common Stock 548661107 2,513,100 10,000 SH SOLE 10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 245,200 5,000 SH SOLE 5,000 0 0
MASTERCARD INC-A CL A 57636Q104 3,981,670 7,000 SH SOLE 7,000 0 0
MCCORMICK-N/V COM NON VTG 579780206 10,036,500 150,000 SH SOLE 150,000 0 0
MCDONALDS CORP Common Stock 580135101 6,077,800 20,000 SH SOLE 20,000 0 0
MERCK & CO Common Stock 58933Y105 8,393,000 100,000 SH SOLE 100,000 0 0
MICROSOFT CORP Common Stock 594918104 3,107,700 6,000 SH SOLE 6,000 0 0
MODINE MFG CO Common Stock 607828100 1,137,280 8,000 SH SOLE 8,000 0 0
MONDAY.COM LTD SHS M7S64H106 1,936,900 10,000 SH SOLE 10,000 0 0
MORGAN STANLEY Common Stock 617446448 16,213,920 102,000 SH SOLE 102,000 0 0
NEXTERA ENERGY Common Stock 65339F101 29,818,550 395,000 SH SOLE 395,000 0 0
NEXTRACKER-CL A CLASS A COM 65290E101 1,627,780 22,000 SH SOLE 22,000 0 0
NOBLE CORP PLC ORD SHS A G65431127 424,200 15,000 SH SOLE 15,000 0 0
NRG ENERGY INC Common Stock 629377508 5,668,250 35,000 SH SOLE 35,000 0 0
NVIDIA CORP Common Stock 67066G104 12,127,700 65,000 SH SOLE 65,000 0 0
OLD REPUB INTL Common Stock 680223104 7,644,600 180,000 SH SOLE 180,000 0 0
PATTERSON-UTI Common Stock 703481101 518,000 100,000 SH SOLE 100,000 0 0
PAYCHEX INC Common Stock 704326107 5,450,680 43,000 SH SOLE 43,000 0 0
PEMBINA PIPELINE Common Stock 706327103 2,832,200 70,000 SH SOLE 70,000 0 0
PEPSICO INC Common Stock 713448108 18,397,640 131,000 SH SOLE 131,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105 9,484,800 741,000 SH SOLE 741,000 0 0
PFIZER INC Common Stock 717081103 8,510,320 334,000 SH SOLE 334,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,677,000 35,000 SH SOLE 35,000 0 0
PHILLIPS 66 Common Stock 718546104 11,833,740 87,000 SH SOLE 87,000 0 0
PNC FINANCIAL SE Common Stock 693475105 2,009,300 10,000 SH SOLE 10,000 0 0
PORTLAND GENERAL Common Stock 736508847 242,000 5,500 SH SOLE 5,500 0 0
PRIMORIS SERVICE Common Stock 74164F103 2,471,940 18,000 SH SOLE 18,000 0 0
PROCTER & GAMBLE Common Stock 742718109 2,765,700 18,000 SH SOLE 18,000 0 0
PRUDENTL FINL Common Stock 744320102 12,863,760 124,000 SH SOLE 124,000 0 0
PUB SERV ENTERP Common Stock 744573106 5,424,900 65,000 SH SOLE 65,000 0 0
QUALCOMM INC Common Stock 747525103 12,477,000 75,000 SH SOLE 75,000 0 0
QUANTA SERVICES Common Stock 74762E102 1,036,050 2,500 SH SOLE 2,500 0 0
REGIONS FINANCIA Common Stock 7591EP100 316,440 12,000 SH SOLE 12,000 0 0
RIO TINTO-ADR SPONSORED ADR 767204100 462,070 7,000 SH SOLE 7,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,433,550 5,000 SH SOLE 5,000 0 0
SCHLUMBERGER LTD Common Stock 806857108 2,749,600 80,000 SH SOLE 80,000 0 0
SHOALS TECHNOL-A CL A 82489W107 1,111,500 150,000 SH SOLE 150,000 0 0
SOUTH BOW CORP Common Stock 83671M105 169,740 6,000 SH SOLE 6,000 0 0
SPIRE INC Common Stock 84857L101 4,891,200 60,000 SH SOLE 60,000 0 0
STARBUCKS CORP Common Stock 855244109 3,384,000 40,000 SH SOLE 40,000 0 0
TARGA RESOURCES Common Stock 87612G101 4,188,500 25,000 SH SOLE 25,000 0 0
TARGET CORP Common Stock 87612E106 7,893,600 88,000 SH SOLE 88,000 0 0
TC Energy Corp Common Stock 87807B107 29,490,220 542,000 SH SOLE 542,000 0 0
TECHNIPFMC PLC Common Stock G87110105 1,578,000 40,000 SH SOLE 40,000 0 0
TENARIS-ADR SPONSORED ADS 88031M109 1,001,560 28,000 SH SOLE 28,000 0 0
TESLA INC Common Stock 88160R101 1,778,880 4,000 SH SOLE 4,000 0 0
TEXAS INSTRUMENT Common Stock 882508104 5,879,360 32,000 SH SOLE 32,000 0 0
TEXAS PACIFIC LA Common Stock 88262P102 1,867,280 2,000 SH SOLE 2,000 0 0
THERMO FISHER Common Stock 883556102 2,425,100 5,000 SH SOLE 5,000 0 0
TRANE TECHNOLOGI SHS G8994E103 4,641,560 11,000 SH SOLE 11,000 0 0
TRANSDIGM GROUP Common Stock 893641100 131,802 100 SH SOLE 100 0 0
TRUIST FINANCIAL Common Stock 89832Q109 137,160 3,000 SH SOLE 3,000 0 0
TYLER TECHNOLOG Common Stock 902252105 1,046,320 2,000 SH SOLE 2,000 0 0
UNITED PARCEL-B CL B 911312106 4,886,505 58,500 SH SOLE 58,500 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,071,800 6,000 SH SOLE 6,000 0 0
UNUM GROUP Common Stock 91529Y106 5,444,600 70,000 SH SOLE 70,000 0 0
VALERO ENERGY Common Stock 91913Y100 4,937,540 29,000 SH SOLE 29,000 0 0
VENTURE GLOBAL-A COM CL A 92333F101 1,986,600 140,000 SH SOLE 140,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 12,569,700 286,000 SH SOLE 286,000 0 0
VERTIV HOLDING-A COM CL A 92537N108 4,978,380 33,000 SH SOLE 33,000 0 0
VISA INC-CLASS A COM CL A 92826C839 5,120,700 15,000 SH SOLE 15,000 0 0
VISTRA CORP Common Stock 92840M102 4,114,320 21,000 SH SOLE 21,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,870,790 13,000 SH SOLE 13,000 0 0
WENDY'S CO/THE Common Stock 95058W100 109,920 12,000 SH SOLE 12,000 0 0
WHIRLPOOL CORP Common Stock 963320106 117,900 1,500 SH SOLE 1,500 0 0
XCEL ENERGY INC Common Stock 98389B100 17,743,000 220,000 SH SOLE 220,000 0 0