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 19,574,100 90,000 SH SOLE 90,000 0 0
ACCENTURE PLC-A SHARES CLASS A G1151C101 3,965,800 20,000 SH SOLE 20,000 0 0
ADV MICRO DEVICE Common Stock 007903107 3,458,310 17,000 SH SOLE 17,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,195,390 11,000 SH SOLE 11,000 0 0
ALLSTATE CORP Common Stock 020002101 7,256,900 35,000 SH SOLE 35,000 0 0
ALPHABET INC-A CAP STK CL A 02079K305 5,176,080 18,000 SH SOLE 18,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 13,329,980 202,000 SH SOLE 202,000 0 0
AMER FINL GROUP Common Stock 025932104 12,898,710 101,000 SH SOLE 101,000 0 0
ANTERO RESOURCES Common Stock 03674X106 5,092,800 120,000 SH SOLE 120,000 0 0
APPLE INC Common Stock 037833100 5,329,590 21,000 SH SOLE 21,000 0 0
ARCHROCK INC Common Stock 03957W106 7,656,000 220,000 SH SOLE 220,000 0 0
AT&T INC Common Stock 00206R102 16,669,250 575,000 SH SOLE 575,000 0 0
BADGER METER INC Common Stock 056525108 3,047,000 20,000 SH SOLE 20,000 0 0
BAKER HUGHES A CL A 05722G100 7,936,500 130,000 SH SOLE 130,000 0 0
BANK OF AMERICA Common Stock 060505104 10,725,000 220,000 SH SOLE 220,000 0 0
BEST BUY CO INC Common Stock 086516101 6,805,200 106,000 SH SOLE 106,000 0 0
BHP GROUP-ADR SPONSORED ADS 088606108 363,700 5,000 SH SOLE 5,000 0 0
BLACKROCK INC Common Stock 09290D101 4,808,550 5,000 SH SOLE 5,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 22,622,450 373,000 SH SOLE 373,000 0 0
BRIT AMER TO PLC ADR SPONSORED ADR 110448107 12,278,700 210,000 SH SOLE 210,000 0 0
BROADCOM INC Common Stock 11135F101 33,736,590 109,000 SH SOLE 109,000 0 0
CAL-MAINE FOODS Common Stock 128030202 237,450 3,000 SH SOLE 3,000 0 0
CAMECO CORP Common Stock 13321L108 868,880 8,000 SH SOLE 8,000 0 0
CATERPILLAR INC Common Stock 149123101 2,833,840 4,000 SH SOLE 4,000 0 0
CENOVUS ENERGY Common Stock 15135U109 1,591,800 60,000 SH SOLE 60,000 0 0
CHENIERE ENERGY Common Stock 16411R208 12,769,200 45,000 SH SOLE 45,000 0 0
CHEVRON CORP Common Stock 166764100 33,414,350 161,500 SH SOLE 161,500 0 0
CISCO SYSTEMS Common Stock 17275R102 1,163,850 15,000 SH SOLE 15,000 0 0
CITIGROUP INC Common Stock 172967424 11,114,180 98,000 SH SOLE 98,000 0 0
CLOUDFLARE INC-A CL A COM 18915M107 4,333,140 21,000 SH SOLE 21,000 0 0
COCA-COLA CO/THE Common Stock 191216100 10,266,750 135,000 SH SOLE 135,000 0 0
CONOCOPHILLIPS Common Stock 20825C104 2,640,000 20,000 SH SOLE 20,000 0 0
CORNING INC Common Stock 219350105 25,154,450 185,000 SH SOLE 185,000 0 0
DARLING INGREDIE Common Stock 237266101 1,855,500 30,000 SH SOLE 30,000 0 0
DEERE & CO Common Stock 244199105 2,816,500 5,000 SH SOLE 5,000 0 0
DELL TECHN-C CL C 24703L202 7,057,590 43,000 SH SOLE 43,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 10,878,450 55,000 SH SOLE 55,000 0 0
DIGITALOCEAN HOL Common Stock 25402D102 6,433,500 75,000 SH SOLE 75,000 0 0
DIVERSIFIED ENERGY COMPANY Common Stock 25520W107 261,600 15,000 SH SOLE 15,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 216,370 3,500 SH SOLE 3,500 0 0
DORIAN LPG LTD SHS USD Y2106R110 718,200 21,000 SH SOLE 21,000 0 0
DOW INC Common Stock 260557103 2,499,000 60,000 SH SOLE 60,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,601,600 20,000 SH SOLE 20,000 0 0
ELI LILLY & CO Common Stock 532457108 10,117,470 11,000 SH SOLE 11,000 0 0
ENBRIDGE INC Common Stock 29250N105 324,840 6,000 SH SOLE 6,000 0 0
ENTERGY CORP Common Stock 29364G103 23,033,800 205,000 SH SOLE 205,000 0 0
EQT CORP Common Stock 26884L109 4,773,000 75,000 SH SOLE 75,000 0 0
EVERGY INC Common Stock 30034W106 8,192,000 100,000 SH SOLE 100,000 0 0
EVERSOURCE ENERG Common Stock 30040W108 277,120 4,000 SH SOLE 4,000 0 0
EXELON CORP Common Stock 30161N101 2,941,200 60,000 SH SOLE 60,000 0 0
EXPAND ENERGY CORP Common Stock 165167735 9,660,640 88,000 SH SOLE 88,000 0 0
EXPRO GROUP HOLD Common Stock N3144W105 348,200 20,000 SH SOLE 20,000 0 0
EXXON MOBIL CORP Common Stock 30231G102 8,483,000 50,000 SH SOLE 50,000 0 0
FEDEX CORP Common Stock 31428X106 2,493,260 7,000 SH SOLE 7,000 0 0
FIFTH THIRD BANC Common Stock 316773100 9,292,000 200,000 SH SOLE 200,000 0 0
FIRST SOLAR INC Common Stock 336433107 3,156,160 16,000 SH SOLE 16,000 0 0
GE VERNOVA INC Common Stock 36828A101 1,745,800 2,000 SH SOLE 2,000 0 0
GENERAC HOLDINGS Common Stock 368736104 781,320 4,000 SH SOLE 4,000 0 0
GENUINE PARTS CO Common Stock 372460105 10,575,000 100,000 SH SOLE 100,000 0 0
HEWLETT PACKA Common Stock 42824C109 13,095,500 550,000 SH SOLE 550,000 0 0
HOME DEPOT INC Common Stock 437076102 9,208,920 28,000 SH SOLE 28,000 0 0
IBM Common Stock 459200101 6,544,530 27,000 SH SOLE 27,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 4,424,930 17,000 SH SOLE 17,000 0 0
INTUIT INC Common Stock 461202103 2,161,900 5,000 SH SOLE 5,000 0 0
JPMORGAN CHASE Common Stock 46625H100 12,943,040 44,000 SH SOLE 44,000 0 0
KENVUE INC Common Stock 49177J102 5,172,000 300,000 SH SOLE 300,000 0 0
KIMBERLY-CLARK Common Stock 494368103 9,936,410 103,000 SH SOLE 103,000 0 0
KINDER MORGAN IN Common Stock 49456B101 2,514,750 75,000 SH SOLE 75,000 0 0
KLA-TENCOR CORP Common Stock 482480100 4,417,230 3,000 SH SOLE 3,000 0 0
KODIAK GAS SERVI Common Stock 50012A108 9,156,240 157,000 SH SOLE 157,000 0 0
LAM RESEARCH Common Stock 512807306 4,273,200 20,000 SH SOLE 20,000 0 0
LANDBRIDGE CO LL CL A 514952100 3,866,800 56,000 SH SOLE 56,000 0 0
LOCKHEED MARTIN Common Stock 539830109 7,857,070 13,000 SH SOLE 13,000 0 0
LOWE'S COS INC Common Stock 548661107 2,362,800 10,000 SH SOLE 10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 483,360 6,000 SH SOLE 6,000 0 0
MARSH & MCLENNAN Common Stock 571748102 2,948,650 17,000 SH SOLE 17,000 0 0
MASTERCARD INC-A CL A 57636Q104 3,497,620 7,000 SH SOLE 7,000 0 0
MCCORMICK-N/V COM NON VTG 579780206 10,088,000 200,000 SH SOLE 200,000 0 0
MCDONALDS CORP Common Stock 580135101 6,215,800 20,000 SH SOLE 20,000 0 0
MERCK & CO Common Stock 58933Y105 12,029,000 100,000 SH SOLE 100,000 0 0
MICROSOFT CORP Common Stock 594918104 2,221,020 6,000 SH SOLE 6,000 0 0
MORGAN STANLEY Common Stock 617446448 15,634,150 95,000 SH SOLE 95,000 0 0
MURPHY USA INC Common Stock 626755102 1,975,880 4,000 SH SOLE 4,000 0 0
NATIONAL GRI-ADR SPONSORED ADR 636274409 423,000 5,000 SH SOLE 5,000 0 0
NEXTDECADE CORP Common Stock 65342K105 3,447,000 450,000 SH SOLE 450,000 0 0
NEXTERA ENERGY Common Stock 65339F101 26,470,800 285,000 SH SOLE 285,000 0 0
NEXTPOWER-CL A CLASS A COM 65290E101 2,290,450 19,000 SH SOLE 19,000 0 0
NOBLE CORP PLC ORD SHS A G65431127 736,050 15,000 SH SOLE 15,000 0 0
NOVO-NORDISK-ADR ADR 670100205 9,922,500 270,000 SH SOLE 270,000 0 0
NRG ENERGY INC Common Stock 629377508 3,799,640 26,000 SH SOLE 26,000 0 0
NUTRIEN LTD Common Stock 67077M108 2,263,800 30,000 SH SOLE 30,000 0 0
NVIDIA CORP Common Stock 67066G104 6,104,000 35,000 SH SOLE 35,000 0 0
OLD REPUB INTL Common Stock 680223104 7,980,000 200,000 SH SOLE 200,000 0 0
OVINTIV INC Common Stock 69047Q102 3,561,600 60,000 SH SOLE 60,000 0 0
PALO ALTO NETWOR Common Stock 697435105 2,116,705 13,203 SH SOLE 13,203 0 0
PAYCHEX INC Common Stock 704326107 5,527,200 60,000 SH SOLE 60,000 0 0
PEPSICO INC Common Stock 713448108 21,585,310 139,000 SH SOLE 139,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105 8,762,520 411,000 SH SOLE 411,000 0 0
PFIZER INC Common Stock 717081103 9,491,040 338,000 SH SOLE 338,000 0 0
PHILIP MORRIS IN Common Stock 718172109 4,960,200 30,000 SH SOLE 30,000 0 0
PHILLIPS 66 Common Stock 718546104 15,485,300 85,000 SH SOLE 85,000 0 0
PNC FINANCIAL SE Common Stock 693475105 2,080,900 10,000 SH SOLE 10,000 0 0
PORTLAND GENERAL Common Stock 736508847 290,235 5,500 SH SOLE 5,500 0 0
PROCTER & GAMBLE Common Stock 742718109 11,555,200 80,000 SH SOLE 80,000 0 0
PRUDENTL FINL Common Stock 744320102 12,211,250 125,000 SH SOLE 125,000 0 0
QUALCOMM INC Common Stock 747525103 9,658,500 75,000 SH SOLE 75,000 0 0
REGIONS FINANCIA Common Stock 7591EP100 313,440 12,000 SH SOLE 12,000 0 0
RIO TINTO PLC ADR SPONSORED ADR 767204100 373,160 4,000 SH SOLE 4,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,126,700 5,000 SH SOLE 5,000 0 0
SANOFI-ADR SPONSORED ADR 80105N105 578,160 12,000 SH SOLE 12,000 0 0
SHELL PLC-ADR SPON ADS 780259305 14,880,000 160,000 SH SOLE 160,000 0 0
SHOALS TECHNOL-A CL A 82489W107 855,400 130,000 SH SOLE 130,000 0 0
SLB LTD COM STK 806857108 3,083,400 60,000 SH SOLE 60,000 0 0
SOUTH BOW CORP Common Stock 83671M105 399,840 12,000 SH SOLE 12,000 0 0
SPIRE INC Common Stock 84857L101 5,432,400 60,000 SH SOLE 60,000 0 0
STARBUCKS CORP Common Stock 855244109 4,658,680 52,000 SH SOLE 52,000 0 0
TARGA RESOURCES Common Stock 87612G101 12,536,500 50,000 SH SOLE 50,000 0 0
TARGET CORP Common Stock 87612E106 2,181,600 18,000 SH SOLE 18,000 0 0
TC Energy Corp Common Stock 87807B107 33,178,000 530,000 SH SOLE 530,000 0 0
TECHNIPFMC PLC Common Stock G87110105 2,765,200 40,000 SH SOLE 40,000 0 0
TENARIS-ADR SPONSORED ADS 88031M109 1,454,500 25,000 SH SOLE 25,000 0 0
TESLA INC Common Stock 88160R101 1,672,875 4,500 SH SOLE 4,500 0 0
TEXAS INSTRUMENT Common Stock 882508104 6,212,480 32,000 SH SOLE 32,000 0 0
TEXAS PACIFIC LA Common Stock 88262P102 4,271,040 9,000 SH SOLE 9,000 0 0
THE BUCKLE INC Common Stock 118440106 402,880 8,000 SH SOLE 8,000 0 0
THERMO FISHER Common Stock 883556102 2,457,650 5,000 SH SOLE 5,000 0 0
TOTALENERGIES SE ACT F92124100 9,098,000 100,000 SH SOLE 100,000 0 0
TRANE TECHNOLOGI SHS G8994E103 4,584,140 11,000 SH SOLE 11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 367,760 8,000 SH SOLE 8,000 0 0
UBS GROUP AG SHS H42097107 664,190 17,000 SH SOLE 17,000 0 0
UNITED PARCEL-B CL B 911312106 5,804,420 59,000 SH SOLE 59,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 1,623,540 6,000 SH SOLE 6,000 0 0
UNUM GROUP Common Stock 91529Y106 5,112,100 70,000 SH SOLE 70,000 0 0
VALERO ENERGY Common Stock 91913Y100 7,165,320 29,000 SH SOLE 29,000 0 0
VENTURE GLOBAL-A COM CL A 92333F101 3,624,800 230,000 SH SOLE 230,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 18,423,400 367,000 SH SOLE 367,000 0 0
VERTIV HOLDING-A COM CL A 92537N108 4,009,280 16,000 SH SOLE 16,000 0 0
VISA INC-CLASS A COM CL A 92826C839 4,533,600 15,000 SH SOLE 15,000 0 0
VISTRA CORP Common Stock 92840M102 3,006,600 20,000 SH SOLE 20,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,987,270 13,000 SH SOLE 13,000 0 0
WILLIAMS COS INC Common Stock 969457100 17,467,200 240,000 SH SOLE 240,000 0 0
XCEL ENERGY INC Common Stock 98389B100 20,654,400 260,000 SH SOLE 260,000 0 0