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 11,683,846 113,800 SH SOLE 113,800 0 0
Abbvie Common 00287Y109 26,642,525 122,500 SH SOLE 122,500 0 0
AerCap Holdings Common N00985106 25,172,530 183,500 SH SOLE 183,500 0 0
Allstate Common 020002101 25,644,670 125,500 SH SOLE 125,500 0 0
Uhaul Common 023586100 3,530,942 73,900 SH SOLE 73,900 0 0
Uhaul B Common 023586506 20,190,840 452,000 SH SOLE 452,000 0 0
Apogee Common 037598109 1,677,000 50,000 SH SOLE 50,000 0 0
Apple Common 037833100 9,872,431 38,900 SH SOLE 38,900 0 0
Archer Daniels Common 039483102 7,269,000 100,000 SH SOLE 100,000 0 0
Ashland Common 044209104 834,150 15,000 SH SOLE 15,000 0 0
Avista Common 05379B107 8,088,210 201,500 SH SOLE 201,500 0 0
Beta Bionics Common 08659B102 5,518,014 550,700 SH SOLE 550,700 0 0
Bunge Common H11356104 8,904,000 70,000 SH SOLE 70,000 0 0
Caribou Biosciences Common 142038108 475,000 250,000 SH SOLE 250,000 0 0
Chemours Common 163851108 5,507,500 250,000 SH SOLE 250,000 0 0
CMS Energy Common 125896100 12,102,480 156,000 SH SOLE 156,000 0 0
Darling Ingredients Common 237266101 6,556,100 106,000 SH SOLE 106,000 0 0
Duke Energy Common 26441C204 19,093,147 145,816 SH SOLE 145,816 0 0
EDAP Common 268311107 1,631,785 438,652 SH SOLE 438,652 0 0
Fate Theraputics Common 31189P102 947,026 789,188 SH SOLE 789,188 0 0
AT & T Common 00206R102 15,161,770 523,000 SH SOLE 523,000 0 0
Eli Lilly Common 532457108 1,839,540 2,000 SH SOLE 2,000 0 0
Nextera Energy Common 302571104 27,891,864 300,300 SH SOLE 300,300 0 0
Kodiak Sciences Common 50015M109 5,527,400 145,000 SH SOLE 145,000 0 0
Personalis Common 71535D106 1,484,210 233,000 SH SOLE 233,000 0 0
908 Devices Common 65443P102 417,910 68,286 SH SOLE 68,286 0 0
Newmont Common 651639106 10,825,000 100,000 SH SOLE 100,000 0 0
Lyondellbasell Common N53745100 4,833,600 60,000 SH SOLE 60,000 0 0
Insteel Common 45774W108 11,642,447 343,423 SH SOLE 343,423 0 0
Mannkind Common 56400P706 477,929 195,073 SH SOLE 195,073 0 0
Merck Common 589331107 23,191,912 192,800 SH SOLE 192,800 0 0
Pfizer Common 717081103 7,634,952 271,900 SH SOLE 271,900 0 0
RLI Common 749607107 2,327,232 40,800 SH SOLE 40,800 0 0
Supernus Common 868459108 5,169,000 100,000 SH SOLE 100,000 0 0
Venture Global Common 92333F101 1,576,000 100,000 SH SOLE 100,000 0 0
Viatris Common 92556V106 787,349 58,279 SH SOLE 58,279 0 0
Vicor Common 925815102 10,465,000 65,000 SH SOLE 65,000 0 0
Bausch Health Common 91911K102 669,600 124,000 SH SOLE 124,000 0 0
WEC Energy Common 92939U106 456,713 3,945 SH SOLE 3,945 0 0
XM Sirius Common 82968B103 1,287,495 55,784 SH SOLE 55,784 0 0
XCEL Energy Common 98389B100 14,656,680 184,500 SH SOLE 184,500 0 0