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 27,680,400 110,000 SH SOLE 110,000 0 0
ADV MICRO DEVICE Common Stock 007903107 9,875,470 17,000 SH SOLE 17,000 0 0
AIR PRODS & CHEM Common Stock 009158106 3,224,980 11,000 SH SOLE 11,000 0 0
ALLSTATE CORP Common Stock 020002101 8,327,900 35,000 SH SOLE 35,000 0 0
ALPHABET INC-A CAP STK CL A 02079K305 6,432,660 18,000 SH SOLE 18,000 0 0
ALTRIA GROUP INC Common Stock 02209S103 14,533,900 202,000 SH SOLE 202,000 0 0
AMER FINL GROUP Common Stock 025932104 14,133,940 101,000 SH SOLE 101,000 0 0
ANTERO RESOURCES Common Stock 03674X106 4,919,600 140,000 SH SOLE 140,000 0 0
APPLE INC Common Stock 037833100 6,076,560 21,000 SH SOLE 21,000 0 0
ARCHROCK INC Common Stock 03957W106 7,327,800 180,000 SH SOLE 180,000 0 0
ARRAY DIGITAL IN Common Stock 911684108 2,277,128 62,800 SH SOLE 62,800 0 0
AT&T INC Common Stock 00206R102 13,558,500 655,000 SH SOLE 655,000 0 0
BADGER METER INC Common Stock 056525108 3,709,500 25,000 SH SOLE 25,000 0 0
BAKER HUGHES A CL A 05722G100 7,215,000 130,000 SH SOLE 130,000 0 0
BANK OF AMERICA Common Stock 060505104 14,814,800 260,000 SH SOLE 260,000 0 0
BEST BUY CO INC Common Stock 086516101 8,043,280 106,000 SH SOLE 106,000 0 0
BHP GROUP-ADR SPONSORED ADS 088606108 249,930 3,000 SH SOLE 3,000 0 0
BLACKROCK INC Common Stock 09290D101 4,807,800 5,000 SH SOLE 5,000 0 0
BRISTOL-MYER SQB Common Stock 110122108 25,525,660 443,000 SH SOLE 443,000 0 0
BRIT AMER TO PLC ADR SPONSORED ADR 110448107 14,204,800 230,000 SH SOLE 230,000 0 0
BROADCOM INC Common Stock 11135F101 41,363,625 109,500 SH SOLE 109,500 0 0
CAMECO CORP Common Stock 13321L108 814,880 8,000 SH SOLE 8,000 0 0
CATERPILLAR INC Common Stock 149123101 4,259,600 4,000 SH SOLE 4,000 0 0
CENOVUS ENERGY Common Stock 15135U109 1,488,600 60,000 SH SOLE 60,000 0 0
CHENIERE ENERGY Common Stock 16411R208 12,906,540 54,000 SH SOLE 54,000 0 0
CHEVRON CORP Common Stock 166764100 32,074,560 193,500 SH SOLE 193,500 0 0
CISCO SYSTEMS Common Stock 17275R102 1,761,900 15,000 SH SOLE 15,000 0 0
CITIGROUP INC Common Stock 172967424 13,716,080 98,000 SH SOLE 98,000 0 0
CLOUDFLARE INC-A CL A COM 18915M107 5,150,880 21,000 SH SOLE 21,000 0 0
COCA-COLA CO/THE Common Stock 191216100 10,971,450 135,000 SH SOLE 135,000 0 0
CONSTELLATION EN Common Stock 21037T109 1,986,960 8,000 SH SOLE 8,000 0 0
CORNING INC Common Stock 219350105 33,205,900 130,000 SH SOLE 130,000 0 0
DARLING INGREDIE Common Stock 237266101 1,092,400 20,000 SH SOLE 20,000 0 0
DEERE & CO Common Stock 244199105 3,171,650 5,000 SH SOLE 5,000 0 0
DELL TECHN-C CL C 24703L202 16,826,940 39,000 SH SOLE 39,000 0 0
DEVON ENERGY CO Common Stock 25179M103 6,198,000 150,000 SH SOLE 150,000 0 0
DIAMONDBACK ENER Common Stock 25278X109 9,667,900 55,000 SH SOLE 55,000 0 0
DIGITALOCEAN HOL Common Stock 25402D102 10,678,040 68,000 SH SOLE 68,000 0 0
DIVERSIFIED ENERGY COMPANY Common Stock 25520W107 207,900 15,000 SH SOLE 15,000 0 0
DOMINION ENERGY INC Common Stock 25746U109 239,015 3,500 SH SOLE 3,500 0 0
DORIAN LPG LTD SHS USD Y2106R110 730,380 21,000 SH SOLE 21,000 0 0
DOW INC Common Stock 260557103 1,641,600 60,000 SH SOLE 60,000 0 0
EASTMAN CHEMICAL Common Stock 277432100 8,707,400 130,000 SH SOLE 130,000 0 0
EDWARDS LIFE Common Stock 28176E108 1,809,200 20,000 SH SOLE 20,000 0 0
ELI LILLY & CO Common Stock 532457108 13,193,730 11,000 SH SOLE 11,000 0 0
ENBRIDGE INC Common Stock 29250N105 325,260 6,000 SH SOLE 6,000 0 0
ENTERGY CORP Common Stock 29364G103 22,282,840 194,000 SH SOLE 194,000 0 0
EQT CORP Common Stock 26884L109 3,987,750 75,000 SH SOLE 75,000 0 0
EVERGY INC Common Stock 30034W106 8,643,000 100,000 SH SOLE 100,000 0 0
EVERSOURCE ENERG Common Stock 30040W108 289,080 4,000 SH SOLE 4,000 0 0
EXELON CORP Common Stock 30161N101 2,797,200 60,000 SH SOLE 60,000 0 0
EXPAND ENERGY CORP Common Stock 165167735 8,480,670 93,000 SH SOLE 93,000 0 0
EXPRO GROUP HOLD Common Stock N3144W105 295,400 20,000 SH SOLE 20,000 0 0
EXXON MOBIL CORP Common Stock 30233Q108 6,836,000 50,000 SH SOLE 50,000 0 0
FEDEX CORP Common Stock 31428X106 2,191,910 7,000 SH SOLE 7,000 0 0
FEDEX FREIGHT HOLDINGS CO-W/I Common Stock 314352105 528,500 3,500 SH SOLE 3,500 0 0
FIFTH THIRD BANC Common Stock 316773100 15,219,900 270,000 SH SOLE 270,000 0 0
FIRST SOLAR INC Common Stock 336433107 2,359,600 10,000 SH SOLE 10,000 0 0
FLEX LTD ORD Y2573F102 2,431,050 15,000 SH SOLE 15,000 0 0
GE VERNOVA INC Common Stock 36828A101 2,349,720 2,000 SH SOLE 2,000 0 0
GENERAC HOLDINGS Common Stock 368736104 1,171,240 4,000 SH SOLE 4,000 0 0
GENUINE PARTS CO Common Stock 372460105 18,876,800 160,000 SH SOLE 160,000 0 0
GULFPORT ENERGY Common Shares 402635502 1,697,000 10,000 SH SOLE 10,000 0 0
HEWLETT PACKA Common Stock 42824C109 22,555,000 500,000 SH SOLE 500,000 0 0
HOME DEPOT INC Common Stock 437076102 9,875,040 28,000 SH SOLE 28,000 0 0
IBM Common Stock 459200101 14,060,500 50,000 SH SOLE 50,000 0 0
ILLINOIS TOOL WO Common Stock 452308109 4,597,990 17,000 SH SOLE 17,000 0 0
ING GROEP-ADR SPONSORED ADR 456837103 313,800 10,000 SH SOLE 10,000 0 0
INTUIT INC Common Stock 461202103 1,305,000 5,000 SH SOLE 5,000 0 0
JPMORGAN CHASE Common Stock 46625H100 14,402,520 44,000 SH SOLE 44,000 0 0
KIMBERLY-CLARK Common Stock 494368103 17,563,200 160,000 SH SOLE 160,000 0 0
KINDER MORGAN IN Common Stock 49456B101 2,397,750 75,000 SH SOLE 75,000 0 0
KLA-TENCOR CORP Common Stock 482480100 9,051,300 30,000 SH SOLE 30,000 0 0
KODIAK GAS SERVI Common Stock 50012A108 7,513,000 100,000 SH SOLE 100,000 0 0
LAM RESEARCH Common Stock 512807306 8,666,600 20,000 SH SOLE 20,000 0 0
LANDBRIDGE CO LL CL A 514952100 4,437,440 56,000 SH SOLE 56,000 0 0
LOCKHEED MARTIN Common Stock 539830109 6,622,980 13,000 SH SOLE 13,000 0 0
LOWE'S COS INC Common Stock 548661107 2,204,900 10,000 SH SOLE 10,000 0 0
LYONDELLBASELL-A SHS -A- N53745100 157,950 3,000 SH SOLE 3,000 0 0
MASTERCARD INC-A CL A 57636Q104 3,595,200 7,000 SH SOLE 7,000 0 0
MCCORMICK-N/V COM NON VTG 579780206 16,890,700 335,000 SH SOLE 335,000 0 0
MCDONALDS CORP Common Stock 580135101 6,757,750 25,000 SH SOLE 25,000 0 0
MERCK & CO Common Stock 58933Y105 12,850,000 100,000 SH SOLE 100,000 0 0
MICROSOFT CORP Common Stock 594918104 2,238,120 6,000 SH SOLE 6,000 0 0
MORGAN STANLEY Common Stock 617446448 19,858,800 95,000 SH SOLE 95,000 0 0
NATIONAL GRI-ADR SPONSORED ADR NE 636274409 414,350 5,000 SH SOLE 5,000 0 0
NEXTDECADE CORP Common Stock 65342K105 3,770,000 500,000 SH SOLE 500,000 0 0
NEXTERA ENERGY Common Stock 65339F101 25,216,321 287,300 SH SOLE 287,300 0 0
NEXTPOWER-CL A CLASS A COM 65290E101 2,263,660 19,000 SH SOLE 19,000 0 0
NOBLE CORP PLC ORD SHS A G65431127 373,000 10,000 SH SOLE 10,000 0 0
NOVO-NORDISK-ADR ADR 670100205 12,943,800 270,000 SH SOLE 270,000 0 0
NRG ENERGY INC Common Stock 629377508 5,769,370 39,500 SH SOLE 39,500 0 0
NUTRIEN LTD Common Stock 67077M108 1,888,500 30,000 SH SOLE 30,000 0 0
NVIDIA CORP Common Stock 67066G104 7,003,150 35,000 SH SOLE 35,000 0 0
OLD REPUB INTL Common Stock 680223104 8,184,000 200,000 SH SOLE 200,000 0 0
OVINTIV INC Common Stock 69047Q102 3,632,850 69,000 SH SOLE 69,000 0 0
PALO ALTO NETWOR Common Stock 697435105 4,502,487 13,203 SH SOLE 13,203 0 0
PAYCHEX INC Common Stock 704326107 5,899,800 60,000 SH SOLE 60,000 0 0
PEPSICO INC Common Stock 713448108 18,820,600 139,000 SH SOLE 139,000 0 0
PERMIAN RESOURCE CLASS A COM 71424F105 7,566,510 411,000 SH SOLE 411,000 0 0
PFIZER INC Common Stock 717081103 8,139,040 338,000 SH SOLE 338,000 0 0
PHILIP MORRIS IN Common Stock 718172109 5,427,300 30,000 SH SOLE 30,000 0 0
PHILLIPS 66 Common Stock 718546104 14,369,250 85,000 SH SOLE 85,000 0 0
PNC FINANCIAL SE Common Stock 693475105 2,462,200 10,000 SH SOLE 10,000 0 0
PORTLAND GENERAL Common Stock 736508847 285,065 5,500 SH SOLE 5,500 0 0
PROCTER & GAMBLE Common Stock 742718109 11,731,200 80,000 SH SOLE 80,000 0 0
PRUDENTL FINL Common Stock 744320102 14,570,550 135,000 SH SOLE 135,000 0 0
QUALCOMM INC Common Stock 747525103 13,101,611 70,900 SH SOLE 70,900 0 0
REGIONS FINANCIA Common Stock 7591EP100 362,400 12,000 SH SOLE 12,000 0 0
RIO TINTO PLC ADR SPONSORED ADR 767204100 284,790 3,000 SH SOLE 3,000 0 0
S&P GLOBAL INC Common Stock 78409V104 2,036,300 5,000 SH SOLE 5,000 0 0
SANOFI-ADR SPONSORED ADR 80105N105 767,880 18,000 SH SOLE 18,000 0 0
SHELL PLC-ADR SPON ADS 780259305 13,336,880 172,000 SH SOLE 172,000 0 0
SHOALS TECHNOL-A CL A 82489W107 990,000 100,000 SH SOLE 100,000 0 0
SIGA TECH INC Common Stock 826917106 145,600 40,000 SH SOLE 40,000 0 0
SOUTH BOW CORP Common Stock 83671M105 422,880 12,000 SH SOLE 12,000 0 0
SPIRE INC Common Stock 84857L101 4,685,400 60,000 SH SOLE 60,000 0 0
STARBUCKS CORP Common Stock 855244109 5,313,880 52,000 SH SOLE 52,000 0 0
TARGA RESOURCES Common Stock 87612G101 8,580,480 32,000 SH SOLE 32,000 0 0
TARGET CORP Common Stock 87612E106 2,350,980 18,000 SH SOLE 18,000 0 0
TC Energy Corp Common Stock 87807B107 29,830,500 450,000 SH SOLE 450,000 0 0
TECHNIPFMC PLC Common Stock G87110105 2,652,000 40,000 SH SOLE 40,000 0 0
TEEKAY CORP LTD SHS G8726T105 2,300,000 230,000 SH SOLE 230,000 0 0
TENARIS-ADR SPONSORED ADS 88031M109 1,387,250 25,000 SH SOLE 25,000 0 0
TESLA INC Common Stock 88160R101 1,892,700 4,500 SH SOLE 4,500 0 0
TEXAS INSTRUMENT Common Stock 882508104 9,538,240 32,000 SH SOLE 32,000 0 0
TEXAS PACIFIC LA Common Stock 88262P102 3,938,760 9,000 SH SOLE 9,000 0 0
THE BUCKLE INC Common Stock 118440106 168,800 4,000 SH SOLE 4,000 0 0
THERMO FISHER Common Stock 883556102 2,506,800 5,000 SH SOLE 5,000 0 0
TOTALENERGIES SE ACT F92124100 11,664,000 150,000 SH SOLE 150,000 0 0
TRANE TECHNOLOGI SHS G8994E103 5,402,760 11,000 SH SOLE 11,000 0 0
TRUIST FINANCIAL Common Stock 89832Q109 597,840 12,000 SH SOLE 12,000 0 0
UBS GROUP AG SHS H42097107 495,600 10,000 SH SOLE 10,000 0 0
UNITED PARCEL-B CL B 911312106 6,342,500 59,000 SH SOLE 59,000 0 0
UNITEDHEALTH GRP Common Stock 91324P102 2,493,780 6,000 SH SOLE 6,000 0 0
UNUM GROUP Common Stock 91529Y106 6,258,000 70,000 SH SOLE 70,000 0 0
VALERO ENERGY Common Stock 91913Y100 7,552,760 29,000 SH SOLE 29,000 0 0
VENTURE GLOBAL-A COM CL A 92333F101 2,559,900 230,000 SH SOLE 230,000 0 0
VERIZON COMMUNIC Common Stock 92343V104 15,538,780 367,000 SH SOLE 367,000 0 0
VERTIV HOLDING-A COM CL A 92537N108 4,687,480 14,000 SH SOLE 14,000 0 0
VISA INC-CLASS A COM CL A 92826C839 5,146,350 15,000 SH SOLE 15,000 0 0
VISTRA CORP Common Stock 92840M102 5,552,050 35,000 SH SOLE 35,000 0 0
WASTE MANAGEMENT Common Stock 94106L109 2,897,440 13,000 SH SOLE 13,000 0 0
WILLIAMS COS INC Common Stock 969457100 26,316,360 354,000 SH SOLE 354,000 0 0
XCEL ENERGY INC Common Stock 98389B100 20,878,000 260,000 SH SOLE 260,000 0 0
X-ENERGY INC COM CL A 98386P102 918,000 50,000 SH SOLE 50,000 0 0