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
ADVANCED MICRO DEVICES INC COM 007903107 2,471,191 4,254 SH SOLE 4,254 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,380,968 16,934 SH SOLE 16,934 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,468,816 20,885 SH SOLE 20,885 0 0
ALLIANT ENERGY CORP COM 018802108 3,502,169 45,906 SH SOLE 45,906 0 0
ALPHABET INC CAP STK CL A 02079K305 2,974,748 8,324 SH SOLE 8,324 0 0
AMAZON COM INC COM 023135106 2,252,551 9,451 SH SOLE 9,451 0 0
AMEREN CORP COM 023608102 4,150,603 36,718 SH SOLE 36,718 0 0
AMERICAN ELEC PWR CO INC COM 025537101 3,180,559 23,248 SH SOLE 23,248 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 1,194,948 8,539 SH SOLE 8,539 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,978,175 26,542 SH SOLE 26,542 0 0
AMERICAN TOWER CORP COM 03027X100 2,036,610 12,451 SH SOLE 12,451 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 241,711 15,376 SH SOLE 15,376 0 0
ANDERSONS INC COM 034164103 457,733 6,692 SH SOLE 6,692 0 0
AON PLC SHS CL A G0403H108 6,083,195 18,340 SH SOLE 18,340 0 0
APA CORPORATION COM 03743Q108 5,859,082 179,892 SH SOLE 179,892 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 1,184,756 10,014 SH SOLE 10,014 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 2,876,460 171,116 SH SOLE 171,116 0 0
APPLIED DIGITAL CORP COM NEW 038169207 1,395,132 37,403 SH SOLE 37,403 0 0
APPLIED MATLS INC COM 038222105 1,928,964 2,668 SH SOLE 2,668 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 2,514,652 1,264 SH SOLE 1,264 0 0
ASSURANT INC COM 04621X108 11,694,750 43,551 SH SOLE 43,551 0 0
AURORA INNOVATION INC CLASS A COM 051774107 784,218 114,988 SH SOLE 114,988 0 0
BLACK HILLS CORP COM 092113109 1,567,162 21,064 SH SOLE 21,064 0 0
BLACKROCK INC COM 09290D101 3,156,801 3,283 SH SOLE 3,283 0 0
BOOKING HOLDINGS INC COM 09857L108 3,262,683 18,305 SH SOLE 18,305 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102 488,637 16,326 SH SOLE 16,326 0 0
BP PLC SPONSORED ADR 055622104 2,603,054 70,448 SH SOLE 70,448 0 0
BROADCOM INC COM 11135F101 1,407,874 3,727 SH SOLE 3,727 0 0
BUNGE GLOBAL SA COM SHS H11356104 1,863,719 17,462 SH SOLE 17,462 0 0
BURLINGTON STORES INC COM 122017106 2,310,739 7,294 SH SOLE 7,294 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,149,308 23,624 SH SOLE 23,624 0 0
CALUMET INC COM 131428104 949,775 26,368 SH SOLE 26,368 0 0
CAMECO CORP COM 13321L108 5,698,863 55,948 SH SOLE 55,948 0 0
CAPITAL ONE FINL CORP COM 14040H105 6,057,320 30,193 SH SOLE 30,193 0 0
CARETRUST REIT INC COM 14174T107 4,429,058 109,766 SH SOLE 109,766 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,383,582 32,496 SH SOLE 32,496 0 0
CASEYS GEN STORES INC COM 147528103 2,397,087 3,016 SH SOLE 3,016 0 0
CBOE GLOBAL MKTS INC COM 12503M108 513,975 2,118 SH SOLE 2,118 0 0
CENTURY ALUM CO COM 156431108 611,841 13,298 SH SOLE 13,298 0 0
CHIME FINL INC COM SHS CL A 16935C109 787,988 38,476 SH SOLE 38,476 0 0
CHUBB LIMITED COM H1467J104 1,735,730 5,094 SH SOLE 5,094 0 0
CINTAS CORP COM 172908105 599,702 3,526 SH SOLE 3,526 0 0
CONOCOPHILLIPS COM 20825C104 6,176,472 59,412 SH SOLE 59,412 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,568,705 6,316 SH SOLE 6,316 0 0
CORPAY INC COM SHS 219948106 1,133,118 3,400 SH SOLE 3,400 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,253,146 4,608 SH SOLE 4,608 0 0
DARLING INGREDIENTS INC COM 237266101 2,509,898 45,952 SH SOLE 45,952 0 0
DELEK US HLDGS INC NEW COM 24665A103 597,221 11,754 SH SOLE 11,754 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,116,040 12,038 SH SOLE 12,038 0 0
DOORDASH INC CL A 25809K105 2,930,521 15,881 SH SOLE 15,881 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 873,396 5,952 SH SOLE 5,952 0 0
DTE ENERGY CO COM 233331107 1,588,305 10,424 SH SOLE 10,424 0 0
EASTGROUP PPTYS INC COM 277276101 1,200,193 5,926 SH SOLE 5,926 0 0
EATON CORP PLC SHS G29183103 1,165,864 2,736 SH SOLE 2,736 0 0
ECOLAB INC COM 278865100 1,803,164 6,472 SH SOLE 6,472 0 0
ENSIGN GROUP INC COM 29358P101 2,180,080 13,600 SH SOLE 13,600 0 0
ENTERGY CORP NEW COM 29364G103 2,915,606 25,384 SH SOLE 25,384 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 377,584 64,215 SH SOLE 64,215 0 0
EQUINOR ASA SPONSORED ADR 29446M102 830,718 26,456 SH SOLE 26,456 0 0
EQUITABLE HLDGS INC COM 29452E101 954,478 21,752 SH SOLE 21,752 0 0
EVEREST GROUP LTD COM G3223R108 1,614,680 4,520 SH SOLE 4,520 0 0
EVERGY INC COM 30034W106 3,821,589 44,216 SH SOLE 44,216 0 0
EXPAND ENERGY CORPORATION COM 165167735 11,644,781 127,698 SH SOLE 127,698 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 1,309,124 88,634 SH SOLE 88,634 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,028,679 13,962 SH SOLE 13,962 0 0
EXXON MOBIL CORP COM 30231G102 5,210,946 38,114 SH SOLE 38,114 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 1,453,409 6,124 SH SOLE 6,124 0 0
FLUENCE ENERGY INC COM CL A 34379V103 224,087 11,272 SH SOLE 11,272 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 869,405 15,564 SH SOLE 15,564 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,635,721 28,905 SH SOLE 28,905 0 0
GE VERNOVA INC COM 36828A101 2,467,206 2,100 SH SOLE 2,100 0 0
GOLAR LNG LTD SHS G9456A100 595,090 11,940 SH SOLE 11,940 0 0
HAGERTY INC CL A COM 405166109 309,503 25,965 SH SOLE 25,965 0 0
HANOVER INS GROUP INC COM 410867105 1,459,656 6,817 SH SOLE 6,817 0 0
HELMERICH & PAYNE INC COM 423452101 739,335 22,582 SH SOLE 22,582 0 0
HENRY JACK & ASSOC INC COM 426281101 2,144,887 15,572 SH SOLE 15,572 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,337,013 7,072 SH SOLE 7,072 0 0
HOME DEPOT INC COM 437076102 2,810,154 7,968 SH SOLE 7,968 0 0
HUT 8 CORP COM 44812J104 721,762 6,252 SH SOLE 6,252 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 420,229 4,828 SH SOLE 4,828 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,281,726 6,024 SH SOLE 6,024 0 0
INVITATION HOMES INC COM 46187W107 5,395,325 178,594 SH SOLE 178,594 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 459,221 10,042 SH SOLE 10,042 0 0
IRON MTN INC DEL COM 46284V101 1,633,441 12,932 SH SOLE 12,932 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 4,746,344 49,888 SH SOLE 49,888 0 0
LINDE PLC SHS G54950103 1,188,373 2,290 SH SOLE 2,290 0 0
LINEAGE INC COM 53566V106 581,626 13,448 SH SOLE 13,448 0 0
LOUISIANA PAC CORP COM 546347105 1,040,357 13,226 SH SOLE 13,226 0 0
LOWES COS INC COM 548661107 2,171,386 9,848 SH SOLE 9,848 0 0
LPL FINL HLDGS INC COM 50212V100 690,679 2,452 SH SOLE 2,452 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,555,932 6,166 SH SOLE 6,166 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,090,331 6,017 SH SOLE 6,017 0 0
MATADOR RES CO COM 576485205 5,299,380 106,456 SH SOLE 106,456 0 0
MONGODB INC CL A 60937P106 2,820,888 8,398 SH SOLE 8,398 0 0
MOODYS CORP COM 615369105 4,017,853 8,871 SH SOLE 8,871 0 0
MSCI INC COM 55354G100 3,826,193 6,832 SH SOLE 6,832 0 0
NASDAQ INC COM 631103108 4,760,255 60,394 SH SOLE 60,394 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 492,963 1,785 SH SOLE 1,785 0 0
NEPTUNE INS HLDGS INC CL A 64073B103 970,043 30,795 SH SOLE 30,795 0 0
NETSTREIT CORP COM 64119V303 1,201,959 56,884 SH SOLE 56,884 0 0
NISOURCE INC COM 65473P105 2,740,402 57,632 SH SOLE 57,632 0 0
NNN REIT INC COM 637417106 1,075,122 23,106 SH SOLE 23,106 0 0
NOBLE CORP PLC ORD SHS A G65431127 1,216,278 32,608 SH SOLE 32,608 0 0
OCCIDENTAL PETE CORP COM 674599105 1,793,010 36,916 SH SOLE 36,916 0 0
OCEANEERING INTL INC COM 675232102 1,557,184 38,430 SH SOLE 38,430 0 0
OGE ENERGY CORP COM 670837103 1,102,344 22,654 SH SOLE 22,654 0 0
ONTO INNOVATION INC COM 683344105 1,822,994 4,817 SH SOLE 4,817 0 0
OUTFRONT MEDIA INC COM NEW 69007J304 3,593,969 109,706 SH SOLE 109,706 0 0
OVINTIV INC COM 69047Q102 3,398,242 64,544 SH SOLE 64,544 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 1,457,407 25,988 SH SOLE 25,988 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,820,808 17,419 SH SOLE 17,419 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 10,546,721 572,880 SH SOLE 572,880 0 0
PG&E CORP COM 69331C108 2,829,090 168,198 SH SOLE 168,198 0 0
PHILLIPS 66 COM 718546104 2,034,686 12,036 SH SOLE 12,036 0 0
PPL CORP COM 69351T106 4,163,965 114,552 SH SOLE 114,552 0 0
PRIMORIS SVCS CORP COM 74164F103 3,675,370 37,080 SH SOLE 37,080 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 288,374 49,634 SH SOLE 49,634 0 0
PROGRESSIVE CORP COM 743315103 5,881,985 26,926 SH SOLE 26,926 0 0
PUBLIC STORAGE COM 74460D109 1,927,685 6,056 SH SOLE 6,056 0 0
PULTE GROUP INC COM 745867101 268,932 1,960 SH SOLE 1,960 0 0
Q2 HLDGS INC COM 74736L109 1,074,843 22,346 SH SOLE 22,346 0 0
RANGE RES CORP COM 75281A109 3,073,828 82,652 SH SOLE 82,652 0 0
REGAL REXNORD CORPORATION COM 758750103 1,624,456 6,820 SH SOLE 6,820 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 2,872,065 9,063 SH SOLE 9,063 0 0
RIOT PLATFORMS INC COM 767292105 219,752 8,026 SH SOLE 8,026 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 483,597 27,873 SH SOLE 27,873 0 0
ROBINHOOD MKTS INC COM CL A 770700102 683,308 6,814 SH SOLE 6,814 0 0
ROSS STORES INC COM 778296103 1,036,367 4,869 SH SOLE 4,869 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 605,083 31,014 SH SOLE 31,014 0 0
SAIA INC COM 78709Y105 2,598,557 6,170 SH SOLE 6,170 0 0
SANDISK CORP COM 80004C200 682,119 300 SH SOLE 300 0 0
SBA COMMUNICATIONS CORP CL A 78410G104 2,248,100 12,740 SH SOLE 12,740 0 0
SEADRILL LTD COM G7997W102 5,152,824 136,246 SH SOLE 136,246 0 0
SEMPRA COM 816851109 1,243,241 13,410 SH SOLE 13,410 0 0
SERVICENOW INC COM 81762P102 286,820 2,889 SH SOLE 2,889 0 0
SHERWIN WILLIAMS CO COM 824348106 1,848,998 5,370 SH SOLE 5,370 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 3,156,963 27,649 SH SOLE 27,649 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 2,140,161 36,678 SH SOLE 36,678 0 0
SLB LIMITED COM STK 806857108 1,762,622 37,914 SH SOLE 37,914 0 0
SM ENERGY COMPANY COM 78454L100 2,689,240 103,036 SH SOLE 103,036 0 0
SNOWFLAKE INC COM SHS 833445109 4,794,780 18,840 SH SOLE 18,840 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 414,920 5,604 SH SOLE 5,604 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 4,614,220 57,348 SH SOLE 57,348 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 1,537,387 17,352 SH SOLE 17,352 0 0
SOUTHERN CO COM 842587107 2,837,036 29,642 SH SOLE 29,642 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 1,364,963 15,392 SH SOLE 15,392 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,268,576 2,763 SH SOLE 2,763 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,439,434 45,444 SH SOLE 45,444 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,455,251 9,329 SH SOLE 9,329 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,767,199 15,070 SH SOLE 15,070 0 0
TALEN ENERGY CORP COM 87422Q109 1,915,920 4,986 SH SOLE 4,986 0 0
TARGA RES CORP COM 87612G101 1,557,357 5,808 SH SOLE 5,808 0 0
TECHNIPFMC PLC COM G87110105 6,164,176 92,974 SH SOLE 92,974 0 0
TERAWULF INC COM 88080T104 1,427,018 57,774 SH SOLE 57,774 0 0
TERRENO RLTY CORP COM 88146M101 2,722,931 42,040 SH SOLE 42,040 0 0
TEXAS INSTRS INC COM 882508104 4,224,248 14,172 SH SOLE 14,172 0 0
THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 431,128 16,220 SH SOLE 16,220 0 0
TJX COS INC NEW COM 872540109 1,192,002 7,868 SH SOLE 7,868 0 0
TOAST INC CL A 888787108 1,293,074 46,480 SH SOLE 46,480 0 0
TOTALENERGIES SE ACT F92124100 1,621,296 20,850 SH SOLE 20,850 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,951,412 7,487 SH SOLE 7,487 0 0
TPG INC COM CL A 872657101 1,501,485 37,028 SH SOLE 37,028 0 0
TRADEWEB MKTS INC CL A 892672106 657,756 6,600 SH SOLE 6,600 0 0
TRANSUNION COM 89400J107 1,543,507 21,396 SH SOLE 21,396 0 0
TWFG INC COM CL A 87318A101 333,141 13,852 SH SOLE 13,852 0 0
TWILIO INC CL A 90138F102 2,589,442 12,550 SH SOLE 12,550 0 0
UDR INC COM 902653104 4,066,650 101,870 SH SOLE 101,870 0 0
UNION PAC CORP COM 907818108 3,314,592 12,186 SH SOLE 12,186 0 0
UNUM GROUP COM 91529Y106 1,463,746 16,373 SH SOLE 16,373 0 0
VALERO ENERGY CORP COM 91913Y100 5,658,319 21,726 SH SOLE 21,726 0 0
VISA INC COM CL A 92826C839 2,481,227 7,232 SH SOLE 7,232 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 925,738 14,510 SH SOLE 14,510 0 0
VISTRA CORP COM 92840M102 2,229,703 14,056 SH SOLE 14,056 0 0
VOYA FINANCIAL INC COM 929089100 1,114,153 12,307 SH SOLE 12,307 0 0
WALMART INC COM 931142103 2,616,533 23,102 SH SOLE 23,102 0 0
WASTE CONNECTIONS INC COM 94106B101 697,764 4,186 SH SOLE 4,186 0 0
WAYFAIR INC CL A 94419L101 3,426,749 37,078 SH SOLE 37,078 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 2,248,748 27,592 SH SOLE 27,592 0 0
WELLTOWER INC COM 95040Q104 5,374,650 23,680 SH SOLE 23,680 0 0
WEX INC COM 96208T104 603,301 4,276 SH SOLE 4,276 0 0
WILLIAMS COS INC COM 969457100 3,029,801 40,756 SH SOLE 40,756 0 0
WP CAREY INC COM 92936U109 1,418,417 19,838 SH SOLE 19,838 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,368,076 16,246 SH SOLE 16,246 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 1,240,447 14,372 SH SOLE 14,372 0 0