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
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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
Kinetik Holdings Inc COM NEW CL A 02215L209 17,622,009 364,543 SH SOLE 334,764 0 29,779
AMERICAN ELEC PWR CO INC COM COM 025537101 42,221,892 308,617 SH SOLE 308,617 0 0
Amphenol Corp CL A 032095101 6,997,436 39,686 SH SOLE 39,686 0 0
Antero Resources Corp COM 03674X106 17,544,594 499,277 SH SOLE 499,277 0 0
Antero Midstream Corporation COM 03676B102 231,353,600 10,169,389 SH SOLE 9,693,876 0 475,513
Applied Digital Corp COM NEW 038169207 4,126,126 110,620 SH SOLE 110,620 0 0
Arista Networks Inc COM SHS 040413205 9,670,929 56,928 SH SOLE 56,928 0 0
Caterpillar Inc COM 149123101 5,362,836 5,036 SH SOLE 5,036 0 0
Celestica Inc COM 15101Q207 2,180,045 5,976 SH SOLE 5,976 0 0
Centerpoint Energy Inc COM 15189T107 48,474,784 1,100,699 SH SOLE 1,100,699 0 0
Cheniere Energy Partners LP COM UNIT 16411Q101 63,818,734 1,047,067 SH SOLE 837,277 0 209,790
Cheniere Energy Inc. COM NEW 16411R208 702,258,704 2,938,198 SH SOLE 2,677,178 0 261,020
Expand Energy Corp COM 165167735 12,809,459 140,470 SH SOLE 140,470 0 0
Chevron Corp COM 166764100 12,742,634 76,874 SH SOLE 76,874 0 0
Ciena Corp COM NEW 171779309 22,982,736 46,850 SH SOLE 46,850 0 0
Cipher Digital Inc. COM 17253J106 13,347,012 544,776 SH SOLE 544,776 0 0
Clearway Energy, Inc. CL C 18539C204 8,078,477 236,351 SH SOLE 236,351 0 0
Coherent Corp COM 19247G107 5,559,660 14,094 SH SOLE 14,094 0 0
Comfort Systems USA Inc COM 199908104 4,598,124 2,320 SH SOLE 2,320 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109 84,539,187 340,376 SH SOLE 340,376 0 0
Core Scientific Inc COM 21874A106 11,605,833 453,530 SH SOLE 453,530 0 0
Cummins Inc. COM 231021106 2,871,383 4,026 SH SOLE 4,026 0 0
DTE ENERGY CO COM COM 233331107 29,032,732 190,541 SH SOLE 190,541 0 0
DT Midstream Inc COMMON STOCK 23345M107 435,657,853 2,968,910 SH SOLE 2,754,552 0 214,358
Dell Technologies Inc CL C 24703L202 26,967,976 62,504 SH SOLE 62,504 0 0
Devon Energy Corporation COM 25179M103 18,332,444 443,670 SH SOLE 443,670 0 0
Diamondback Energy Inc COM 25278X109 23,193,116 131,944 SH SOLE 131,944 0 0
Dycom Industries Inc COM 267475101 14,233,370 28,152 SH SOLE 28,152 0 0
EQT Corp COM 26884L109 40,793,832 767,234 SH SOLE 767,234 0 0
Enbridge Inc COM 29250N105 322,887,834 5,956,241 SH SOLE 5,324,474 0 631,767
Energy Transfer LP COM UT LTD PTN 29273V100 723,747,439 37,852,900 SH SOLE 32,647,416 0 5,205,484
Entergy Corporation COM 29364G103 109,309,620 951,677 SH SOLE 951,677 0 0
Enterprise Products Partners L COM 293792107 682,137,712 18,556,521 SH SOLE 15,985,461 0 2,571,060
EVERGY INC COM COM 30034W106 53,089,973 614,254 SH SOLE 614,254 0 0
Excelerate Energy Inc. CL A COM 30069T101 44,303,102 1,166,178 SH SOLE 1,027,112 0 139,066
GE Vernova Inc COM 36828A101 57,804,287 49,201 SH SOLE 49,201 0 0
Genesis Energy L.P. UNIT LTD PARTN 371927104 274,799 19,393 SH SOLE 19,393 0 0
Global Partners LP COM UNITS 37946R109 1,264,779 27,147 SH SOLE 27,147 0 0
Halliburton Company COM 406216101 8,153,670 240,167 SH SOLE 240,167 0 0
Hess Midstream LP CL A SHS 428103105 157,482,148 4,188,355 SH SOLE 3,695,714 0 492,641
Hewlett Packard Enterprise Co COM 42824C109 9,198,921 203,922 SH SOLE 203,922 0 0
Hut 8 Corp COM 44812J104 10,143,690 87,866 SH SOLE 87,866 0 0
Kinder Morgan Inc COM 49456B101 134,285,605 4,200,363 SH SOLE 3,770,236 0 430,127
Kodiak Gas Services Inc COM 50012A108 57,455,066 764,742 SH SOLE 647,958 0 116,784
Lumentum Holdings Inc COM 55024U109 4,532,273 5,282 SH SOLE 5,282 0 0
MPLX LP COM UNIT REP LTD 55336V100 588,665,681 10,450,305 SH SOLE 9,233,003 0 1,217,302
MYR Group Inc COM 55405W104 18,894,103 37,758 SH SOLE 37,758 0 0
Marathon Petroleum Corp COM 56585A102 41,219,629 161,222 SH SOLE 161,222 0 0
MasTec Inc COM 576323109 59,800,720 143,731 SH SOLE 143,731 0 0
Micron Technology Inc COM 595112103 31,523,660 27,310 SH SOLE 27,310 0 0
Modine Manufacturing Co COM 607828100 11,479,190 42,990 SH SOLE 42,990 0 0
NGL Energy Partners LP COM UNIT REPST 62913M107 1,086,968 68,234 SH SOLE 68,234 0 0
NRG Energy Inc. COM NEW 629377508 59,218,566 405,440 SH SOLE 405,440 0 0
NEXTERA ENERGY INC COM COM 65339F101 4,607,311 52,493 SH SOLE 52,493 0 0
Nisource Inc COM 65473P105 47,174,831 992,110 SH SOLE 992,110 0 0
NVIDIA Corporation COM 67066G104 2,986,543 14,926 SH SOLE 14,926 0 0
Occidental Petroleum Corp COM 674599105 23,215,051 477,971 SH SOLE 477,971 0 0
ONEOK Inc COM 682680103 550,203,007 6,328,537 SH SOLE 5,662,732 0 665,805
Ovintiv Inc. COM 69047Q102 16,787,295 318,847 SH SOLE 318,847 0 0
Pembina Pipeline Corporation COM 706327103 181,333,120 3,919,787 SH SOLE 3,840,123 0 79,664
Phillips 66 COM 718546104 13,392,817 79,224 SH SOLE 79,224 0 0
Plains All American Pipeline L UNIT LTD PARTN 726503105 299,475,155 13,453,511 SH SOLE 10,512,345 0 2,941,166
Plains GP Holdings, L.P. LTD PARTNR INT A 72651A207 269,804,639 11,116,796 SH SOLE 11,116,796 0 0
ProPetro Holding Corp COM 74347M108 6,771,233 472,192 SH SOLE 472,192 0 0
Quanta Services Inc COM 74762E102 64,005,796 88,892 SH SOLE 88,892 0 0
Riot Platforms Inc COM 767292105 5,283,409 192,966 SH SOLE 192,966 0 0
Sandisk Corp/DE COM 80004C200 24,824,584 10,918 SH SOLE 10,918 0 0
Sempra Energy COM 816851109 75,483,740 814,192 SH SOLE 814,192 0 0
Solaris Energy Infrastructure COM CL A 83418M103 23,601,493 293,332 SH SOLE 293,332 0 0
South Bow Corp COM 83671M105 33,250,772 943,552 SH SOLE 862,329 0 81,223
Sunoco LP COM UT REP LP 86765K109 50,938,403 754,643 SH SOLE 639,770 0 114,873
Talen Energy Corp. COM 87422Q109 48,083,222 125,132 SH SOLE 125,132 0 0
Targa Resources Corp. COM 87612G101 944,108,874 3,520,955 SH SOLE 3,189,341 0 331,614
TC Energy Corp. COM 87807B107 482,359,516 7,276,505 SH SOLE 6,300,337 0 976,168
Terawulf Inc COM 88080T104 13,722,134 555,552 SH SOLE 555,552 0 0
Valero Energy Corp COM 91913Y100 41,370,113 158,847 SH SOLE 158,847 0 0
Venture Global Inc COM CL A 92333F101 106,277,621 9,548,753 SH SOLE 9,239,600 0 309,153
Vertiv Holdings Co COM CL A 92537N108 32,208,345 96,196 SH SOLE 96,196 0 0
Vistra Corp. COM 92840M102 67,265,465 424,040 SH SOLE 424,040 0 0
WEC Energy Group, Inc. COM 92939U106 4,251,362 36,408 SH SOLE 36,408 0 0
Western Digital Corp COM 958102105 20,166,945 31,574 SH SOLE 31,574 0 0
Western Midstream Partners LP COM UNIT LP INT 958669103 281,843,107 6,440,656 SH SOLE 5,879,805 0 560,851
WILLIAMS COS INC COM COM 969457100 834,357,314 11,223,531 SH SOLE 10,131,299 0 1,092,232
Credo Technology Group Holding ORDINARY SHARES G25457105 18,631,838 68,512 SH SOLE 68,512 0 0
nVent Electric PLC SHS G6700G107 17,218,468 101,518 SH SOLE 101,518 0 0
Seagate Technology Holdings PL ORD SHS G7997R103 19,996,730 20,722 SH SOLE 20,722 0 0
Innio Holding GmbH ORDINARY SHARES N52A8C105 14,437,174 365,036 SH SOLE 365,036 0 0
Nebius Group NV SHS CLASS A N97284108 11,959,266 43,304 SH SOLE 43,304 0 0
IREN Ltd ORDINARY SHARES Q4982L109 10,676,675 233,472 SH SOLE 233,472 0 0
Antero Midstream Corporation COM 03676B102 320,661 14,095 SH OTR 14,095 0 0
Cheniere Energy Partners LP COM UNIT 16411Q101 2,041,764 33,499 SH OTR 33,499 0 0
Cheniere Energy Inc. COM NEW 16411R208 713,206 2,984 SH OTR 2,984 0 0
DT Midstream Inc COMMON STOCK 23345M107 1,035,544 7,057 SH OTR 7,057 0 0
Enbridge Inc COM 29250N105 309,864 5,716 SH OTR 5,716 0 0
Energy Transfer LP COM UT LTD PTN 29273V100 2,756,244 144,155 SH OTR 144,155 0 0
Enterprise Products Partners L COM 293792107 2,949,071 80,225 SH OTR 80,225 0 0
Hess Midstream LP CL A SHS 428103105 1,799,498 47,859 SH OTR 47,859 0 0
Kinder Morgan Inc COM 49456B101 311,995 9,759 SH OTR 9,759 0 0
Kodiak Gas Services Inc COM 50012A108 280,085 3,728 SH OTR 3,728 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,825,738 50,164 SH OTR 50,164 0 0
ONEOK Inc COM 682680103 1,342,527 15,442 SH OTR 15,442 0 0
Plains All American Pipeline L UNIT LTD PARTN 726503105 3,337,019 149,911 SH OTR 149,911 0 0
Sunoco LP COM UT REP LP 86765K109 1,642,275 24,330 SH OTR 24,330 0 0
Targa Resources Corp. COM 87612G101 2,288,843 8,536 SH OTR 8,536 0 0
TC Energy Corp. COM 87807B107 1,181,619 17,825 SH OTR 17,825 0 0
Venture Global Inc COM CL A 92333F101 123,543 11,100 SH OTR 11,100 0 0
Western Midstream Partners LP COM UNIT LP INT 958669103 2,866,192 65,498 SH OTR 65,498 0 0
WILLIAMS COS INC COM COM 969457100 1,866,529 25,108 SH OTR 25,108 0 0
Ferguson Enterprises Inc COMMON STOCK NEW 31488V107 4,081,992 17,143 SH DFND 04 0 0 17,143
Pembina Pipeline Corp COM 706327103 32,554,772 703,703 SH DFND 04 0 0 703,703
Stantec Inc. COM 85472N109 1,444,432 20,945 SH DFND 04 0 0 20,945