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
AES CORP COM 00130H105 5,713,412 389,728 SH OTR 1 0 389,728 0
AES CORP COM 00130H105 894,099 60,989 SH SOLE 60,989 0 0
ALLIANT ENERGY CORP COM 018802108 12,007,283 157,390 SH OTR 1 0 157,390 0
ALLIANT ENERGY CORP COM 018802108 607,497 7,963 SH SOLE 7,963 0 0
AMEREN CORP COM 023608102 14,383,888 127,246 SH OTR 1 0 127,246 0
AMEREN CORP COM 023608102 738,377 6,532 SH SOLE 6,532 0 0
AMERICAN ELEC PWR CO INC COM 025537101 10,945,894 80,008 SH OTR 1 0 80,008 0
AMERICAN ELEC PWR CO INC COM 025537101 557,774 4,077 SH SOLE 4,077 0 0
ANDERSONS INC COM 034164103 1,601,518 23,414 SH OTR 1 0 23,414 0
ANDERSONS INC COM 034164103 82,422 1,205 SH SOLE 1,205 0 0
APA CORPORATION COM 03743Q108 33,978,848 1,043,256 SH OTR 1 0 1,043,256 0
APA CORPORATION COM 03743Q108 1,039,309 31,910 SH SOLE 31,910 0 0
APOGEE THERAPEUTICS INC COM 03770N101 17,970,846 135,394 SH OTR 1 0 135,394 0
APOGEE THERAPEUTICS INC COM 03770N101 2,620,223 19,741 SH SOLE 19,741 0 0
AURORA INNOVATION INC CLASS A COM 051774107 2,684,468 393,617 SH OTR 1 0 393,617 0
AURORA INNOVATION INC CLASS A COM 051774107 136,407 20,001 SH SOLE 20,001 0 0
AVALONBAY CMNTYS INC COM 053484101 7,570,054 40,119 SH OTR 1 0 40,119 0
AVALONBAY CMNTYS INC COM 053484101 627,394 3,325 SH SOLE 3,325 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 21,917,660 115,691 SH OTR 1 0 115,691 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 3,425,067 18,079 SH SOLE 18,079 0 0
BIO-TECHNE CORP COM 09073M104 12,809,905 181,315 SH OTR 1 0 181,315 0
BIO-TECHNE CORP COM 09073M104 2,001,656 28,332 SH SOLE 28,332 0 0
BLACK HILLS CORP COM 092113109 5,455,008 73,320 SH OTR 1 0 73,320 0
BLACK HILLS CORP COM 092113109 280,711 3,773 SH SOLE 3,773 0 0
BP PLC SPONSORED ADR 055622104 15,911,926 430,634 SH OTR 1 0 430,634 0
BP PLC SPONSORED ADR 055622104 461,395 12,487 SH SOLE 12,487 0 0
BUNGE GLOBAL SA COM SHS H11356104 6,404,334 60,005 SH OTR 1 0 60,005 0
BUNGE GLOBAL SA COM SHS H11356104 326,167 3,056 SH SOLE 3,056 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 755,858 25,045 SH SOLE 25,045 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 3,990,711 82,029 SH OTR 1 0 82,029 0
CALIFORNIA WTR SVC GROUP COM 130788102 205,011 4,214 SH SOLE 4,214 0 0
CALUMET INC COM 131428104 5,824,254 161,695 SH OTR 1 0 161,695 0
CALUMET INC COM 131428104 173,256 4,810 SH SOLE 4,810 0 0
CAMECO CORP COM 13321L108 19,488,466 191,326 SH OTR 1 0 191,326 0
CAMECO CORP COM 13321L108 981,727 9,638 SH SOLE 9,638 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 8,077,962 110,129 SH OTR 1 0 110,129 0
CARRIER GLOBAL CORPORATION COM 14448C104 398,951 5,439 SH SOLE 5,439 0 0
CASEYS GEN STORES INC COM 147528103 14,654,338 18,438 SH OTR 1 0 18,438 0
CASEYS GEN STORES INC COM 147528103 429,981 541 SH SOLE 541 0 0
CATALYST PHARMACEUTICALS INC COM 14888U101 15,966,346 507,997 SH OTR 1 0 507,997 0
CATALYST PHARMACEUTICALS INC COM 14888U101 1,932,442 61,484 SH SOLE 61,484 0 0
CENTURY ALUM CO COM 156431108 2,144,388 46,607 SH OTR 1 0 46,607 0
CENTURY ALUM CO COM 156431108 114,657 2,492 SH SOLE 2,492 0 0
CHART INDS INC COM 16115Q308 9,597,868 45,936 SH OTR 1 0 45,936 0
CHART INDS INC COM 16115Q308 1,499,980 7,179 SH SOLE 7,179 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 6,427,854 2,656,138 SH OTR 1 0 2,656,138 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 896,600 370,496 SH SOLE 370,496 0 0
CONOCOPHILLIPS COM 20825C104 38,606,274 371,357 SH OTR 1 0 371,357 0
CONOCOPHILLIPS COM 20825C104 1,068,397 10,277 SH SOLE 10,277 0 0
CONSTELLATION ENERGY CORP COM 21037T109 5,338,962 21,496 SH OTR 1 0 21,496 0
CONSTELLATION ENERGY CORP COM 21037T109 274,200 1,104 SH SOLE 1,104 0 0
CROSS CTRY HEALTHCARE INC COM 227483104 3,256,344 246,506 SH OTR 1 0 246,506 0
CROSS CTRY HEALTHCARE INC COM 227483104 508,836 38,519 SH SOLE 38,519 0 0
DARLING INGREDIENTS INC COM 237266101 15,589,531 285,418 SH OTR 1 0 285,418 0
DARLING INGREDIENTS INC COM 237266101 462,194 8,462 SH SOLE 8,462 0 0
DELEK US HLDGS INC NEW COM 24665A103 3,615,894 71,165 SH OTR 1 0 71,165 0
DELEK US HLDGS INC NEW COM 24665A103 106,549 2,097 SH SOLE 2,097 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,064,321 74,322 SH OTR 1 0 74,322 0
DIAMONDBACK ENERGY INC COM 25278X109 388,650 2,211 SH SOLE 2,211 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 35,454,977 2,246,830 SH OTR 1 0 2,246,830 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 5,539,948 351,074 SH SOLE 351,074 0 0
DOUBLEDOWN INTERACTIVE CO LT ADS 25862B109 1,229,806 107,126 SH OTR 1 0 107,126 0
DOUBLEDOWN INTERACTIVE CO LT ADS 25862B109 252,996 22,038 SH SOLE 22,038 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 5,717,284 38,962 SH OTR 1 0 38,962 0
DT MIDSTREAM INC COMMON STOCK 23345M107 146,006 995 SH SOLE 995 0 0
DTE ENERGY CO COM 233331107 5,513,661 36,186 SH OTR 1 0 36,186 0
DTE ENERGY CO COM 233331107 282,951 1,857 SH SOLE 1,857 0 0
EATON CORP PLC SHS G29183103 3,927,974 9,218 SH OTR 1 0 9,218 0
EATON CORP PLC SHS G29183103 194,311 456 SH SOLE 456 0 0
ELECTRONIC ARTS INC COM 285512109 5,650,287 27,557 SH OTR 1 0 27,557 0
ELECTRONIC ARTS INC COM 285512109 884,338 4,313 SH SOLE 4,313 0 0
ENTERGY CORP NEW COM 29364G103 10,096,079 87,899 SH OTR 1 0 87,899 0
ENTERGY CORP NEW COM 29364G103 523,991 4,562 SH SOLE 4,562 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 1,411,847 240,110 SH OTR 1 0 240,110 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 73,541 12,507 SH SOLE 12,507 0 0
EQUINOR ASA SPONSORED ADR 29446M102 5,162,286 164,404 SH OTR 1 0 164,404 0
EQUINOR ASA SPONSORED ADR 29446M102 151,568 4,827 SH SOLE 4,827 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 5,945,534 1,881,498 SH OTR 1 0 1,881,498 0
ESPERION THERAPEUTICS INC NE COM 29664W105 975,208 308,610 SH SOLE 308,610 0 0
EVERGY INC COM 30034W106 13,095,874 151,520 SH OTR 1 0 151,520 0
EVERGY INC COM 30034W106 666,548 7,712 SH SOLE 7,712 0 0
EXPAND ENERGY CORPORATION COM 165167735 71,052,148 779,166 SH OTR 1 0 779,166 0
EXPAND ENERGY CORPORATION COM 165167735 2,022,503 22,179 SH SOLE 22,179 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 7,989,521 540,929 SH OTR 1 0 540,929 0
EXPRO GROUP HOLDINGS NV COM N3144W105 222,702 15,078 SH SOLE 15,078 0 0
EXXON MOBIL CORP COM 30231G102 30,819,969 225,424 SH OTR 1 0 225,424 0
EXXON MOBIL CORP COM 30231G102 899,891 6,582 SH SOLE 6,582 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 5,067,707 21,353 SH OTR 1 0 21,353 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 260,588 1,098 SH SOLE 1,098 0 0
FLUENCE ENERGY INC COM CL A 34379V103 754,804 37,968 SH OTR 1 0 37,968 0
FLUENCE ENERGY INC COM CL A 34379V103 38,547 1,939 SH SOLE 1,939 0 0
GE VERNOVA INC COM 36828A101 8,376,752 7,130 SH OTR 1 0 7,130 0
GE VERNOVA INC COM 36828A101 412,376 351 SH SOLE 351 0 0
GOLAR LNG LTD SHS G9456A100 2,738,259 54,941 SH OTR 1 0 54,941 0
GOLAR LNG LTD SHS G9456A100 81,040 1,626 SH SOLE 1,626 0 0
HELMERICH & PAYNE INC COM 423452101 4,143,116 126,546 SH OTR 1 0 126,546 0
HELMERICH & PAYNE INC COM 423452101 130,240 3,978 SH SOLE 3,978 0 0
LENNAR CORP CL A 526057104 756,225 8,357 SH OTR 1 0 8,357 0
LENNAR CORP CL A 526057104 45,245 500 SH SOLE 500 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 22,007,643 661,685 SH OTR 1 0 661,685 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,441,080 103,460 SH SOLE 103,460 0 0
LINDE PLC SHS G54950103 4,085,096 7,872 SH OTR 1 0 7,872 0
LINDE PLC SHS G54950103 212,765 410 SH SOLE 410 0 0
LOUISIANA PAC CORP COM 546347105 3,528,373 44,856 SH OTR 1 0 44,856 0
LOUISIANA PAC CORP COM 546347105 178,244 2,266 SH SOLE 2,266 0 0
MARTIN MARIETTA MATLS INC COM 573284106 12,251,992 21,245 SH OTR 1 0 21,245 0
MARTIN MARIETTA MATLS INC COM 573284106 629,180 1,091 SH SOLE 1,091 0 0
MATADOR RES CO COM 576485205 33,850,599 680,004 SH OTR 1 0 680,004 0
MATADOR RES CO COM 576485205 880,210 17,682 SH SOLE 17,682 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,385,050 49,886 SH OTR 1 0 49,886 0
MGM RESORTS INTERNATIONAL COM 552953101 373,205 7,806 SH SOLE 7,806 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106 5,858,614 134,960 SH OTR 1 0 134,960 0
NCR ATLEOS CORPORATION COM SHS 63001N106 913,477 21,043 SH SOLE 21,043 0 0
NISOURCE INC COM 65473P105 9,519,938 200,209 SH OTR 1 0 200,209 0
NISOURCE INC COM 65473P105 489,289 10,290 SH SOLE 10,290 0 0
NOBLE CORP PLC ORD SHS A G65431127 8,702,090 233,300 SH OTR 1 0 233,300 0
NOBLE CORP PLC ORD SHS A G65431127 215,557 5,779 SH SOLE 5,779 0 0
NORFOLK SOUTHN CORP COM 655844108 1,622,026 5,156 SH OTR 1 0 5,156 0
NORFOLK SOUTHN CORP COM 655844108 252,616 803 SH SOLE 803 0 0
NUVALENT INC COM 670703107 22,986,190 186,123 SH OTR 1 0 186,123 0
NUVALENT INC COM 670703107 1,279,213 10,358 SH SOLE 10,358 0 0
OCCIDENTAL PETE CORP COM 674599105 11,201,651 230,629 SH OTR 1 0 230,629 0
OCCIDENTAL PETE CORP COM 674599105 334,647 6,890 SH SOLE 6,890 0 0
OCEANEERING INTL INC COM 675232102 11,274,042 278,234 SH OTR 1 0 278,234 0
OCEANEERING INTL INC COM 675232102 262,975 6,490 SH SOLE 6,490 0 0
OGE ENERGY CORP COM 670837103 3,821,562 78,536 SH OTR 1 0 78,536 0
OGE ENERGY CORP COM 670837103 195,711 4,022 SH SOLE 4,022 0 0
ORGANON & CO COMMON STOCK 68622V106 8,189,168 604,813 SH OTR 1 0 604,813 0
ORGANON & CO COMMON STOCK 68622V106 1,313,976 97,044 SH SOLE 97,044 0 0
OVINTIV INC COM 69047Q102 20,476,375 388,915 SH OTR 1 0 388,915 0
OVINTIV INC COM 69047Q102 580,203 11,020 SH SOLE 11,020 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 9,134,254 162,879 SH OTR 1 0 162,879 0
PAR PAC HOLDINGS INC COM NEW 69888T207 270,979 4,832 SH SOLE 4,832 0 0
PENUMBRA INC COM 70975L107 3,109,190 9,847 SH OTR 1 0 9,847 0
PENUMBRA INC COM 70975L107 485,939 1,539 SH SOLE 1,539 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 64,115,200 3,482,629 SH OTR 1 0 3,482,629 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,802,081 97,886 SH SOLE 97,886 0 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 10,117,824 626,103 SH OTR 1 0 626,103 0
PETROLEO BRASILEIRO S A SPONSORED ADR 71654V408 295,857 18,308 SH SOLE 18,308 0 0
PG&E CORP COM 69331C108 9,739,537 579,045 SH OTR 1 0 579,045 0
PG&E CORP COM 69331C108 497,233 29,562 SH SOLE 29,562 0 0
PHILLIPS 66 COM 718546104 12,292,640 72,716 SH OTR 1 0 72,716 0
PHILLIPS 66 COM 718546104 361,091 2,136 SH SOLE 2,136 0 0
PPL CORP COM 69351T106 14,278,971 392,819 SH OTR 1 0 392,819 0
PPL CORP COM 69351T106 728,599 20,044 SH SOLE 20,044 0 0
PRIMORIS SVCS CORP COM 74164F103 12,632,051 127,442 SH OTR 1 0 127,442 0
PRIMORIS SVCS CORP COM 74164F103 645,965 6,517 SH SOLE 6,517 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 1,720,440 296,117 SH OTR 1 0 296,117 0
PROFRAC HLDG CORP CLASS A COM 74319N100 50,152 8,632 SH SOLE 8,632 0 0
PULTE GROUP INC COM 745867101 921,777 6,718 SH OTR 1 0 6,718 0
PULTE GROUP INC COM 745867101 47,063 343 SH SOLE 343 0 0
RANGE RES CORP COM 75281A109 20,230,319 543,972 SH OTR 1 0 543,972 0
RANGE RES CORP COM 75281A109 536,205 14,418 SH SOLE 14,418 0 0
REGAL REXNORD CORPORATION COM 758750103 5,581,983 23,435 SH OTR 1 0 23,435 0
REGAL REXNORD CORPORATION COM 758750103 284,399 1,194 SH SOLE 1,194 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,840,835 106,100 SH OTR 1 0 106,100 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 93,534 5,391 SH SOLE 5,391 0 0
SAIA INC COM 78709Y105 8,722,645 20,711 SH OTR 1 0 20,711 0
SAIA INC COM 78709Y105 434,216 1,031 SH SOLE 1,031 0 0
SEADRILL LTD COM G7997W102 31,484,885 832,493 SH OTR 1 0 832,493 0
SEADRILL LTD COM G7997W102 909,458 24,047 SH SOLE 24,047 0 0
SEMPRA COM 816851109 4,311,942 46,510 SH OTR 1 0 46,510 0
SEMPRA COM 816851109 221,670 2,391 SH SOLE 2,391 0 0
SHERWIN WILLIAMS CO COM 824348106 6,309,320 18,324 SH OTR 1 0 18,324 0
SHERWIN WILLIAMS CO COM 824348106 317,463 922 SH SOLE 922 0 0
SILICON LABORATORIES INC COM 826919102 22,448,079 102,709 SH OTR 1 0 102,709 0
SILICON LABORATORIES INC COM 826919102 3,510,948 16,064 SH SOLE 16,064 0 0
SLB LIMITED COM STK 806857108 10,921,245 234,916 SH OTR 1 0 234,916 0
SLB LIMITED COM STK 806857108 311,390 6,698 SH SOLE 6,698 0 0
SM ENERGY COMPANY COM 78454L100 16,528,817 633,288 SH OTR 1 0 633,288 0
SM ENERGY COMPANY COM 78454L100 497,858 19,075 SH SOLE 19,075 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 1,451,924 19,610 SH OTR 1 0 19,610 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 74,706 1,009 SH SOLE 1,009 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 21,096,451 262,198 SH OTR 1 0 262,198 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 804,922 10,004 SH SOLE 10,004 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 4,922,527 55,559 SH OTR 1 0 55,559 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 220,968 2,494 SH SOLE 2,494 0 0
SOUTHERN CO COM 842587107 9,813,338 102,532 SH OTR 1 0 102,532 0
SOUTHERN CO COM 842587107 502,765 5,253 SH SOLE 5,253 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 4,736,221 53,408 SH OTR 1 0 53,408 0
SOUTHWEST GAS HLDGS INC COM 844895102 243,338 2,744 SH SOLE 2,744 0 0
SUNCOR ENERGY INC NEW COM 867224107 15,357,526 286,094 SH OTR 1 0 286,094 0
SUNCOR ENERGY INC NEW COM 867224107 432,983 8,066 SH SOLE 8,066 0 0
TALEN ENERGY CORP COM 87422Q109 6,529,346 16,992 SH OTR 1 0 16,992 0
TALEN ENERGY CORP COM 87422Q109 320,089 833 SH SOLE 833 0 0
TALKSPACE INC COM 87427V103 8,818,410 1,695,848 SH OTR 1 0 1,695,848 0
TALKSPACE INC COM 87427V103 1,384,682 266,285 SH SOLE 266,285 0 0
TARGA RES CORP COM 87612G101 9,748,498 36,356 SH OTR 1 0 36,356 0
TARGA RES CORP COM 87612G101 270,821 1,010 SH SOLE 1,010 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 12,032,878 167,729 SH OTR 1 0 167,729 0
TAYLOR MORRISON HOME CORP COM 87724P106 1,571,752 21,909 SH SOLE 21,909 0 0
TECHNIPFMC PLC COM G87110105 36,798,489 555,030 SH OTR 1 0 555,030 0
TECHNIPFMC PLC COM G87110105 1,044,026 15,747 SH SOLE 15,747 0 0
UNION PAC CORP COM 907818108 11,371,776 41,808 SH OTR 1 0 41,808 0
UNION PAC CORP COM 907818108 579,632 2,131 SH SOLE 2,131 0 0
VALARIS LTD CL A G9460G101 4,416,621 60,835 SH OTR 1 0 60,835 0
VALARIS LTD CL A G9460G101 690,862 9,516 SH SOLE 9,516 0 0
VALERO ENERGY CORP COM 91913Y100 35,135,700 134,909 SH OTR 1 0 134,909 0
VALERO ENERGY CORP COM 91913Y100 1,044,625 4,011 SH SOLE 4,011 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 5,763,820 90,342 SH OTR 1 0 90,342 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 160,904 2,522 SH SOLE 2,522 0 0
VISTRA CORP COM 92840M102 7,621,378 48,045 SH OTR 1 0 48,045 0
VISTRA CORP COM 92840M102 389,595 2,456 SH SOLE 2,456 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,573,340 59,015 SH OTR 1 0 59,015 0
WARNER BROS DISCOVERY INC COM SER A 934423104 246,365 9,241 SH SOLE 9,241 0 0
WARRIOR MET COAL INC COM 93627C101 640,596 7,893 SH OTR 1 0 7,893 0
WARRIOR MET COAL INC COM 93627C101 33,438 412 SH SOLE 412 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 13,562,496 166,411 SH OTR 1 0 166,411 0
WEATHERFORD INTL PLC ORD SHS G48833118 385,495 4,730 SH SOLE 4,730 0 0
WEBSTER FINL CORP COM 947890109 35,173,069 460,260 SH OTR 1 0 460,260 0
WEBSTER FINL CORP COM 947890109 5,487,415 71,806 SH SOLE 71,806 0 0
WILLIAMS COS INC COM 969457100 15,891,141 213,763 SH OTR 1 0 213,763 0
WILLIAMS COS INC COM 969457100 511,311 6,878 SH SOLE 6,878 0 0