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 10,190,102 112,300 SH SOLE 112,300 0 0
Abbvie Common 00287Y109 30,448,440 121,000 SH SOLE 121,000 0 0
AerCap Holdings Common N00985106 26,969,300 185,000 SH SOLE 185,000 0 0
Allstate Common 020002101 29,147,650 122,500 SH SOLE 122,500 0 0
Uhaul Common 023586100 4,750,944 72,600 SH SOLE 72,600 0 0
Uhaul B Common 023586506 24,060,900 417,000 SH SOLE 417,000 0 0
Apogee Common 037598109 2,287,000 50,000 SH SOLE 50,000 0 0
Apple Common 037833100 10,677,384 36,900 SH SOLE 36,900 0 0
Archer Daniels Common 039483102 7,640,000 100,000 SH SOLE 100,000 0 0
Ashland Common 044209104 988,350 15,000 SH SOLE 15,000 0 0
Avista Common 05379B107 8,182,000 200,000 SH SOLE 200,000 0 0
Beta Bionics Common 08659B102 10,431,519 665,700 SH SOLE 665,700 0 0
Bunge Common H11356104 7,471,100 70,000 SH SOLE 70,000 0 0
Caribou Biosciences Common 142038108 440,000 250,000 SH SOLE 250,000 0 0
Chemours Common 163851108 5,130,000 250,000 SH SOLE 250,000 0 0
CMS Energy Common 125896100 11,704,500 153,000 SH SOLE 153,000 0 0
Darling Ingredients Common 237266101 5,735,100 105,000 SH SOLE 105,000 0 0
Duke Energy Common 26441C204 18,330,809 144,816 SH SOLE 144,816 0 0
FocalTherics Common 268311107 2,272,217 438,652 SH SOLE 438,652 0 0
Fate Theraputics Common 31189P102 2,670,808 989,188 SH SOLE 989,188 0 0
AT & T Common 00206R102 10,722,600 518,000 SH SOLE 518,000 0 0
Eli Lilly Common 532457108 2,398,860 2,000 SH SOLE 2,000 0 0
Nextera Energy Common 302571104 25,830,711 294,300 SH SOLE 294,300 0 0
Kodiak Sciences Common 50015M109 5,649,200 145,000 SH SOLE 145,000 0 0
Personalis Common 71535D106 3,122,200 233,000 SH SOLE 233,000 0 0
908 Devices Common 65443P102 594,088 68,286 SH SOLE 68,286 0 0
Newmont Common 651639106 9,340,000 100,000 SH SOLE 100,000 0 0
Lyondellbasell Common N53745100 3,159,000 60,000 SH SOLE 60,000 0 0
Insteel Common 45774W108 10,371,375 343,423 SH SOLE 343,423 0 0
Mannkind Common 56400P706 831,011 195,073 SH SOLE 195,073 0 0
Merck Common 589331107 24,517,800 190,800 SH SOLE 190,800 0 0
Pfizer Common 717081103 6,458,256 268,200 SH SOLE 268,200 0 0
RLI Common 749607107 2,362,800 40,000 SH SOLE 40,000 0 0
Supernus Common 868459108 6,976,500 150,000 SH SOLE 150,000 0 0
Venture Global Common 92333F101 1,113,000 100,000 SH SOLE 100,000 0 0
Viatris Common 92556V106 916,212 57,696 SH SOLE 57,696 0 0
Vicor Common 925815102 18,229,440 48,000 SH SOLE 48,000 0 0
Bausch Health Common 91911K102 611,320 124,000 SH SOLE 124,000 0 0
WEC Energy Common 92939U106 460,658 3,945 SH SOLE 3,945 0 0
XM Sirius Common 82968B103 1,647,859 55,784 SH SOLE 55,784 0 0
XCEL Energy Common 98389B100 14,654,750 182,500 SH SOLE 182,500 0 0