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
AMEREN CORP COM 023608102 2,145,273 18,978 SH DFND 1 18,978 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,494,320 18,232 SH DFND 1 18,232 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 1,500,297 10,721 SH DFND 1 10,721 0 0
ANTERO RESOURCES CORP COM 03674X106 4,475,079 127,350 SH DFND 1 127,350 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 17,483,199 8,788 SH DFND 1 8,788 0 0
ATMOS ENERGY CORP COM 049560105 2,142,694 12,438 SH DFND 1 12,438 0 0
AUTODESK INC COM 052769106 324,876 1,671 SH DFND 1 1,671 0 0
BERKLEY W R CORP COM 084423102 1,407,638 19,958 SH DFND 1 19,958 0 0
BLACK HILLS CORP COM 092113109 2,224,560 29,900 SH DFND 1 29,900 0 0
CNX RES CORP COM 12653C108 1,798,595 53,009 SH DFND 1 53,009 0 0
CONSOLIDATED EDISON INC COM 209115104 2,051,412 18,543 SH DFND 1 18,543 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,313,364 1,721 SH DFND 1 1,721 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,648,184 88,291 SH DFND 1 88,291 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 2,184,287 13,910 SH DFND 1 13,910 0 0
EQT CORP COM 26884L109 2,997,459 56,375 SH DFND 1 56,375 0 0
EVERGY INC COM 30034W106 2,408,199 27,863 SH DFND 1 27,863 0 0
EVERSOURCE ENERGY COM 30040W108 2,202,139 30,471 SH DFND 1 30,471 0 0
EXELON CORP COM 30161N101 2,059,998 44,187 SH DFND 1 44,187 0 0
EXPAND ENERGY CORPORATION COM 165167735 3,090,156 33,887 SH DFND 1 33,887 0 0
GOGO INC COM 38046C109 1,193,934 385,140 SH DFND 1 385,140 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 4,496,880 26,499 SH DFND 1 26,499 0 0
INTUIT COM 461202103 5,691,105 21,805 SH DFND 1 21,805 0 0
JFB CONSTR HLDGS CL A 46658E107 84,473 17,562 SH DFND 1 17,562 0 0
KINSALE CAP GROUP INC COM 49714P108 1,216,339 3,688 SH DFND 1 3,688 0 0
MERCADOLIBRE INC COM 58733R102 3,975,287 2,342 SH DFND 1 2,342 0 0
META PLATFORMS INC CL A 30303M102 3,351,576 5,950 SH DFND 1 5,950 0 0
MICROSOFT CORP COM 594918104 425,989 1,142 SH DFND 1 1,142 0 0
MODERNA INC COM 60770K107 4,805,739 68,624 SH DFND 1 68,624 0 0
NISOURCE INC COM 65473P105 2,232,996 46,961 SH DFND 1 46,961 0 0
NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 2,361,741 32,976 SH DFND 1 32,976 0 0
OGE ENERGY CORP COM 670837103 2,019,001 41,492 SH DFND 1 41,492 0 0
OLD REP INTL CORP COM 680223104 1,367,792 33,426 SH DFND 1 33,426 0 0
PALO ALTO NETWORKS INC COM 697435105 1,198,003 3,513 SH DFND 1 3,513 0 0
PALOMAR HLDGS INC COM 69753M105 1,454,370 11,507 SH DFND 1 11,507 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,962,709 106,611 SH DFND 1 106,611 0 0
PIEDMONT REALTY TRUST INC COM CL A 720190206 3,710,343 405,502 SH DFND 1 405,502 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 2,112,073 40,750 SH DFND 1 40,750 0 0
PPL CORP COM 69351T106 1,943,416 53,464 SH DFND 1 53,464 0 0
RANGE RES CORP COM 75281A109 1,799,364 48,383 SH DFND 1 48,383 0 0
RLI CORP COM 749607107 1,357,310 22,978 SH DFND 1 22,978 0 0
SEA LTD SPONSORD ADS 81141R100 2,193,453 22,889 SH DFND 1 22,889 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 1,749,741 29,987 SH DFND 1 29,987 0 0
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 21,573,548 30,673 SH DFND 1 30,673 0 0
SUNBELT RENTALS HOLDINGS INC SHS 866966104 2,498,804 33,402 SH DFND 1 33,402 0 0
SYNOPSYS INC COM 871607107 218,128 489 SH DFND 1 489 0 0
TOAST INC CL A 888787108 2,460,874 88,457 SH DFND 1 88,457 0 0
TSCAN THERAPEUTICS INC COM 89854M101 34,855 35,563 SH DFND 1 35,563 0 0
TWILIO INC CL A 90138F102 913,010 4,425 SH DFND 1 4,425 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,794,084 12,973 SH DFND 1 12,973 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,666,955 50,817 SH DFND 1 50,817 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,937,696 16,692 SH DFND 1 16,692 0 0
UNITIL CORP COM 913259107 1,731,130 32,855 SH DFND 1 32,855 0 0
UNITY SOFTWARE INC COM 91332U101 578,745 20,250 SH DFND 1 20,250 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 137,706,361 877,390 SH DFND 1 877,390 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 487,910 5,653 SH DFND 1 5,653 0 0