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
AbbVie Inc Common Stock 00287Y109 28,774,900 110,000 SH SOLE 110,000 0 0
Advanced Micro Devices In Common Stock 007903107 7,341,120 12,000 SH SOLE 12,000 0 0
Air Products & Chemicals Common Stock 009158106 3,060,530 11,000 SH SOLE 11,000 0 0
Allstate Corp/The Common Stock 020002101 7,765,100 35,000 SH SOLE 35,000 0 0
ALPHABET INC-A Common Stock 02079K305 6,193,440 18,000 SH SOLE 18,000 0 0
Altria Group Inc Common Stock 02209S103 13,804,700 205,000 SH SOLE 205,000 0 0
American Financial Group Common Stock 025932104 16,821,480 123,000 SH SOLE 123,000 0 0
Antero Resources Corp Common Stock 03674X106 4,674,600 140,000 SH SOLE 140,000 0 0
Apple Inc Common Stock 037833100 6,993,420 21,000 SH SOLE 21,000 0 0
Archrock Inc Common Stock 03957W106 8,178,300 270,000 SH SOLE 270,000 0 0
AT&T Inc Common Stock 00206R102 16,616,400 681,000 SH SOLE 681,000 0 0
Baker Hughes a GE Co CL A 05722G100 7,521,300 137,000 SH SOLE 137,000 0 0
Bank of America Corp Common Stock 060505104 14,151,800 260,000 SH SOLE 260,000 0 0
Best Buy Co Inc Common Stock 086516101 9,353,440 106,000 SH SOLE 106,000 0 0
BHP Group Ltd ADR SPONSORED ADS 088606108 254,520 3,000 SH SOLE 3,000 0 0
Blackrock Inc Common Stock 09290D101 8,466,320 8,000 SH SOLE 8,000 0 0
Bristol-Myers Squibb Co Common Stock 110122108 23,275,200 373,000 SH SOLE 373,000 0 0
BRITISH AMERICAN TOBACCO SPONSORED ADR 110448107 15,776,000 290,000 SH SOLE 290,000 0 0
Broadcom Inc Common Stock 11135F101 41,440,420 118,000 SH SOLE 118,000 0 0
Buckle Inc/The Common Stock 118440106 171,800 4,000 SH SOLE 4,000 0 0
CAMECO CORP Common Stock 13321L108 693,360 8,000 SH SOLE 8,000 0 0
Caterpillar Inc Common Stock 149123101 4,053,950 5,000 SH SOLE 5,000 0 0
CENOVUS ENERGY Common Stock 15135U109 1,864,800 60,000 SH SOLE 60,000 0 0
Cheniere Energy Inc Common Stock 16411R208 14,527,620 54,000 SH SOLE 54,000 0 0
Chevron Corp Common Stock 166764100 40,739,895 199,500 SH SOLE 199,500 0 0
Cisco Systems Inc Common Stock 17275R102 1,614,450 15,000 SH SOLE 15,000 0 0
Citigroup Inc Common Stock 172967424 12,689,040 98,000 SH SOLE 98,000 0 0
Cloudflare Inc CL A COM 18915M107 7,292,880 21,000 SH SOLE 21,000 0 0
Coca-Cola Co/The Common Stock 191216100 11,620,800 135,000 SH SOLE 135,000 0 0
Constellation Energy Corp Common Stock 21037T109 2,286,180 9,000 SH SOLE 9,000 0 0
Corning Inc Common Stock 219350105 19,988,800 130,000 SH SOLE 130,000 0 0
Deere & Co Common Stock 244199105 3,357,750 5,000 SH SOLE 5,000 0 0
Dell Technologies Inc CL C 24703L202 10,221,050 19,000 SH SOLE 19,000 0 0
DEVON ENERGY CO Common Stock 25179M103 12,200,600 265,000 SH SOLE 265,000 0 0
Diamondback Energy Inc Common Stock 25278X109 7,352,400 40,000 SH SOLE 40,000 0 0
DigitalOcean Holdings Inc Common Stock 25402D102 7,203,060 54,000 SH SOLE 54,000 0 0
Diversified Energy Compan Common Stock 25520W107 200,550 15,000 SH SOLE 15,000 0 0
Dominion Resources Inc/VA Common Stock 25746U109 211,820 3,500 SH SOLE 3,500 0 0
Dorian LPG Ltd SHS USD Y2106R110 1,156,260 21,000 SH SOLE 21,000 0 0
EASTMAN CHEMICAL Common Stock 277432100 8,429,200 130,000 SH SOLE 130,000 0 0
Edwards Lifesciences Corp Common Stock 28176E108 1,726,400 20,000 SH SOLE 20,000 0 0
Eli Lilly & Co Common Stock 532457108 12,727,880 11,000 SH SOLE 11,000 0 0
Enbridge Inc Common Stock 29250N105 557,880 12,000 SH SOLE 12,000 0 0
Entergy Corp Common Stock 29364G103 24,517,220 247,000 SH SOLE 247,000 0 0
EQT Corp Common Stock 26884L109 2,428,000 50,000 SH SOLE 50,000 0 0
ETHAN ALLEN Common Stock 297602104 522,750 25,000 SH SOLE 25,000 0 0
Evergy Inc Common Stock 30034W106 7,844,000 100,000 SH SOLE 100,000 0 0
Eversource Energy Common Stock 30040W108 256,640 4,000 SH SOLE 4,000 0 0
Exelon Corp Common Stock 30161N101 2,424,000 60,000 SH SOLE 60,000 0 0
Expand Energy Corp Common Stock 165167735 5,886,300 70,000 SH SOLE 70,000 0 0
EXXONMOBIL HOLDI COM SHS 30233Q108 16,275,000 100,000 SH SOLE 100,000 0 0
FedEx Corp Common Stock 31428X106 1,995,630 7,000 SH SOLE 7,000 0 0
FERVO ENERGY C-A Common Stock 31556C106 815,400 60,000 SH SOLE 60,000 0 0
FIFTH THIRD BANC Common Stock 316773100 13,656,600 270,000 SH SOLE 270,000 0 0
First Solar Inc Common Stock 336433107 2,101,920 12,000 SH SOLE 12,000 0 0
FLEX LTD ORD Y2573F102 2,529,770 23,000 SH SOLE 23,000 0 0
GE Vernova Inc Common Stock 36828A101 1,900,980 2,000 SH SOLE 2,000 0 0
Generac Holdings Inc Common Stock 368736104 827,800 4,000 SH SOLE 4,000 0 0
GENTHERM INC Common Stock 37253A103 266,400 8,000 SH SOLE 8,000 0 0
Genuine Parts Co Common Stock 372460105 20,118,400 160,000 SH SOLE 160,000 0 0
Hewlett Packard Enterpris Common Stock 42824C109 20,444,800 320,000 SH SOLE 320,000 0 0
Home Depot Inc/The Common Stock 437076102 8,534,700 30,000 SH SOLE 30,000 0 0
HUBBELL INC Common Stock 443510607 9,979,200 22,000 SH SOLE 22,000 0 0
Illinois Tool Works Inc Common Stock 452308109 6,946,560 27,000 SH SOLE 27,000 0 0
INTEGRITY DIV HARVEST ETF ETF 30151E426 1,248,614 52,000 SH SOLE 52,000 0 0
International Business Ma Common Stock 459200101 12,096,150 55,000 SH SOLE 55,000 0 0
Intuit Inc Common Stock 461202103 1,378,550 5,000 SH SOLE 5,000 0 0
JOHN B SANFILIPP Common Stock 800422107 532,080 8,000 SH SOLE 8,000 0 0
JPMorgan Chase & Co Common Stock 46625H100 14,556,520 44,000 SH SOLE 44,000 0 0
Kimberly-Clark Corp Common Stock 494368103 18,121,980 186,000 SH SOLE 186,000 0 0
Kinder Morgan Inc/DE Common Stock 49456B101 2,261,250 75,000 SH SOLE 75,000 0 0
KLA-Tencor Corp Common Stock 482480100 4,873,250 25,000 SH SOLE 25,000 0 0
Kodiak Gas Services Inc Common Stock 50012A108 5,297,000 100,000 SH SOLE 100,000 0 0
Lam Research Corp Common Stock 512807306 5,256,160 16,000 SH SOLE 16,000 0 0
Landbridge Co LLC CL A 514952100 4,545,520 56,000 SH SOLE 56,000 0 0
Lockheed Martin Corp Common Stock 539830109 9,166,500 18,000 SH SOLE 18,000 0 0
Lowe's Cos Inc Common Stock 548661107 2,395,770 13,000 SH SOLE 13,000 0 0
LyondellBasell Industries SHS -A- N53745100 172,410 3,000 SH SOLE 3,000 0 0
Mastercard Inc CL A 57636Q104 3,860,290 7,000 SH SOLE 7,000 0 0
McCormick & Co Inc/MD COM NON VTG 579780206 17,075,200 368,000 SH SOLE 368,000 0 0
McDonald's Corp Common Stock 580135101 9,237,600 40,000 SH SOLE 40,000 0 0
Merck & Co Inc Common Stock 58933Y105 14,531,000 100,000 SH SOLE 100,000 0 0
MICROCHIP TECH Common Stock 595017104 8,554,700 110,000 SH SOLE 110,000 0 0
Microsoft Corp Common Stock 594918104 3,077,400 6,000 SH SOLE 6,000 0 0
Morgan Stanley Common Stock 617446448 17,867,600 95,000 SH SOLE 95,000 0 0
NATIONAL GRI-ADR SPONSORED ADR 636274409 379,100 5,000 SH SOLE 5,000 0 0
NEXTDECADE CORP Common Stock 65342K105 3,175,000 500,000 SH SOLE 500,000 0 0
NextEra Energy Inc Common Stock 65339F101 27,061,902 357,300 SH SOLE 357,300 0 0
Nextpower Inc Common Stock 65290E101 2,727,550 35,000 SH SOLE 35,000 0 0
Noble Corp PLC ORD SHS A G65431127 417,400 10,000 SH SOLE 10,000 0 0
Novo Nordisk A/S ADR ADR 670100205 10,235,700 270,000 SH SOLE 270,000 0 0
NRG Energy Inc Common Stock 629377508 3,778,175 39,500 SH SOLE 39,500 0 0
NVIDIA Corp Common Stock 67066G104 7,308,160 32,000 SH SOLE 32,000 0 0
Old Republic Internationa Common Stock 680223104 7,462,000 200,000 SH SOLE 200,000 0 0
OVINTIV INC Common Stock 69047Q102 3,989,580 69,000 SH SOLE 69,000 0 0
Palo Alto Networks Inc Common Stock 697435105 5,245,684 13,203 SH SOLE 13,203 0 0
Paychex Inc Common Stock 704326107 5,910,000 60,000 SH SOLE 60,000 0 0
PepsiCo Inc Common Stock 713448108 22,809,600 180,000 SH SOLE 180,000 0 0
Permian Resources Corp CLASS A COM 71424F105 9,525,120 451,000 SH SOLE 451,000 0 0
Pfizer Inc Common Stock 717081103 9,639,760 338,000 SH SOLE 338,000 0 0
Philip Morris Internation Common Stock 718172109 11,449,200 60,000 SH SOLE 60,000 0 0
Phillips 66 Common Stock 718546104 5,361,510 21,000 SH SOLE 21,000 0 0
PNC Financial Services Gr Common Stock 693475105 2,222,600 10,000 SH SOLE 10,000 0 0
Portland General Electric Common Stock 736508847 245,465 5,500 SH SOLE 5,500 0 0
Procter & Gamble Co/The Common Stock 742718109 11,622,400 80,000 SH SOLE 80,000 0 0
Prudential Financial Inc Common Stock 744320102 15,333,300 135,000 SH SOLE 135,000 0 0
QUALCOMM Inc Common Stock 747525103 13,250,880 72,000 SH SOLE 72,000 0 0
Regions Financial Corp Common Stock 7591EP100 322,560 12,000 SH SOLE 12,000 0 0
RIO TINTO PLC ADR SPONSORED ADR 767204100 659,190 7,000 SH SOLE 7,000 0 0
S&P Global Inc Common Stock 78409V104 2,761,290 7,000 SH SOLE 7,000 0 0
SHELL PLC-ADR SPONSORED ADS 780259305 16,348,600 172,000 SH SOLE 172,000 0 0
Shoals Technologies Group CL A 82489W107 810,000 100,000 SH SOLE 100,000 0 0
South Bow Corp Common Stock 83671M105 397,560 12,000 SH SOLE 12,000 0 0
SPACE EXPLORAT-A Common Stock 84615Q103 1,357,740 9,000 SH SOLE 9,000 0 0
Starbucks Corp Common Stock 855244109 4,885,920 52,000 SH SOLE 52,000 0 0
Targa Resources Corp Common Stock 87612G101 8,649,920 32,000 SH SOLE 32,000 0 0
Target Corp Common Stock 87612E106 2,820,420 18,000 SH SOLE 18,000 0 0
TC ENERGY CORP Common Stock 87807B107 23,112,000 400,000 SH SOLE 400,000 0 0
TechnipFMC PLC Common Stock G87110105 2,716,800 40,000 SH SOLE 40,000 0 0
Tenaris SA ADR SPONSORED ADS 88031M109 1,379,500 25,000 SH SOLE 25,000 0 0
Tesla Inc Common Stock 88160R101 1,596,645 4,500 SH SOLE 4,500 0 0
Texas Instruments Inc Common Stock 882508104 9,803,150 35,000 SH SOLE 35,000 0 0
Texas Pacific Land Corp Common Stock 88262P102 4,561,620 14,000 SH SOLE 14,000 0 0
Thermo Fisher Scientific Common Stock 883556102 3,375,250 5,000 SH SOLE 5,000 0 0
T-MOBILE US INC Common Stock 872590104 4,892,400 30,000 SH SOLE 30,000 0 0
TOTALENERGIES SE ACT F92124100 12,825,000 150,000 SH SOLE 150,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 4,971,780 11,000 SH SOLE 11,000 0 0
Truist Financial Corp Common Stock 89832Q109 648,200 14,000 SH SOLE 14,000 0 0
United Parcel Service Inc CL B 911312106 5,699,840 61,000 SH SOLE 61,000 0 0
UnitedHealth Group Inc Common Stock 91324P102 2,202,480 6,000 SH SOLE 6,000 0 0
Unum Group Common Stock 91529Y106 6,141,100 70,000 SH SOLE 70,000 0 0
Valero Energy Corp Common Stock 91913Y100 6,589,370 17,000 SH SOLE 17,000 0 0
VENTURE GLOBAL-A COM CL A 92333F101 2,907,200 230,000 SH SOLE 230,000 0 0
Verizon Communications In Common Stock 92343V104 16,834,290 367,000 SH SOLE 367,000 0 0
Vertiv Holdings Co COM CL A 92537N108 3,378,340 14,000 SH SOLE 14,000 0 0
Visa Inc COM CL A 92826C839 5,389,950 15,000 SH SOLE 15,000 0 0
Vistra Corp Common Stock 92840M102 5,534,000 40,000 SH SOLE 40,000 0 0
Waste Management Inc Common Stock 94106L109 2,650,960 13,000 SH SOLE 13,000 0 0
Williams Cos Inc/The Common Stock 969457100 45,811,780 674,000 SH SOLE 674,000 0 0
Xcel Energy Inc Common Stock 98389B100 21,144,000 300,000 SH SOLE 300,000 0 0
X-ENERGY INC COM CL A 98386P102 709,000 50,000 SH SOLE 50,000 0 0