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
AAON Inc COM PAR $0.004 000360206 5,141,134 62,121 SH SOLE 62,121 0 0
Accelevation Holdings Corp COM CL A 004966107 25,662,289 1,429,654 SH SOLE 1,429,654 0 0
Kinetik Holdings Inc COM NEW CL A 02215L209 68,996,838 1,374,439 SH SOLE 1,263,998 0 110,441
AMERICAN ELEC PWR CO INC COM COM 025537101 32,651,745 275,217 SH SOLE 275,217 0 0
Amphenol Corp CL A 032095101 8,937,486 106,020 SH SOLE 106,020 0 0
Antero Midstream Corporation COM 03676B102 204,741,956 10,155,851 SH SOLE 9,682,631 0 473,220
Applied Digital Corp COM NEW 038169207 10,684,198 438,416 SH SOLE 438,416 0 0
Arista Networks Inc COM SHS 040413205 10,896,340 53,521 SH SOLE 53,521 0 0
Celestica Inc COM 15101Q207 2,235,806 6,186 SH SOLE 6,186 0 0
Centerpoint Energy Inc COM 15189T107 25,231,589 685,641 SH SOLE 685,641 0 0
Cheniere Energy Partners LP COM UNIT 16411Q101 62,868,867 1,033,008 SH SOLE 828,097 0 204,911
Cheniere Energy Inc. COM NEW 16411R208 830,207,210 3,085,928 SH SOLE 2,829,957 0 255,971
Chevron Corp COM 166764100 42,843,054 209,799 SH SOLE 209,799 0 0
Ciena Corp COM NEW 171779309 19,409,206 55,168 SH SOLE 55,168 0 0
Cipher Digital Inc. COM 17253J106 22,171,933 1,401,070 SH SOLE 1,401,070 0 0
Coherent Corp COM 19247G107 7,176,830 24,936 SH SOLE 24,936 0 0
Comfort Systems USA Inc COM 199908104 4,990,390 3,017 SH SOLE 3,017 0 0
ConocoPhillips COM 20825C104 9,995,981 79,872 SH SOLE 79,872 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109 66,248,670 260,801 SH SOLE 260,801 0 0
Core Scientific Inc COM 21874A106 3,340,715 209,056 SH SOLE 209,056 0 0
DTE ENERGY CO COM COM 233331107 7,384,856 60,631 SH SOLE 60,631 0 0
DT Midstream Inc COMMON STOCK 23345M107 365,415,004 3,058,634 SH SOLE 2,842,990 0 215,644
Dell Technologies Inc CL C 24703L202 24,946,893 46,374 SH SOLE 46,374 0 0
Denison Mines Corp COM 248356107 28,534 11,017 SH SOLE 11,017 0 0
Devon Energy Corporation COM 25179M103 21,071,219 457,672 SH SOLE 457,672 0 0
Diamondback Energy Inc COM 25278X109 39,334,605 213,996 SH SOLE 213,996 0 0
Dycom Industries Inc COM 267475101 11,187,270 41,576 SH SOLE 41,576 0 0
EQT Corp COM 26884L109 5,200,145 107,087 SH SOLE 107,087 0 0
Enbridge Inc COM 29250N105 213,036,110 4,582,407 SH SOLE 4,101,403 0 481,004
Energy Transfer LP COM UT LTD PTN 29273V100 722,361,095 36,538,245 SH SOLE 31,298,865 0 5,239,380
Entergy Corporation COM 29364G103 90,610,384 912,859 SH SOLE 912,859 0 0
Enterprise Products Partners L COM 293792107 659,926,621 18,532,059 SH SOLE 15,885,913 0 2,646,146
EVERGY INC COM COM 30034W106 47,776,863 609,088 SH SOLE 609,088 0 0
Excelerate Energy Inc. CL A COM 30069T101 37,463,837 1,166,008 SH SOLE 1,027,794 0 138,214
ExxonMobil Holdings Corp. COM SHS 30233Q108 28,445,771 174,782 SH SOLE 174,782 0 0
ONEOK Inc COM 30609A109 529,024,204 6,204,107 SH SOLE 5,550,079 0 654,028
Forgent Power Solutions Inc COM SHS CL A 34631F102 5,441,455 145,338 SH SOLE 145,338 0 0
GE Vernova Inc COM 36828A101 53,277,816 56,053 SH SOLE 56,053 0 0
Genesis Energy L.P. UNIT LTD PARTN 371927104 266,848 19,393 SH SOLE 19,393 0 0
Global Partners LP COM UNITS 37946R109 1,256,906 27,147 SH SOLE 27,147 0 0
Hess Midstream LP CL A SHS 428103105 113,993,672 3,050,406 SH SOLE 2,636,606 0 413,800
Hewlett Packard Enterprise Co COM 42824C109 9,938,665 155,559 SH SOLE 155,559 0 0
Hut 8 Corp COM 44812J104 17,257,712 200,438 SH SOLE 200,438 0 0
Kinder Morgan Inc COM 49456B101 126,583,298 4,198,451 SH SOLE 3,777,860 0 420,591
Kodiak Gas Services Inc COM 50012A108 63,358,794 1,196,126 SH SOLE 1,054,044 0 142,082
Lumentum Holdings Inc COM 55024U109 7,768,137 7,998 SH SOLE 7,998 0 0
MPLX LP COM UNIT REP LTD 55336V100 541,713,132 9,618,486 SH SOLE 8,524,512 0 1,093,974
MYR Group Inc COM 55405W104 38,427,782 131,395 SH SOLE 131,395 0 0
Marathon Petroleum Corp COM 56585A102 41,494,584 104,938 SH SOLE 104,938 0 0
MasTec Inc COM 576323109 47,109,191 220,528 SH SOLE 220,528 0 0
Micron Technology Inc COM 595112103 23,307,802 21,883 SH SOLE 21,883 0 0
Modine Manufacturing Co COM 607828100 10,817,914 57,788 SH SOLE 57,788 0 0
NGL Energy Partners LP COM UNIT REPST 62913M107 1,005,769 68,234 SH SOLE 68,234 0 0
NEXTERA ENERGY INC COM COM 65339F101 3,774,579 49,836 SH SOLE 49,836 0 0
Nisource Inc COM 65473P105 14,324,622 367,298 SH SOLE 367,298 0 0
NVIDIA Corporation COM 67066G104 4,943,742 21,647 SH SOLE 21,647 0 0
Occidental Petroleum Corp COM 674599105 41,299,589 746,558 SH SOLE 746,558 0 0
Ovintiv Inc. COM 69047Q102 23,158,992 400,536 SH SOLE 400,536 0 0
Pembina Pipeline Corporation COM 706327103 176,115,209 3,944,326 SH SOLE 3,862,053 0 82,273
Phillips 66 COM 718546104 13,852,610 54,258 SH SOLE 54,258 0 0
Plains All American Pipeline L UNIT LTD PARTN 726503105 340,341,984 14,348,313 SH SOLE 11,375,027 0 2,973,286
Plains GP Holdings, L.P. LTD PARTNR INT A 72651A207 271,596,128 10,486,337 SH SOLE 10,486,337 0 0
ProPetro Holding Corp COM 74347M108 7,988,814 903,712 SH SOLE 903,712 0 0
Quanta Services Inc COM 74762E102 61,129,044 95,141 SH SOLE 95,141 0 0
Riot Platforms Inc COM 767292105 13,823,948 686,052 SH SOLE 686,052 0 0
SK hynix Inc AMERICAN DEPOSIT 78392B206 9,550,940 51,865 SH SOLE 51,865 0 0
Sandisk Corp/DE COM 80004C200 21,846,059 12,556 SH SOLE 12,556 0 0
Sempra Energy COM 816851109 47,210,705 605,576 SH SOLE 605,576 0 0
Solaris Energy Infrastructure COM CL A 83418M103 34,572,482 485,705 SH SOLE 485,705 0 0
South Bow Corp COM 83671M105 31,341,676 946,021 SH SOLE 864,798 0 81,223
Sunoco LP COM UT REP LP 86765K109 55,828,476 766,138 SH SOLE 635,832 0 130,306
Talen Energy Corp. COM 87422Q109 32,693,616 104,556 SH SOLE 104,556 0 0
Targa Resources Corp. COM 87612G101 965,283,768 3,571,025 SH SOLE 3,245,043 0 325,982
TC Energy Corp. COM 87807B107 381,407,282 6,601,026 SH SOLE 5,740,271 0 860,755
Terawulf Inc COM 88080T104 18,028,768 1,218,160 SH SOLE 1,218,160 0 0
Valero Energy Corp COM 91913Y100 39,192,798 101,114 SH SOLE 101,114 0 0
Venture Global Inc COM CL A 92333F101 252,619,867 19,985,749 SH SOLE 18,760,898 0 1,224,851
Vertiv Holdings Co COM CL A 92537N108 24,975,102 103,498 SH SOLE 103,498 0 0
Vistra Corp. COM 92840M102 25,887,360 187,115 SH SOLE 187,115 0 0
WEC Energy Group, Inc. COM 92939U106 3,511,981 34,848 SH SOLE 34,848 0 0
Western Digital Corp COM 958102105 16,544,162 36,404 SH SOLE 36,404 0 0
Western Midstream Partners LP COM UNIT LP INT 958669103 280,348,074 6,318,415 SH SOLE 5,745,605 0 572,810
WILLIAMS COS INC COM COM 969457100 771,049,183 11,343,963 SH SOLE 10,264,709 0 1,079,254
Credo Technology Group Holding ORDINARY SHARES G25457105 10,993,753 56,439 SH SOLE 56,439 0 0
nVent Electric PLC SHS G6700G107 12,582,630 78,460 SH SOLE 78,460 0 0
Seagate Technology Holdings PL ORD SHS G7997R103 19,758,367 21,422 SH SOLE 21,422 0 0
Innio Holding GmbH ORDINARY SHARES N52A8C105 16,463,055 908,056 SH SOLE 908,056 0 0
Nebius Group NV SHS CLASS A N97284108 11,555,761 48,990 SH SOLE 48,990 0 0
IREN Ltd ORDINARY SHARES Q4982L109 14,798,846 362,007 SH SOLE 362,007 0 0
Antero Midstream Corporation COM 03676B102 284,155 14,095 SH OTR 14,095 0 0
Cheniere Energy Partners LP COM UNIT 16411Q101 2,038,749 33,499 SH OTR 33,499 0 0
Cheniere Energy Inc. COM NEW 16411R208 802,786 2,984 SH OTR 2,984 0 0
DT Midstream Inc COMMON STOCK 23345M107 843,100 7,057 SH OTR 7,057 0 0
Enbridge Inc COM 29250N105 265,737 5,716 SH OTR 5,716 0 0
Energy Transfer LP COM UT LTD PTN 29273V100 2,849,944 144,155 SH OTR 144,155 0 0
Enterprise Products Partners L COM 293792107 2,856,812 80,225 SH OTR 80,225 0 0
ONEOK Inc COM 30609A109 1,316,739 15,442 SH OTR 15,442 0 0
Hess Midstream LP CL A SHS 428103105 1,788,491 47,859 SH OTR 47,859 0 0
Kinder Morgan Inc COM 49456B101 294,234 9,759 SH OTR 9,759 0 0
MPLX LP COM UNIT REP LTD 55336V100 2,825,236 50,164 SH OTR 50,164 0 0
Plains All American Pipeline L UNIT LTD PARTN 726503105 3,555,889 149,911 SH OTR 149,911 0 0
Sunoco LP COM UT REP LP 86765K109 1,772,927 24,330 SH OTR 24,330 0 0
Targa Resources Corp. COM 87612G101 2,307,366 8,536 SH OTR 8,536 0 0
TC Energy Corp. COM 87807B107 1,029,929 17,825 SH OTR 17,825 0 0
Venture Global Inc COM CL A 92333F101 405,972 32,118 SH OTR 32,118 0 0
Western Midstream Partners LP COM UNIT LP INT 958669103 2,906,146 65,498 SH OTR 65,498 0 0
WILLIAMS COS INC COM COM 969457100 1,706,591 25,108 SH OTR 25,108 0 0