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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105   6,416,891 333,345 SH   OTR 1 0 333,345 0
AES CORP COM 00130H105   424,116 22,032 SH   SOLE   22,032 0 0
ALBEMARLE CORP COM 012653101   3,639,740 25,192 SH   OTR 1 0 25,192 0
ALBEMARLE CORP COM 012653101   240,559 1,665 SH   SOLE   1,665 0 0
ALLIANT ENERGY CORP COM 018802108   5,572,103 108,618 SH   OTR 1 0 108,618 0
ALLIANT ENERGY CORP COM 018802108   368,283 7,179 SH   SOLE   7,179 0 0
ALTERYX INC COM CL A 02156B103   1,122,408 23,800 SH   SOLE   23,800 0 0
AMERICAN ELEC PWR CO INC COM 025537101   1,778,231 21,894 SH   OTR 1 0 21,894 0
AMERICAN ELEC PWR CO INC COM 025537101   117,525 1,447 SH   SOLE   1,447 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   533,240 4,040 SH   OTR 1 0 4,040 0
AMERICAN WTR WKS CO INC NEW COM 030420103   35,241 267 SH   SOLE   267 0 0
APA CORPORATION COM 03743Q108   8,999,852 250,832 SH   OTR 1 0 250,832 0
APA CORPORATION COM 03743Q108   418,791 11,672 SH   SOLE   11,672 0 0
ARCH RESOURCES INC CL A 03940R107   1,247,703 7,519 SH   OTR 1 0 7,519 0
ARCH RESOURCES INC CL A 03940R107   82,472 497 SH   SOLE   497 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,034,275 61,564 SH   OTR 1 0 61,564 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   68,359 4,069 SH   SOLE   4,069 0 0
AXALTA COATING SYS LTD COM G0750C108   1,483,300 43,665 SH   OTR 1 0 43,665 0
AXALTA COATING SYS LTD COM G0750C108   98,037 2,886 SH   SOLE   2,886 0 0
CAMBRIDGE BANCORP COM 132152109   1,420,965 20,475 SH   SOLE   20,475 0 0
CANADIAN NAT RES LTD COM 136385101   5,969,986 91,117 SH   OTR 1 0 91,117 0
CANADIAN NAT RES LTD COM 136385101   277,805 4,240 SH   SOLE   4,240 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,312,631 92,474 SH   OTR 1 0 92,474 0
CARRIER GLOBAL CORPORATION COM 14448C104   351,134 6,112 SH   SOLE   6,112 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   8,994,828 1,160,623 SH   OTR 1 0 1,160,623 0
CEMEX SAB DE CV SPON ADR NEW 151290889   594,503 76,710 SH   SOLE   76,710 0 0
CENOVUS ENERGY INC COM 15135U109   4,423,589 265,681 SH   OTR 1 0 265,681 0
CENOVUS ENERGY INC COM 15135U109   205,844 12,363 SH   SOLE   12,363 0 0
CHESAPEAKE ENERGY CORP COM 165167735   19,217,919 249,778 SH   OTR 1 0 249,778 0
CHESAPEAKE ENERGY CORP COM 165167735   894,274 11,623 SH   SOLE   11,623 0 0
CHICOS FAS INC COM 168615102   1,710,131 225,611 SH   SOLE   225,611 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   9,195,012 55,315 SH   OTR 1 0 55,315 0
CHORD ENERGY CORPORATION COM NEW 674215207   427,876 2,574 SH   SOLE   2,574 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   11,103,476 162,379 SH   OTR 1 0 162,379 0
CIVITAS RESOURCES INC COM NEW 17888H103   516,679 7,556 SH   SOLE   7,556 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   4,107,891 201,170 SH   OTR 1 0 201,170 0
CLEVELAND-CLIFFS INC NEW COM 185899101   271,504 13,296 SH   SOLE   13,296 0 0
CONOCOPHILLIPS COM 20825C104   42,962,614 370,144 SH   OTR 1 0 370,144 0
CONOCOPHILLIPS COM 20825C104   1,999,190 17,224 SH   SOLE   17,224 0 0
DARLING INGREDIENTS INC COM 237266101   3,038,944 60,974 SH   OTR 1 0 60,974 0
DARLING INGREDIENTS INC COM 237266101   200,855 4,030 SH   SOLE   4,030 0 0
DASEKE INC COM 23753F107   1,099,170 135,700 SH   SOLE   135,700 0 0
DEVON ENERGY CORP NEW COM 25179M103   18,009,695 397,565 SH   OTR 1 0 397,565 0
DEVON ENERGY CORP NEW COM 25179M103   838,050 18,500 SH   SOLE   18,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109   43,234,753 278,790 SH   OTR 1 0 278,790 0
DIAMONDBACK ENERGY INC COM 25278X109   2,011,853 12,973 SH   SOLE   12,973 0 0
DOMINION ENERGY INC COM 25746U109   1,602,089 34,087 SH   OTR 1 0 34,087 0
DOMINION ENERGY INC COM 25746U109   105,891 2,253 SH   SOLE   2,253 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   4,992,282 490,401 SH   OTR 1 0 490,401 0
EQUITRANS MIDSTREAM CORP COM 294600101   232,308 22,820 SH   SOLE   22,820 0 0
EURONAV NV SHS B38564108   2,484,464 141,243 SH   SOLE   141,243 0 0
EVERGY INC COM 30034W106   3,086,482 59,128 SH   OTR 1 0 59,128 0
EVERGY INC COM 30034W106   203,998 3,908 SH   SOLE   3,908 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   4,942,635 310,467 SH   OTR 1 0 310,467 0
EXPRO GROUP HOLDINGS NV COM N3144W105   229,996 14,447 SH   SOLE   14,447 0 0
EXXON MOBIL CORP COM 30231G102   5,863,427 58,646 SH   OTR 1 0 58,646 0
EXXON MOBIL CORP COM 30231G102   272,845 2,729 SH   SOLE   2,729 0 0
FERGUSON PLC NEW SHS G3421J106   8,906,705 46,132 SH   OTR 1 0 46,132 0
FERGUSON PLC NEW SHS G3421J106   588,670 3,049 SH   SOLE   3,049 0 0
FLUENCE ENERGY INC COM CL A 34379V103   1,973,111 82,730 SH   OTR 1 0 82,730 0
FLUENCE ENERGY INC COM CL A 34379V103   130,412 5,468 SH   SOLE   5,468 0 0
FORD MTR CO DEL COM 345370860   2,037,071 167,110 SH   OTR 1 0 167,110 0
FORD MTR CO DEL COM 345370860   134,639 11,045 SH   SOLE   11,045 0 0
GENERAL MTRS CO COM 37045V100   1,989,645 55,391 SH   OTR 1 0 55,391 0
GENERAL MTRS CO COM 37045V100   131,503 3,661 SH   SOLE   3,661 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   3,262,522 229,917 SH   OTR 1 0 229,917 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   215,631 15,196 SH   SOLE   15,196 0 0
HELMERICH & PAYNE INC COM 423452101   2,037,737 56,260 SH   OTR 1 0 56,260 0
HELMERICH & PAYNE INC COM 423452101   94,824 2,618 SH   SOLE   2,618 0 0
HESS CORP COM 42809H107   56,234,942 390,087 SH   OTR 1 0 390,087 0
HESS CORP COM 42809H107   6,653,272 46,152 SH   SOLE   46,152 0 0
KARUNA THERAPEUTICS INC COM 48576A100   822,926 2,600 SH   SOLE   2,600 0 0
LAKELAND BANCORP INC COM 511637100   1,055,858 71,390 SH   SOLE   71,390 0 0
LSB INDS INC COM 502160104   499,202 53,620 SH   OTR 1 0 53,620 0
LSB INDS INC COM 502160104   32,995 3,544 SH   SOLE   3,544 0 0
MARTIN MARIETTA MATLS INC COM 573284106   6,122,125 12,271 SH   OTR 1 0 12,271 0
MARTIN MARIETTA MATLS INC COM 573284106   404,616 811 SH   SOLE   811 0 0
MASTEC INC COM 576323109   6,049,044 79,887 SH   OTR 1 0 79,887 0
MASTEC INC COM 576323109   399,802 5,280 SH   SOLE   5,280 0 0
MATADOR RES CO COM 576485205   39,079,537 687,294 SH   OTR 1 0 687,294 0
MATADOR RES CO COM 576485205   1,818,497 31,982 SH   SOLE   31,982 0 0
MOSAIC CO NEW COM 61945C103   2,874,336 80,446 SH   OTR 1 0 80,446 0
MOSAIC CO NEW COM 61945C103   189,976 5,317 SH   SOLE   5,317 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102   2,345,062 4,855 SH   SOLE   4,855 0 0
NEOGAMES S A SHS L6673X107   1,410,829 49,278 SH   SOLE   49,278 0 0
NOBLE CORP PLC ORD SHS A G65431127   33,391,880 693,353 SH   OTR 1 0 693,353 0
NOBLE CORP PLC ORD SHS A G65431127   1,553,834 32,264 SH   SOLE   32,264 0 0
OCEANEERING INTL INC COM 675232102   17,396,443 817,502 SH   OTR 1 0 817,502 0
OCEANEERING INTL INC COM 675232102   809,512 38,041 SH   SOLE   38,041 0 0
PEABODY ENERGY CORP COM 704551100   5,218,051 214,558 SH   OTR 1 0 214,558 0
PEABODY ENERGY CORP COM 704551100   344,882 14,181 SH   SOLE   14,181 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   55,687,689 4,094,683 SH   OTR 1 0 4,094,683 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,591,330 190,539 SH   SOLE   190,539 0 0
PG&E CORP COM 69331C108   1,198,382 66,466 SH   OTR 1 0 66,466 0
PG&E CORP COM 69331C108   79,206 4,393 SH   SOLE   4,393 0 0
PHYSICIANS RLTY TR COM 71943U104   419,265 31,500 SH   SOLE   31,500 0 0
PIONEER NAT RES CO COM 723787107   34,490,745 153,374 SH   OTR 1 0 153,374 0
PIONEER NAT RES CO COM 723787107   5,495,393 24,437 SH   SOLE   24,437 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   155,975 9,779 SH   OTR 1 0 9,779 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   7,257 455 SH   SOLE   455 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   4,382,281 101,114 SH   OTR 1 0 101,114 0
PORTLAND GEN ELEC CO COM NEW 736508847   289,641 6,683 SH   SOLE   6,683 0 0
PPL CORP COM 69351T106   4,710,359 173,814 SH   OTR 1 0 173,814 0
PPL CORP COM 69351T106   311,325 11,488 SH   SOLE   11,488 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   2,508,104 295,767 SH   OTR 1 0 295,767 0
PROFRAC HLDG CORP CLASS A COM 74319N100   116,710 13,763 SH   SOLE   13,763 0 0
PROPETRO HLDG CORP COM 74347M108   4,768,689 569,056 SH   OTR 1 0 569,056 0
PROPETRO HLDG CORP COM 74347M108   221,902 26,480 SH   SOLE   26,480 0 0
RANGE RES CORP COM 75281A109   22,791,463 748,734 SH   OTR 1 0 748,734 0
RANGE RES CORP COM 75281A109   1,060,560 34,841 SH   SOLE   34,841 0 0
RAYONIER INC COM 754907103   1,864,278 55,800 SH   OTR 1 0 55,800 0
RAYONIER INC COM 754907103   123,216 3,688 SH   SOLE   3,688 0 0
RAYZEBIO INC COM 75525N107   553,313 8,900 SH   SOLE   8,900 0 0
RPT REALTY SH BEN INT 74971D101   140,899 10,982 SH   SOLE   10,982 0 0
RYERSON HLDG CORP COM 783754104   2,175,442 62,729 SH   OTR 1 0 62,729 0
RYERSON HLDG CORP COM 783754104   143,783 4,146 SH   SOLE   4,146 0 0
SEADRILL 2021 LTD COM G7997W102   8,417,968 178,045 SH   OTR 1 0 178,045 0
SEADRILL 2021 LTD COM G7997W102   391,715 8,285 SH   SOLE   8,285 0 0
SHERWIN WILLIAMS CO COM 824348106   4,587,113 14,707 SH   OTR 1 0 14,707 0
SHERWIN WILLIAMS CO COM 824348106   303,167 972 SH   SOLE   972 0 0
SOLID POWER INC CLASS A COM 83422N105   444,979 306,882 SH   OTR 1 0 306,882 0
SOLID POWER INC CLASS A COM 83422N105   29,410 20,283 SH   SOLE   20,283 0 0
SOMALOGIC INC CLASS A COM 83444K105   48,293 19,088 SH   SOLE   19,088 0 0
SOUTHERN CO COM 842587107   848,732 12,104 SH   OTR 1 0 12,104 0
SOUTHERN CO COM 842587107   56,096 800 SH   SOLE   800 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   6,176,435 97,497 SH   OTR 1 0 97,497 0
SOUTHWEST GAS HLDGS INC COM 844895102   408,227 6,444 SH   SOLE   6,444 0 0
SOUTHWESTERN ENERGY CO COM 845467109   22,801,067 3,481,079 SH   OTR 1 0 3,481,079 0
SOUTHWESTERN ENERGY CO COM 845467109   1,061,008 161,986 SH   SOLE   161,986 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300   3,468,986 79,400 SH   SOLE   79,400 0 0
SPLUNK INC COM 848637104   4,098,215 26,900 SH   SOLE   26,900 0 0
SUMMIT MATLS INC CL A 86614U100   5,490,819 142,767 SH   OTR 1 0 142,767 0
SUMMIT MATLS INC CL A 86614U100   362,909 9,436 SH   SOLE   9,436 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,367,791 155,265 SH   OTR 1 0 155,265 0
SUNNOVA ENERGY INTL INC. COM 86745K104   156,496 10,262 SH   SOLE   10,262 0 0
SUNRUN INC COM 86771W105   1,753,783 89,342 SH   OTR 1 0 89,342 0
SUNRUN INC COM 86771W105   115,915 5,905 SH   SOLE   5,905 0 0
TECHNIPFMC PLC COM G87110105   11,840,749 587,922 SH   OTR 1 0 587,922 0
TECHNIPFMC PLC COM G87110105   550,990 27,358 SH   SOLE   27,358 0 0
TECK RESOURCES LTD CL B 878742204   8,459,241 200,124 SH   OTR 1 0 200,124 0
TECK RESOURCES LTD CL B 878742204   559,105 13,227 SH   SOLE   13,227 0 0
TEXTAINER GROUP HOLDINGS LTD SHS G8766E109   2,159,880 43,900 SH   SOLE   43,900 0 0
TRANSOCEAN LTD REG SHS H8817H100   14,825,174 2,334,673 SH   OTR 1 0 2,334,673 0
TRANSOCEAN LTD REG SHS H8817H100   689,864 108,640 SH   SOLE   108,640 0 0
UNION PAC CORP COM 907818108   7,176,034 29,216 SH   OTR 1 0 29,216 0
UNION PAC CORP COM 907818108   474,292 1,931 SH   SOLE   1,931 0 0
VALERO ENERGY CORP COM 91913Y100   9,501,440 73,088 SH   OTR 1 0 73,088 0
VALERO ENERGY CORP COM 91913Y100   442,130 3,401 SH   SOLE   3,401 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   43,752,413 447,229 SH   OTR 1 0 447,229 0
WEATHERFORD INTL PLC ORD SHS G48833118   2,035,940 20,811 SH   SOLE   20,811 0 0
WEC ENERGY GROUP INC COM 92939U106   5,935,753 70,521 SH   OTR 1 0 70,521 0
WEC ENERGY GROUP INC COM 92939U106   392,316 4,661 SH   SOLE   4,661 0 0
WESTROCK CO COM 96145D105   1,449,048 34,900 SH   SOLE   34,900 0 0