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
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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
Ameren Corp COM 023608102 BBG000B9X8C0 8,144,625 93,124 SH   SOLE   93,124 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 16,809,437 72,280 SH   SOLE   72,280 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 1,116,096 5,002 SH   SOLE   5,002 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 325,486 3,841 SH   SOLE   3,841 0 0
Atmos Energy Corp COM 049560105 BBG000BRNGM2 10,221,679 73,691 SH   SOLE   73,691 0 0
BHP Group Ltd SPONSORED ADS 088606108 BBG000D0D358 1,179,195 38,000 SH   SOLE   38,000 0 0
Cameco Corp COM 13321L108 BBG000BXYMJ8 836,041 17,500 SH   SOLE   17,500 0 0
Celestica Inc COM 15101Q207 BBG000BRW7J6 2,443,843 47,806 SH   SOLE   47,806 0 0
CenterPoint Energy Inc COM 15189T107 BBG000FDBX90 569,483 19,357 SH   SOLE   19,357 0 0
Century Communities Inc COM 156504300 BBG006G412Q6 618,498 6,006 SH   SOLE   6,006 0 0
Chemed Corp COM 16359R103 BBG000C19QW1 579,335 964 SH   SOLE   964 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 6,979,411 38,809 SH   SOLE   38,809 0 0
Chesapeake Energy Corp COM 165167735 BBG00Z6DX554 781,375 9,500 SH   SOLE   9,500 0 0
CMS Energy Corp COM 125896100 BBG000BFVXX0 5,403,195 76,500 SH   SOLE   76,500 0 0
Columbia Banking System Inc COM 197236102 BBG000CTGXS2 1,890,703 72,413 SH   SOLE   72,413 0 0
Community Financial System Inc COM 203607106 BBG000BF4D19 1,774,155 30,552 SH   SOLE   30,552 0 0
Consolidated Edison Inc COM 209115104 BBG000BHLYS1 528,980 5,080 SH   SOLE   5,080 0 0
Crown Castle Inc COM 22822V101 BBG000FV1Z23 11,490,739 96,862 SH   SOLE   96,862 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 3,733,122 12,978 SH   SOLE   12,978 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 1,258,606 6,737 SH   SOLE   6,737 0 0
Edison International COM 281020107 BBG000D7RKJ5 6,921,826 79,479 SH   SOLE   79,479 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 4,162,795 9,669 SH   SOLE   9,669 0 0
Enbridge Inc COM 29250N105 BBG000C7P7N2 8,413,492 206,884 SH   SOLE   206,884 0 0
Entergy Corp COM 29364G103 BBG000C1FQS9 12,794,861 97,218 SH   SOLE   97,218 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 1,426,051 5,629 SH   SOLE   5,629 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 10,059,401 248,074 SH   SOLE   248,074 0 0
Fabrinet SHS G3323L100 BBG000HBFQP5 3,485,362 14,741 SH   SOLE   14,741 0 0
Ferrovial SE ORD SHS N3168P101 BBG01H0DF657 9,262,295 215,116 SH   SOLE   215,116 0 0
FormFactor Inc COM 346375108 BBG000D1Y3P1 153,916 3,346 SH   SOLE   3,346 0 0
Freeport-McMoRan Inc PUT 35671D957 BBG01NQL5MV5 24,775 75,000 SH Put SOLE   0 0 0
Freeport-McMoRan Inc CL B 35671D857 BBG000BJDB15 1,073,280 21,500 SH   SOLE   21,500 0 0
Hudbay Minerals Inc COM 443628102 BBG000PM84L3 1,197,084 130,000 SH   SOLE   130,000 0 0
IES Holdings Inc COM 44951W106 BBG000PHV438 375,286 1,880 SH   SOLE   1,880 0 0
Insight Enterprises Inc COM 45765U103 BBG000DY3K39 208,928 970 SH   SOLE   970 0 0
Installed Building Products In COM 45780R101 BBG005TJKDZ6 1,856,876 7,540 SH   SOLE   7,540 0 0
James Hardie Industries PLC SPONSORED ADS 04703M106 BBG000D01850 243,653 6,124 SH   SOLE   6,124 0 0
Knife River Corp COMMON STOCK 498894104 BBG002N3N2R4 1,750,167 19,579 SH   SOLE   19,579 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 1,230,421 13,246 SH   SOLE   13,246 0 0
Life360 Inc COM 532206109 BBG00NV88703 831,076 62,231 SH   SOLE   62,231 0 0
Life360 Inc COM 532206109 BBG00256NGB3 300,555 7,638 SH   SOLE   7,638 0 0
Louisiana-Pacific Corp COM 546347105 BBG000BNF508 452,729 4,213 SH   SOLE   4,213 0 0
MasTec Inc COM 576323109 BBG000DYXD23 688,868 5,596 SH   SOLE   5,596 0 0
Meritage Homes Corp COM 59001A102 BBG000F4F1N0 215,734 1,052 SH   SOLE   1,052 0 0
Modine Manufacturing Co COM 607828100 BBG000BP7CL4 3,558,241 26,796 SH   SOLE   26,796 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 3,946,344 53,257 SH   SOLE   53,257 0 0
National Grid PLC SPONSORED ADR NE 636274409 BBG000FV67Q4 12,378,402 895,953 SH   SOLE   895,953 0 0
NexGen Energy Ltd COM 65340P106 BBG00334PDN0 646,470 99,000 SH   SOLE   99,000 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 14,642,625 173,224 SH   SOLE   173,224 0 0
NiSource Inc COM 65473P105 BBG000BPZBB6 6,870,610 198,286 SH   SOLE   198,286 0 0
nVent Electric PLC SHS G6700G107 BBG00GNT7999 1,303,323 18,550 SH   SOLE   18,550 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 103,080 2,000 SH   SOLE   2,000 0 0
ONEOK Inc COM 682680103 BBG000BQHGR6 5,992,618 65,759 SH   SOLE   65,759 0 0
Onto Innovation Inc COM 683344105 BBG000BPRN29 313,831 1,512 SH   SOLE   1,512 0 0
PG&E Corp COM 69331C108 BBG000BQWPC5 6,765,907 342,231 SH   SOLE   342,231 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 790,814 8,072 SH   SOLE   8,072 0 0
Powell Industries Inc COM 739128106 BBG000BRGWN4 4,402,728 19,833 SH   SOLE   19,833 0 0
PPL Corp COM 69351T106 BBG000BRJL00 4,101,325 123,982 SH   SOLE   123,982 0 0
Preformed Line Products Co COM 740444104 BBG000M68PH9 215,687 1,684 SH   SOLE   1,684 0 0
Primerica Inc COM 74164M108 BBG000T8ZF80 664,731 2,507 SH   SOLE   2,507 0 0
Primoris Services Corp COM 74164F103 BBG000BBLPH5 3,381,592 58,223 SH   SOLE   58,223 0 0
Public Service Enterprise Grou COM 744573106 BBG000BQZMH4 21,025,102 235,681 SH   SOLE   235,681 0 0
RLI Corp COM 749607107 BBG000BS7ZF4 387,915 2,503 SH   SOLE   2,503 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 401,283 4,301 SH   SOLE   4,301 0 0
Sempra COM 816851109 BBG000C2ZCH8 9,789,561 117,058 SH   SOLE   117,058 0 0
Silgan Holdings Inc COM 827048109 BBG000BPDDB6 340,620 6,488 SH   SOLE   6,488 0 0
SPDR S&P Metals & Mining ETF PUT 78464A955 BBG01PB6WYY0 32,533 50,000 SH Put SOLE   0 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 1,454,652 13,175 SH   SOLE   13,175 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 4,182,377 28,840 SH   SOLE   28,840 0 0
Summit Materials Inc CL A 86614U100 BBG006K8P6D1 935,276 23,963 SH   SOLE   23,963 0 0
Targa Resources Corp COM 87612G101 BBG0015XMW40 5,897,014 39,842 SH   SOLE   39,842 0 0
TC Energy Corp COM 87807B107 BBG000D07ZQ1 13,716,073 288,221 SH   SOLE   288,221 0 0
TopBuild Corp COM 89055F103 BBG0077VS2C0 1,740,740 4,279 SH   SOLE   4,279 0 0
TXNM Energy Inc COM 69349H107 BBG000BRDFF3 7,030,075 160,614 SH   SOLE   160,614 0 0
UFP Industries Inc COM 90278Q108 BBG000BL0T06 216,759 1,652 SH   SOLE   1,652 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 602,370 97,000 SH   SOLE   97,000 0 0
VanEck Gold Miners ETF/USA PUT 92189F956 BBG01P0Q73C8 12,513 50,000 SH Put SOLE   0 0 0
Willdan Group Inc COM 96924N100 BBG000Q1CKB8 351,842 8,592 SH   SOLE   8,592 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 7,776,614 170,353 SH   SOLE   170,353 0 0
Woodside Energy Group Ltd PUT 980228958 BBG01MKXB4Q6 12,834 100,000 SH Put SOLE   0 0 0
Woodside Energy Group Ltd PUT 980228958 BBG01MNPDDF0 4,759 24,500 SH Put SOLE   0 0 0