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   4,785,714 266,911 SH   OTR 1 0 266,911 0
AES CORP COM 00130H105   314,851 17,560 SH   SOLE   17,560 0 0
AIR PRODS & CHEMS INC COM 009158106   2,209,502 9,120 SH   OTR 1 0 9,120 0
AIR PRODS & CHEMS INC COM 009158106   145,362 600 SH   SOLE   600 0 0
ALBEMARLE CORP COM 012653101   5,512,660 41,845 SH   OTR 1 0 41,845 0
ALBEMARLE CORP COM 012653101   362,680 2,753 SH   SOLE   2,753 0 0
ALLIANT ENERGY CORP COM 018802108   1,853,863 36,783 SH   OTR 1 0 36,783 0
ALLIANT ENERGY CORP COM 018802108   121,968 2,420 SH   SOLE   2,420 0 0
AMERICAN ELEC PWR CO INC COM 025537101   1,745,850 20,277 SH   OTR 1 0 20,277 0
AMERICAN ELEC PWR CO INC COM 025537101   114,857 1,334 SH   SOLE   1,334 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206   4,385,160 78,000 SH   SOLE   78,000 0 0
APA CORPORATION COM 03743Q108   11,963,140 347,968 SH   OTR 1 0 347,968 0
APA CORPORATION COM 03743Q108   537,909 15,646 SH   SOLE   15,646 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   849,646 56,985 SH   OTR 1 0 56,985 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   55,898 3,749 SH   SOLE   3,749 0 0
AURORA INNOVATION INC CLASS A COM 051774107   141,000 50,000 SH   SOLE   50,000 0 0
AXALTA COATING SYS LTD COM G0750C108   909,031 26,433 SH   OTR 1 0 26,433 0
AXALTA COATING SYS LTD COM G0750C108   59,804 1,739 SH   SOLE   1,739 0 0
BERRY GLOBAL GROUP INC COM 08579W103   2,541,853 42,028 SH   OTR 1 0 42,028 0
BERRY GLOBAL GROUP INC COM 08579W103   167,227 2,765 SH   SOLE   2,765 0 0
CALLON PETE CO DEL COM 13123X508   178,728 4,998 SH   SOLE   4,998 0 0
CANADIAN NAT RES LTD COM 136385101   14,653,211 191,997 SH   OTR 1 0 191,997 0
CANADIAN NAT RES LTD COM 136385101   658,871 8,633 SH   SOLE   8,633 0 0
CANNAE HLDGS INC COM 13765N107   2,057,200 92,500 SH   SOLE   92,500 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   7,471,449 128,530 SH   OTR 1 0 128,530 0
CARRIER GLOBAL CORPORATION COM 14448C104   491,547 8,456 SH   SOLE   8,456 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   8,244,510 915,040 SH   OTR 1 0 915,040 0
CEMEX SAB DE CV SPON ADR NEW 151290889   542,402 60,200 SH   SOLE   60,200 0 0
CHESAPEAKE ENERGY CORP COM 165167735   13,880,398 156,258 SH   OTR 1 0 156,258 0
CHESAPEAKE ENERGY CORP COM 165167735   624,120 7,026 SH   SOLE   7,026 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   10,088,562 56,601 SH   OTR 1 0 56,601 0
CHORD ENERGY CORPORATION COM NEW 674215207   453,621 2,545 SH   SOLE   2,545 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   4,051,772 53,376 SH   OTR 1 0 53,376 0
CIVITAS RESOURCES INC COM NEW 17888H103   182,184 2,400 SH   SOLE   2,400 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   5,076,182 223,227 SH   OTR 1 0 223,227 0
CLEVELAND-CLIFFS INC NEW COM 185899101   333,960 14,686 SH   SOLE   14,686 0 0
CONOCOPHILLIPS COM 20825C104   33,011,595 259,362 SH   OTR 1 0 259,362 0
CONOCOPHILLIPS COM 20825C104   1,484,339 11,662 SH   SOLE   11,662 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107   274,752 63,600 SH   SOLE   63,600 0 0
DASEKE INC COM 23753F107   1,547,178 186,407 SH   SOLE   186,407 0 0
DEVON ENERGY CORP NEW COM 25179M103   18,707,606 372,810 SH   OTR 1 0 372,810 0
DEVON ENERGY CORP NEW COM 25179M103   841,167 16,763 SH   SOLE   16,763 0 0
DIAMONDBACK ENERGY INC COM 25278X109   34,645,665 174,828 SH   OTR 1 0 174,828 0
DIAMONDBACK ENERGY INC COM 25278X109   1,557,814 7,861 SH   SOLE   7,861 0 0
DOMINION ENERGY INC COM 25746U109   2,858,382 58,109 SH   OTR 1 0 58,109 0
DOMINION ENERGY INC COM 25746U109   188,053 3,823 SH   SOLE   3,823 0 0
EAGLE BULK SHIPPING INC COM Y2187A150   4,527,013 72,467 SH   SOLE   72,467 0 0
EATON CORP PLC SHS G29183103   1,007,768 3,223 SH   OTR 1 0 3,223 0
EATON CORP PLC SHS G29183103   66,288 212 SH   SOLE   212 0 0
ENERPLUS CORP COM 292766102   1,325,084 67,400 SH   SOLE   67,400 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   2,704,447 216,529 SH   OTR 1 0 216,529 0
EQUITRANS MIDSTREAM CORP COM 294600101   121,603 9,736 SH   SOLE   9,736 0 0
EVERGY INC COM 30034W106   2,150,947 40,295 SH   OTR 1 0 40,295 0
EVERGY INC COM 30034W106   141,510 2,651 SH   SOLE   2,651 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   6,979,575 349,503 SH   OTR 1 0 349,503 0
EXPRO GROUP HOLDINGS NV COM N3144W105   313,829 15,715 SH   SOLE   15,715 0 0
EXXON MOBIL CORP COM 30231G102   7,693,577 66,187 SH   OTR 1 0 66,187 0
EXXON MOBIL CORP COM 30231G102   345,930 2,976 SH   SOLE   2,976 0 0
FERGUSON PLC NEW SHS G3421J106   9,034,046 41,359 SH   OTR 1 0 41,359 0
FERGUSON PLC NEW SHS G3421J106   594,348 2,721 SH   SOLE   2,721 0 0
FLUENCE ENERGY INC COM CL A 34379V103   2,087,181 120,368 SH   OTR 1 0 120,368 0
FLUENCE ENERGY INC COM CL A 34379V103   137,315 7,919 SH   SOLE   7,919 0 0
FORD MTR CO DEL COM 345370860   2,054,695 154,721 SH   OTR 1 0 154,721 0
FORD MTR CO DEL COM 345370860   135,177 10,179 SH   SOLE   10,179 0 0
GE VERNOVA LLC COM 36828A101   2,078,600 15,200 SH   OTR 1 0 15,200 0
GE VERNOVA LLC COM 36828A101   136,750 1,000 SH   SOLE   1,000 0 0
GENERAL MTRS CO COM 37045V100   1,690,875 37,285 SH   OTR 1 0 37,285 0
GENERAL MTRS CO COM 37045V100   111,244 2,453 SH   SOLE   2,453 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   1,958,692 173,797 SH   OTR 1 0 173,797 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   128,861 11,434 SH   SOLE   11,434 0 0
HAYNES INTL INC COM NEW 420877201   2,286,003 38,024 SH   SOLE   38,024 0 0
HESS CORP COM 42809H107   56,138,244 367,782 SH   OTR 1 0 367,782 0
HESS CORP COM 42809H107   5,790,704 37,937 SH   SOLE   37,937 0 0
KAMAN CORP COM 483548103   266,551 5,811 SH   SOLE   5,811 0 0
LAKELAND BANCORP INC COM 511637100   402,628 33,275 SH   SOLE   33,275 0 0
LSB INDS INC COM 502160104   435,866 49,643 SH   OTR 1 0 49,643 0
LSB INDS INC COM 502160104   28,675 3,266 SH   SOLE   3,266 0 0
M D C HLDGS INC COM 552676108   5,460,588 86,800 SH   SOLE   86,800 0 0
MARATHON OIL CORP COM 565849106   8,204,373 289,498 SH   OTR 1 0 289,498 0
MARATHON OIL CORP COM 565849106   368,902 13,017 SH   SOLE   13,017 0 0
MARTIN MARIETTA MATLS INC COM 573284106   4,395,810 7,160 SH   OTR 1 0 7,160 0
MARTIN MARIETTA MATLS INC COM 573284106   289,166 471 SH   SOLE   471 0 0
MASONITE INTL CORP COM 575385109   3,273,105 24,900 SH   SOLE   24,900 0 0
MASTEC INC COM 576323109   8,125,898 87,141 SH   OTR 1 0 87,141 0
MASTEC INC COM 576323109   534,602 5,733 SH   SOLE   5,733 0 0
MATADOR RES CO COM 576485205   45,120,562 675,761 SH   OTR 1 0 675,761 0
MATADOR RES CO COM 576485205   2,028,806 30,385 SH   SOLE   30,385 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   699,713 210,124 SH   OTR 1 0 210,124 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102   46,034 13,824 SH   SOLE   13,824 0 0
MOSAIC CO NEW COM 61945C103   3,099,540 95,488 SH   OTR 1 0 95,488 0
MOSAIC CO NEW COM 61945C103   203,914 6,282 SH   SOLE   6,282 0 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102   2,152,325 4,375 SH   SOLE   4,375 0 0
NEOGAMES S A SHS L6673X107   1,191,212 41,133 SH   SOLE   41,133 0 0
NEXTERA ENERGY INC COM 65339F101   2,742,314 42,909 SH   OTR 1 0 42,909 0
NEXTERA ENERGY INC COM 65339F101   180,418 2,823 SH   SOLE   2,823 0 0
NOBLE CORP PLC ORD SHS A G65431127   28,878,947 595,565 SH   OTR 1 0 595,565 0
NOBLE CORP PLC ORD SHS A G65431127   1,298,514 26,779 SH   SOLE   26,779 0 0
NOV INC COM 62955J103   868,250 44,480 SH   OTR 1 0 44,480 0
NOV INC COM 62955J103   39,040 2,000 SH   SOLE   2,000 0 0
OCEANEERING INTL INC COM 675232102   16,617,393 710,145 SH   OTR 1 0 710,145 0
OCEANEERING INTL INC COM 675232102   747,185 31,931 SH   SOLE   31,931 0 0
OVERSEAS SHIPHOLDING GROUP I CL A NEW 69036R863   432,640 67,600 SH   SOLE   67,600 0 0
OVINTIV INC COM 69047Q102   16,837,035 324,413 SH   OTR 1 0 324,413 0
OVINTIV INC COM 69047Q102   757,065 14,587 SH   SOLE   14,587 0 0
PEABODY ENERGY CORP COM 704551100   7,177,030 295,838 SH   OTR 1 0 295,838 0
PEABODY ENERGY CORP COM 704551100   472,172 19,463 SH   SOLE   19,463 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   49,758,569 2,817,586 SH   OTR 1 0 2,817,586 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,237,345 126,690 SH   SOLE   126,690 0 0
PIONEER NAT RES CO COM 723787107   38,402,700 146,296 SH   OTR 1 0 146,296 0
PIONEER NAT RES CO COM 723787107   6,425,475 24,478 SH   SOLE   24,478 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   170,054 9,318 SH   OTR 1 0 9,318 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   7,647 419 SH   SOLE   419 0 0
PNM RES INC COM 69349H107   2,636,381 70,042 SH   OTR 1 0 70,042 0
PNM RES INC COM 69349H107   173,445 4,608 SH   SOLE   4,608 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   2,286,144 54,432 SH   OTR 1 0 54,432 0
PORTLAND GEN ELEC CO COM NEW 736508847   150,402 3,581 SH   SOLE   3,581 0 0
PPL CORP COM 69351T106   2,099,768 76,272 SH   OTR 1 0 76,272 0
PPL CORP COM 69351T106   138,146 5,018 SH   SOLE   5,018 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100   2,554,640 305,579 SH   OTR 1 0 305,579 0
PROFRAC HLDG CORP CLASS A COM 74319N100   114,866 13,740 SH   SOLE   13,740 0 0
PROPETRO HLDG CORP COM 74347M108   4,054,366 501,778 SH   OTR 1 0 501,778 0
PROPETRO HLDG CORP COM 74347M108   182,301 22,562 SH   SOLE   22,562 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   955,154 14,303 SH   OTR 1 0 14,303 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   62,840 941 SH   SOLE   941 0 0
RANGE RES CORP COM 75281A109   20,640,062 599,479 SH   OTR 1 0 599,479 0
RANGE RES CORP COM 75281A109   928,061 26,955 SH   SOLE   26,955 0 0
RAYONIER INC COM 754907103   1,717,311 51,664 SH   OTR 1 0 51,664 0
RAYONIER INC COM 754907103   112,983 3,399 SH   SOLE   3,399 0 0
RYERSON HLDG CORP COM 783754104   1,456,815 43,487 SH   OTR 1 0 43,487 0
RYERSON HLDG CORP COM 783754104   95,844 2,861 SH   SOLE   2,861 0 0
SEADRILL 2021 LTD COM G7997W102   12,985,549 258,162 SH   OTR 1 0 258,162 0
SEADRILL 2021 LTD COM G7997W102   583,882 11,608 SH   SOLE   11,608 0 0
SHERWIN WILLIAMS CO COM 824348106   8,864,209 25,521 SH   OTR 1 0 25,521 0
SHERWIN WILLIAMS CO COM 824348106   583,167 1,679 SH   SOLE   1,679 0 0
SOLID POWER INC CLASS A COM 83422N105   576,790 284,133 SH   OTR 1 0 284,133 0
SOLID POWER INC CLASS A COM 83422N105   37,947 18,693 SH   SOLE   18,693 0 0
SOUTHERN CO COM 842587107   2,813,428 39,217 SH   OTR 1 0 39,217 0
SOUTHERN CO COM 842587107   185,089 2,580 SH   SOLE   2,580 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   1,983,415 26,053 SH   OTR 1 0 26,053 0
SOUTHWEST GAS HLDGS INC COM 844895102   130,487 1,714 SH   SOLE   1,714 0 0
SOUTHWESTERN ENERGY CO COM 845467109   31,478,618 4,152,852 SH   OTR 1 0 4,152,852 0
SOUTHWESTERN ENERGY CO COM 845467109   1,415,406 186,729 SH   SOLE   186,729 0 0
SUMMIT MATLS INC CL A 86614U100   8,389,055 188,222 SH   OTR 1 0 188,222 0
SUMMIT MATLS INC CL A 86614U100   551,910 12,383 SH   SOLE   12,383 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   795,441 129,762 SH   OTR 1 0 129,762 0
SUNNOVA ENERGY INTL INC. COM 86745K104   52,332 8,537 SH   SOLE   8,537 0 0
SUNRUN INC COM 86771W105   1,219,638 92,537 SH   OTR 1 0 92,537 0
SUNRUN INC COM 86771W105   80,240 6,088 SH   SOLE   6,088 0 0
SURO CAPITAL CORP COM NEW 86887Q109   402,675 88,500 SH   SOLE   88,500 0 0
TARGET HOSPITALITY CORP COM 87615L107   203,269 18,700 SH   SOLE   18,700 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108   664,738 15,700 SH   SOLE   15,700 0 0
TECHNIPFMC PLC COM G87110105   27,643,674 1,100,903 SH   OTR 1 0 1,100,903 0
TECHNIPFMC PLC COM G87110105   1,242,970 49,501 SH   SOLE   49,501 0 0
TECK RESOURCES LTD CL B 878742204   2,854,383 62,350 SH   OTR 1 0 62,350 0
TECK RESOURCES LTD CL B 878742204   187,790 4,102 SH   SOLE   4,102 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   14,212,249 2,263,097 SH   OTR 1 0 2,263,097 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   639,040 101,758 SH   SOLE   101,758 0 0
TRICON RESIDENTIAL INC COM NPV 89612W102   3,107,505 278,700 SH   SOLE   278,700 0 0
UNION PAC CORP COM 907818108   6,654,128 27,057 SH   OTR 1 0 27,057 0
UNION PAC CORP COM 907818108   437,755 1,780 SH   SOLE   1,780 0 0
VALERO ENERGY CORP COM 91913Y100   16,573,999 97,100 SH   OTR 1 0 97,100 0
VALERO ENERGY CORP COM 91913Y100   745,233 4,366 SH   SOLE   4,366 0 0
WARRIOR MET COAL INC COM 93627C101   4,430,493 72,990 SH   OTR 1 0 72,990 0
WARRIOR MET COAL INC COM 93627C101   291,481 4,802 SH   SOLE   4,802 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   43,034,809 372,854 SH   OTR 1 0 372,854 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,935,016 16,765 SH   SOLE   16,765 0 0
WEC ENERGY GROUP INC COM 92939U106   2,424,100 29,519 SH   OTR 1 0 29,519 0
WEC ENERGY GROUP INC COM 92939U106   159,477 1,942 SH   SOLE   1,942 0 0
WHOLE EARTH BRANDS INC COM CL A 96684W100   382,101 79,110 SH   SOLE   79,110 0 0
XCEL ENERGY INC COM 98389B100   1,076,720 20,032 SH   OTR 1 0 20,032 0
XCEL ENERGY INC COM 98389B100   70,843 1,318 SH   SOLE   1,318 0 0