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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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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
ALBEMARLE CORP COM 012653101   5,422,000 25,000 SH   SOLE   25,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   7,621,000 50,000 SH   SOLE   50,000 0 0
APPLIED MATLS INC COM 038222105   12,173,000 125,000 SH   SOLE   125,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   7,383,000 250,000 SH   SOLE   250,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   13,053,000 300,000 SH   SOLE   300,000 0 0
CHART INDS INC COM 16115Q308   4,609,000 40,000 SH   SOLE   40,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   14,996,000 100,000 SH   SOLE   100,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   10,776,000 125,000 SH   SOLE   125,000 0 0
CSX CORP COM 126408103   12,392,000 400,000 SH   SOLE   400,000 0 0
DANAHER CORPORATION COM 235851102   10,617,000 40,000 SH   SOLE   40,000 0 0
DARLING INGREDIENTS INC COM 237266101   6,259,000 100,000 SH   SOLE   100,000 0 0
DEERE & CO COM 244199105   10,719,000 25,000 SH   SOLE   25,000 0 0
DENBURY INC COM 24790A101   8,702,000 100,000 SH   SOLE   100,000 0 0
EATON CORP PLC SHS G29183103   11,771,000 75,000 SH   SOLE   75,000 0 0
HF SINCLAIR CORP COM 403949100   5,189,000 100,000 SH   SOLE   100,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   15,795,000 125,000 SH   SOLE   125,000 0 0
IMPERIAL OIL LTD COM NEW 453038408   12,185,000 250,000 SH   SOLE   250,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   12,007,000 100,000 SH   SOLE   100,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   2,843,000 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104   29,978,000 125,000 SH   SOLE   125,000 0 0
MOSAIC CO NEW COM 61945C103   13,161,000 300,000 SH   SOLE   300,000 0 0
NEXGEN ENERGY LTD COM 65340P106   2,215,000 500,000 SH   SOLE   500,000 0 0
PG&E CORP COM 69331C108   11,382,000 700,000 SH   SOLE   700,000 0 0
QUANTA SVCS INC COM 74762E102   10,688,000 75,000 SH   SOLE   75,000 0 0
REGAL REXNORD CORPORATION COM 758750103   8,999,000 75,000 SH   SOLE   75,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   12,146,000 60,000 SH   SOLE   60,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   7,120,000 100,000 SH   SOLE   100,000 0 0
SCHLUMBERGER LTD COM STK 806857108   21,384,000 400,000 SH   SOLE   400,000 0 0
SCHNITZER STEEL INDS INC CL A 806882106   9,195,000 300,000 SH   SOLE   300,000 0 0
SERVICENOW INC COM 81762P102   5,824,000 15,000 SH   SOLE   15,000 0 0
SNOWFLAKE INC CL A 833445109   3,589,000 25,000 SH   SOLE   25,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   15,865,000 500,000 SH   SOLE   500,000 0 0
TECK RESOURCES LTD CL B 878742204   11,346,000 300,000 SH   SOLE   300,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   10,604,000 20,000 SH   SOLE   20,000 0 0
WASTE CONNECTIONS INC COM 94106B101   13,256,000 100,000 SH   SOLE   100,000 0 0
WESCO INTL INC COM 95082P105   12,520,000 100,000 SH   SOLE   100,000 0 0