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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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
ADMA Biologics Inc COM 000899104 BBG002NCK5M5 149,843 8,126 SH   SOLE   8,126 0 0
Alcoa Corp COM 013872106 BBG00B3T3HD3 428,520 12,000 SH   SOLE   12,000 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 5,417,451 60,973 SH   SOLE   60,973 0 0
American Tower Corp COM 03027X100 BBG000B9XYV2 4,072,731 22,309 SH   SOLE   22,309 0 0
Applied Industrial Technologie COM 03820C105 BBG000BBHHP9 1,642,436 6,703 SH   SOLE   6,703 0 0
Atkore Inc COM 047649108 BBG000QTFDQ4 329,838 3,953 SH   SOLE   3,953 0 0
Atmos Energy Corp COM 049560105 BBG000BRNGM2 5,512,461 39,718 SH   SOLE   39,718 0 0
Cameco Corp COM 13321L108 BBG000BXYMJ8 850,038 16,000 SH   SOLE   16,000 0 0
Celestica Inc COM 15101Q207 BBG000BRW7J6 2,160,928 22,296 SH   SOLE   22,296 0 0
Chemed Corp COM 16359R103 BBG000C19QW1 1,059,300 1,980 SH   SOLE   1,980 0 0
Cheniere Energy Inc COM NEW 16411R208 BBG000C3HSR0 5,014,254 22,538 SH   SOLE   22,538 0 0
Columbia Banking System Inc COM 197236102 BBG000CTGXS2 1,038,720 38,315 SH   SOLE   38,315 0 0
Community Financial System Inc COM 203607106 BBG000BF4D19 1,039,299 16,771 SH   SOLE   16,771 0 0
Crown Castle Inc COM 22822V101 BBG000FV1Z23 2,287,096 25,415 SH   SOLE   25,415 0 0
CSX Corp COM 126408103 BBG000BGJRC8 4,858,762 150,240 SH   SOLE   150,240 0 0
Eagle Materials Inc COM 26969P108 BBG000BJW241 128,174 518 SH   SOLE   518 0 0
EastGroup Properties Inc COM 277276101 BBG000BHRBT4 2,341,823 14,550 SH   SOLE   14,550 0 0
Edison International COM 281020107 BBG000D7RKJ5 3,296,139 41,305 SH   SOLE   41,305 0 0
EMCOR Group Inc COM 29084Q100 BBG000BBRPL4 3,126,564 6,601 SH   SOLE   6,601 0 0
Enbridge Inc COM 29250N105 BBG000C7P7N2 5,188,391 120,329 SH   SOLE   120,329 0 0
Entergy Corp COM 29364G103 BBG000C1FQS9 6,956,486 90,721 SH   SOLE   90,721 0 0
Evercore Inc CLASS A 29977A105 BBG000BP30Y0 1,186,014 4,271 SH   SOLE   4,271 0 0
Exelon Corp COM 30161N101 BBG000J6XT05 7,107,207 186,786 SH   SOLE   186,786 0 0
Expand Energy Corp COM 165167735 BBG00Z6DX554 450,045 4,500 SH   SOLE   4,500 0 0
Fabrinet SHS G3323L100 BBG000HBFQP5 671,614 2,924 SH   SOLE   2,924 0 0
Ferrovial SE ORD SHS N3168P101 BBG01H0DF657 5,295,169 126,822 SH   SOLE   126,822 0 0
Freeport-McMoRan Inc CL B 35671D857 BBG000BJDB15 622,215 16,500 SH   SOLE   16,500 0 0
Hims & Hers Health Inc COM CL A 433000106 BBG00Q53VYM7 127,212 4,777 SH   SOLE   4,777 0 0
Hudbay Minerals Inc COM 443628102 BBG000PM84L3 440,867 52,000 SH   SOLE   52,000 0 0
IES Holdings Inc COM 44951W106 BBG000PHV438 130,437 578 SH   SOLE   578 0 0
Knife River Corp COMMON STOCK 498894104 BBG002N3N2R4 138,094 1,367 SH   SOLE   1,367 0 0
LeMaitre Vascular Inc COM 525558201 BBG000LY1HS2 201,186 2,193 SH   SOLE   2,193 0 0
Louisiana-Pacific Corp COM 546347105 BBG000BNF508 175,834 1,645 SH   SOLE   1,645 0 0
LSB Industries Inc COM 502160104 BBG000C1C526 312,522 40,693 SH   SOLE   40,693 0 0
LTC Properties Inc COM 502175102 BBG000BGCCC8 334,441 9,759 SH   SOLE   9,759 0 0
MasTec Inc COM 576323109 BBG000DYXD23 604,803 4,123 SH   SOLE   4,123 0 0
Methanex Corp COM 59151K108 BBG000D0FMX3 385,858 7,802 SH   SOLE   7,802 0 0
Modine Manufacturing Co COM 607828100 BBG000BP7CL4 2,137,190 17,455 SH   SOLE   17,455 0 0
Mueller Industries Inc COM 624756102 BBG000C6W444 3,217,731 39,853 SH   SOLE   39,853 0 0
NexGen Energy Ltd COM 65340P106 BBG00334PDN0 587,760 79,000 SH   SOLE   79,000 0 0
NextEra Energy Inc COM 65339F101 BBG000BJSBJ0 4,258,640 59,156 SH   SOLE   59,156 0 0
NiSource Inc COM 65473P105 BBG000BPZBB6 7,214,973 198,268 SH   SOLE   198,268 0 0
Norfolk Southern Corp COM 655844108 BBG000BQ5DS5 4,703,211 19,939 SH   SOLE   19,939 0 0
nVent Electric PLC SHS G6700G107 BBG00GNT7999 136,778 1,936 SH   SOLE   1,936 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 101,020 2,000 SH   SOLE   2,000 0 0
ONEOK Inc COM 682680103 BBG000BQHGR6 3,912,773 38,025 SH   SOLE   38,025 0 0
PG&E Corp COM 69331C108 BBG000BQWPC5 4,798,753 235,233 SH   SOLE   235,233 0 0
Pinnacle Financial Partners In COM 72346Q104 BBG000C1XKF6 350,210 3,035 SH   SOLE   3,035 0 0
Powell Industries Inc COM 739128106 BBG000BRGWN4 2,556,377 10,396 SH   SOLE   10,396 0 0
PPL Corp COM 69351T106 BBG000BRJL00 4,324,825 134,020 SH   SOLE   134,020 0 0
Preformed Line Products Co COM 740444104 BBG000M68PH9 700,700 5,436 SH   SOLE   5,436 0 0
Primerica Inc COM 74164M108 BBG000T8ZF80 837,492 3,030 SH   SOLE   3,030 0 0
Primoris Services Corp COM 74164F103 BBG000BBLPH5 2,238,989 28,128 SH   SOLE   28,128 0 0
Public Service Enterprise Grou COM 744573106 BBG000BQZMH4 9,040,035 104,812 SH   SOLE   104,812 0 0
RLI Corp COM 749607107 BBG000BS7ZF4 689,268 4,238 SH   SOLE   4,238 0 0
Selective Insurance Group Inc COM 816300107 BBG000BSZ738 687,713 7,446 SH   SOLE   7,446 0 0
Sempra COM 816851109 BBG000C2ZCH8 8,622,695 98,354 SH   SOLE   98,354 0 0
Silgan Holdings Inc COM 827048109 BBG000BPDDB6 641,655 12,579 SH   SOLE   12,579 0 0
Sprouts Farmers Market Inc COM 85208M102 BBG001KFKQM7 1,301,931 9,669 SH   SOLE   9,669 0 0
Sterling Infrastructure Inc COM 859241101 BBG000JD6TN5 1,454,162 8,192 SH   SOLE   8,192 0 0
Summit Materials Inc CL A 86614U100 BBG006K8P6D1 1,108,831 21,729 SH   SOLE   21,729 0 0
Targa Resources Corp COM 87612G101 BBG0015XMW40 4,309,463 23,148 SH   SOLE   23,148 0 0
TC Energy Corp COM 87807B107 BBG000D07ZQ1 8,057,997 169,681 SH   SOLE   169,681 0 0
TXNM Energy Inc COM 69349H107 BBG000BRDFF3 5,207,493 106,232 SH   SOLE   106,232 0 0
UFP Industries Inc COM 90278Q108 BBG000BL0T06 136,514 1,225 SH   SOLE   1,225 0 0
Uranium Energy Corp COM 916896103 BBG000LCK3Q2 588,280 77,000 SH   SOLE   77,000 0 0
Verra Mobility Corp CL A COM STK 92511U102 BBG00G4XQ9Z1 222,776 9,198 SH   SOLE   9,198 0 0
Willdan Group Inc COM 96924N100 BBG000Q1CKB8 1,462,568 37,910 SH   SOLE   37,910 0 0
Williams Cos Inc/The COM 969457100 BBG000BWVCP8 5,598,646 98,916 SH   SOLE   98,916 0 0