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CIK 0001736852 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACUITY INC | COM | $41.8M | 1.0%Prev: 1.2% | 116,000 SH | Decreased-31,100 SH |
| ALCOA CORP | COM | $46.9M | 1.1%Prev: 0.0% | 882,200 SH | Increased+844,700 SH |
| ANTERO RESOURCES CORP | COM | $25.1M | 0.6% | 727,700 SH | New |
| ARIS MNG CORP | COM | $27.5M | 0.6%Prev: 0.4% | 1,694,800 SH | Increased-218,600 SH |
| ATMOS ENERGY CORP | COM | $39.9M | 0.9%Prev: 0.3% | 238,236 SH | Increased+165,300 SH |
| AUTOLIV INC | COM | $760K | 0.0%Prev: 0.0% | 6,400 SH | Decreased |
| BARRICK MNG CORP | COM SHS | $58.0M | 1.3%Prev: 2.1% | 1,331,000 SH | Decreased-1,316,300 SH |
| BKV CORP | COM | $45.5M | 1.0%Prev: 0.5% | 1,676,217 SH | Increased+799,700 SH |
| BP PLC | SPONSORED ADR | $104.5M | 2.4% | 3,008,100 SH | New |
| BUNGE GLOBAL SA | COM SHS | $100.9M | 2.3%Prev: 1.8% | 1,132,700 SH | Increased+211,000 SH |
| CACTUS INC | CL A | $23.1M | 0.5% | 504,900 SH | New |
| CAMECO CORP | COM | $8.1M | 0.2%Prev: 0.2% | 88,854 SH | Increased |
| CENOVUS ENERGY INC | COM | $35.1M | 0.8%Prev: 2.9% | 2,076,591 SH | Decreased-5,061,631 SH |
| CENTERPOINT ENERGY INC | COM | $111.1M | 2.6%Prev: 2.3% | 2,897,000 SH | Increased+403,500 SH |
| CENTERRA GOLD INC | COM | $32.4M | 0.7% | 2,253,100 SH | New |
| CENTURI HOLDINGS INC | COM SHS | $33.9M | 0.8% | 1,344,000 SH | New |
| CHENIERE ENERGY INC | COM NEW | $67.8M | 1.6%Prev: 0.2% | 348,600 SH | Increased+306,000 SH |
| CLEVELAND-CLIFFS INC NEW | COM | $41.1M | 0.9% | 3,096,600 SH | New |
| COMFORT SYS USA INC | COM | $43.3M | 1.0%Prev: 0.1% | 46,349 SH | Increased+42,180 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $30.0M | 0.7% | 339,400 SH | New |
| COTERRA ENERGY INC | COM | $54.6M | 1.3% | 2,073,500 SH | New |
| CUMMINS INC | COM | $54.1M | 1.2%Prev: 2.2% | 106,060 SH | Decreased-109,740 SH |
| DARLING INGREDIENTS INC | COM | $31.6M | 0.7%Prev: 0.0% | 878,114 SH | Increased+857,500 SH |
| DENISON MINES CORP | COM | $15.7M | 0.4%Prev: 0.4% | 5,903,300 SH | Decreased-916,600 SH |
| DIAMONDBACK ENERGY INC | COM | $96.2M | 2.2%Prev: 1.7% | 640,250 SH | Increased+131,500 SH |
| DT MIDSTREAM INC | COMMON STOCK | $124.8M | 2.9%Prev: 2.7% | 1,042,600 SH | Increased+42,000 SH |
| DUPONT DE NEMOURS INC | COM | $50.1M | 1.2%Prev: 2.4% | 1,246,796 SH | Decreased-32,904 SH |
| ELDORADO GOLD CORP NEW | COM | $14.1M | 0.3% | 393,700 SH | New |
| ENTERGY CORP NEW | COM | $166.1M | 3.8%Prev: 4.8% | 1,796,900 SH | Decreased-351,100 SH |
| EQT CORP | COM | $45.3M | 1.0%Prev: 3.6% | 845,286 SH | Decreased-1,889,800 SH |
| EXPAND ENERGY CORPORATION | COM | $146.7M | 3.4%Prev: 3.9% | 1,329,075 SH | Decreased-188,400 SH |
| EXXON MOBIL CORP | COM | $84.4M | 1.9%Prev: 1.9% | 701,493 SH | Increased+7,600 SH |
| FIRST SOLAR INC | COM | $84.9M | 2.0%Prev: 2.2% | 325,100 SH | Decreased-95,600 SH |
| FREEPORT-MCMORAN INC | CL B | $97.0M | 2.2% | 1,909,400 SH | New |
| GARRETT MOTION INC | COM | $29.4M | 0.7%Prev: 1.0% | 1,686,100 SH | Decreased-1,294,100 SH |
| GENERAC HLDGS INC | COM | $25.8M | 0.6%Prev: 0.5% | 188,946 SH | Increased+75,147 SH |
| GENERAL MTRS CO | COM | $51.5M | 1.2% | 633,300 SH | New |
| HUBBELL INC | COM | $45.7M | 1.1%Prev: 2.0% | 102,920 SH | Decreased-95,080 SH |
| HUT 8 CORP | COM | $18.1M | 0.4% | 393,600 SH | New |
| IAMGOLD CORP | COM | $55.0M | 1.3%Prev: 1.1% | 3,335,790 SH | Increased-96,800 SH |
| JAMES HARDIE INDS PLC | ORD SHS | $18.2M | 0.4% | 876,600 SH | New |
| KIRBY CORP | COM | $13.5M | 0.3% | 122,300 SH | New |
| LEGENCE CORP | CL A | $48.8M | 1.1%Prev: 1.0% | 1,134,422 SH | Increased-172,430 SH |
| LIBERTY ENERGY INC | COM CL A | $17.6M | 0.4% | 951,092 SH | New |
| LINCOLN ELEC HLDGS INC | COM | $22.7M | 0.5% | 94,800 SH | New |
| MASTEC INC | COM | $123.7M | 2.8%Prev: 4.4% | 569,140 SH | Decreased-298,100 SH |
| NEXTPOWER INC | CLASS A COM | $7.8M | 0.2% | 88,975 SH | New |
| NRG ENERGY INC | COM NEW | $121.9M | 2.8%Prev: 2.1% | 765,626 SH | Increased+234,900 SH |
| NUCOR CORP | COM | $33.3M | 0.8% | 203,900 SH | New |
| NVENT ELECTRIC PLC | SHS | $136.2M | 3.1%Prev: 4.0% | 1,335,574 SH | Decreased-364,100 SH |
| OVINTIV INC | COM | $141.6M | 3.3%Prev: 1.7% | 3,612,697 SH | Increased+1,865,600 SH |
| PAR PAC HOLDINGS INC | COM NEW | $25.8M | 0.6% | 734,400 SH | New |
| PERMIAN RESOURCES CORP | CLASS A COM | $87.9M | 2.0%Prev: 2.7% | 6,263,137 SH | Decreased-2,573,000 SH |
| PRIMORIS SVCS CORP | COM | $97.0M | 2.2% | 781,700 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $71.7M | 1.6% | 878,048 SH | New |
| SCORPIO TANKERS INC | SHS | $16.5M | 0.4%Prev: 0.9% | 323,861 SH | Decreased-362,500 SH |
| SEMPRA | COM | $136.6M | 3.1%Prev: 4.2% | 1,547,132 SH | Decreased-402,300 SH |
| SENSATA TECHNOLOGIES HLDG PL | SHS | $30.1M | 0.7% | 904,600 SH | New |
| SHELL PLC | SPON ADS | $39.6M | 0.9%Prev: 1.3% | 539,421 SH | Decreased-211,400 SH |
| SLB LIMITED | COM STK | $32.9M | 0.8% | 857,300 SH | New |
| STANDARD LITHIUM LTD | COM | $18.0M | 0.4% | 4,037,000 SH | New |
| STEEL DYNAMICS INC | COM | $9.0M | 0.2%Prev: 0.6% | 53,400 SH | Decreased-136,400 SH |
| SUNCOR ENERGY INC NEW | COM | $145.5M | 3.3%Prev: 3.7% | 3,277,504 SH | Decreased-403,800 SH |
| TALEN ENERGY CORP | COM | $9.0M | 0.2%Prev: 2.5% | 23,908 SH | Decreased-217,251 SH |
| TAMBORAN RES CORP | COM | $1.9M | 0.0% | 70,000 SH | New |
| TARGA RES CORP | COM | $138.3M | 3.2%Prev: 3.2% | 749,577 SH | Increased-48,600 SH |
| TASEKO MINES LTD | COM | $20.8M | 0.5% | 3,672,900 SH | New |
| TECHNIPFMC PLC | COM | $67.3M | 1.5%Prev: 1.5% | 1,511,128 SH | Increased-33,007 SH |
| TERAWULF INC | COM | $24.9M | 0.6% | 2,164,500 SH | New |
| VALERO ENERGY CORP | COM | $58.5M | 1.3%Prev: 2.6% | 359,131 SH | Decreased-275,600 SH |
| VIPER ENERGY INC | CL A | $12.3M | 0.3%Prev: 0.6% | 318,082 SH | Decreased-379,500 SH |
| VISTEON CORP | COM NEW | $495K | 0.0%Prev: 0.2% | 5,200 SH | Decreased-65,500 SH |
| VISTRA CORP | COM | $64.1M | 1.5%Prev: 0.4% | 397,322 SH | Increased+303,300 SH |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | $17.4M | 0.4%Prev: 0.5% | 870,400 SH | Decreased |
| WESTLAKE CORPORATION | COM | $28.7M | 0.7%Prev: 0.5% | 388,100 SH | Increased+119,700 SH |
| WILLIAMS COS INC | COM | $140.7M | 3.2% | 2,341,000 SH | New |
| XCEL ENERGY INC | COM | $160.1M | 3.7%Prev: 3.4% | 2,167,710 SH | Increased+403,800 SH |
| 13F-HR |
| 0001420506-26-001816 |
| $5.31B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002162 | $3.47B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001143 | $5.16B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001282 | $2.75B | View |