| NNEXTERA ENERGY INCNEE |
| — | 1.84% | $0 | 0 | $2.3M | 33,432 | -33,432 | Exit |
 FREEPORT MCMORAN INCFCX |
| — | 4.96% | $0 | 0 | $6.3M | 144,200 | -144,200 | Exit |
 VISTRA CORPVST |
| — | 4.68% | $0 | 0 | $5.9M | 30,394 | -30,394 | Exit |
 SEMPRA COMSRE |
| — | 3.98% | $0 | 0 | $5.0M | 66,200 | -66,200 | Exit |
 ENTERGY CORP NEWETR |
| — | 4.91% | $0 | 0 | $6.2M | 74,427 | -74,427 | Exit |
| WWEC ENERGY GROUP INC COMIDU |
| — | 4.44% | $0 | 0 | $5.6M | 53,680 | -53,680 | Exit |
 XCEL ENERGY INC COMXEL |
| — | 5.74% | $0 | 0 | $7.2M | 106,100 | -106,100 | Exit |
| NNRG ENERGY INCNRG |
| — | 0.95% | $0 | 0 | $1.2M | 7,423 | -7,423 | Exit |
 FIRST SOLAR INC COMFSLR |
| — | 1.7% | $0 | 0 | $2.1M | 12,900 | -12,900 | Exit |
 DTE ENERGY CO COMDTE |
| — | 4.94% | $0 | 0 | $6.2M | 47,000 | -47,000 | Exit |
 GENERAC HLDGS INCGNRC |
| — | 8.74% | $0 | 0 | $11.0M | 76,909 | -76,909 | Exit |
| AAMEREN CORP COMDHS |
| — | 2% | $0 | 0 | $2.5M | 26,286 | -26,286 | Exit |
 EVERGY INC COMEVRG |
| — | 3.16% | $0 | 0 | $4.0M | 57,835 | -57,835 | Exit |
 FIRSTENERGY CORP COMFE |
| — | 2.66% | $0 | 0 | $3.4M | 83,290 | -83,290 | Exit |
| MMASTEC INCMTZ |
| — | 3.07% | $0 | 0 | $3.9M | 22,723 | -22,723 | Exit |
 CENTERPOINT ENERGY INC COMCNP |
| — | 4.15% | $0 | 0 | $5.2M | 142,268 | -142,268 | Exit |
 PINNACLE WEST CAP CORPPNW |
| — | 2.96% | $0 | 0 | $3.7M | 41,663 | -41,663 | Exit |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| — | 3.49% | $0 | 0 | $4.4M | 91,545 | -91,545 | Exit |
 FLUOR CORPFLR |
| — | 2.11% | $0 | 0 | $2.7M | 51,952 | -51,952 | Exit |
| AAAON INCAAON |
| — | 2.57% | $0 | 0 | $3.2M | 43,820 | -43,820 | Exit |
| PPRIMORIS SVCS CORPPRIM |
| — | 1.56% | $0 | 0 | $2.0M | 25,141 | -25,141 | Exit |
| HHUDBAY MINERALS INCHBM |
| — | 8.77% | $0 | 0 | $11.0M | 1.0M | -1.0M | Exit |
| EERO COPPER CORPERO |
| — | 2.16% | $0 | 0 | $2.7M | 160,900 | -160,900 | Exit |
| AATKORE INCATKR |
| — | 3.9% | $0 | 0 | $4.9M | 69,678 | -69,678 | Exit |
 PEABODY ENGR CORPBTU |
| — | 2.24% | $0 | 0 | $2.8M | 210,000 | -210,000 | Exit |
| AARRAY TECHNOLOGIES INCARRY |
| — | 4.71% | $0 | 0 | $5.9M | 1.0M | -1.0M | Exit |
| SSIGMA LITHIUM CORPORATION COMSGML |
| — | 3.61% | $0 | 0 | $4.5M | 1.0M | -1.0M | Exit |
