#	Holding	Value	% Port.	Δ Shares	Change (QoQ)
1	Rithm Ppty Tr Inc	$9958000	14.78%	—	NEW BUY
2	Rithm Ppty Tr Inc	$8775123	13.03%	—	NEW BUY
3	Rithm Acquisition Corp	$7002600	10.39%	—	NEW BUY
4	Ge Vernova Inc	$3011505	4.47%	—	NEW BUY
5	Vertiv Holdings Co	$2004640	2.98%	—	NEW BUY
6	Quanta Svcs Inc	$1866668	2.77%	—	NEW BUY
7	Eaton Corp Plc	$1716816	2.55%	—	NEW BUY
8	Primoris Svcs Corp	$1416096	2.10%	—	NEW BUY
9	Flextronics Intl Ltd	$1407390	2.09%	—	NEW BUY
10	Nextpower Inc	$1386325	2.06%	—	NEW BUY
11	Nvent Elec Plc	$1360220	2.02%	—	NEW BUY
12	Waste Mgmt Inc Del	$1332782	1.98%	—	NEW BUY
13	Constellation Energy Corp	$1326438	1.97%	—	NEW BUY
14	Forgent Power Solutions Inc	$1317150	1.96%	—	NEW BUY
15	Dycom Inds Inc	$1287516	1.91%	—	NEW BUY
16	Everus Constr Group	$1239630	1.84%	—	NEW BUY
17	Hubbell Inc	$1226850	1.82%	—	NEW BUY
18	Nextera Energy Inc	$1221372	1.81%	—	NEW BUY
19	Belden Inc	$1165525	1.73%	—	NEW BUY
20	Clean Harbors Inc	$1146920	1.70%	—	NEW BUY
21	Mastec Inc	$1126090	1.67%	—	NEW BUY
22	Duke Energy Corp New	$1126084	1.67%	—	NEW BUY
23	American Elec Pwr Co Inc	$1114180	1.65%	—	NEW BUY
24	Southern Co	$1109980	1.65%	—	NEW BUY
25	Sterling Infrastructure Inc	$1058902	1.57%	—	NEW BUY
26	Republic Svcs Inc	$1051296	1.56%	—	NEW BUY
27	Powell Inds Inc	$1028052	1.53%	—	NEW BUY
28	Waste Connections Inc	$990884	1.47%	—	NEW BUY
29	Emcor Group Inc	$922888	1.37%	—	NEW BUY
30	First Solar Inc	$887670	1.32%	—	NEW BUY
31	Aecom	$869405	1.29%	—	NEW BUY
32	Myr Group Inc	$846960	1.26%	—	NEW BUY
33	Franklin Elec Inc	$811096	1.20%	—	NEW BUY
34	Oneok Inc New	$723120	1.07%	—	NEW BUY
35	Emerson Elec Co	$720610	1.07%	—	NEW BUY
36	Casella Waste Sys Inc	$654555	0.97%	—	NEW BUY
37	Targa Res Corp	$626825	0.93%	—	NEW BUY
38	Bwx Technologies Inc	$531674	0.79%	—	NEW BUY

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.