#	Issuer	Ticker	Shares	Value	% of Portfolio
1	FINANCIAL INVS TR	31761T886	9,415,125	$308.6M	70.91%
2	HUDBAY MINERALS INC	HBM	388,462	$7.7M	1.77%
3	ALCOA CORP	AA	94,403	$5.0M	1.15%
4	LIBERTY ENERGY INC	LBRT	262,580	$4.8M	1.11%
5	MURPHY OIL CORP	MUR	148,858	$4.7M	1.07%
6	SHOALS TECHNOLOGIES GROUP IN	SHLS	477,344	$4.1M	0.93%
7	TYSON FOODS INC	TSN	66,726	$3.9M	0.90%
8	CONOCOPHILLIPS	COP	39,705	$3.7M	0.85%
9	VERALTO CORP	VLTO	36,947	$3.7M	0.85%
10	SUNCOR ENERGY INC NEW	SU	76,739	$3.4M	0.78%
11	BAYTEX ENERGY CORP	BTE	1,006,566	$3.3M	0.75%
12	DARLING INGREDIENTS INC	DAR	90,106	$3.2M	0.75%
13	FREEPORT-MCMORAN INC	FCX	59,979	$3.0M	0.70%
14	CIVITAS RESOURCES INC	17888H103	111,870	$3.0M	0.70%
15	FLUENCE ENERGY INC	FLNC	152,692	$3.0M	0.69%
16	CNH INDL N V	N20944109	41,012	$2.8M	0.64%
17	CENTURY ALUM CO	CENX	69,384	$2.7M	0.62%
18	SOUTHERN COPPER CORP	SCCO	18,865	$2.7M	0.62%
19	DEVON ENERGY CORP NEW	25179M103	73,568	$2.7M	0.62%
20	CENTERRA GOLD INC	CGAU	179,502	$2.6M	0.59%