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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 279 5,693 SH   DFND 1 5,693 0 0
AMGEN INC COM 031162100 217 1,020 SH   DFND 1 1,020 0 0
ARLINGTON ASSET INVST CORP CL A NEW 041356205 239 64,500 SH   DFND 1 64,500 0 0
BEAM THERAPEUTICS INC COM 07373V105 1,828 21,010 SH   DFND 1 21,010 0 0
BILL COM HLDGS INC COM 090043100 209 784 SH   DFND 1 784 0 0
BLACK HILLS CORP COM 092113109 879 14,000 SH   DFND 1 14,000 0 0
BLACKSTONE INC COM 09260D107 985 8,470 SH   DFND 1 8,470 0 0
CABOT OIL & GAS CORP COM 127097103 1,821 83,695 SH   DFND 1 83,695 0 0
CANADIAN NAT RES LTD COM 136385101 1,289 35,282 SH   DFND 1 35,282 0 0
CONSOLIDATED EDISON INC COM 209115104 1,132 15,592 SH   DFND 1 15,592 0 0
CORVUS PHARMACEUTICALS INC COM 221015100 245 50,709 SH   DFND 1 50,709 0 0
EQT CORP COM 26884L109 2,036 99,517 SH   DFND 1 99,517 0 0
EDISON INTL COM 281020107 1,061 19,131 SH   DFND 1 19,131 0 0
EVERSOURCE ENERGY COM 30040W108 971 11,879 SH   DFND 1 11,879 0 0
EXELON CORP COM 30161N101 1,168 24,155 SH   DFND 1 24,155 0 0
FIRSTENERGY CORP COM 337932107 1,120 31,443 SH   DFND 1 31,443 0 0
FORTINET INC COM 34959E109 212 726 SH   DFND 1 726 0 0
FUELCELL ENERGY INC COM 35952H601 72 10,690 SH   DFND 1 10,690 0 0
HUBSPOT INC COM 443573100 251 371 SH   DFND 1 371 0 0
KLA CORP COM NEW 482480100 701 2,096 SH   DFND 1 2,096 0 0
LAUDER ESTEE COS INC CL A 518439104 329 1,096 SH   DFND 1 1,096 0 0
MDU RES GROUP INC COM 552690109 5,291 178,343 SH   DFND 1 178,343 0 0
MYR GROUP INC DEL COM 55405W104 2,711 27,250 SH   DFND 1 27,250 0 0
MERCK & CO INC COM 58933Y105 1,894 25,214 SH   DFND 1 25,214 0 0
MERITOR INC COM 59001K100 3,175 148,997 SH   DFND 1 148,997 0 0
METHODE ELECTRS INC COM 591520200 3,199 76,067 SH   DFND 1 76,067 0 0
NRG ENERGY INC COM NEW 629377508 1,169 28,620 SH   DFND 1 28,620 0 0
NORTHWESTERN CORP COM NEW 668074305 890 15,536 SH   DFND 1 15,536 0 0
NVIDIA CORPORATION COM 67066G104 810 3,909 SH   DFND 1 3,909 0 0
OGE ENERGY CORP COM 670837103 1,017 30,865 SH   DFND 1 30,865 0 0
OTTER TAIL CORP COM 689648103 1,206 21,554 SH   DFND 1 21,554 0 0
PPL CORP COM 69351T106 1,044 37,435 SH   DFND 1 37,435 0 0
PINNACLE WEST CAP CORP COM 723484101 1,011 13,971 SH   DFND 1 13,971 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,135 24,160 SH   DFND 1 24,160 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,045 17,158 SH   DFND 1 17,158 0 0
QUANTA SVCS INC COM 74762E102 1,577 13,853 SH   DFND 1 13,853 0 0
SVB FINANCIAL GROUP COM 78486Q101 232 358 SH   DFND 1 358 0 0
SALESFORCE COM INC COM 79466L302 317 1,170 SH   DFND 1 1,170 0 0
SCHWAB CHARLES CORP COM 808513105 345 4,730 SH   DFND 1 4,730 0 0
SERVICENOW INC COM 81762P102 335 538 SH   DFND 1 538 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 63 10,332 SH   DFND 1 10,332 0 0
STATE STR CORP COM 857477103 410 4,845 SH   DFND 1 4,845 0 0
STERLING CONSTR INC COM 859241101 1,812 79,926 SH   DFND 1 79,926 0 0
SUNCOR ENERGY INC NEW COM 867224107 990 47,736 SH   DFND 1 47,736 0 0
T-MOBILE US INC COM 872590104 792 6,200 SH   DFND 1 6,200 0 0
TSCAN THERAPEUTICS INC COM 89854M101 297 35,563 SH   DFND 1 35,563 0 0
UNDER ARMOUR INC CL C 904311206 401 22,874 SH   DFND 1 22,874 0 0
UNITIL CORP COM 913259107 891 20,829 SH   DFND 1 20,829 0 0
VILLAGE SUPER MKT INC CL A NEW 927107409 956 44,114 SH   DFND 1 44,114 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 870 20,000 SH   DFND 1 20,000 0 0
WORKDAY INC CL A 98138H101 255 1,022 SH   DFND 1 1,022 0 0
XILINX INC COM 983919101 381 2,522 SH   DFND 1 2,522 0 0
BIT DIGITAL INC SHS G1144A105 93 12,812 SH   DFND 1 12,812 0 0