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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| KNTK | KINETIK HOLDINGS INC | 11.16% | 3,191,996 | $154,301,088 | 2,614,060 | 452.31% | $48.34 | 13F |
| AM | ANTERO MIDSTREAM CORP | 9.96% | 6,054,440 | $137,738,512 | 4,540,830 | 300% | $22.75 | 13F |
| WMB | WILLIAMS COS INC | 8.07% | 1,500,308 | $111,532,896 | 1,125,231 | 300% | $74.34 | 13F |
| KMI | KINDER MORGAN INC DEL | 7.91% | 3,422,512 | $109,417,708 | 2,566,884 | 300% | $31.97 | 13F |
| ET | ENERGY TRANSFER L P | 6.83% | 4,941,040 | $94,472,684 | 3,705,780 | 300% | $19.12 | 13F |
| LNG | CHENIERE ENERGY INC | 6.38% | 368,788 | $88,144,020 | 276,591 | 300% | $239.01 | 13F |
| PAGP | PLAINS GP HLDGS L P | 5.53% | 3,151,552 | $76,488,168 | 2,314,263 | 276.4% | $24.27 | 13F |
| WULF | TERAWULF INC | 5.1% | 2,855,088 | $70,520,672 | 1,945,116 | 213.76% | $24.7 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 4.51% | 1,424,492 | $62,335,768 | 1,240,179 | 672.87% | $43.76 | 13F |
| TRGP | TARGA RES CORP | 3.96% | 204,216 | $54,758,480 | 143,162 | 234.48% | $268.14 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 3.74% | 1,407,720 | $51,747,788 | 955,790 | 211.49% | $36.76 | 13F |
| GEL | GENESIS ENERGY L P | 3.56% | 3,473,368 | $49,217,624 | 2,605,026 | 300% | $14.17 | 13F |
| MPLX | MPLX LP | 3.49% | 856,776 | $48,262,192 | 642,582 | 300% | $56.33 | 13F |
| AR | ANTERO RESOURCES CORP | 3.1% | 1,219,000 | $42,835,660 | 939,250 | 335.75% | $35.14 | 13F |
| DTM | DT MIDSTREAM INC | 2.62% | 246,932 | $36,234,800 | 185,199 | 300% | $146.74 | 13F |
| VNOM | VIPER ENERGY INC | 2.12% | 692,812 | $29,375,228 | 519,609 | 300% | $42.4 | 13F |
| CIFR | CIPHER DIGITAL INC | 1.93% | 1,089,000 | $26,680,500 | 809,000 | 288.93% | $24.5 | 13F |
| EQT | EQT CORP | 1.92% | 499,796 | $26,574,152 | 374,847 | 300% | $53.17 | 13F |
| EXE | EXPAND ENERGY CORPORATION | 1.85% | 280,272 | $25,558,004 | 210,204 | 300% | $91.19 | 13F |
| PR | PERMIAN RESOURCES CORP | 1.84% | 1,381,728 | $25,437,612 | 1,036,296 | 300% | $18.41 | 13F |
| RIOT | RIOT PLATFORMS INC | 1.36% | 686,300 | $18,790,896 | 162,992 | 31.15% | $27.38 | 13F |
| RRC | RANGE RES CORP | 1.35% | 500,376 | $18,608,984 | 375,282 | 300% | $37.19 | 13F |
| GPOR | GULFPORT ENERGY CORP | 0.69% | 56,000 | $9,503,200 | 42,000 | 300% | $169.7 | 13F |
| INR | INFINITY NAT RES INC | 0.61% | 663,944 | $8,432,088 | 497,958 | 300% | $12.7 | 13F |
| PAA | PLAINS ALL AMERN PIPELINE L | 0.4% | 250,196 | $5,569,364 | 187,647 | 300% | $22.26 | 13F |
| CRK | COMSTOCK RES INC | -149,210 | Exited | 13F | ||||
| VG | VENTURE GLOBAL INC | -846,300 | Exited | 13F |