| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC | 1.62% | 68,000 | $6,769,000 | 68,000 | New | $99.54 | 13F |
| GLNG | GOLAR LNG LTD | 1.45% | 160,000 | $6,079,000 | 160,000 | New | $37.99 | 13F |
| WULF | TERAWULF INC | 0.36% | 559,000 | $1,527,000 | 559,000 | New | $2.73 | 13F |
| VST | VISTRA CORP | 0.34% | 12,000 | $1,409,000 | 12,000 | New | $117.42 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 0.23% | 5,000 | $980,000 | 5,000 | New | $196 | 13F |
| CIFR | CIPHER MINING INC | 0.15% | 269,000 | $619,000 | 269,000 | New | $2.3 | 13F |
| HUT | HUT 8 CORP | 0.12% | 45,000 | $518,000 | 45,000 | New | $11.51 | 13F |