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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | 7.67% | 7,997,600 | $154,353,680 | 6,000 | 0.08% | $19.3 | 13F |
| WMB | WILLIAMS COS INC | 6.15% | 1,700,100 | $123,733,278 | 105,000 | 6.58% | $72.78 | 13F |
| KNTK | KINETIK HOLDINGS INC | 4.51% | 1,874,000 | $90,720,340 | 30,600 | 1.66% | $48.41 | 13F |
| WES | WESTERN MIDSTREAM PARTNERS L | 3.43% | 1,676,900 | $69,037,973 | 136,000 | 8.83% | $41.17 | 13F |
| PBA | PEMBINA PIPELINE CORP | 3.02% | 1,357,100 | $60,743,796 | 10,000 | 0.74% | $44.76 | 13F |
| ENB | ENBRIDGE INC | 2.69% | 1,001,500 | $54,221,210 | 400,000 | 66.5% | $54.14 | 13F |
| MPC | MARATHON PETE CORP | 1.73% | 142,800 | $34,868,904 | 60,300 | 73.09% | $244.18 | 13F |
| EQT | EQT CORP | 1.27% | 403,258 | $25,663,339 | 59,000 | 17.14% | $63.64 | 13F |
| NRG | NRG ENERGY INC | 1.24% | 170,500 | $24,916,870 | 8,500 | 5.25% | $146.14 | 13F |
| MTZ | MASTEC INC | 1.13% | 70,900 | $22,811,366 | 400 | 0.57% | $321.74 | 13F |
| SEI | SOLARIS ENERGY INFRAS INC | 1.09% | 388,000 | $21,925,880 | 327,000 | 536.07% | $56.51 | 13F |
| PRIM | PRIMORIS SVCS CORP | 1.08% | 152,000 | $21,742,080 | 25,000 | 19.69% | $143.04 | 13F |
| AGX | ARGAN INC | 1.03% | 38,000 | $20,696,700 | 3,000 | 8.57% | $544.65 | 13F |
| BE | BLOOM ENERGY CORP | 0.91% | 135,000 | $18,291,150 | 20,000 | 17.39% | $135.49 | 13F |
| DY | DYCOM INDS INC | 0.61% | 36,000 | $12,197,520 | 21,000 | 140% | $338.82 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.58% | 30,000 | $11,712,300 | 5,000 | 20% | $390.41 | 13F |
| PANW | PALO ALTO NETWORKS INC | 0.57% | 72,000 | $11,543,040 | 25,000 | 53.19% | $160.32 | 13F |
| DOCN | DIGITALOCEAN HLDGS INC | 0.56% | 132,200 | $11,340,116 | 16,200 | 13.97% | $85.78 | 13F |
| NET | CLOUDFLARE INC | 0.51% | 50,000 | $10,317,000 | 20,000 | 66.67% | $206.34 | 13F |
| NEE | NEXTERA ENERGY INC | 0.44% | 95,000 | $8,823,600 | 45,000 | 90% | $92.88 | 13F |
| IREN | IREN LIMITED | 0.27% | 157,000 | $5,381,960 | 4,000 | 2.61% | $34.28 | 13F |
| SNOW | SNOWFLAKE INC | 0.22% | 29,000 | $4,373,780 | 6,000 | 26.09% | $150.82 | 13F |
| CLSK | CLEANSPARK INC | 0.01% | 32,000 | $272,320 | 12,000 | 60% | $8.51 | 13F |