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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EE | EXCELERATE ENERGY INC | 1.1% | 650,000 | $24,693,500 | 325,000 | New | $37.99 | 13F |
| KGS | KODIAK GAS SVCS INC | 1.01% | 300,000 | $22,539,000 | 300,000 | New | $75.13 | 13F |
| VG | VENTURE GLOBAL INC | 0.69% | 1,389,000 | $15,459,570 | 1,389,000 | New | $11.13 | 13F |
| IRDM | IRIDIUM COMMUNICATIONS INC | 0.58% | 236,000 | $12,944,600 | 236,000 | New | $54.85 | 13F |
| ENTG | ENTEGRIS INC | 0.47% | 59,000 | $10,611,740 | 59,000 | New | $179.86 | 13F |
| EROK | EAGLEROCK LD LLC | 0.45% | 470,000 | $9,987,500 | 470,000 | New | $21.25 | 13F |
| NBIS | NEBIUS GROUP N.V. | 0.39% | 31,300 | $8,644,121 | 31,300 | New | $276.17 | 13F |
| D | DOMINION ENERGY INC | 0.36% | 117,000 | $7,989,930 | 117,000 | New | $68.29 | 13F |
| ARKO | ARKO CORP | 0.31% | 850,000 | $6,825,500 | 850,000 | New | $8.03 | 13F |
| ECL | ECOLAB INC | 0.12% | 10,000 | $2,786,100 | 10,000 | New | $278.61 | 13F |
| ENPH | ENPHASE ENERGY INC | 0.09% | 40,000 | $1,969,600 | 40,000 | New | $49.24 | 13F |
| SEDG | SOLAREDGE TECHNOLOGIES INC | 0.09% | 35,000 | $2,045,400 | 35,000 | New | $58.44 | 13F |
| CORZ | CORE SCIENTIFIC INC NEW | 0.00802% | 7,000 | $179,130 | 7,000 | New | $25.59 | 13F |
| QS | QUANTUMSCAPE CORP | 0.00677% | 20,000 | $151,200 | 20,000 | New | $7.56 | 13F |
| CRWV | COREWEAVE INC | 0.00668% | 1,500 | $149,310 | 1,500 | New | $99.54 | 13F |