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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SUNC | SUNOCOCORP LLC | 0.61% | 200,000 | $12,330,000 | 200,000 | New | $61.65 | 13F |
| EE | EXCELERATE ENERGY INC | 0.54% | 325,000 | $10,861,500 | 325,000 | New | $33.42 | 13F |
| WTTR | SELECT WATER SOLUTIONS INC | 0.32% | 420,000 | $6,426,000 | 420,000 | New | $15.3 | 13F |
| MWH | SOLV ENERGY INC | 0.30% | 200,000 | $6,006,000 | 200,000 | New | $30.03 | 13F |
| XLE | SELECT SECTOR SPDR TR (Put) | 0.30% | 100,000 | $6,126,000 | 100,000 | New | $61.26 | 13F |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 0.27% | 202,500 | $5,424,975 | 202,500 | New | $26.79 | 13F |
| AMLP | ALPS ETF TR (Put) | 0.26% | 100,000 | $5,264,000 | 100,000 | New | $52.64 | 13F |
| DUK | DUKE ENERGY CORP NEW | 0.23% | 35,000 | $4,582,900 | 35,000 | New | $130.94 | 13F |
| STRL | STERLING INFRASTRUCTURE INC | 0.23% | 11,550 | $4,703,969 | 11,550 | New | $407.27 | 13F |
| CIFR | CIPHER DIGITAL INC | 0.11% | 170,000 | $2,187,900 | 170,000 | New | $12.87 | 13F |
| GLNG | GOLAR LNG LTD | 0.02% | 7,000 | $378,770 | 7,000 | New | $54.11 | 13F |