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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 14.5% | 2,950,100 | $42,569,943 | 2,512,600 | 574.31% | $14.43 | 13F |
| ROAD | CONSTRUCTION PARTNERS INC | 7.76% | 205,000 | $22,779,600 | 20,000 | 10.81% | $111.12 | 13F |
| AER | AERCAP HOLDINGS NV | 7.67% | 164,000 | $22,497,520 | 44,000 | 36.67% | $137.18 | 13F |
| FLS | FLOWSERVE CORP | 6.26% | 250,000 | $18,377,500 | 194,000 | 346.43% | $73.51 | 13F |
| CDNL | CARDINAL INFRASTRUCTURE GROUP | 4.3% | 318,000 | $12,610,290 | 187,000 | 142.75% | $39.66 | 13F |
| FIX | COMFORT SYSTEMS USA INC | 3.95% | 8,400 | $11,583,516 | 900 | 12% | $1378.99 | 13F |
| STEP | STEPSTONE GROUP INC | 3.86% | 237,216 | $11,319,948 | 107,216 | 82.47% | $47.72 | 13F |
| STRL | STERLING INFRASTRUCTURE INC | 3.68% | 26,500 | $10,792,655 | 16,167 | 156.46% | $407.27 | 13F |
| CIFR | CIPHER MINING INC | 3.41% | 777,000 | $9,999,990 | 705,200 | 982.17% | $12.87 | 13F |
| MRX | MAREX GROUP PLC | 3.05% | 200,996 | $8,960,402 | 10,096 | 5.29% | $44.58 | 13F |
| GOOGL | ALPHABET INC | 2.58% | 26,352 | $7,577,781 | 4,352 | 19.78% | $287.56 | 13F |