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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 18.28% | 2,695,200 | $66,571,440 | -254,900 | -8.64% | $24.7 | 13F |
| LGN | LEGENCE CORP | 8.48% | 362,199 | $30,870,221 | -148,501 | -29.08% | $85.23 | 13F |
| TLN | TALEN ENERGY CORP | 5.74% | 54,400 | $20,903,744 | -8,102 | -12.96% | $384.26 | 13F |
| CIFR | CIPHER DIGITAL INC | 5.19% | 771,283 | $18,896,434 | -5,717 | -0.74% | $24.5 | 13F |
| AER | AERCAP HOLDINGS NV | 5.12% | 127,802 | $18,630,976 | -36,198 | -22.07% | $145.78 | 13F |
| HUT | HUT 8 CORP | 4.13% | 130,339 | $15,046,986 | -19,461 | -12.99% | $115.45 | 13F |
| STRL | STERLING INFRASTRUCTURE INC | 3.96% | 17,196 | $14,433,635 | -9,304 | -35.11% | $839.36 | 13F |
| FLS | FLOWSERVE CORP | 2.91% | 143,000 | $10,604,880 | -107,000 | -42.8% | $74.16 | 13F |
| FIX | COMFORT SYSTEMS USA INC | 1.32% | 2,417 | $4,790,373 | -5,983 | -71.23% | $1981.95 | 13F |
| MRX | MAREX GROUP PLC | 1.32% | 79,037 | $4,817,305 | -121,959 | -60.68% | $60.95 | 13F |