The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES TR ETF 46429B655 3,980 78,000 SH SOLE 78,000 0 0
ISHARES U S ETF TR ETF 46431W507 5,110 100,000 SH SOLE 100,000 0 0
AAR CORP COM 000361105 6,535 95,000 SH SOLE 95,000 0 0
ABBOTT LABS COM 002824100 5,440 40,000 SH SOLE 40,000 0 0
ABBVIE INC COM 00287Y109 17,170 92,500 SH SOLE 92,500 0 0
AECON GROUP ORD COM 00762V109 599 40,000 SH SOLE 40,000 0 0
AEROVIRONMENT INC COM 008073108 19,947 70,000 SH SOLE 70,000 0 0
AMAZON COM INC COM 023135106 3,291 15,000 SH SOLE 15,000 0 0
ARK ETF TR ETF 00214Q807 1,933 80,000 SH SOLE 80,000 0 0
AT&T INC COM 00206R102 4,917 169,900 SH SOLE 169,900 0 0
BHP GROUP LTD COM 088606108 2,885 60,000 SH SOLE 60,000 0 0
BLACKROCK RES & COMMODITIES ETF 09257A108 1,929 204,174 SH SOLE 204,174 0 0
BP PLC COM 055622104 6,884 230,000 SH SOLE 230,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,869 170,000 SH SOLE 170,000 0 0
CAMECO CORP COM 13321L108 3,712 50,000 SH SOLE 50,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 3,195 40,300 SH SOLE 40,300 0 0
CHEVRON CORP NEW COM 166764100 17,074 119,240 SH SOLE 119,240 0 0
CONOCOPHILLIPS COM 20825C104 4,936 55,000 SH SOLE 55,000 0 0
CVS HEALTH CORP COM 126650100 15,865 230,000 SH SOLE 230,000 0 0
DELL TECHNOLOGIES INC COM 24703L202 11,034 90,000 SH SOLE 90,000 0 0
DOMINION ENERGY INC COM 25746U109 6,217 110,000 SH SOLE 110,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 17,720 150,166 SH SOLE 150,166 0 0
ENBRIDGE INC COM 29250N105 3,477 76,720 SH SOLE 76,720 0 0
ENERSYS COM 29275Y102 3,373 39,321 SH SOLE 39,321 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,652 150,000 SH SOLE 150,000 0 0
EXXON MOBIL CORP COM 30231G102 12,397 115,000 SH SOLE 115,000 0 0
FLUENCE ENERGY INC COM 34379V103 3,892 580,000 SH SOLE 580,000 0 0
FLUOR CORP NEW COM 343412102 5,640 110,000 SH SOLE 110,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 7,370 170,000 SH SOLE 170,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,833 20,000 SH SOLE 20,000 0 0
GLOBAL X FDS ETF 37954Y855 1,152 30,000 SH SOLE 30,000 0 0
HALEON PLC COM 405552100 1,037 100,000 SH SOLE 100,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 409 20,000 SH SOLE 20,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 21,519 73,000 SH SOLE 73,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 603 20,000 SH SOLE 20,000 0 0
ISHARES TR ETF 46429B598 1,114 20,000 SH SOLE 20,000 0 0
JOHNSON & JOHNSON COM 478160104 11,456 75,000 SH SOLE 75,000 0 0
KELLANOVA COM 487836108 636 8,000 SH SOLE 8,000 0 0
KINDER MORGAN INC DEL COM 49456B101 5,880 200,000 SH SOLE 200,000 0 0
KRAFT HEINZ CO COM 500754106 2,066 80,000 SH SOLE 80,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 8,129 175,000 SH SOLE 175,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,020 24,000 SH SOLE 24,000 0 0
LOCKHEED MARTIN CORP COM 539830109 16,951 36,600 SH SOLE 36,600 0 0
MARKEL GROUP INC COM 570535104 3,995 2,000 SH SOLE 2,000 0 0
MICROSOFT CORP COM 594918104 31,088 62,500 SH SOLE 62,500 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 862 25,000 SH SOLE 25,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 22,546 45,093 SH SOLE 45,093 0 0
NUSCALE PWR CORP COM 67079K100 8,818 222,890 SH SOLE 222,890 0 0
OKLO INC COM 02156V109 3,359 60,000 SH SOLE 60,000 0 0
PARSONS CORP DEL COM 70202L102 718 10,000 SH SOLE 10,000 0 0
PFIZER INC COM 717081103 12,120 500,000 SH SOLE 500,000 0 0
PHILLIPS 66 COM 718546104 5,070 42,500 SH SOLE 42,500 0 0
PROSHARES TR ETF 74347G192 1,957 100,000 SH SOLE 100,000 0 0
PROSHARES TR II ETF 74347Y730 3,750 80,000 SH SOLE 80,000 0 0
REDWIRE CORPORATION COM 75776W103 3,260 200,000 SH SOLE 200,000 0 0
RIO TINTO PLC COM 767204100 7,583 130,000 SH SOLE 130,000 0 0
RTX CORPORATION COM 75513E101 15,137 103,662 SH SOLE 103,662 0 0
SOUTH BOW CORP COM 83671M105 52 2,000 SH SOLE 2,000 0 0
SOUTHERN CO COM 842587107 1,837 20,000 SH SOLE 20,000 0 0
SPIRE INC COM 84857L101 1,145 15,690 SH SOLE 15,690 0 0
TC ENERGY CORP COM 87807B107 488 10,000 SH SOLE 10,000 0 0
AES CORP COM 00130H105 842 80,000 SH SOLE 80,000 0 0
THE CAMPBELLS COMPANY COM 134429109 460 15,000 SH SOLE 15,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,649 9,000 SH SOLE 9,000 0 0
VALERO ENERGY CORP COM 91913Y100 2,688 20,000 SH SOLE 20,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,106 118,000 SH SOLE 118,000 0 0
VIATRIS INC COM 92556V106 536 60,000 SH SOLE 60,000 0 0
WALMART INC COM 931142103 10,267 105,000 SH SOLE 105,000 0 0
WILLIAMS COS INC COM 969457100 6,909 110,000 SH SOLE 110,000 0 0
WOODSIDE ENERGY GROUP LTD COM 980228308 655 42,456 SH SOLE 42,456 0 0
CALL ON SQQQ 07/18/2025 @ 24.0 OPTION 74347G192 16 1,000 SH Call SOLE 1,000 0 0