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
ANTERO RESOURCES CORP COM 03674X106 9,063,000 225,000 SH Call SOLE 225,000 0 0
CAMECO CORP COM 13321L108 7,794,150 105,000 SH SOLE 105,000 0 0
CAMECO CORP COM 13321L108 10,392,200 140,000 SH Put SOLE 140,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 12,176,000 50,000 SH SOLE 50,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 14,611,200 60,000 SH Put SOLE 60,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,036,168 21,800 SH SOLE 21,800 0 0
CONSTELLATION ENERGY CORP COM 21037T109 11,619,360 36,000 SH Put SOLE 36,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 3,414,000 200,000 SH Call SOLE 200,000 0 0
EQT CORP COM 26884L109 27,118,800 465,000 SH SOLE 465,000 0 0
EQT CORP COM 26884L109 27,993,600 480,000 SH Put SOLE 480,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 8,770,500 75,000 SH SOLE 75,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 8,770,500 75,000 SH Put SOLE 75,000 0 0
FIRST SOLAR INC COM 336433107 3,807,420 23,000 SH Call SOLE 23,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,175,990 119,400 SH SOLE 119,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857 8,670,000 200,000 SH Put SOLE 200,000 0 0
GE VERNOVA INC COM 36828A101 7,937,250 15,000 SH SOLE 15,000 0 0
GE VERNOVA INC COM 36828A101 8,730,975 16,500 SH Put SOLE 16,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 5,821,500 150,000 SH Put SOLE 150,000 0 0
HUT 8 CORP COM 44812J104 4,650,000 250,000 SH Call SOLE 250,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,065,000 100,000 SH SOLE 100,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 60,487,500 750,000 SH Put SOLE 750,000 0 0
KODIAK GAS SVCS INC COM 50012A108 6,854,000 200,000 SH SOLE 200,000 0 0
KODIAK GAS SVCS INC COM 50012A108 9,424,250 275,000 SH Put SOLE 275,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 1,494,500 350,000 SH Call SOLE 350,000 0 0
NRG ENERGY INC COM NEW 629377508 3,452,470 21,500 SH SOLE 21,500 0 0
NRG ENERGY INC COM NEW 629377508 5,218,850 32,500 SH Put SOLE 32,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 10,986,073 36,040 SH SOLE 36,040 0 0
SPDR GOLD TR GOLD SHS 78463V107 9,906,975 32,500 SH Call SOLE 32,500 0 0
SPDR GOLD TR GOLD SHS 78463V107 12,193,200 40,000 SH Put SOLE 40,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 185,355,000 300,000 SH Put SOLE 300,000 0 0
TALEN ENERGY CORP COM 87422Q109 15,992,350 55,000 SH SOLE 55,000 0 0
TALEN ENERGY CORP COM 87422Q109 5,815,400 20,000 SH Call SOLE 20,000 0 0
TALEN ENERGY CORP COM 87422Q109 17,446,200 60,000 SH Put SOLE 60,000 0 0
TECK RESOURCES LTD CL B 878742204 4,688,118 116,100 SH SOLE 116,100 0 0
TECK RESOURCES LTD CL B 878742204 6,662,700 165,000 SH Put SOLE 165,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,385,173 65,300 SH SOLE 65,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 14,125,100 110,000 SH Put SOLE 110,000 0 0
VISTRA CORP COM 92840M102 27,598,544 142,400 SH SOLE 142,400 0 0
VISTRA CORP COM 92840M102 32,947,700 170,000 SH Put SOLE 170,000 0 0
WILLIAMS COS INC COM 969457100 7,097,530 113,000 SH SOLE 113,000 0 0
WILLIAMS COS INC COM 969457100 12,562,000 200,000 SH Put SOLE 200,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 6,175,625 753,125 SH SOLE 753,125 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 9,020,000 1,100,000 SH Put SOLE 1,100,000 0 0