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
AES CORP COM 00130H105 1,478,041 104,900 SH Put SOLE 104,900 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,411,256 30,800 SH Put SOLE 30,800 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,649,819 23,072 SH Put SOLE 23,072 0 0
ALBEMARLE CORP COM 012653101 912,371 5,082 SH Put SOLE 5,082 0 0
ALLIANT ENERGY CORP COM 018802108 1,831,172 25,518 SH Put SOLE 25,518 0 0
ALPHABET INC CAP STK CL A 02079K305 2,686,098 9,341 SH Put SOLE 9,341 0 0
AMAZON COM INC COM 023135106 2,221,408 10,666 SH Put SOLE 10,666 0 0
AMERICAN ELEC PWR CO INC COM 025537101 2,037,508 15,544 SH Put SOLE 15,544 0 0
AMERICAN EXPRESS CO COM 025816109 1,030,247 3,406 SH Put SOLE 3,406 0 0
AMERICAN FINANCIAL GROUP INC COM 025932104 641,743 5,025 SH Put SOLE 5,025 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 585,092 20,956 SH Put SOLE 20,956 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,928,123 65,490 SH Put SOLE 65,490 0 0
AMERICAN TOWER CORP COM 03027X100 589,878 3,418 SH Put SOLE 3,418 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 473,593 3,480 SH Put SOLE 3,480 0 0
ANALOG DEVICES INC COM 032654105 3,220,531 10,123 SH Put SOLE 10,123 0 0
AON PLC SHS CL A G0403H108 3,096,106 9,592 SH Put SOLE 9,592 0 0
APA CORPORATION COM 03743Q108 7,022,717 165,474 SH Put SOLE 165,474 0 0
APPLIED DIGITAL CORP COM NEW 038169207 565,558 23,823 SH Put SOLE 23,823 0 0
APPLIED MATLS INC COM 038222105 2,888,809 8,452 SH Put SOLE 8,452 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 441,528 4,047 SH Put SOLE 4,047 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 2,911,109 2,204 SH Put SOLE 2,204 0 0
ASSURANT INC COM 04621X108 7,994,063 36,702 SH Put SOLE 36,702 0 0
AURORA INNOVATION INC CLASS A COM 051774107 492,068 119,434 SH Put SOLE 119,434 0 0
AXIS CAP HLDGS LTD SHS G0692U109 2,385,772 23,526 SH Put SOLE 23,526 0 0
BOOKING HOLDINGS INC COM 09857L108 2,433,565 578 SH Put SOLE 578 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102 916,266 40,850 SH Put SOLE 40,850 0 0
BP PLC SPONSORED ADR 055622104 2,778,922 59,126 SH Put SOLE 59,126 0 0
BROADCOM INC COM 11135F101 4,635,222 14,976 SH Put SOLE 14,976 0 0
BUNGE GLOBAL SA COM SHS H11356104 2,517,542 19,792 SH Put SOLE 19,792 0 0
BURLINGTON STORES INC COM 122017106 3,312,368 10,180 SH Put SOLE 10,180 0 0
CALUMET INC COM 131428104 408,901 11,390 SH Put SOLE 11,390 0 0
CAMECO CORP COM 13321L108 5,462,214 50,292 SH Put SOLE 50,292 0 0
CAPITAL ONE FINL CORP COM 14040H105 2,848,280 15,613 SH Put SOLE 15,613 0 0
CARETRUST REIT INC COM 14174T107 3,087,286 84,237 SH Put SOLE 84,237 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,440,701 43,344 SH Put SOLE 43,344 0 0
CASEYS GEN STORES INC COM 147528103 577,921 794 SH Put SOLE 794 0 0
CBOE GLOBAL MKTS INC COM 12503M108 831,967 2,960 SH Put SOLE 2,960 0 0
CENTERPOINT ENERGY INC COM 15189T107 1,477,539 34,234 SH Put SOLE 34,234 0 0
CENTURY ALUM CO COM 156431108 683,386 11,644 SH Put SOLE 11,644 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,087,828 33,984 SH Put SOLE 33,984 0 0
CHUBB LTD SWITZ COM H1467J104 3,124,365 9,586 SH Put SOLE 9,586 0 0
CISCO SYS INC COM 17275R102 2,007,331 25,871 SH Put SOLE 25,871 0 0
CLOUDFLARE INC CL A COM 18915M107 1,762,144 8,540 SH Put SOLE 8,540 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 854,237 13,924 SH Put SOLE 13,924 0 0
COMFORT SYS USA INC COM 199908104 1,434,150 1,040 SH Put SOLE 1,040 0 0
CONOCOPHILLIPS COM 20825C104 7,136,184 54,062 SH Put SOLE 54,062 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,933,527 6,924 SH Put SOLE 6,924 0 0
CORPAY INC COM SHS 219948106 1,883,869 6,474 SH Put SOLE 6,474 0 0
DARLING INGREDIENTS INC COM 237266101 1,098,827 17,766 SH Put SOLE 17,766 0 0
DATADOG INC CL A COM 23804L103 1,519,304 12,870 SH Put SOLE 12,870 0 0
DOORDASH INC CL A 25809K105 1,683,782 11,214 SH Put SOLE 11,214 0 0
DOW HLDGS INC COM 260557103 2,072,504 49,760 SH Put SOLE 49,760 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 693,820 5,152 SH Put SOLE 5,152 0 0
EASTGROUP PPTYS INC COM 277276101 1,979,723 10,696 SH Put SOLE 10,696 0 0
EATON CORP PLC SHS G29183103 1,570,171 4,390 SH Put SOLE 4,390 0 0
ECHOSTAR CORP CL A 278768106 4,772,476 40,766 SH Put SOLE 40,766 0 0
ENSIGN GROUP INC COM 29358P101 799,955 3,970 SH Put SOLE 3,970 0 0
ENTERGY CORP NEW COM 29364G103 638,205 5,680 SH Put SOLE 5,680 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 322,603 65,041 SH Put SOLE 65,041 0 0
EQUINIX INC COM 29444U700 4,896,299 4,995 SH Put SOLE 4,995 0 0
EQUINOR ASA SPONSORED ADR 29446M102 838,936 19,880 SH Put SOLE 19,880 0 0
EQUITABLE HLDGS INC COM 29452E101 727,727 19,610 SH Put SOLE 19,610 0 0
EQUITY LIFESTYLE PROPERTIES COM 29472R108 391,249 6,268 SH Put SOLE 6,268 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,033,351 17,470 SH Put SOLE 17,470 0 0
EVERGY INC COM 30034W106 2,933,064 35,804 SH Put SOLE 35,804 0 0
EXPAND ENERGY CORPORATION COM 165167735 13,965,333 127,212 SH Put SOLE 127,212 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105 1,771,851 101,772 SH Put SOLE 101,772 0 0
EXXON MOBIL CORP COM 30231G102 5,629,319 33,180 SH Put SOLE 33,180 0 0
FEDEX CORP COM 31428X106 2,023,815 5,682 SH Put SOLE 5,682 0 0
FLUENCE ENERGY INC COM CL A 34379V103 298,055 21,661 SH Put SOLE 21,661 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,340,797 10,808 SH Put SOLE 10,808 0 0
GE VERNOVA INC COM 36828A101 2,117,655 2,426 SH Put SOLE 2,426 0 0
GLOBAL PMTS INC COM 37940X102 879,207 13,064 SH Put SOLE 13,064 0 0
GOLAR LNG LTD SHS G9456A100 2,295,887 42,430 SH Put SOLE 42,430 0 0
HAGERTY INC CL A COM 405166109 200,059 18,999 SH Put SOLE 18,999 0 0
HANOVER INS GROUP INC COM 410867105 757,886 4,372 SH Put SOLE 4,372 0 0
HAWAIIAN ELEC INDS INC MTN B COM 419870100 909,098 61,260 SH Put SOLE 61,260 0 0
HELMERICH & PAYNE INC COM 423452101 1,116,642 30,992 SH Put SOLE 30,992 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 951,305 39,954 SH Put SOLE 39,954 0 0
HOME DEPOT INC COM 437076102 1,051,132 3,196 SH Put SOLE 3,196 0 0
HUT 8 CORP COM 44812J104 476,371 10,155 SH Put SOLE 10,155 0 0
HYATT HOTELS CORP COM CL A 448579102 3,667,652 25,507 SH Put SOLE 25,507 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,331,491 27,540 SH Put SOLE 27,540 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,197,005 6,237 SH Put SOLE 6,237 0 0
INVITATION HOMES INC COM 46187W107 1,760,424 70,842 SH Put SOLE 70,842 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 783,024 22,842 SH Put SOLE 22,842 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 996,834 9,429 SH Put SOLE 9,429 0 0
KKR & CO INC COM 48251W104 677,285 7,322 SH Put SOLE 7,322 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 3,964,568 46,631 SH Put SOLE 46,631 0 0
LINDE PLC SHS G54950103 1,126,367 2,272 SH Put SOLE 2,272 0 0
LINEAGE INC COM 53566V106 669,352 20,432 SH Put SOLE 20,432 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,367,718 15,525 SH Put SOLE 15,525 0 0
LOUISIANA PAC CORP COM 546347105 1,403,202 19,288 SH Put SOLE 19,288 0 0
LPL FINL HLDGS INC COM 50212V100 617,905 2,054 SH Put SOLE 2,054 0 0
MARTIN MARIETTA MATLS INC COM 573284106 3,444,955 5,852 SH Put SOLE 5,852 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,515,247 11,038 SH Put SOLE 11,038 0 0
MATADOR RES CO COM 576485205 9,198,755 145,596 SH Put SOLE 145,596 0 0
META PLATFORMS INC CL A 30303M102 1,144,832 2,001 SH Put SOLE 2,001 0 0
MOODYS CORP COM 615369105 3,682,386 8,441 SH Put SOLE 8,441 0 0
MSCI INC COM 55354G100 2,734,937 5,074 SH Put SOLE 5,074 0 0
NASDAQ INC COM 631103108 5,140,769 60,558 SH Put SOLE 60,558 0 0
NEPTUNE INS HLDGS INC CL A 64073B103 518,029 21,415 SH Put SOLE 21,415 0 0
NETSTREIT CORP COM 64119V303 584,935 31,064 SH Put SOLE 31,064 0 0
NOBLE CORP PLC ORD SHS A G65431127 1,662,393 33,878 SH Put SOLE 33,878 0 0
OCCIDENTAL PETE CORP COM 674599105 2,122,900 32,660 SH Put SOLE 32,660 0 0
OCEANEERING INTL INC COM 675232102 1,212,010 34,170 SH Put SOLE 34,170 0 0
OGE ENERGY CORP COM 670837103 475,955 9,924 SH Put SOLE 9,924 0 0
ONEOK INC NEW COM 682680103 625,680 6,922 SH Put SOLE 6,922 0 0
ONTO INNOVATION INC COM 683344105 346,568 1,690 SH Put SOLE 1,690 0 0
OUTFRONT MEDIA INC COM NEW 69007J304 1,561,698 58,932 SH Put SOLE 58,932 0 0
OVINTIV INC COM 69047Q102 5,344,774 90,040 SH Put SOLE 90,040 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 1,661,589 26,526 SH Put SOLE 26,526 0 0
PAYLOCITY HLDG CORP COM 70438V106 3,449,285 31,926 SH Put SOLE 31,926 0 0
PBF ENERGY INC CL A 69318G106 1,758,130 36,920 SH Put SOLE 36,920 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 13,842,223 649,260 SH Put SOLE 649,260 0 0
PG&E CORP COM 69331C108 1,858,344 105,768 SH Put SOLE 105,768 0 0
PINNACLE WEST CAP CORP COM 723484101 1,257,159 12,478 SH Put SOLE 12,478 0 0
PPL CORP COM 69351T106 2,532,889 66,306 SH Put SOLE 66,306 0 0
PROFRAC HLDG CORP CLASS A COM 74319N100 328,017 52,906 SH Put SOLE 52,906 0 0
PUBLIC STORAGE OPER CO COM 74460D109 3,877,376 14,314 SH Put SOLE 14,314 0 0
Q2 HLDGS INC COM 74736L109 389,847 8,242 SH Put SOLE 8,242 0 0
QUINSTREET INC COM 74874Q100 180,907 15,063 SH Put SOLE 15,063 0 0
RANGE RES CORP COM 75281A109 5,572,863 123,348 SH Put SOLE 123,348 0 0
REGAL REXNORD CORPORATION COM 758750103 897,350 4,792 SH Put SOLE 4,792 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 786,424 3,852 SH Put SOLE 3,852 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,695,103 5,703 SH Put SOLE 5,703 0 0
RIOT PLATFORMS INC COM 767292105 394,024 31,879 SH Put SOLE 31,879 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 398,780 26,497 SH Put SOLE 26,497 0 0
ROKU INC COM CL A 77543R102 1,939,332 20,496 SH Put SOLE 20,496 0 0
ROSS STORES INC COM 778296103 1,933,206 8,924 SH Put SOLE 8,924 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 268,576 976 SH Put SOLE 976 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 915,134 9,918 SH Put SOLE 9,918 0 0
SAIA INC COM 78709Y105 3,195,243 9,096 SH Put SOLE 9,096 0 0
SCHWAB CHARLES CORP COM 808513105 1,997,451 21,254 SH Put SOLE 21,254 0 0
SEADRILL LTD COM G7997W102 6,436,885 141,470 SH Put SOLE 141,470 0 0
SELECTIVE INS GROUP INC COM 816300107 1,132,584 15,023 SH Put SOLE 15,023 0 0
SEMPRA COM 816851109 2,877,787 29,616 SH Put SOLE 29,616 0 0
SHERWIN WILLIAMS CO COM 824348106 1,788,669 5,580 SH Put SOLE 5,580 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 1,148,347 26,290 SH Put SOLE 26,290 0 0
SLB LIMITED COM STK 806857108 2,350,681 45,742 SH Put SOLE 45,742 0 0
SM ENERGY COMPANY COM 78454L100 2,808,258 90,066 SH Put SOLE 90,066 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 3,758,141 66,504 SH Put SOLE 66,504 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 2,862,397 37,584 SH Put SOLE 37,584 0 0
SOUTHERN CO COM 842587107 642,630 6,658 SH Put SOLE 6,658 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,731,382 7,695 SH Put SOLE 7,695 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,351,248 50,692 SH Put SOLE 50,692 0 0
SYNOPSYS INC COM 871607107 3,022,764 7,624 SH Put SOLE 7,624 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 4,876,281 14,429 SH Put SOLE 14,429 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,039,245 5,262 SH Put SOLE 5,262 0 0
TALEN ENERGY CORP COM 87422Q109 884,267 2,770 SH Put SOLE 2,770 0 0
TARGA RES CORP COM 87612G101 1,279,224 5,102 SH Put SOLE 5,102 0 0
TARGET CORP COM 87612E106 2,074,580 17,117 SH Put SOLE 17,117 0 0
TECHNIPFMC PLC COM G87110105 7,441,430 107,644 SH Put SOLE 107,644 0 0
TERAWULF INC COM 88080T104 216,421 14,998 SH Put SOLE 14,998 0 0
TERRENO RLTY CORP COM 88146M101 2,352,570 38,303 SH Put SOLE 38,303 0 0
TJX COS INC NEW COM 872540109 1,887,814 11,821 SH Put SOLE 11,821 0 0
T-MOBILE US INC COM 872590104 1,523,558 7,254 SH Put SOLE 7,254 0 0
TOTALENERGIES SE ACT F92124100 1,659,293 18,238 SH Put SOLE 18,238 0 0
TPG INC COM CL A 872657101 483,406 11,933 SH Put SOLE 11,933 0 0
TRANSUNION COM 89400J107 432,299 6,248 SH Put SOLE 6,248 0 0
TWFG INC COM CL A 87318A101 221,452 12,042 SH Put SOLE 12,042 0 0
UNION PAC CORP COM 907818108 2,794,497 11,518 SH Put SOLE 11,518 0 0
UNUM GROUP COM 91529Y106 2,543,270 34,825 SH Put SOLE 34,825 0 0
VALERO ENERGY CORP COM 91913Y100 6,024,305 24,382 SH Put SOLE 24,382 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 893,741 10,076 SH Put SOLE 10,076 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 1,138,842 15,090 SH Put SOLE 15,090 0 0
VISTRA CORP COM 92840M102 1,481,051 9,852 SH Put SOLE 9,852 0 0
VOYA FINANCIAL INC COM 929089100 1,329,302 19,457 SH Put SOLE 19,457 0 0
WALMART INC COM 931142103 2,111,269 16,988 SH Put SOLE 16,988 0 0
WASTE CONNECTIONS INC COM 94106B101 1,406,081 8,656 SH Put SOLE 8,656 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 3,059,852 32,352 SH Put SOLE 32,352 0 0
WEC ENERGY GROUP INC COM 92939U106 1,821,062 15,730 SH Put SOLE 15,730 0 0
WELLTOWER INC COM 95040Q104 2,547,691 12,886 SH Put SOLE 12,886 0 0
WILLIAMS COS INC COM 969457100 2,069,135 28,430 SH Put SOLE 28,430 0 0
WP CAREY INC COM 92936U109 2,987,250 43,956 SH Put SOLE 43,956 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,047,574 74,450 SH Put SOLE 74,450 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 1,921,562 23,903 SH Put SOLE 23,903 0 0