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
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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
Albemarle Corp ALB US 04/02/26 P170 012653101 63,750 750 SH Put SOLE 750 0 0
Amarin Corp PLC AMARIN CORP PLC -ADR 023111206 225,523 15,596 SH SOLE 15,596 0 0
Antero Resources Corp ANTERO RESOURCES CORP 03674X106 2,865,167 67,511 SH SOLE 67,511 0 0
Barclays PLC BARCLAYS PLC-SPONS ADR 06738E204 1,404,577 66,379 SH SOLE 66,379 0 0
Bloom Energy Corp BLOOM ENERGY CORP 0.000% 11/15/30 CVT 093712AN7 1,170,748 1,105,000 SH SOLE 1,105,000 0 0
United States Brent Oil Fund LP BNO US 04/17/26 C50 91167Q100 550,000 1,000 SH Call SOLE 1,000 0 0
Braskem SA BRASKEM SA-CLASS A- ADR 105532105 2,013,000 550,000 SH SOLE 550,000 0 0
Berkshire Hathaway Inc BRKB US 12/15/28 P480 084670702 310,712 6 SH Put SOLE 6 0 0
Cameco Corp CCJ US 04/17/26 P100 13321L108 80,500 350 SH Put SOLE 350 0 0
CF Industries Holdings Inc CF US 04/17/26 C125 125269100 175,600 200 SH Call SOLE 200 0 0
Cheniere Energy Inc CHENIERE ENERGY INC 16411R208 709,400 2,500 SH SOLE 2,500 0 0
Chevron Corp CHEVRON CORP 166764100 207 1 SH SOLE 1 0 0
Cigna Group/The CI US 01/21/28 C280 125523100 14,189 3 SH SOLE 3 0 0
Cibus Inc CIBUS INC 17166A101 65,356 33,008 SH Call SOLE 33,008 0 0
Centene Corp CNC US 01/21/28 C30 15135B101 16,221 15 SH SOLE 15 0 0
Copart Inc COPART INC 217204106 6,640 200 SH SOLE 200 0 0
Coupang Inc COUPANG INC 22266T109 1,038,627 55,012 SH SOLE 55,012 0 0
Darling Ingredients Inc DARLING INGREDIENTS INC 237266101 4,983,255 80,570 SH SOLE 80,570 0 0
DBV Technologies SA DBV TECHNOLOGIES SA-SPON ADR 23306J309 146,230 7,000 SH Call SOLE 7,000 0 0
Dow Inc DOW US 04/17/26 C40 260557103 265,000 1,000 SH Call SOLE 1,000 0 0
Elevance Health Inc ELEVANCE HEALTH INC 036752103 6,181,253 21,102 SH SOLE 21,102 0 0
Elevance Health Inc ELV US 01/15/27 C310 036752103 10,570 3 SH SOLE 3 0 0
Elevance Health Inc ELV US 01/21/28 C330 036752103 9,648 2 SH SOLE 2 0 0
Expand Energy Corp EXPAND ENERGY CORP 165167735 11,968,870 109,026 SH SOLE 109,026 0 0
First Solar Inc FIRST SOLAR INC 336433107 3,635,107 18,428 SH SOLE 18,428 0 0
Forgent Power Solutions Inc FORGENT POWER SOLUTIONS INC 34631F102 1,922,042 66,015 SH SOLE 66,015 0 0
Hurco Cos Inc HURCO COMPANIES INC 447324104 5,208,340 354,068 SH SOLE 354,068 0 0
Kinetik Holdings Inc KINETIK HOLDINGS INC 02215L209 2,879,646 60,688 SH SOLE 60,688 0 0
Kinsale Capital Group Inc KINSALE CAPITAL GROUP INC 49714P108 598,922 1,753 SH SOLE 1,753 0 0
Largo Inc LARGO INC 517097101 851,333 760,119 SH SOLE 760,119 0 0
MaxCyte Inc MAXCYTE INC 57777K106 1,538,489 2,190,020 SH SOLE 2,190,020 0 0
Meta Platforms Inc META PLATFORMS INC-CLASS A 30303M102 278,627 487 SH SOLE 487 0 0
Micron Technology Inc MICRON TECHNOLOGY INC 595112103 3,727,727 11,034 SH SOLE 11,034 0 0
Microsoft Corp MICROSOFT CORP 594918104 1,073,121 2,899 SH SOLE 2,899 0 0
Molina Healthcare Inc MOH US 01/21/28 C150 60855R100 11,365 3 SH SOLE 3 0 0
Molina Healthcare Inc MOLINA HEALTHCARE INC 60855R100 3,836,907 28,784 SH SOLE 28,784 0 0
Moody's Corp MOODY'S CORP 615369105 88,120 202 SH SOLE 202 0 0
MP Materials Corp MP US 04/10/26 C50 553368101 262,500 1,500 SH Call SOLE 1,500 0 0
Nouveau Monde Graphite Inc NOUVEAU MONDE GRAPHITE INC 66979W842 268,800 120,000 SH SOLE 120,000 0 0
Nova Minerals Ltd NOVA MINERALS LTD-ADR 66982D104 352,200 60,000 SH SOLE 60,000 0 0
Novo Nordisk A/S NOVO-NORDISK A/S-SPONS ADR 670100205 1,334,088 35,445 SH SOLE 35,445 0 0
PBF Energy Inc PBF ENERGY INC-CLASS A 69318G106 3,178,396 66,745 SH Call SOLE 66,745 0 0
Progressive Corp/The PROGRESSIVE CORP 743315103 38,604 202 SH SOLE 202 0 0
Invesco QQQ Trust Series 1 QQQ US 06/16/28 P590 46090E103 21,694 3 SH Put SOLE 3 0 0
Invesco QQQ Trust Series 1 QQQ US 12/15/28 P560 46090E103 13,156 2 SH Put SOLE 2 0 0
Range Resources Corp RANGE RESOURCES CORP 75281A109 3,399,659 75,247 SH SOLE 75,247 0 0
Robinhood Markets Inc ROBINHOOD MARKETS INC - A 770700102 194,040 2,800 SH SOLE 2,800 0 0
Rocket Cos Inc ROCKET COS INC-CLASS A 77311W101 1,081,005 75,860 SH SOLE 75,860 0 0
S&P Global Inc S&P GLOBAL INC 78409V104 81,160 202 SH SOLE 202 0 0
SLB Ltd SLB LTD 806857108 838,572 16,000 SH SOLE 16,000 0 0
VanEck Semiconductor ETF SMH US 12/15/28 P360 92189F676 13,832 2 SH Put SOLE 2 0 0
Tandy Leather Factory Inc TANDY LEATHER FACTORY INC 87538X105 475,202 205,717 SH SOLE 205,717 0 0
TIC Solutions Inc TIC SOLUTIONS INC 00510N102 282,940 43,000 SH SOLE 43,000 0 0
UnitedHealth Group Inc UNH US 01/21/28 C280 91324P102 15,896 3 SH SOLE 3 0 0
UnitedHealth Group Inc UNH US 12/17/27 C350 91324P102 2,812 1 SH SOLE 1 0 0
United Parcel Service Inc UNITED PARCEL SERVICE-CL B 911312106 1,081,196 10,990 SH SOLE 10,990 0 0
United States Antimony Corp UNITED STATES ANTIMONY CORP 911549103 611,100 70,000 SH SOLE 70,000 0 0
UnitedHealth Group Inc UNITEDHEALTH GROUP INC 91324P102 4,924,636 18,214 SH SOLE 18,214 0 0
UWM Holdings Corp UWM HOLDINGS CORP 91823B109 2,047,579 554,900 SH SOLE 554,900 0 0
Venture Global Inc VENTURE GLOBAL INC-CL A 92333F101 330,960 21,000 SH SOLE 21,000 0 0
Venture Global Inc VG US 04/17/26 C20 92333F101 105,000 5,000 SH Call SOLE 5,000 0 0
Westwater Resources Inc WESTWATER RESOURCES INC 961684206 375,993 575,000 SH SOLE 575,000 0 0
Zoetis Inc ZOETIS INC 98978V103 7,658,801 74,594 SH Call SOLE 74,594 0 0