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 1,466,000 100,000 SH SOLE 100,000 0 0
ALASKA AIR GROUP INC COM 011659109 783,000 15,000 SH SOLE 15,000 0 0
ALBEMARLE CORP COM 012653101 337,575 2,500 SH SOLE 2,500 0 0
ALPHABET INC CAP STK CL A 02079K305 10,363,730 29,000 SH SOLE 29,000 0 0
ALPHABET INC CAP STK CL C 02079K107 2,208,313 6,250 SH SOLE 6,250 0 0
AMAZON COM INC COM 023135106 5,005,140 21,000 SH SOLE 21,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 8,990,190 29,700 SH SOLE 29,700 0 0
CAMECO CORP COM 13321L108 203,720 2,000 SH SOLE 2,000 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 1,228,510 43,000 SH SOLE 43,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 227,536 1,600 SH SOLE 1,600 0 0
CHEMOURS CO COM 163851108 205,200 10,000 SH SOLE 10,000 0 0
CIENA CORP COM NEW 171779309 466,032 950 SH SOLE 950 0 0
COMFORT SYS USA INC COM 199908104 346,841 175 SH SOLE 175 0 0
DXC TECHNOLOGY CO COM 23355L106 247,800 28,000 SH SOLE 28,000 0 0
EXPAND ENERGY CORPORATION COM 165167735 412,179 4,520 SH SOLE 4,520 0 0
FIRST SOLAR INC COM 336433107 6,064,172 25,700 SH SOLE 25,700 0 0
FLUENCE ENERGY INC COM CL A 34379V103 974,120 49,000 SH SOLE 49,000 0 0
FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA 35473P710 680,624 10,300 SH SOLE 10,300 0 0
GE VERNOVA INC COM 36828A101 646,173 550 SH SOLE 550 0 0
LUMEN TECHNOLOGIES INC COM 550241103 2,111,846 274,980 SH SOLE 274,980 0 0
LUMENTUM HLDGS INC COM 55024U109 471,933 550 SH SOLE 550 0 0
MARATHON PETE CORP COM 56585A102 242,887 950 SH SOLE 950 0 0
META PLATFORMS INC CL A 30303M102 2,422,147 4,300 SH SOLE 4,300 0 0
MICRON TECHNOLOGY INC COM 595112103 67,583,680 58,550 SH SOLE 58,550 0 0
NETFLIX INC. COM 64110L106 292,740 4,100 SH SOLE 4,100 0 0
NUTRIEN LTD COM 67077M108 2,802,849 44,525 SH SOLE 44,525 0 0
NVIDIA CORPORATION COM 67066G104 1,200,540 6,000 SH SOLE 6,000 0 0
PHILIP MORRIS INTL INC COM 718172109 217,092 1,200 SH SOLE 1,200 0 0
PROCTER & GAMBLE CO COM 742718109 263,952 1,800 SH SOLE 1,800 0 0
QUALCOMM INC COM 747525103 3,603,405 19,500 SH SOLE 19,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,206,250 1,250 SH SOLE 1,250 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 241,380 3,000 SH SOLE 3,000 0 0
SOUTHWEST AIRLS CO COM 844741108 521,913 10,150 SH SOLE 10,150 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 25,311,210 53,000 SH SOLE 53,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 2,345,490 372,300 SH SOLE 372,300 0 0
UBS GROUP AG SHS H42097107 446,040 9,000 SH SOLE 9,000 0 0
VALERO ENERGY CORP COM 91913Y100 520,880 2,000 SH SOLE 2,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,927,600 140,000 SH SOLE 140,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 13,455,302 504,700 SH SOLE 504,700 0 0
WESTERN DIGITAL CORP COM 958102105 1,181,632 1,850 SH SOLE 1,850 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 472,400 40,000 SH SOLE 40,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 923,517 10,700 SH SOLE 10,700 0 0