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
PROSHARES TR CALL 74350P675 555 5,000 SH SOLE 5,000 0 0
AAR CORP COM 000361105 11,434 80,000 SH SOLE 80,000 0 0
AT&T INC COM 00206R102 2,484 120,000 SH SOLE 120,000 0 0
ARK ETF TR ETF 00214Q302 5,048 120,000 SH SOLE 120,000 0 0
ARK ETF TR ETF 00214Q807 1,365 40,000 SH SOLE 40,000 0 0
ASP ISOTOPES INC COM 00218A105 622 100,000 SH SOLE 100,000 0 0
ABBOTT LABORATORIES COM 002824100 8,167 90,000 SH SOLE 90,000 0 0
ABBVIE INC COM 00287Y109 23,277 92,500 SH SOLE 92,500 0 0
AEROVIRONMENT INC COM 008073108 11,555 70,000 SH SOLE 70,000 0 0
OKLO INC COM 02156V109 523 10,000 SH SOLE 10,000 0 0
AMAZON COM INC COM 023135106 3,575 15,000 SH SOLE 15,000 0 0
AXON ENTERPRISE INC COM 05464C101 5,606 10,000 SH SOLE 10,000 0 0
BP PLC COM 055622104 7,390 200,000 SH SOLE 200,000 0 0
BHP BILLITON LIMITED COM 088606108 3,332 40,000 SH SOLE 40,000 0 0
BIOGEN INC COM 09062X103 2,161 10,000 SH SOLE 10,000 0 0
BLACKROCK RES & COMMODITIES ETF 09257A108 2,309 204,174 SH SOLE 204,174 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,795 170,000 SH SOLE 170,000 0 0
CVS HEALTH CORP COM 126650100 1,035 10,000 SH SOLE 10,000 0 0
THE CAMPBELLS COMPANY COM 134429109 2,116 95,000 SH SOLE 95,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 3,492 40,300 SH SOLE 40,300 0 0
CHEVRON CORPORATION COM 166764100 18,108 109,240 SH SOLE 109,240 0 0
CONOCOPHILLIPS COM 20825C104 5,718 55,000 SH SOLE 55,000 0 0
DELL TECHNOLOGIES INC COM 24703L202 30,677 71,100 SH SOLE 71,100 0 0
DOMINION ENERGY INC COM 25746U109 7,512 110,000 SH SOLE 110,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 19,008 150,166 SH SOLE 150,166 0 0
ENI SPA COM 26874R108 469 10,000 SH SOLE 10,000 0 0
ENBRIDGE INC COM 29250N105 4,159 76,720 SH SOLE 76,720 0 0
ENERSYS COM 29275Y102 2,338 10,000 SH SOLE 10,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,514 150,000 SH SOLE 150,000 0 0
EVE HLDG INC COM 29970N104 80 31,948 SH SOLE 31,948 0 0
EXELIXIS INC COM 30161Q104 1,088 20,000 SH SOLE 20,000 0 0
EXXON MOBIL CORP COM 30231G102 14,356 105,000 SH SOLE 105,000 0 0
FIREFLY AEROSPACE INC COM 31816X106 294 10,000 SH SOLE 10,000 0 0
FLUOR CORP COM 343412102 5,763 110,000 SH SOLE 110,000 0 0
FLUENCE ENERGY INC COM 34379V103 6,560 330,000 SH SOLE 330,000 0 0
FREEPORT MCMORAN INC COM 35671D857 9,434 150,000 SH SOLE 150,000 0 0
GENERAL DYNAMICS CORP COM 369550108 7,085 20,000 SH SOLE 20,000 0 0
GLOBAL X FDS ETF 37950E259 1,150 12,600 SH SOLE 12,600 0 0
GLOBAL X FDS ETF 37954Y855 2,348 30,000 SH SOLE 30,000 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 3,892 230,000 SH SOLE 230,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 17,716 63,000 SH SOLE 63,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,194 40,000 SH SOLE 40,000 0 0
ISHARES INC ETF 464286400 345 10,000 SH SOLE 10,000 0 0
ISHARES INC ETF 464286822 752 10,000 SH SOLE 10,000 0 0
ISHARES TR ETF 464287390 270 8,000 SH SOLE 8,000 0 0
JACOBS SOLUTIONS INC COM 46982L108 1,260 10,000 SH SOLE 10,000 0 0
JAMES RIV GROUP HOLDINGS INC COM 46990A102 722 164,071 SH SOLE 164,071 0 0
JOHNSON & JOHNSON COM 478160104 19,048 75,000 SH SOLE 75,000 0 0
KINDER MORGAN INC DEL COM 49456B101 6,394 200,000 SH SOLE 200,000 0 0
KRAFT HEINZ CO COM 500754106 2,362 100,000 SH SOLE 100,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 5,983 120,000 SH SOLE 120,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 6,974 24,000 SH SOLE 24,000 0 0
LOCKHEED MARTIN CORP COM 539830109 18,646 36,600 SH SOLE 36,600 0 0
MARKEL GROUP INC COM 570535104 3,906 2,000 SH SOLE 2,000 0 0
MICROSOFT CORP COM 594918104 21,449 57,500 SH SOLE 57,500 0 0
NANO NUCLEAR ENERGY INC COM 63010H108 529 25,000 SH SOLE 25,000 0 0
NEXTERA ENERGY INC COM 65339F101 1,755 20,000 SH SOLE 20,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,327 30,093 SH SOLE 30,093 0 0
NUSCALE PWR CORP COM 67079K100 2,336 232,890 SH SOLE 232,890 0 0
PARSONS CORP DEL COM 70202L102 597 11,387 SH SOLE 11,387 0 0
PFIZER INC COM 717081103 8,669 360,000 SH SOLE 360,000 0 0
PHILLIPS 66 COM 718546104 7,185 42,500 SH SOLE 42,500 0 0
RTX CORPORATION COM 75513E101 17,770 93,662 SH SOLE 93,662 0 0
REDWIRE CORPORATION COM 75776W103 4,036 330,000 SH SOLE 330,000 0 0
RIO TINTO PLC COM 767204100 7,594 80,000 SH SOLE 80,000 0 0
SOUTHERN CO COM 842587107 1,914 20,000 SH SOLE 20,000 0 0
TC ENERGY CORP COM 87807B107 663 10,000 SH SOLE 10,000 0 0
TEMPUS AI INC COM 88023B103 2,317 40,000 SH SOLE 40,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,507 5,000 SH SOLE 5,000 0 0
VALERO ENERGY CORP COM 91913Y100 2,604 10,000 SH SOLE 10,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 7,113 168,000 SH SOLE 168,000 0 0
WALMART INC COM 931142103 6,229 55,000 SH SOLE 55,000 0 0
WILLIAMS COS INC COM 969457100 3,717 50,000 SH SOLE 50,000 0 0
YORK SPACE SYSTEMS INC COM 987084100 985 40,000 SH SOLE 40,000 0 0
ROYALTY PHARMA PLC COM G7709Q104 1,121 20,000 SH SOLE 20,000 0 0
CRISPR THERAPEUTICS AG COM H17182108 1,914 35,100 SH SOLE 35,100 0 0