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
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108 3,597,000 150,000 SH SOLE 150,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 8,208,600 60,000 SH SOLE 60,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 5,710,250 251,000 SH SOLE 251,000 0 0
ARGAN INC COM 04010E109 36,334,025 45,500 SH SOLE 45,500 0 0
ARKO CORP COM 041242108 6,825,500 850,000 SH SOLE 850,000 0 0
ARKO PETE CORP CL A COM 04124A100 5,655,000 300,000 SH SOLE 300,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 41,439,630 136,900 SH SOLE 136,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208 80,737,578 337,800 SH SOLE 1 337,800 0 0
CIPHER DIGITAL INC COM 17253J106 5,267,500 215,000 SH SOLE 215,000 0 0
CLEANSPARK INC COM NEW 18452B209 465,600 32,000 SH SOLE 32,000 0 0
CLOUDFLARE INC CL A COM 18915M107 14,716,800 60,000 SH SOLE 60,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 26,575,590 107,000 SH SOLE 107,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 179,130 7,000 SH SOLE 7,000 0 0
COREWEAVE INC COM CL A 21873S108 149,310 1,500 SH SOLE 1,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,131,060 29,000 SH SOLE 29,000 0 0
DIGITAL RLTY TR INC COM 253868103 8,440,260 47,000 SH SOLE 47,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 22,047,012 140,400 SH SOLE 140,400 0 0
DOMINION ENERGY INC COM 25746U109 7,989,930 117,000 SH SOLE 117,000 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 107,134,874 730,100 SH SOLE 1 730,100 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 7,721,380 61,000 SH SOLE 61,000 0 0
DYCOM INDS INC COM 267475101 26,290,680 52,000 SH SOLE 52,000 0 0
EAGLEROCK LD LLC CL A SHS REP LTD 27005A105 9,987,500 470,000 SH SOLE 470,000 0 0
ECOLAB INC COM 278865100 2,786,100 10,000 SH SOLE 10,000 0 0
ENBRIDGE INC COM 29250N105 51,851,865 956,500 SH SOLE 1 956,500 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 151,499,232 7,923,600 SH SOLE 1 7,923,600 0 0
ENPHASE ENERGY INC COM 29355A107 1,969,600 40,000 SH SOLE 40,000 0 0
ENTEGRIS INC COM 29362U104 10,611,740 59,000 SH SOLE 59,000 0 0
ENTERGY CORP NEW COM 29364G103 11,486,000 100,000 SH SOLE 100,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 57,547,780 1,565,500 SH SOLE 1 1,565,500 0 0
EQT CORP COM 26884L109 21,441,228 403,258 SH SOLE 1 403,258 0 0
EXCELERATE ENERGY INC CL A COM 30069T101 24,693,500 650,000 SH SOLE 1 650,000 0 0
GE VERNOVA INC COM 36828A101 33,718,482 28,700 SH SOLE 28,700 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 99,190 7,000 SH SOLE 7,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 7,179,610 157,000 SH SOLE 157,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 12,944,600 236,000 SH SOLE 236,000 0 0
KINDER MORGAN INC DEL COM 49456B101 65,199,618 2,039,400 SH SOLE 1 2,039,400 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 84,691,680 1,752,000 SH SOLE 1 1,752,000 0 0
KODIAK GAS SVCS INC COM 50012A108 22,539,000 300,000 SH SOLE 1 300,000 0 0
MARATHON PETE CORP COM 56585A102 12,732,366 49,800 SH SOLE 1 49,800 0 0
MASTEC INC COM 576323109 34,449,768 82,800 SH SOLE 82,800 0 0
MPLX LP COM UNIT REP LTD 55336V100 90,950,418 1,614,600 SH SOLE 1 1,614,600 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 8,644,121 31,300 SH SOLE 31,300 0 0
NEXTERA ENERGY INC COM 65339F101 4,212,960 48,000 SH SOLE 48,000 0 0
NEXTPOWER INC CLASS A COM 65290E101 21,564,340 181,000 SH SOLE 181,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 1,752,300 110,000 SH SOLE 110,000 0 0
NRG ENERGY INC COM NEW 629377508 31,066,962 212,700 SH SOLE 212,700 0 0
ONEOK INC NEW COM 682680103 85,714,146 985,900 SH SOLE 1 985,900 0 0
PALO ALTO NETWORKS INC COM 697435105 25,576,500 75,000 SH SOLE 75,000 0 0
PEMBINA PIPELINE CORP COM 706327103 53,562,125 1,158,100 SH SOLE 1 1,158,100 0 0
PHILLIPS 66 COM 718546104 12,357,555 73,100 SH SOLE 1 73,100 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,343,978 105,300 SH SOLE 105,300 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 92,104,650 3,795,000 SH SOLE 1 3,795,000 0 0
QUANTA SVCS INC COM 74762E102 31,537,752 43,800 SH SOLE 43,800 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 151,200 20,000 SH SOLE 20,000 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 20,379,600 1,020,000 SH SOLE 1 1,020,000 0 0
SNOWFLAKE INC COM SHS 833445109 8,653,000 34,000 SH SOLE 34,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,045,400 35,000 SH SOLE 35,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 33,632,280 418,000 SH SOLE 1 418,000 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 17,706,000 520,000 SH SOLE 520,000 0 0
SOUTH BOW CORP COM 83671M105 30,147,820 855,500 SH SOLE 1 855,500 0 0
SOUTHERN CO COM 842587107 7,656,800 80,000 SH SOLE 80,000 0 0
STERLING INFRASTRUCTURE INC COM 859241101 17,248,848 20,550 SH SOLE 20,550 0 0
SUNOCOCORP LLC COM SHS LLC 86765Q106 27,474,020 406,000 SH SOLE 1 406,000 0 0
TALEN ENERGY CORP COM 87422Q109 29,511,168 76,800 SH SOLE 76,800 0 0
TARGA RES CORP COM 87612G101 164,718,402 614,300 SH SOLE 1 614,300 0 0
TC ENERGY CORP COM 87807B107 82,584,082 1,245,800 SH SOLE 1 1,245,800 0 0
TXO PARTNERS LP COM UNIT 87313P103 6,637,500 531,000 SH SOLE 531,000 0 0
VENTURE GLOBAL INC COM CL A 92333F101 15,459,570 1,389,000 SH SOLE 1 1,389,000 0 0
VISTRA CORP COM 92840M102 31,408,740 198,000 SH SOLE 198,000 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 21,247,400 620,000 SH SOLE 1 620,000 0 0
WEC ENERGY GROUP INC COM 92939U106 7,823,590 67,000 SH SOLE 67,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 55,133,224 1,259,900 SH SOLE 1 1,259,900 0 0
WILLIAMS COS INC COM 969457100 138,725,874 1,866,100 SH SOLE 1 1,866,100 0 0