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
ADOBE INC COM 00724F101 4,920,480 24,000 SH SOLE 24,000 0 0
ALPHABET INC CAP STK CL A 02079K305 15,188,225 42,500 SH SOLE 42,500 0 0
AMAZON COM INC COM 023135106 5,958,500 25,000 SH SOLE 25,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,860,616 13,600 SH SOLE 13,600 0 0
APPLE INC COM 037833100 2,893,600 10,000 SH SOLE 10,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 1,013,688 136,800 SH SOLE 136,800 0 0
BAKER HUGHES COMPANY CL A 05722G100 710,400 12,800 SH SOLE 12,800 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 9,251,450 215,000 SH SOLE 215,000 0 0
BLACKSTONE INC COM 09260D107 6,471,850 55,000 SH SOLE 55,000 0 0
CAMECO CORP COM 13321L108 1,283,436 12,600 SH SOLE 12,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 764,832 3,200 SH SOLE 3,200 0 0
CHEVRON CORPORATION COM 166764100 1,392,384 8,400 SH SOLE 8,400 0 0
COEUR MNG INC COM NEW 192108504 274,307 16,808 SH SOLE 16,808 0 0
CONOCOPHILLIPS COM 20825C104 582,176 5,600 SH SOLE 5,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,392,014 13,608 SH SOLE 13,608 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 962,008 7,600 SH SOLE 7,600 0 0
ENERGY FUELS INC COM NEW 292671708 533,600 36,800 SH SOLE 36,800 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,824,048 95,400 SH SOLE 95,400 0 0
EOG RES INC COM 26875P101 1,141,624 8,800 SH SOLE 8,800 0 0
EQT CORP COM 26884L109 2,382,016 44,800 SH SOLE 44,800 0 0
FIRST SOLAR INC COM 336433107 936,289 3,968 SH SOLE 3,968 0 0
FREEPORT MCMORAN INC CL B 35671D857 427,652 6,800 SH SOLE 6,800 0 0
GE VERNOVA INC COM 36828A101 1,513,220 1,288 SH SOLE 1,288 0 0
GLOBAL E ONLINE LTD SHS M5216V106 3,125,700 90,000 SH SOLE 90,000 0 0
GOLAR LNG LTD SHS G9456A100 637,952 12,800 SH SOLE 12,800 0 0
HALLIBURTON CO COM 406216101 1,575,280 46,400 SH SOLE 46,400 0 0
HECLA MINING COMPANY COM 422704106 166,644 10,800 SH SOLE 10,800 0 0
NEXTPOWER INC CLASS A COM 65290E101 1,988,208 16,688 SH SOLE 16,688 0 0
NRG ENERGY INC COM NEW 629377508 993,208 6,800 SH SOLE 6,800 0 0
OVINTIV INC COM 69047Q102 1,411,020 26,800 SH SOLE 26,800 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 1,170,876 63,600 SH SOLE 63,600 0 0
PG&E CORP COM 69331C108 1,796,376 106,800 SH SOLE 106,800 0 0
PHILLIPS 66 COM 718546104 1,384,181 8,188 SH SOLE 8,188 0 0
SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 6,346,400 40,000 SH SOLE 40,000 0 0
SEMPRA COM 816851109 1,631,696 17,600 SH SOLE 17,600 0 0
SLB LIMITED COM STK 806857108 1,552,766 33,400 SH SOLE 33,400 0 0
SUNRUN INC COM 86771W105 268,777 20,088 SH SOLE 20,088 0 0
TARGA RES CORP COM 87612G101 1,224,327 4,566 SH SOLE 4,566 0 0
TECHNIPFMC PLC COM G87110105 217,994 3,288 SH SOLE 3,288 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,643,600 147,500 SH SOLE 147,500 0 0
URANIUM ENERGY CORP COM 916896103 179,088 16,800 SH SOLE 16,800 0 0
VALERO ENERGY CORP COM 91913Y100 939,668 3,608 SH SOLE 3,608 0 0
VENTURE GLOBAL INC COM CL A 92333F101 298,284 26,800 SH SOLE 26,800 0 0
VIPER ENERGY INC CL A 64361Q101 2,696,640 63,600 SH SOLE 63,600 0 0
VISTRA CORP COM 92840M102 444,164 2,800 SH SOLE 2,800 0 0
XCEL ENERGY INC COM 98389B100 2,216,280 27,600 SH SOLE 27,600 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 891,212 19,600 SH SOLE 19,600 0 0