The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AMENTUM HOLDINGS INC | COM | 023939101 | 42,123,186 | 2,037,890 | SH | SOLE | 2,037,890 | 0 | 0 | ||
| AMENTUM HOLDINGS INC | COM | 023939101 | 4,134,000 | 200,000 | SH | Call | SOLE | 0 | 0 | 200,000 | |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 24,837,000 | 100,000 | SH | Call | SOLE | 0 | 0 | 100,000 | |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 31,801,295 | 128,040 | SH | SOLE | 128,040 | 0 | 0 | ||
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 31,645,000 | 250,000 | SH | Put | SOLE | 0 | 0 | 250,000 | |
| FLOWSERVE CORP | COM | 34354P105 | 16,508,016 | 222,600 | SH | SOLE | 222,600 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 18,987,800 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| TERRA INNOVATUM GLOBAL NV | ORD SHS | N85083108 | 12,876,388 | 2,617,152 | SH | SOLE | 2,617,152 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 46,947,500 | 295,956 | SH | SOLE | 295,956 | 0 | 0 | ||
| X-ENERGY INC | COM CL A | 98386P102 | 265,774,476 | 14,475,734 | SH | SOLE | 14,475,734 | 0 | 0 | ||