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
ALCOA CORP CALL 013872906 4,630,032 88,800 SH Call SOLE 88,800 0 0
BP PLC CALL 055622904 10,582,480 286,400 SH Call SOLE 286,400 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 5,252,085 45,950 SH SOLE 45,950 0 0
CORE SCIENTIFIC INC NEW CALL 21874A906 18,204,726 711,400 SH Call SOLE 711,400 0 0
DEVON ENERGY CORP NEW CALL 25179M903 7,995,420 193,500 SH Call SOLE 193,500 0 0
EQT CORP COM 26884L109 4,685,447 88,122 SH SOLE 88,122 0 0
EXPAND ENERGY CORPORATION COM 165167735 2,969,694 32,566 SH SOLE 32,566 0 0
FERVO ENERGY CO CL A COM 31556C106 584,600 20,000 SH SOLE 20,000 0 0
FREEPORT MCMORAN INC CALL 35671D907 8,634,797 137,300 SH Call SOLE 137,300 0 0
GDS HLDGS LTD CALL 36165L908 24,435,411 813,700 SH Call SOLE 813,700 0 0
INVESCO QQQ TR PUT 46090E953 41,827,520 56,800 SH Put SOLE 56,800 0 0
ISHARES TR PUT 464287952 16,030,910 185,500 SH Put SOLE 185,500 0 0
ISHARES TR PUT 464287950 66,813,705 706,500 SH Put SOLE 706,500 0 0
ISHARES TR PUT 464287952 46,365,657 425,100 SH Put SOLE 425,100 0 0
KEEL INFRASTRUCTURE CORP CALL 486917907 5,637,828 982,200 SH Call SOLE 982,200 0 0
KRANESHARES TRUST PUT 500767956 5,774,920 236,000 SH Put SOLE 236,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 2,728,108 104,166 SH SOLE 104,166 0 0
MATADOR RES CO COM 576485205 2,159,407 43,379 SH SOLE 43,379 0 0
MP MATERIALS CORP CALL 553368901 4,189,548 74,800 SH Call SOLE 74,800 0 0
NEBIUS GROUP N.V. CALL N97284908 3,148,338 11,400 SH Call SOLE 11,400 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 4,290,200 161,104 SH SOLE 161,104 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 50,102,631 2,721,490 SH SOLE 2,721,490 0 0
PERMIAN RESOURCES CORP CALL 71424F905 3,089,198 167,800 SH Call SOLE 167,800 0 0
PERPETUA RESOURCES CORP COM 714266103 3,453,281 166,343 SH SOLE 166,343 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 2,078,982 53,458 SH SOLE 53,458 0 0
RIOT PLATFORMS INC COM 767292105 6,166,880 225,233 SH SOLE 225,233 0 0
SPDR GOLD TR CALL 78463V907 2,578,660 7,000 SH Call SOLE 7,000 0 0
STATE STR SPDR S&P 500 ETF T PUT 78462F953 45,702,324 61,200 SH Put SOLE 61,200 0 0
TALEN ENERGY CORP COM 87422Q109 4,233,008 11,016 SH SOLE 11,016 0 0
TALEN ENERGY CORP CALL 87422Q909 9,837,056 25,600 SH Call SOLE 25,600 0 0
TALOS ENERGY INC COM 87484T108 1,797,149 139,206 SH SOLE 139,206 0 0
TERAWULF INC CALL 88080T904 9,316,840 377,200 SH Call SOLE 377,200 0 0
VANECK ETF TRUST CALL 92189H907 9,189,141 24,700 SH Call SOLE 24,700 0 0
VENTURE GLOBAL INC COM CL A 92333F101 3,454,997 310,422 SH SOLE 310,422 0 0
VENTURE GLOBAL INC CALL 92333F901 992,796 89,200 SH Call SOLE 89,200 0 0