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
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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 14,040,590 774,867 SH SOLE 774,867 0 0
BWX TECHNOLOGIES INC COM 05605H100 48,653,632 355,136 SH SOLE 355,136 0 0
CAMECO CORP COM 13321L108 34,668,000 400,000 SH SOLE 400,000 0 0
CAMECO CORP CALL 13321L908 216,675,000 2,500,000 SH Call SOLE 0 0 2,500,000
CAMECO CORP PUT 13321L958 156,127,338 1,801,400 SH Put SOLE 0 0 1,801,400
CONSTELLATION ENERGY CORP COM 21037T109 44,747,909 176,159 SH SOLE 176,159 0 0
GENERAL FUSION GROUP LTD COM NEW 369884101 46,699,398 6,302,213 SH SOLE 6,302,213 0 0
GLOBAL X FDS CALL 37954Y903 99,625,000 2,500,000 SH Call SOLE 0 0 2,500,000
NRG ENERGY INC COM NEW 629377508 18,077,850 189,000 SH SOLE 0 0 189,000
NRG ENERGY INC CALL 629377908 9,565,000 100,000 SH Call SOLE 0 0 100,000
NRG ENERGY INC PUT 629377958 9,565,000 100,000 SH Put SOLE 0 0 100,000
TERRA INNOVATUM GLOBAL NV ORD SHS N85083108 9,763,200 2,880,000 SH SOLE 2,880,000 0 0
URANIUM ENERGY CORP COM 916896103 5,197,500 550,000 SH SOLE 550,000 0 0
VISTRA CORP COM 92840M102 51,667,638 373,456 SH SOLE 373,456 0 0
X-ENERGY INC COM CL A 98386P102 222,314,281 15,678,017 SH SOLE 15,678,017 0 0