Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	240,000	$156M	23.6%	—	—	PUT	78462F103
MTZ	MASTEC INC	75,000	$24.13M	3.7%	$174.89	+43.1%	CALL	576323109
VICR	VICOR CORP	100,000	$16.1M	2.4%	$94.92	+65.5%	CALL	925815102
SMH	VANECK ETF TRUST	37,500	$14.38M	2.2%	—	—	CALL	92189F676
TAN	INVESCO EXCH TRADED FD TR II	200,000	$11.14M	1.7%	—	—	CALL	46138G706
URA	GLOBAL X FDS	200,000	$9.686M	1.5%	—	—	CALL	37954Y871
BW	BABCOCK & WILCOX ENTERPRISES	575,000	$8.447M	1.3%	$8.89	0.0%	COM	05614L209
CEG	CONSTELLATION ENERGY CORP	20,000	$5.585M	0.8%	$266.62	+13.0%	CALL	21037T109
MPWR	MONOLITHIC PWR SYS INC	4,500	$4.92M	0.7%	$1104.63	0.0%	COM	609839105
ROG	ROGERS CORP	43,612	$4.681M	0.7%	$101.35	0.0%	COM	775133101
EXE	EXPAND ENERGY CORPORATION	40,000	$4.391M	0.7%	—	—	CALL	165167735
MTRN	MATERION CORP	25,000	$3.616M	0.5%	$145.42	0.0%	COM	576690101
SEI	SOLARIS ENERGY INFRAS INC	60,000	$3.391M	0.5%	$53.03	0.0%	COM CL A	83418M103
UUUU	ENERGY FUELS INC	155,000	$2.829M	0.4%	$21.60	0.0%	COM NEW	292671708
FPS	FORGENT POWER SOLUTIONS INC	85,000	$2.488M	0.4%	$29.27	—	COM SHS CL A	34631F102
XLI	SELECT SECTOR SPDR TR	15,354	$2.483M	0.4%	$161.73	—	STATE STREET IND	81369Y704
LAC	LITHIUM AMERS CORP NEW	550,000	$2.172M	0.3%	$5.25	0.0%	COM SHS	53681J103
MWH	SOLV ENERGY INC	65,686	$1.973M	0.3%	$30.03	—	COM SHS CL A	78475V103
ATOM	ATOMERA INC	490,000	$1.867M	0.3%	$3.24	0.0%	COM	04965B100
VST	VISTRA CORP	10,205	$1.534M	0.2%	$163.18	0.0%	COM	92840M102
SHLS	SHOALS TECHNOLOGIES GROUP IN	200,000	$1.316M	0.2%	—	—	CALL	82489W107
NUCLW	EAGLE NUCLEAR ENERGY CORP	750,000	$1.042M	0.2%	$1.39	—	*W EXP 02/25/203	269710117
RDW	REDWIRE CORPORATION	120,000	$1.02M	0.2%	$10.17	0.0%	COM	75776W103
USAR	USA RARE EARTH INC	65,000	$984K	0.1%	$20.16	0.0%	COM	91733P107
CLSK	CLEANSPARK INC	100,000	$851K	0.1%	$11.33	0.0%	COM NEW	18452B209
AVAV	AEROVIRONMENT INC	4,000	$732K	0.1%	$296.44	0.0%	COM	008073108
KTOS	KRATOS DEFENSE & SEC SOLUTIO	10,000	$705K	0.1%	$102.40	0.0%	COM NEW	50077B207
ASTI	ASCENT SOLAR TECHNOLOGIES IN	150,000	$591K	0.1%	$5.73	0.0%	COM NEW	043635804
FEAM	5E ADVANCED MATERIALS INC	200,000	$280K	0.0%	$2.78	0.0%	COM NEW	33830Q208
CORZ	CORE SCIENTIFIC INC NEW	10,993	$164K	0.0%	$17.70	0.0%	COM	21874A106

Increased Positions (13)

PWR QUANTA SVCS INC 11.6%

Value $76.86M (+102.3%) Shares 140,000 (+55.6%) Est. Cost $417.64 Unrealized +16.4%

QQQ INVESCO QQQ TR 14.0%

Value $92.35M (+36.7%) Shares 160,000 (+45.5%) Est. Cost — Unrealized —

VICR VICOR CORP 3.8%

Value $25.2M (+70.3%) Shares 156,500 (+15.9%) Est. Cost $94.92 Unrealized +65.5%

ECG EVERUS CONSTR GROUP 1.6%

Value $10.39M (+203.6%) Shares 88,000 (+120.0%) Est. Cost $82.01 Unrealized +17.1%

FSLR FIRST SOLAR INC 0.9%

Value $6.016M (+271.1%) Shares 30,500 (+391.5%) Est. Cost $228.30 Unrealized +3.9%

NXT NEXTPOWER INC 0.9%

Value $6.023M (+220.0%) Shares 49,959 (+131.2%) Est. Cost $100.97 Unrealized +7.8%

AXTI AXT INC 0.7%

Value $4.843M (+270.3%) Shares 85,000 (+6.3%) Est. Cost $10.43 Unrealized +117.8%

CCJ CAMECO CORP 1.1%

Value $7.082M (+54.7%) Shares 65,205 (+30.3%) Est. Cost $74.51 Unrealized +56.1%

STRL STERLING INFRASTRUCTURE INC 0.5%

Value $3.258M (+166.0%) Shares 8,000 (+100.0%) Est. Cost $360.49 Unrealized +4.4%

ENPH ENPHASE ENERGY INC 0.4%

Value $2.662M (+312.1%) Shares 70,394 (+249.3%) Est. Cost $38.71 Unrealized +6.6%

PWR QUANTA SVCS INC 0.8%

Value $5.171M (+56.9%) Shares 9,418 (+20.6%) Est. Cost $417.64 Unrealized +16.4%

IREN IREN LIMITED 5.0%

Value $32.74M (+2.0%) Shares 955,000 (+12.4%) Est. Cost $47.28 Unrealized +2.1%

EOSE EOS ENERGY ENTERPRISES INC 0.5%

Value $3.601M (+7.6%) Shares 726,033 (+148.5%) Est. Cost $14.05 Unrealized -1.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PWR	QUANTA SVCS INC	140,000 (+55.6%)	$76.86M (+102.3%)	11.6%	$417.64	+16.4%	CALL	74762E102
QQQ	INVESCO QQQ TR	160,000 (+45.5%)	$92.35M (+36.7%)	14.0%	—	—	PUT	46090E103
VICR	VICOR CORP	156,500 (+15.9%)	$25.2M (+70.3%)	3.8%	$94.92	+65.5%	COM	925815102
ECG	EVERUS CONSTR GROUP	88,000 (+120.0%)	$10.39M (+203.6%)	1.6%	$82.01	+17.1%	COM	300426103
FSLR	FIRST SOLAR INC	30,500 (+391.5%)	$6.016M (+271.1%)	0.9%	$228.30	+3.9%	COM	336433107
NXT	NEXTPOWER INC	49,959 (+131.2%)	$6.023M (+220.0%)	0.9%	$100.97	+7.8%	CLASS A COM	65290E101
AXTI	AXT INC	85,000 (+6.3%)	$4.843M (+270.3%)	0.7%	$10.43	+117.8%	COM	00246W103
CCJ	CAMECO CORP	65,205 (+30.3%)	$7.082M (+54.7%)	1.1%	$74.51	+56.1%	COM	13321L108
STRL	STERLING INFRASTRUCTURE INC	8,000 (+100.0%)	$3.258M (+166.0%)	0.5%	$360.49	+4.4%	COM	859241101
ENPH	ENPHASE ENERGY INC	70,394 (+249.3%)	$2.662M (+312.1%)	0.4%	$38.71	+6.6%	COM	29355A107
PWR	QUANTA SVCS INC	9,418 (+20.6%)	$5.171M (+56.9%)	0.8%	$417.64	+16.4%	COM	74762E102
IREN	IREN LIMITED	955,000 (+12.4%)	$32.74M (+2.0%)	5.0%	$47.28	+2.1%	CALL	Q4982L109
EOSE	EOS ENERGY ENTERPRISES INC	726,033 (+148.5%)	$3.601M (+7.6%)	0.5%	$14.05	-1.5%	COM CL A	29415C101

Exited Positions (45)

FSLR FIRST SOLAR INC 7.9%

Value $52.25M Shares 200,000 Est. Cost $228.30 Unrealized +3.9%

ETN EATON CORP PLC 6.0%

Value $39.81M Shares 125,000 Est. Cost $354.39 Unrealized -0.2%

VST VISTRA CORP 5.7%

Value $37.91M Shares 235,000 Est. Cost $163.18 Unrealized 0.0%

CORZ CORE SCIENTIFIC INC NEW 4.1%

Value $26.94M Shares 1,850,000 Est. Cost $17.70 Unrealized 0.0%

RUN SUNRUN INC 3.6%

Value $23.92M Shares 1,300,000 Est. Cost — Unrealized —

BE BLOOM ENERGY CORP 3.2%

Value $20.85M Shares 240,000 Est. Cost $102.42 Unrealized +41.2%

EOSE EOS ENERGY ENTERPRISES INC 2.9%

Value $18.91M Shares 1,650,000 Est. Cost $14.05 Unrealized -1.5%

NXT NEXTPOWER INC 1.8%

Value $12.2M Shares 140,000 Est. Cost $100.97 Unrealized +7.8%

EQT EQT CORP 1.6%

Value $10.72M Shares 200,000 Est. Cost $49.64 Unrealized +11.4%

VRT VERTIV HOLDINGS CO 1.5%

Value $9.721M Shares 60,000 Est. Cost $173.58 Unrealized +15.1%

ETN EATON CORP PLC 1.4%

Value $9.555M Shares 30,000 Est. Cost $354.39 Unrealized -0.2%

URA GLOBAL X FDS 1.4%

Value $9.401M Shares 220,000 Est. Cost — Unrealized —

ORA ORMAT TECHNOLOGIES INC 1.4%

Value $9.169M Shares 83,000 Est. Cost $106.53 Unrealized +13.1%

WGMI VALKYRIE ETF TRUST II 1.2%

Value $7.654M Shares 200,000 Est. Cost — Unrealized —

ETN EATON CORP PLC 1.0%

Value $6.37M Shares 20,000 Est. Cost $354.39 Unrealized -0.2%

APLD APPLIED DIGITAL CORP 0.9%

Value $6.13M Shares 250,000 Est. Cost $27.82 Unrealized +23.3%

GM GENERAL MTRS CO 0.9%

Value $6.099M Shares 75,000 Est. Cost $70.40 Unrealized +16.8%

CIFR CIPHER MINING INC 0.9%

Value $5.863M Shares 397,207 Est. Cost $16.83 Unrealized -0.9%

VRT VERTIV HOLDINGS CO 0.9%

Value $5.67M Shares 35,000 Est. Cost $173.58 Unrealized +15.1%

HAL HALLIBURTON CO 0.9%

Value $5.652M Shares 200,000 Est. Cost — Unrealized —

CLSK CLEANSPARK INC 0.8%

Value $5.06M Shares 500,000 Est. Cost $11.33 Unrealized 0.0%

APLD APPLIED DIGITAL CORP 0.7%

Value $4.904M Shares 200,000 Est. Cost $27.82 Unrealized +23.3%

SEDG SOLAREDGE TECHNOLOGIES INC 0.7%

Value $4.327M Shares 150,000 Est. Cost $34.87 Unrealized -0.3%

BEP BROOKFIELD RENEWABLE PARTNER 0.6%

Value $4.18M Shares 155,000 Est. Cost $26.97 Unrealized —

F FORD MTR CO 0.6%

Value $3.936M Shares 300,000 Est. Cost $12.83 Unrealized +7.1%

WULF TERAWULF INC 0.5%

Value $3.365M Shares 292,870 Est. Cost $13.40 Unrealized +8.8%

SEDG SOLAREDGE TECHNOLOGIES INC 0.5%

Value $3.029M Shares 105,000 Est. Cost $34.87 Unrealized -0.3%

GILT GILAT SATELLITE NETWORKS LTD 0.4%

Value $2.588M Shares 200,000 Est. Cost $12.84 Unrealized +29.8%

MP MP MATERIALS CORP 0.4%

Value $2.526M Shares 50,000 Est. Cost $63.41 Unrealized -2.6%

NRGV ENERGY VAULT HOLDINGS INC 0.4%

Value $2.42M Shares 525,000 Est. Cost $3.82 Unrealized +19.8%

DJT TRUMP MEDIA & TECHNOLOGY GRO 0.4%

Value $2.383M Shares 180,000 Est. Cost $13.64 Unrealized -7.9%

VNOM VIPER ENERGY INC 0.4%

Value $2.318M Shares 60,000 Est. Cost $38.06 Unrealized +7.7%

CEG CONSTELLATION ENERGY CORP 0.3%

Value $2.12M Shares 6,000 Est. Cost $266.62 Unrealized +13.0%

TE T1 ENERGY INC 0.3%

Value $2.004M Shares 300,000 Est. Cost — Unrealized —

TRGP TARGA RES CORP 0.3%

Value $1.845M Shares 10,000 Est. Cost $168.90 Unrealized +19.4%

PRIM PRIMORIS SVCS CORP 0.2%

Value $1.49M Shares 12,000 Est. Cost $130.57 Unrealized +14.8%

RACE FERRARI N V 0.2%

Value $1.478M Shares 4,000 Est. Cost $432.98 Unrealized -17.6%

POWI POWER INTEGRATIONS INC 0.2%

Value $1.422M Shares 40,000 Est. Cost $37.75 Unrealized +18.3%

GM GENERAL MTRS CO 0.2%

Value $1.22M Shares 15,000 Est. Cost $70.40 Unrealized +16.8%

EQT EQT CORP 0.2%

Value $1.072M Shares 20,000 Est. Cost $49.64 Unrealized +11.4%

NB NIOCORP DEVS LTD 0.2%

Value $1.06M Shares 200,000 Est. Cost $6.88 Unrealized -8.5%

GNRC GENERAC HLDGS INC 0.2%

Value $1.023M Shares 7,500 Est. Cost $161.36 Unrealized +13.5%

BITF BITFARMS LTD 0.1%

Value $881K Shares 375,000 Est. Cost $3.42 Unrealized -28.2%

KN KNOWLES CORP 0.1%

Value $771K Shares 36,000 Est. Cost $20.48 Unrealized +23.1%

LEU CENTRUS ENERGY CORP 0.1%

Value $728K Shares 3,000 Est. Cost $301.96 Unrealized -11.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FSLR	FIRST SOLAR INC	200,000	$52.25M	7.9%	$228.30	+3.9%	CALL	336433107
ETN	EATON CORP PLC	125,000	$39.81M	6.0%	$354.39	-0.2%	CALL	G29183103
VST	VISTRA CORP	235,000	$37.91M	5.7%	$163.18	0.0%	CALL	92840M102
CORZ	CORE SCIENTIFIC INC NEW	1,850,000	$26.94M	4.1%	$17.70	0.0%	CALL	21874A106
RUN	SUNRUN INC	1,300,000	$23.92M	3.6%	—	—	CALL	86771W105
BE	BLOOM ENERGY CORP	240,000	$20.85M	3.2%	$102.42	+41.2%	CALL	093712107
EOSE	EOS ENERGY ENTERPRISES INC	1,650,000	$18.91M	2.9%	$14.05	-1.5%	CALL	29415C101
NXT	NEXTPOWER INC	140,000	$12.2M	1.8%	$100.97	+7.8%	CALL	65290E101
EQT	EQT CORP	200,000	$10.72M	1.6%	$49.64	+11.4%	CALL	26884L109
VRT	VERTIV HOLDINGS CO	60,000	$9.721M	1.5%	$173.58	+15.1%	PUT	92537N108
ETN	EATON CORP PLC	30,000	$9.555M	1.4%	$354.39	-0.2%	PUT	G29183103
URA	GLOBAL X FDS	220,000	$9.401M	1.4%	—	—	PUT	37954Y871
ORA	ORMAT TECHNOLOGIES INC	83,000	$9.169M	1.4%	$106.53	+13.1%	—	686688102
WGMI	VALKYRIE ETF TRUST II	200,000	$7.654M	1.2%	—	—	PUT	91917A207
ETN	EATON CORP PLC	20,000	$6.37M	1.0%	$354.39	-0.2%	—	G29183103
APLD	APPLIED DIGITAL CORP	250,000	$6.13M	0.9%	$27.82	+23.3%	CALL	038169207
GM	GENERAL MTRS CO	75,000	$6.099M	0.9%	$70.40	+16.8%	CALL	37045V100
CIFR	CIPHER MINING INC	397,207	$5.863M	0.9%	$16.83	-0.9%	—	17253J106
VRT	VERTIV HOLDINGS CO	35,000	$5.67M	0.9%	$173.58	+15.1%	—	92537N108
HAL	HALLIBURTON CO	200,000	$5.652M	0.9%	—	—	CALL	406216101
CLSK	CLEANSPARK INC	500,000	$5.06M	0.8%	$11.33	0.0%	CALL	18452B209
APLD	APPLIED DIGITAL CORP	200,000	$4.904M	0.7%	$27.82	+23.3%	—	038169207
SEDG	SOLAREDGE TECHNOLOGIES INC	150,000	$4.327M	0.7%	$34.87	-0.3%	CALL	83417M104
BEP	BROOKFIELD RENEWABLE PARTNER	155,000	$4.18M	0.6%	$26.97	—	—	G16258108
F	FORD MTR CO	300,000	$3.936M	0.6%	$12.83	+7.1%	—	345370860
WULF	TERAWULF INC	292,870	$3.365M	0.5%	$13.40	+8.8%	—	88080T104
SEDG	SOLAREDGE TECHNOLOGIES INC	105,000	$3.029M	0.5%	$34.87	-0.3%	—	83417M104
GILT	GILAT SATELLITE NETWORKS LTD	200,000	$2.588M	0.4%	$12.84	+29.8%	—	M51474118
MP	MP MATERIALS CORP	50,000	$2.526M	0.4%	$63.41	-2.6%	—	553368101
NRGV	ENERGY VAULT HOLDINGS INC	525,000	$2.42M	0.4%	$3.82	+19.8%	—	29280W109
DJT	TRUMP MEDIA & TECHNOLOGY GRO	180,000	$2.383M	0.4%	$13.64	-7.9%	—	25400Q105
VNOM	VIPER ENERGY INC	60,000	$2.318M	0.4%	$38.06	+7.7%	—	64361Q101
CEG	CONSTELLATION ENERGY CORP	6,000	$2.12M	0.3%	$266.62	+13.0%	—	21037T109
TE	T1 ENERGY INC	300,000	$2.004M	0.3%	—	—	CALL	35834F104
TRGP	TARGA RES CORP	10,000	$1.845M	0.3%	$168.90	+19.4%	—	87612G101
PRIM	PRIMORIS SVCS CORP	12,000	$1.49M	0.2%	$130.57	+14.8%	—	74164F103
RACE	FERRARI N V	4,000	$1.478M	0.2%	$432.98	-17.6%	—	N3167Y103
POWI	POWER INTEGRATIONS INC	40,000	$1.422M	0.2%	$37.75	+18.3%	—	739276103
GM	GENERAL MTRS CO	15,000	$1.22M	0.2%	$70.40	+16.8%	—	37045V100
EQT	EQT CORP	20,000	$1.072M	0.2%	$49.64	+11.4%	—	26884L109
NB	NIOCORP DEVS LTD	200,000	$1.06M	0.2%	$6.88	-8.5%	—	654484609
GNRC	GENERAC HLDGS INC	7,500	$1.023M	0.2%	$161.36	+13.5%	—	368736104
BITF	BITFARMS LTD	375,000	$881K	0.1%	$3.42	-28.2%	—	09173B107
KN	KNOWLES CORP	36,000	$771K	0.1%	$20.48	+23.1%	—	49926D109
LEU	CENTRUS ENERGY CORP	3,000	$728K	0.1%	$301.96	-11.4%	—	15643U104

Decreased Positions (18)

TLN TALEN ENERGY CORP 1.0%

Value $6.385M (-84.5%) Shares 20,000 (-81.8%) Est. Cost — Unrealized —

CIFR CIPHER DIGITAL INC 0.5%

Value $3.217M (-90.1%) Shares 250,000 (-88.6%) Est. Cost $16.83 Unrealized -0.9%

WULF TERAWULF INC 0.7%

Value $4.329M (-86.1%) Shares 300,000 (-88.9%) Est. Cost $13.40 Unrealized +8.8%

CCJ CAMECO CORP 0.5%

Value $3.258M (-89.0%) Shares 30,000 (-90.8%) Est. Cost $74.51 Unrealized +56.1%

XLI SELECT SECTOR SPDR TR 4.9%

Value $32.35M (-16.6%) Shares 200,000 (-20.0%) Est. Cost $161.73 Unrealized —

BE BLOOM ENERGY CORP 0.4%

Value $2.939M (-61.8%) Shares 21,692 (-75.5%) Est. Cost $102.42 Unrealized +41.2%

GEV GE VERNOVA INC 1.3%

Value $8.729M (-33.2%) Shares 10,000 (-50.0%) Est. Cost — Unrealized —

HUT HUT 8 CORP 0.1%

Value $938K (-76.0%) Shares 20,000 (-76.5%) Est. Cost $44.08 Unrealized +28.4%

ENPH ENPHASE ENERGY INC 0.6%

Value $3.781M (-41.0%) Shares 100,000 (-50.0%) Est. Cost $38.71 Unrealized +6.6%

BWXT BWX TECHNOLOGIES INC 0.2%

Value $1.022M (-70.4%) Shares 5,000 (-75.0%) Est. Cost $144.80 Unrealized +40.2%

WMB WILLIAMS COS INC 0.8%

Value $5.458M (-17.4%) Shares 75,000 (-31.8%) Est. Cost $58.80 Unrealized +12.9%

E ENI SPA 0.5%

Value $3.114M (-25.4%) Shares 55,000 (-50.0%) Est. Cost $37.94 Unrealized —

NVT NVENT ELEC PLC 0.3%

Value $1.774M (-37.2%) Shares 15,000 (-45.9%) Est. Cost $103.61 Unrealized +8.4%

IREN IREN LIMITED 0.4%

Value $2.399M (-30.1%) Shares 69,975 (-23.0%) Est. Cost $47.28 Unrealized +2.1%

GWH ESS TECH INC 0.2%

Value $1.065M (-40.4%) Shares 910,000 (-4.2%) Est. Cost $2.08 Unrealized -19.0%

TSSI TSS INC DEL 0.3%

Value $1.952M (+38.0%) Shares 150,000 (-25.0%) Est. Cost $12.92 Unrealized -28.1%

IMSRW TERRESTRIAL ENERGY INC 0.1%

Value $453K (-22.3%) Shares 175,000 (-36.4%) Est. Cost $2.12 Unrealized —

LGN LEGENCE CORP 0.3%

Value $1.694M (-1.6%) Shares 30,000 (-25.0%) Est. Cost $39.53 Unrealized +23.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TLN	TALEN ENERGY CORP	20,000 (-81.8%)	$6.385M (-84.5%)	1.0%	—	—	CALL	87422Q109
CIFR	CIPHER DIGITAL INC	250,000 (-88.6%)	$3.217M (-90.1%)	0.5%	$16.83	-0.9%	CALL	17253J106
WULF	TERAWULF INC	300,000 (-88.9%)	$4.329M (-86.1%)	0.7%	$13.40	+8.8%	CALL	88080T104
CCJ	CAMECO CORP	30,000 (-90.8%)	$3.258M (-89.0%)	0.5%	$74.51	+56.1%	CALL	13321L108
XLI	SELECT SECTOR SPDR TR	200,000 (-20.0%)	$32.35M (-16.6%)	4.9%	$161.73	—	PUT	81369Y704
BE	BLOOM ENERGY CORP	21,692 (-75.5%)	$2.939M (-61.8%)	0.4%	$102.42	+41.2%	COM CL A	093712107
GEV	GE VERNOVA INC	10,000 (-50.0%)	$8.729M (-33.2%)	1.3%	—	—	CALL	36828A101
HUT	HUT 8 CORP	20,000 (-76.5%)	$938K (-76.0%)	0.1%	$44.08	+28.4%	COM	44812J104
ENPH	ENPHASE ENERGY INC	100,000 (-50.0%)	$3.781M (-41.0%)	0.6%	$38.71	+6.6%	CALL	29355A107
BWXT	BWX TECHNOLOGIES INC	5,000 (-75.0%)	$1.022M (-70.4%)	0.2%	$144.80	+40.2%	COM	05605H100
WMB	WILLIAMS COS INC	75,000 (-31.8%)	$5.458M (-17.4%)	0.8%	$58.80	+12.9%	COM	969457100
E	ENI SPA	55,000 (-50.0%)	$3.114M (-25.4%)	0.5%	$37.94	—	SPONSORED ADR	26874R108
NVT	NVENT ELEC PLC	15,000 (-45.9%)	$1.774M (-37.2%)	0.3%	$103.61	+8.4%	SHS	G6700G107
IREN	IREN LIMITED	69,975 (-23.0%)	$2.399M (-30.1%)	0.4%	$47.28	+2.1%	ORDINARY SHARES	Q4982L109
GWH	ESS TECH INC	910,000 (-4.2%)	$1.065M (-40.4%)	0.2%	$2.08	-19.0%	COM NEW	26916J205
TSSI	TSS INC DEL	150,000 (-25.0%)	$1.952M (+38.0%)	0.3%	$12.92	-28.1%	COM	87288V101
IMSRW	TERRESTRIAL ENERGY INC	175,000 (-36.4%)	$453K (-22.3%)	0.1%	$2.12	—	*W EXP 10/28/203	881454110
LGN	LEGENCE CORP	30,000 (-25.0%)	$1.694M (-1.6%)	0.3%	$39.53	+23.5%	CL A	52476L109

Unchanged Positions (7)

MTZ MASTEC INC 0.7%

Value $4.826M Shares 15,000 Est. Cost $174.89 Unrealized +43.1%

OPTX SYNTEC OPTICS HLDGS INC 0.3%

Value $1.758M Shares 250,000 Est. Cost $2.01 Unrealized +177.7%

TGEN TECOGEN INC NEW 0.1%

Value $896K Shares 350,000 Est. Cost $7.93 Unrealized -46.8%

ASPI ASP ISOTOPES INC 0.1%

Value $884K Shares 200,000 Est. Cost $7.95 Unrealized -19.0%

KULR KULR TECHNOLOGY GROUP INC 0.1%

Value $711K Shares 300,000 Est. Cost $3.67 Unrealized -8.2%

AOSL ALPHA & OMEGA SEMICONDUCTOR 0.1%

Value $665K Shares 30,000 Est. Cost $23.61 Unrealized -6.7%

NPWR/WS NET POWER INC 0.0%

Value $28,687 Shares 106,249 Est. Cost $13.00 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MTZ	MASTEC INC	15,000	$4.826M	0.7%	$174.89	+43.1%	COM	576323109
OPTX	SYNTEC OPTICS HLDGS INC	250,000	$1.758M	0.3%	$2.01	+177.7%	CL A	87169M105
TGEN	TECOGEN INC NEW	350,000	$896K	0.1%	$7.93	-46.8%	COM NEW	87876P201
ASPI	ASP ISOTOPES INC	200,000	$884K	0.1%	$7.95	-19.0%	COM	00218A105
KULR	KULR TECHNOLOGY GROUP INC	300,000	$711K	0.1%	$3.67	-8.2%	COM	50125G307
AOSL	ALPHA & OMEGA SEMICONDUCTOR	30,000	$665K	0.1%	$23.61	-6.7%	SHS	G6331P104
NPWR/WS	NET POWER INC	106,249	$28,687	0.0%	$13.00	—	*W EXP 06/08/202	64107A113