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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMENTUM HOLDINGS INC COM 023939101   7,405,580 406,900 SH   SOLE   406,900 0 0
ANTERO RESOURCES CORP COM 03674X106   404,400 10,000 SH   SOLE   10,000 0 0
APTIV PLC COM SHS G3265R107   3,570,000 60,000 SH Call SOLE   60,000 0 0
ARGAN INC COM 04010E109   6,348,628 48,400 SH   SOLE   48,400 0 0
BAKER HUGHES COMPANY CL A 05722G100   2,549,100 58,000 SH   SOLE   58,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,085,150 11,000 SH   SOLE   11,000 0 0
CAMECO CORP COM 13321L108   13,965,588 339,300 SH   SOLE   339,300 0 0
CAMECO CORP COM 13321L108   26,754,000 650,000 SH Call SOLE   650,000 0 0
CENTRUS ENERGY CORP CL A 15643U104   3,570,854 57,400 SH   SOLE   57,400 0 0
CENTRUS ENERGY CORP CL A 15643U104   4,665,750 75,000 SH Call SOLE   75,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,295,840 5,600 SH   SOLE   5,600 0 0
CLEARWAY ENERGY INC CL C 18539C204   7,255,719 239,700 SH   SOLE   239,700 0 0
COTERRA ENERGY INC COM 127097103   1,156,000 40,000 SH   SOLE   40,000 0 0
DENISON MINES CORP COM 248356107   1,898,780 1,460,600 SH   SOLE   1,460,600 0 0
EATON CORP PLC SHS G29183103   8,263,632 30,400 SH   SOLE   30,400 0 0
EATON CORP PLC SHS G29183103   35,066,070 129,000 SH Call SOLE   129,000 0 0
EQT CORP COM 26884L109   1,175,460 22,000 SH   SOLE   22,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   2,449,040 22,000 SH   SOLE   22,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   2,783,000 25,000 SH Put SOLE   25,000 0 0
FERRARI N V COM N3167Y103   2,053,824 4,800 SH   SOLE   4,800 0 0
FIRST SOLAR INC COM 336433107   9,886,826 78,200 SH   SOLE   78,200 0 0
GE VERNOVA INC COM 36828A101   17,462,016 57,200 SH   SOLE   57,200 0 0
GE VERNOVA INC COM 36828A101   12,211,200 40,000 SH Call SOLE   40,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   916,680 2,400 SH   SOLE   2,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   12,191,920 26,000 SH Put SOLE   26,000 0 0
ITRON INC COM 465741106   7,961,760 76,000 SH   SOLE   76,000 0 0
MARATHON PETE CORP COM 56585A102   1,748,280 12,000 SH   SOLE   12,000 0 0
MASTEC INC COM 576323109   10,620,610 91,000 SH   SOLE   91,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   12,589,785 868,261 SH   SOLE   868,261 0 0
NET POWER INC *W EXP 06/08/202 64107A113   32,406 106,249 SH   SOLE   106,249 0 0
NEXGEN ENERGY LTD COM 65340P106   3,044,669 678,100 SH   SOLE   678,100 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,900,600 10,000 SH   SOLE   10,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   1,662,000 120,000 SH   SOLE   120,000 0 0
PRIMORIS SVCS CORP COM 74164F103   3,522,104 61,350 SH   SOLE   61,350 0 0
QUANTA SVCS INC COM 74762E102   2,541,800 10,000 SH   SOLE   10,000 0 0
QUANTA SVCS INC COM 74762E102   12,709,000 50,000 SH Call SOLE   50,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   4,864,441 1,465,193 SH   SOLE   1,465,193 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   10,069,020 18,000 SH Call SOLE   18,000 0 0
TARGA RES CORP COM 87612G101   2,004,700 10,000 SH   SOLE   10,000 0 0
VIPER ENERGY INC CL A 927959106   2,979,900 66,000 SH   SOLE   66,000 0 0
VISTRA CORP COM 92840M102   1,832,064 15,600 SH   SOLE   15,600 0 0
WASTE CONNECTIONS INC COM 94106B101   1,561,520 8,000 SH   SOLE   8,000 0 0
WILLIAMS COS INC COM 969457100   2,689,200 45,000 SH   SOLE   45,000 0 0