ANTERO RESOURCES CORPCOM03674X10631757852748300SHSOLE74830000ARGAN INCCOM04010E1094055246074456SHSOLE7445600CARPENTER TECHNOLOGY CORPCOM144285103147810980375012SHSOLE37501200CHENIERE ENERGY INCCOM NEW16411R20848863472172200SHSOLE17220000CONSTELLATION ENERGY CORPCOM21037T10937326231133666SHSOLE13366600CORE & MAIN INCCL A21874C102893179171808055SHSOLE180805500CORE NATURAL RESOURCES INCCOM SHS21893710015866595151500SHSOLE15150000DELEK US HLDGS INC NEWCOM24665A10329468118653830SHSOLE65383000EVERUS CONSTR GROUPCOM30042610384446547715285SHSOLE71528500HUNTINGTON INGALLS INDS INCCOM4464131063145913982809SHSOLE8280900INVESCO QQQ TRUNIT SER 146090E103103892400180000SHPutSOLE18000000LEGGETT & PLATT INCCOM524660107365796033702389SHSOLE370238900MASTEC INCCOM57632310986821861269851SHSOLE26985100NORWEGIAN CRUISE LINE HLDGSSHSG66721104368994381973232SHSOLE197323200NOVONIX LIMITEDSPONSORED ADS67010L1008275851199398SHSOLE119939800PAR PAC HOLDINGS INCCOM NEW69888T207887658291417079SHSOLE141707900PEABODY ENGR CORPCOM704551100542476281646362SHSOLE164636200QXO INCCOM NEW82846H405897744464622783SHSOLE462278300REGAL REXNORD CORPORATIONCOM75875010344795775239217SHSOLE23921700SOMNIGROUP INTERNATIONAL INCCOM88023U101748204201012181SHSOLE101218100TERAWULF INCCOM88080T104284412991970984SHSOLE197098400VENTURE GLOBAL INCCOM CL A92333F101320698032034886SHSOLE203488600VIKING HOLDINGS LTDORD SHSG93A5A1011496945582037215SHSOLE203721500VISTRA CORPCOM92840M1021950268671297325SHSOLE129732500WARRIOR MET COAL INCCOM93627C10126625810285838SHSOLE28583800WOODWARD INCCOM98074510379484368222073SHSOLE22207300