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
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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
ANTERO RESOURCES CORP COM 03674X106   9,063,000 225,000 SH Call SOLE   225,000 0 0
CAMECO CORP COM 13321L108   7,794,150 105,000 SH   SOLE   105,000 0 0
CAMECO CORP COM 13321L108   10,392,200 140,000 SH Put SOLE   140,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   12,176,000 50,000 SH   SOLE   50,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   14,611,200 60,000 SH Put SOLE   60,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,036,168 21,800 SH   SOLE   21,800 0 0
CONSTELLATION ENERGY CORP COM 21037T109   11,619,360 36,000 SH Put SOLE   36,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   3,414,000 200,000 SH Call SOLE   200,000 0 0
EQT CORP COM 26884L109   27,118,800 465,000 SH   SOLE   465,000 0 0
EQT CORP COM 26884L109   27,993,600 480,000 SH Put SOLE   480,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   8,770,500 75,000 SH   SOLE   75,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   8,770,500 75,000 SH Put SOLE   75,000 0 0
FIRST SOLAR INC COM 336433107   3,807,420 23,000 SH Call SOLE   23,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,175,990 119,400 SH   SOLE   119,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,670,000 200,000 SH Put SOLE   200,000 0 0
GE VERNOVA INC COM 36828A101   7,937,250 15,000 SH   SOLE   15,000 0 0
GE VERNOVA INC COM 36828A101   8,730,975 16,500 SH Put SOLE   16,500 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   5,821,500 150,000 SH Put SOLE   150,000 0 0
HUT 8 CORP COM 44812J104   4,650,000 250,000 SH Call SOLE   250,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   8,065,000 100,000 SH   SOLE   100,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   60,487,500 750,000 SH Put SOLE   750,000 0 0
KODIAK GAS SVCS INC COM 50012A108   6,854,000 200,000 SH   SOLE   200,000 0 0
KODIAK GAS SVCS INC COM 50012A108   9,424,250 275,000 SH Put SOLE   275,000 0 0
NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107   1,494,500 350,000 SH Call SOLE   350,000 0 0
NRG ENERGY INC COM NEW 629377508   3,452,470 21,500 SH   SOLE   21,500 0 0
NRG ENERGY INC COM NEW 629377508   5,218,850 32,500 SH Put SOLE   32,500 0 0
SPDR GOLD TR GOLD SHS 78463V107   10,986,073 36,040 SH   SOLE   36,040 0 0
SPDR GOLD TR GOLD SHS 78463V107   9,906,975 32,500 SH Call SOLE   32,500 0 0
SPDR GOLD TR GOLD SHS 78463V107   12,193,200 40,000 SH Put SOLE   40,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   185,355,000 300,000 SH Put SOLE   300,000 0 0
TALEN ENERGY CORP COM 87422Q109   15,992,350 55,000 SH   SOLE   55,000 0 0
TALEN ENERGY CORP COM 87422Q109   5,815,400 20,000 SH Call SOLE   20,000 0 0
TALEN ENERGY CORP COM 87422Q109   17,446,200 60,000 SH Put SOLE   60,000 0 0
TECK RESOURCES LTD CL B 878742204   4,688,118 116,100 SH   SOLE   116,100 0 0
TECK RESOURCES LTD CL B 878742204   6,662,700 165,000 SH Put SOLE   165,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,385,173 65,300 SH   SOLE   65,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   14,125,100 110,000 SH Put SOLE   110,000 0 0
VISTRA CORP COM 92840M102   27,598,544 142,400 SH   SOLE   142,400 0 0
VISTRA CORP COM 92840M102   32,947,700 170,000 SH Put SOLE   170,000 0 0
WILLIAMS COS INC COM 969457100   7,097,530 113,000 SH   SOLE   113,000 0 0
WILLIAMS COS INC COM 969457100   12,562,000 200,000 SH Put SOLE   200,000 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   6,175,625 753,125 SH   SOLE   753,125 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106   9,020,000 1,100,000 SH Put SOLE   1,100,000 0 0