The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Applied Digital Corp | COM NEW | 038169207 | 22,680,072 | 4,035,600 | SH | SOLE | 4,035,600 | 0 | 0 | |||
| Broadcom Inc | COM | 11135F101 | 117,201,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| Constellation Energy Corp | COM | 21037T109 | 36,978,942 | 183,400 | SH | SOLE | 183,400 | 0 | 0 | |||
| Core Scientific Inc New | COM | 21874A106 | 32,736,225 | 4,521,578 | SH | SOLE | 4,521,578 | 0 | 0 | |||
| CoreWeave Inc | COM CL A | 21873S108 | 45,423,000 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | |||
| EQT Corp | COM | 26884L109 | 52,863,535 | 989,398 | SH | SOLE | 989,398 | 0 | 0 | |||
| IREN Limited | ORDINARY SHARES | Q4982L109 | 20,499,732 | 3,366,130 | SH | SOLE | 3,366,130 | 0 | 0 | |||
| Intel Corp | COM | 458140100 | 459,591,354 | 20,237,400 | SH | Call | SOLE | 0 | 0 | 20,237,400 | ||
| Modine Mfg Co | COM | 607828100 | 55,016,242 | 716,824 | SH | SOLE | 716,824 | 0 | 0 | |||
| Onto Innovation Inc | COM | 683344105 | 71,192,241 | 586,717 | SH | SOLE | 586,717 | 0 | 0 | |||
| Talen Energy Corp | COM | 87422Q109 | 29,630,030 | 148,395 | SH | SOLE | 148,395 | 0 | 0 | |||
| Vistra Corp | COM | 92840M102 | 61,755,354 | 525,846 | SH | SOLE | 525,846 | 0 | 0 | |||