ALPHABET INC SHS CL A Common Stock 02079K305 12652640 44000 SH SOLE 44000 0 0 ALPHABET INC SHS CL A Option 02079K905 5751200 20000 SH Call SOLE 0 0 0 ALPHABET INC SHS CL A Option 02079K955 21567000 75000 SH Put SOLE 0 0 0 CATERPILLAR INC Common Stock 149123101 9209980 13000 SH SOLE 13000 0 0 CATERPILLAR INC Option 149123951 17711500 25000 SH Put SOLE 0 0 0 CHEVRON CORP Common Stock 166764100 13655400 66000 SH SOLE 66000 0 0 CHEVRON CORP Option 166764950 31035000 150000 SH Put SOLE 0 0 0 CITIGROUP INC Common Stock 172967424 10283905 90679 SH SOLE 90679 0 0 CITIGROUP INC Option 172967954 20413800 180000 SH Put SOLE 0 0 0 CONOCOPHILLIPS Common Stock 20825C104 2376000 18000 SH SOLE 18000 0 0 CONOCOPHILLIPS Option 20825C954 5280000 40000 SH Put SOLE 0 0 0 EXXON MOBIL CORP Common Stock 30231G102 10009940 59000 SH SOLE 59000 0 0 EXXON MOBIL CORP Option 30231G952 32252366 190100 SH Put SOLE 0 0 0 FEDEX CORP Common Stock 31428X106 4452250 12500 SH SOLE 12500 0 0 FEDEX CORP Option 31428X906 3561800 10000 SH Call SOLE 0 0 0 FEDEX CORP Option 31428X956 7123600 20000 SH Put SOLE 0 0 0 GE VERNOVA LLC Common Stock 36828A101 14839300 17000 SH SOLE 17000 0 0 GE VERNOVA LLC Option 36828A951 34916000 40000 SH Put SOLE 0 0 0 GOLDMAN SACHS GROUP INC Common Stock 38141G104 5668133 6700 SH SOLE 6700 0 0 GOLDMAN SACHS GROUP INC Option 38141G954 12689850 15000 SH Put SOLE 0 0 0 HOWMET AEROSPACE INC Common Stock 443201108 11062080 48000 SH SOLE 48000 0 0 HOWMET AEROSPACE INC Option 443201958 20741400 90000 SH Put SOLE 0 0 0 JOHNSON AND JOHNSON COM Common Stock 478160104 2224404 9100 SH SOLE 9100 0 0 JOHNSON AND JOHNSON COM Option 478160904 8555400 35000 SH Call SOLE 0 0 0 JOHNSON AND JOHNSON COM Option 478160954 12222000 50000 SH Put SOLE 0 0 0 LOCKHEED MARTIN CORP Common Stock 539830109 13900970 23000 SH SOLE 23000 0 0 LOCKHEED MARTIN CORP Option 539830959 21153650 35000 SH Put SOLE 0 0 0 OCCIDENTAL PETROLEUM CORPORATION Option 674599905 11063000 170200 SH Call SOLE 0 0 0 OCCIDENTAL PETROLEUM CORPORATION Option 674599955 19513000 300200 SH Put SOLE 0 0 0 PALANTIR TECHNOLOGIES INC. Option 69608A908 17553600 120000 SH Call SOLE 0 0 0 PALANTIR TECHNOLOGIES INC. Option 69608A958 13165200 90000 SH Put SOLE 0 0 0 RIO TINTO GROUP Common Stock 767204100 746320 8000 SH SOLE 8000 0 0 RIO TINTO GROUP Option 767204950 3731600 40000 SH Put SOLE 0 0 0 RTX CORPORATION Common Stock 75513E101 10223700 53000 SH SOLE 53000 0 0 RTX CORPORATION Option 75513E951 15451290 80100 SH Put SOLE 0 0 0 SECTOR SPDR ENERGY ITG Common Stock 81369Y506 2266620 37000 SH SOLE 37000 0 0 SECTOR SPDR ENERGY ITG Option 81369Y906 7963800 130000 SH Call SOLE 0 0 0 SECTOR SPDR ENERGY ITG Option 81369Y956 26954400 440000 SH Put SOLE 0 0 0 SECTOR SPDR INDUSTRIAL Common Stock 81369Y704 5822280 36000 SH SOLE 36000 0 0 SECTOR SPDR INDUSTRIAL Option 81369Y954 8102673 50100 SH Put SOLE 0 0 0 SPDR S&P BIOTECH ETF Common Stock 78464A870 6258770 49000 SH SOLE 49000 0 0 SPDR S&P BIOTECH ETF Option 78464A950 10218400 80000 SH Put SOLE 0 0 0 SS SPDR S&P OG EXP & PROD Common Stock 78468R556 11455290 63000 SH SOLE 63000 0 0 SS SPDR S&P OG EXP & PROD Option 78468R956 27274500 150000 SH Put SOLE 0 0 0 STATE STREET SPDR S&P 500 ETF TRUST Option 78462F953 52027200 80000 SH Put SOLE 0 0 0 TAIWAN SEMICONDUCTOR MFG CO Common Stock 874039100 14193900 42000 SH SOLE 42000 0 0 TAIWAN SEMICONDUCTOR MFG CO Option 874039950 31260375 92500 SH Put SOLE 0 0 0 VANECK OIL SERVICES ETF Common Stock 92189H607 5254730 13000 SH SOLE 13000 0 0 VANECK OIL SERVICES ETF Option 92189H957 12126300 30000 SH Put SOLE 0 0 0 VANECK SEMICONDUCTOR ETF Common Stock 92189F676 11118600 29000 SH SOLE 29000 0 0 VANECK SEMICONDUCTOR ETF Option 92189F906 7668000 20000 SH Call SOLE 0 0 0 VANECK SEMICONDUCTOR ETF Option 92189F956 24921000 65000 SH Put SOLE 0 0 0 VERTIV HOLDINGS CO-A Common Stock 92537N108 10449186 41700 SH SOLE 41700 0 0 VERTIV HOLDINGS CO-A Option 92537N958 27438510 109500 SH Put SOLE 0 0 0 VISTRA CORP Common Stock 92840M102 5111220 34000 SH SOLE 34000 0 0 VISTRA CORP Option 92840M902 7516500 50000 SH Call SOLE 0 0 0 VISTRA CORP Option 92840M952 9019800 60000 SH Put SOLE 0 0 0