AES CORP COM 00130H105 BBG001S6B1L5 1478041 104900 SH Put SOLE 104900 0 0 AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 1411256 30800 SH Put SOLE 30800 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 2649819 23072 SH Put SOLE 23072 0 0 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 912371 5082 SH Put SOLE 5082 0 0 ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 1831172 25518 SH Put SOLE 25518 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2686098 9341 SH Put SOLE 9341 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 2221408 10666 SH Put SOLE 10666 0 0 AMERICAN ELEC PWR CO INC COM 025537101 BBG001S5NFD2 2037508 15544 SH Put SOLE 15544 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1030247 3406 SH Put SOLE 3406 0 0 AMERICAN FINANCIAL GROUP INC COM 025932104 BBG001S8JK86 641743 5025 SH Put SOLE 5025 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 BBG003NXJNJ4 585092 20956 SH Put SOLE 20956 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 BBG001S5NJG1 4928123 65490 SH Put SOLE 65490 0 0 AMERICAN TOWER CORP COM 03027X100 BBG001S5NPQ6 589878 3418 SH Put SOLE 3418 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 473593 3480 SH Put SOLE 3480 0 0 ANALOG DEVICES INC COM 032654105 BBG001S5ND38 3220531 10123 SH Put SOLE 10123 0 0 AON PLC SHS CL A G0403H108 BBG00SSQFPR9 3096106 9592 SH Put SOLE 9592 0 0 APA CORPORATION COM 03743Q108 BBG00YTS96H1 7022717 165474 SH Put SOLE 165474 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 565558 23823 SH Put SOLE 23823 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2888809 8452 SH Put SOLE 8452 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 441528 4047 SH Put SOLE 4047 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 2911109 2204 SH Put SOLE 2204 0 0 ASSURANT INC COM 04621X108 BBG001SD9DW5 7994063 36702 SH Put SOLE 36702 0 0 AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6Y0 492068 119434 SH Put SOLE 119434 0 0 AXIS CAP HLDGS LTD SHS G0692U109 BBG001SGW5F8 2385772 23526 SH Put SOLE 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GLOBAL MKTS INC COM 12503M108 BBG001T71BP7 831967 2960 SH Put SOLE 2960 0 0 CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 1477539 34234 SH Put SOLE 34234 0 0 CENTURY ALUM CO COM 156431108 BBG001S766G4 683386 11644 SH Put SOLE 11644 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 1087828 33984 SH Put SOLE 33984 0 0 CHUBB LTD SWITZ COM H1467J104 BBG001S8S1L3 3124365 9586 SH Put SOLE 9586 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 2007331 25871 SH Put SOLE 25871 0 0 CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHJ3 1762144 8540 SH Put SOLE 8540 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 BBG001S5STN6 854237 13924 SH Put SOLE 13924 0 0 COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 1434150 1040 SH Put SOLE 1040 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 7136184 54062 SH Put SOLE 54062 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 1933527 6924 SH Put SOLE 6924 0 0 CORPAY INC COM SHS 219948106 BBG001SHC7K8 1883869 6474 SH Put SOLE 6474 0 0 DARLING INGREDIENTS 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19880 SH Put SOLE 19880 0 0 EQUITABLE HLDGS INC COM 29452E101 BBG00J7CBWL8 727727 19610 SH Put SOLE 19610 0 0 EQUITY LIFESTYLE PROPERTIES COM 29472R108 BBG001S5T5G5 391249 6268 SH Put SOLE 6268 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 1033351 17470 SH Put SOLE 17470 0 0 EVERGY INC COM 30034W106 BBG00H433CS1 2933064 35804 SH Put SOLE 35804 0 0 EXPAND ENERGY CORPORATION COM 165167735 BBG00Z6DX607 13965333 127212 SH Put SOLE 127212 0 0 EXPRO GROUP HOLDINGS NV COM N3144W105 BBG004K27PR2 1771851 101772 SH Put SOLE 101772 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 5629319 33180 SH Put SOLE 33180 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 2023815 5682 SH Put SOLE 5682 0 0 FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDTD2 298055 21661 SH Put SOLE 21661 0 0 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 2340797 10808 SH Put SOLE 10808 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 2117655 2426 SH Put SOLE 2426 0 0 GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 879207 13064 SH Put SOLE 13064 0 0 GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 2295887 42430 SH Put SOLE 42430 0 0 HAGERTY INC CL A COM 405166109 BBG00Z9FKN97 200059 18999 SH Put SOLE 18999 0 0 HANOVER INS GROUP INC COM 410867105 BBG001S8KZF3 757886 4372 SH Put SOLE 4372 0 0 HAWAIIAN ELEC INDS INC MTN B COM 419870100 BBG001S5RV43 909098 61260 SH Put SOLE 61260 0 0 HELMERICH & PAYNE INC COM 423452101 BBG001S5RZP1 1116642 30992 SH Put SOLE 30992 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 951305 39954 SH Put SOLE 39954 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1051132 3196 SH Put SOLE 3196 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 476371 10155 SH Put SOLE 10155 0 0 HYATT HOTELS CORP COM CL A 448579102 BBG001SFNHB8 3667652 25507 SH Put SOLE 25507 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 4331491 27540 SH Put SOLE 27540 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 1197005 6237 SH Put SOLE 6237 0 0 INVITATION HOMES INC COM 46187W107 BBG00FQH6CJ7 1760424 70842 SH Put SOLE 70842 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KR1 783024 22842 SH Put SOLE 22842 0 0 JACKSON FINANCIAL INC COM CL A 46817M107 BBG00922Y611 996834 9429 SH Put SOLE 9429 0 0 KKR & CO INC COM 48251W104 BBG001S6PW05 677285 7322 SH Put SOLE 7322 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBDC5 3964568 46631 SH Put SOLE 46631 0 0 LINDE PLC SHS G54950103 BBG01FND0CH6 1126367 2272 SH Put SOLE 2272 0 0 LINEAGE INC COM 53566V106 BBG01NJDR1R8 669352 20432 SH Put SOLE 20432 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 2367718 15525 SH Put SOLE 15525 0 0 LOUISIANA PAC CORP COM 546347105 BBG001S5SW04 1403202 19288 SH Put SOLE 19288 0 0 LPL FINL HLDGS INC COM 50212V100 BBG001T5GK39 617905 2054 SH Put SOLE 2054 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 3444955 5852 SH Put SOLE 5852 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 5515247 11038 SH Put SOLE 11038 0 0 MATADOR RES CO COM 576485205 BBG001T3L5S4 9198755 145596 SH Put SOLE 145596 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 1144832 2001 SH Put SOLE 2001 0 0 MOODYS CORP COM 615369105 BBG001S5VP87 3682386 8441 SH Put SOLE 8441 0 0 MSCI INC COM 55354G100 BBG001SV8B05 2734937 5074 SH Put SOLE 5074 0 0 NASDAQ INC COM 631103108 BBG001SKTBJ6 5140769 60558 SH Put SOLE 60558 0 0 NEPTUNE INS HLDGS INC CL A 64073B103 BBG01X1D60G2 518029 21415 SH Put SOLE 21415 0 0 NETSTREIT CORP COM 64119V303 BBG00W5FQQM0 584935 31064 SH Put SOLE 31064 0 0 NOBLE CORP PLC ORD SHS A G65431127 BBG018KBK3H7 1662393 33878 SH Put SOLE 33878 0 0 OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 2122900 32660 SH Put SOLE 32660 0 0 OCEANEERING INTL INC COM 675232102 BBG001S61HT3 1212010 34170 SH Put SOLE 34170 0 0 OGE ENERGY CORP COM 670837103 BBG001S5TVY8 475955 9924 SH Put SOLE 9924 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 625680 6922 SH Put SOLE 6922 0 0 ONTO INNOVATION INC COM 683344105 BBG001S5THX0 346568 1690 SH Put SOLE 1690 0 0 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