 ALPHABET INCGOOGL |
| 14% | 13.54% | $15.2M | 42,500 | $12.2M | 42,500 | 00.00% | Unchanged |
 UBER TECHNOLOGIES INCUBER |
| 9.81% | 11.75% | $10.6M | 147,500 | $10.6M | 147,500 | 00.00% | Unchanged |
| BBIRKENSTOCK HOLDING PLC COM SHSBIRK |
| 8.53% | — | $9.3M | 215,000 | $0 | 0 | +215,000 | New Buy |
 BLACKSTONE INCBX |
| 5.97% | — | $6.5M | 55,000 | $0 | 0 | +55,000 | New Buy |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 5.85% | 1.62% | $6.3M | 40,000 | $1.5M | 10,000 | +30,000+300.00% | Add |
 AMAZON COM INCAMZN |
| 5.49% | 8.07% | $6.0M | 25,000 | $7.3M | 35,000 | -10,000-28.57% | Reduce |
 ADOBE INC COMADBE |
| 4.54% | — | $4.9M | 24,000 | $0 | 0 | +24,000 | New Buy |
| GGLOBAL E ONLINE LTDGLBE |
| 2.88% | — | $3.1M | 90,000 | $0 | 0 | +90,000 | New Buy |
 APPLE INCAAPL |
| 2.67% | 2.81% | $2.9M | 10,000 | $2.5M | 10,000 | 00.00% | Unchanged |
 VIPER ENERGY INCVNOM |
| 2.49% | 3.21% | $2.7M | 63,600 | $2.9M | 61,600 | +2,000+3.25% | Add |
 DIAMONDBACK ENERGY INCFANG |
| 2.21% | 2.76% | $2.4M | 13,608 | $2.5M | 12,608 | +1,000+7.93% | Add |
 EQT CORPEQT |
| 2.2% | 2.1% | $2.4M | 44,800 | $1.9M | 29,800 | +15,000+50.34% | Add |
 XCEL ENERGY INC COMXEL |
| 2.04% | 2.08% | $2.2M | 27,600 | $1.9M | 23,600 | +4,000+16.95% | Add |
| NNEXTPOWER INCNXT |
| 1.83% | 0.92% | $2.0M | 16,688 | $830,348 | 6,888 | +9,800+142.28% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 1.72% | 1.83% | $1.9M | 13,600 | $1.7M | 12,600 | +1,000+7.94% | Add |
| EENERGY TRANSFER L PET |
| 1.68% | 1.89% | $1.8M | 95,400 | $1.7M | 88,600 | +6,800+7.67% | Add |
 PG&E CORPPCG |
| 1.66% | 2.47% | $1.8M | 106,800 | $2.2M | 126,800 | -20,000-15.77% | Reduce |
 SEMPRA COMSRE |
| 1.5% | 1.68% | $1.6M | 17,600 | $1.5M | 15,600 | +2,000+12.82% | Add |
 HALLIBURTON CO COMHAL |
| 1.45% | 1.54% | $1.6M | 46,400 | $1.4M | 35,600 | +10,800+30.34% | Add |
 SLB LIMITEDSLB |
| 1.43% | 1.73% | $1.6M | 33,400 | $1.6M | 30,400 | +3,000+9.87% | Add |
 GE VERNOVA INCGEV |
| 1.39% | 0.47% | $1.5M | 1,288 | $425,975 | 488 | +800+163.93% | Add |
| OOVINTIV INC COMOVV |
| 1.3% | 1.1% | $1.4M | 26,800 | $997,248 | 16,800 | +10,000+59.52% | Add |
 CHEVRON CORPORATIONCVX |
| 1.28% | 1.7% | $1.4M | 8,400 | $1.5M | 7,400 | +1,000+13.51% | Add |
 PHILLIPS 66PSX |
| 1.28% | 1.55% | $1.4M | 8,188 | $1.4M | 7,688 | +500+6.50% | Add |
 CAMECO CORPCCJ |
| 1.18% | 1.25% | $1.3M | 12,600 | $1.1M | 10,400 | +2,200+21.15% | Add |
 TARGA RES CORPTRGP |
| 1.13% | 0.47% | $1.2M | 4,566 | $420,725 | 1,678 | +2,888+172.11% | Add |
| PPERMIAN RESOURCES CORPPR |
| 1.08% | 0.23% | $1.2M | 63,600 | $204,672 | 9,600 | +54,000+562.50% | Add |
 EOG RES INCEOG |
| 1.05% | 1.41% | $1.1M | 8,800 | $1.3M | 8,800 | 00.00% | Unchanged |
| AARRAY TECHNOLOGIES INCARRY |
| 0.93% | 1.86% | $1.0M | 136,800 | $1.7M | 232,800 | -96,000-41.24% | Reduce |
| NNRG ENERGY INCNRG |
| 0.92% | 0.78% | $993,208 | 6,800 | $701,472 | 4,800 | +2,000+41.67% | Add |
 DUKE ENERGY CORP NEWDUK |
| 0.89% | — | $962,008 | 7,600 | $0 | 0 | +7,600 | New Buy |
 VALERO ENERGY CORP COMVLO |
| 0.87% | 0.49% | $939,668 | 3,608 | $446,721 | 1,808 | +1,800+99.56% | Add |
 FIRST SOLAR INC COMFSLR |
| 0.86% | 1.96% | $936,289 | 3,968 | $1.8M | 8,968 | -5,000-55.75% | Reduce |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.82% | — | $891,212 | 19,600 | $0 | 0 | +19,600 | New Buy |
 CHENIERE ENERGY INCLNG |
| 0.71% | 0.88% | $764,832 | 3,200 | $794,528 | 2,800 | +400+14.29% | Add |
 BAKER HUGHES COMPANYBKR |
| 0.65% | — | $710,400 | 12,800 | $0 | 0 | +12,800 | New Buy |
 GOLAR LNG LTD SHSGLNG |
| 0.59% | 0.29% | $637,952 | 12,800 | $259,728 | 4,800 | +8,000+166.67% | Add |
 CONOCOPHILLIPSCOP |
| 0.54% | 2.5% | $582,176 | 5,600 | $2.3M | 17,068 | -11,468-67.19% | Reduce |
 ENERGY FUELS INCUUUU |
| 0.49% | 0.99% | $533,600 | 36,800 | $890,600 | 48,800 | -12,000-24.59% | Reduce |
 VISTRA CORPVST |
| 0.41% | 1.47% | $444,164 | 2,800 | $1.3M | 8,800 | -6,000-68.18% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.39% | 0.63% | $427,652 | 6,800 | $564,288 | 9,600 | -2,800-29.17% | Reduce |
| VVENTURE GLOBAL INC CLASS AVG |
| 0.27% | 0.19% | $298,284 | 26,800 | $170,208 | 10,800 | +16,000+148.15% | Add |
| CCOEUR MNG INCCDE |
| 0.25% | 0.57% | $274,307 | 16,808 | $518,202 | 27,608 | -10,800-39.12% | Reduce |
| SSUNRUN INCRUN |
| 0.25% | — | $268,777 | 20,088 | $0 | 0 | +20,088 | New Buy |
 TECHNIPFMC PLC COMFTI |
| 0.2% | — | $217,994 | 3,288 | $0 | 0 | +3,288 | New Buy |
 URANIUM ENERGY CORP COMUEC |
| 0.17% | 0.24% | $179,088 | 16,800 | $213,300 | 15,800 | +1,000+6.33% | Add |
| HHECLA MINING COMPANYHL |
| 0.15% | — | $166,644 | 10,800 | $0 | 0 | +10,800 | New Buy |
