 ANTERO RESOURCES CORPAR |
| 10.24% | 11.11% | $26.2M | 617,800 | $31.3M | 907,500 | -289,700-31.92% | Reduce |
 DIAMONDBACK ENERGY INCFANG |
| 9.58% | 0.9% | $24.5M | 123,900 | $2.5M | 16,900 | +107,000+633.14% | Add |
| SSM ENERGY COMPANYSM |
| 6.82% | 3.07% | $17.5M | 560,000 | $8.7M | 462,800 | +97,200+21.00% | Add |
 GULFPORT ENERGY CORPGPOR |
| 6.7% | 0.24% | $17.2M | 81,100 | $686,367 | 3,300 | +77,800+2,357.58% | Add |
 SUNCOR ENERGY INC NEWSU |
| 6.05% | 6.11% | $15.5M | 234,100 | $17.2M | 388,000 | -153,900-39.66% | Reduce |
 MAGNOLIA OIL & GAS CORPMGY |
| 4.91% | 4.8% | $12.6M | 398,000 | $13.5M | 617,000 | -219,000-35.49% | Reduce |
| BBKV CORPBKV |
| 4.6% | 2.1% | $11.8M | 413,083 | $5.9M | 217,683 | +195,400+89.76% | Add |
| IIMPERIAL OIL LTDIMO |
| 4.28% | — | $10.9M | 83,700 | $0 | 0 | +83,700 | New Buy |
| MMATADOR RES COMTDR |
| 3.46% | 3.81% | $8.9M | 140,200 | $10.7M | 252,400 | -112,200-44.45% | Reduce |
| PPATTERSON-UTI ENERGY INCPTEN |
| 3.26% | — | $8.3M | 769,600 | $0 | 0 | +769,600 | New Buy |
| VVENTURE GLOBAL INC CLASS AVG |
| 3% | — | $7.7M | 486,600 | $0 | 0 | +486,600 | New Buy |
| CCALIFORNIA RES CORPCRC |
| 2.97% | — | $7.6M | 109,700 | $0 | 0 | +109,700 | New Buy |
 WILLIAMS COS INCWMB |
| 2.93% | 4.3% | $7.5M | 103,200 | $12.1M | 201,300 | -98,100-48.73% | Reduce |
| CCENOVUS ENERGY INC COMCVE |
| 2.45% | 3.28% | $6.3M | 236,500 | $9.2M | 545,000 | -308,500-56.61% | Reduce |
 TORM PLCTRMD |
| 2.42% | 0.53% | $6.2M | 222,000 | $1.5M | 76,700 | +145,300+189.44% | Add |
 PHILLIPS 66PSX |
| 2.28% | — | $5.8M | 32,000 | $0 | 0 | +32,000 | New Buy |
 COMSTOCK RES INCCRK |
| 2.06% | 0.38% | $5.3M | 250,369 | $1.1M | 46,400 | +203,969+439.59% | Add |
 BP PLC SPONSORED ADRBP |
| 2.06% | — | $5.3M | 112,000 | $0 | 0 | +112,000 | New Buy |
| SSCORPIO TANKERS INC SHSSTNG |
| 2.04% | 1.2% | $5.2M | 70,000 | $3.4M | 66,400 | +3,600+5.42% | Add |
| HHAFNIA LIMITED USD0.01 |
| 1.98% | 1.26% | $5.1M | 668,464 | $3.5M | 663,093 | +5,371+0.81% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.96% | — | $5.0M | 77,400 | $0 | 0 | +77,400 | New Buy |
 TECHNIPFMC PLC COMFTI |
| 1.91% | 0.23% | $4.9M | 70,700 | $646,120 | 14,500 | +56,200+387.59% | Add |
| PPAR PAC HOLDINGS INCPARR |
| 1.79% | — | $4.6M | 73,200 | $0 | 0 | +73,200 | New Buy |
| PPBF ENERGY INCPBF |
| 1.76% | — | $4.5M | 94,843 | $0 | 0 | +94,843 | New Buy |
| TTRANSOCEAN LTDRIG |
| 1.38% | — | $3.5M | 533,900 | $0 | 0 | +533,900 | New Buy |
| LLIBERTY ENERGY INCLBRT |
| 1.24% | 1.36% | $3.2M | 110,200 | $3.8M | 207,600 | -97,400-46.92% | Reduce |
| OOceaneering Intl Inc ComOII |
| 1.14% | — | $2.9M | 82,600 | $0 | 0 | +82,600 | New Buy |
 KINDER MORGAN INC DEL COMKMI |
| 1.07% | — | $2.7M | 82,000 | $0 | 0 | +82,000 | New Buy |
 BAKER HUGHES COMPANYBKR |
| 1.03% | — | $2.6M | 43,200 | $0 | 0 | +43,200 | New Buy |
 EOG RES INCEOG |
| 0.89% | — | $2.3M | 15,800 | $0 | 0 | +15,800 | New Buy |
 TARGA RES CORPTRGP |
| 0.78% | — | $2.0M | 8,000 | $0 | 0 | +8,000 | New Buy |
| PPROSHARES TR IIBOIL1EUR |
| 0.29% | 0.34% | $741,520 | 46,000 | $952,640 | 41,600 | +4,400+10.58% | Add |
| TTERAWULF INC COMWULF |
| 0.2% | 0.19% | $505,050 | 35,000 | $540,030 | 47,000 | -12,000-25.53% | Reduce |
| FFORGENT POWER SOLUTIONS INCFPS |
| 0.14% | — | $351,240 | 12,000 | $0 | 0 | +12,000 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.11% | 1.97% | $282,550 | 5,000 | $5.5M | 120,400 | -115,400-95.85% | Reduce |
| RRIOT PLATFORMS INCRIOT |
| 0.11% | 0.06% | $271,920 | 22,000 | $164,710 | 13,000 | +9,000+69.23% | Add |
 MP MATERIALS CORPMP |
| 0.08% | 0.09% | $217,170 | 4,500 | $252,600 | 5,000 | -500-10.00% | Reduce |
