| Birkenstock Holding PLC(BIRK) | M2029K104 | NEW | 215,000 | — | +215,000 | — | — | $9.3M | — |
| Uber Technologies Inc(UBER) | 90353T100 | UNCHANGED | 147,500 | 147,500 | 0 | 0.00% | $10.6M | $10.6M | +$33.9K |
| Array Technologies Inc(ARRY) | 04271T100 | DECREASED | 136,800 | 232,800 | -96,000 | -41.24% | $1.7M | $1.0M | -$669.5K |
| PG&E Corp(PCG) | 69331C108 | DECREASED | 106,800 | 126,800 | -20,000 | -15.77% | $2.2M | $1.8M | -$431.5K |
| Energy Transfer L P(ET) | 29273V100 | INCREASED | 95,400 | 88,600 | +6,800 | +7.67% | $1.7M | $1.8M | +$114.1K |
| Global E Online LTD(GLBE) | M5216V106 | NEW | 90,000 | — | +90,000 | — | — | $3.1M | — |
| Permian Resources Corp(PR) | 71424F105 | INCREASED | 63,600 | 9,600 | +54,000 | +562.50% | $204.7K | $1.2M | +$966.2K |
| Viper Energy Inc(VNOM) | 64361Q101 | INCREASED | 63,600 | 61,600 | +2,000 | +3.25% | $2.9M | $2.7M | -$197.9K |
| Blackstone Inc(BX) | 09260D107 | NEW | 55,000 | — | +55,000 | — | — | $6.5M | — |
| Halliburton Co(HAL) | 406216101 | INCREASED | 46,400 | 35,600 | +10,800 | +30.34% | $1.4M | $1.6M | +$187.2K |
| EQT Corp(EQT) | 26884L109 | INCREASED | 44,800 | 29,800 | +15,000 | +50.34% | $1.9M | $2.4M | +$485.5K |
| Alphabet Inc(GOOGL) | 02079K305 | UNCHANGED | 42,500 | 42,500 | 0 | 0.00% | $12.2M | $15.2M | +$3.0M |
| Select Sector Spdr TR(XLV) | 81369Y209 | INCREASED | 40,000 | 10,000 | +30,000 | +300.00% | $1.5M | $6.3M | +$4.9M |
| Energy Fuels Inc(UUUU) | 292671708 | DECREASED | 36,800 | 48,800 | -12,000 | -24.59% | $890.6K | $533.6K | -$357.0K |
| SLB Limited(SLB) | 806857108 | INCREASED | 33,400 | 30,400 | +3,000 | +9.87% | $1.6M | $1.6M | -$9.5K |
| Xcel Energy Inc(XEL) | 98389B100 | INCREASED | 27,600 | 23,600 | +4,000 | +16.95% | $1.9M | $2.2M | +$341.5K |
| Venture Global Inc(VG) | 92333F101 | INCREASED | 26,800 | 10,800 | +16,000 | +148.15% | $170.2K | $298.3K | +$128.1K |
| Ovintiv Inc(OVV) | 69047Q102 | INCREASED | 26,800 | 16,800 | +10,000 | +59.52% | $997.2K | $1.4M | +$413.8K |
| Amazon COM Inc(AMZN) | 023135106 | DECREASED | 25,000 | 35,000 | -10,000 | -28.57% | $7.3M | $6.0M | -$1.3M |
| Adobe Inc(ADBE) | 00724F101 | NEW | 24,000 | — | +24,000 | — | — | $4.9M | — |
| Sunrun Inc(RUN) | 86771W105 | NEW | 20,088 | — | +20,088 | — | — | $268.8K | — |
| YPF Sociedad Anonima(YPF) | 984245100 | NEW | 19,600 | — | +19,600 | — | — | $891.2K | — |
| Sempra(SRE) | 816851109 | INCREASED | 17,600 | 15,600 | +2,000 | +12.82% | $1.5M | $1.6M | +$115.8K |
| Coeur MNG Inc(CDE) | 192108504 | DECREASED | 16,808 | 27,608 | -10,800 | -39.12% | $518.2K | $274.3K | -$243.9K |
| Uranium Energy Corp(UEC) | 916896103 | INCREASED | 16,800 | 15,800 | +1,000 | +6.33% | $213.3K | $179.1K | -$34.2K |
| Nextpower Inc(NXT) | 65290E101 | INCREASED | 16,688 | 6,888 | +9,800 | +142.28% | $830.3K | $2.0M | +$1.2M |
| Diamondback Energy Inc(FANG) | 25278X109 | INCREASED | 13,608 | 12,608 | +1,000 | +7.93% | $2.5M | $2.4M | -$101.7K |
| American Elec PWR Co Inc(AEP) | 025537101 | INCREASED | 13,600 | 12,600 | +1,000 | +7.94% | $1.7M | $1.9M | +$209.0K |
| Baker Hughes Company(BKR) | 05722G100 | NEW | 12,800 | — | +12,800 | — | — | $710.4K | — |
| Golar LNG LTD(GLNG) | G9456A100 | INCREASED | 12,800 | 4,800 | +8,000 | +166.67% | $259.7K | $638.0K | +$378.2K |
| Cameco Corp(CCJ) | 13321L108 | INCREASED | 12,600 | 10,400 | +2,200 | +21.15% | $1.1M | $1.3M | +$153.9K |
| Hecla Mining Company(HL) | 422704106 | NEW | 10,800 | — | +10,800 | — | — | $166.6K | — |
| Apple Inc(AAPL) | 037833100 | UNCHANGED | 10,000 | 10,000 | 0 | 0.00% | $2.5M | $2.9M | +$355.7K |
| EOG RES Inc(EOG) | 26875P101 | UNCHANGED | 8,800 | 8,800 | 0 | 0.00% | $1.3M | $1.1M | -$130.6K |
| Chevron Corporation(CVX) | 166764100 | INCREASED | 8,400 | 7,400 | +1,000 | +13.51% | $1.5M | $1.4M | -$138.7K |
| Phillips 66(PSX) | 718546104 | INCREASED | 8,188 | 7,688 | +500 | +6.50% | $1.4M | $1.4M | -$16.4K |
| Duke Energy Corp New(DUK) | 26441C204 | NEW | 7,600 | — | +7,600 | — | — | $962.0K | — |
| Freeport Mcmoran Inc(FCX) | 35671D857 | DECREASED | 6,800 | 9,600 | -2,800 | -29.17% | $564.3K | $427.7K | -$136.6K |
| NRG Energy Inc(NRG) | 629377508 | INCREASED | 6,800 | 4,800 | +2,000 | +41.67% | $701.5K | $993.2K | +$291.7K |
| Conocophillips(COP) | 20825C104 | DECREASED | 5,600 | 17,068 | -11,468 | -67.19% | $2.3M | $582.2K | -$1.7M |
| Targa RES Corp(TRGP) | 87612G101 | INCREASED | 4,566 | 1,678 | +2,888 | +172.11% | $420.7K | $1.2M | +$803.6K |
| First Solar Inc(FSLR) | 336433107 | DECREASED | 3,968 | 8,968 | -5,000 | -55.75% | $1.8M | $936.3K | -$832.7K |
| Valero Energy Corp(VLO) | 91913Y100 | INCREASED | 3,608 | 1,808 | +1,800 | +99.56% | $446.7K | $939.7K | +$492.9K |
| Technipfmc PLC(FTI) | G87110105 | NEW | 3,288 | — | +3,288 | — | — | $218.0K | — |
| Cheniere Energy Inc(LNG) | 16411R208 | INCREASED | 3,200 | 2,800 | +400 | +14.29% | $794.5K | $764.8K | -$29.7K |
| Vistra Corp(VST) | 92840M102 | DECREASED | 2,800 | 8,800 | -6,000 | -68.18% | $1.3M | $444.2K | -$878.7K |
| GE Vernova Inc(GEV) | 36828A101 | INCREASED | 1,288 | 488 | +800 | +163.93% | $426.0K | $1.5M | +$1.1M |
| Caesars Entertainment Inc NE(CZR) | 12769G100 | CLOSED | — | 180,000 | -180,000 | -100.00% | $4.8M | — | — |
| Lineage Inc(LINE) | 53566V106 | CLOSED | — | 180,000 | -180,000 | -100.00% | $5.9M | — | — |
| Shoals Technologies Group in(SHLS) | 82489W107 | CLOSED | — | 58,000 | -58,000 | -100.00% | $381.6K | — | — |
| Mirion Technologies Inc(MIR) | 60471A101 | CLOSED | — | 18,800 | -18,800 | -100.00% | $349.5K | — | — |
| HF Sinclair Corp(DINO) | 403949100 | CLOSED | — | 15,600 | -15,600 | -100.00% | $973.3K | — | — |
| Helmerich & Payne Inc(HP) | 423452101 | CLOSED | — | 14,800 | -14,800 | -100.00% | $533.2K | — | — |
| Nextera Energy Inc(NEE) | 65339F101 | CLOSED | — | 14,600 | -14,600 | -100.00% | $1.4M | — | — |
| BP PLC(BP) | 055622104 | CLOSED | — | 10,800 | -10,800 | -100.00% | $507.6K | — | — |
| Expand Energy Corporation(EXE) | 165167735 | CLOSED | — | 8,800 | -8,800 | -100.00% | $966.1K | — | — |
| Shell PLC(SHEL) | 780259305 | CLOSED | — | 7,600 | -7,600 | -100.00% | $706.8K | — | — |
| Marathon Pete Corp(MPC) | 56585A102 | CLOSED | — | 2,888 | -2,888 | -100.00% | $705.2K | — | — |