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CIK 0001596053 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHA & OMEGA SEMICONDUCTOR | SHS | $594K | 0.1% | 30,000 SH | New |
| APPLIED DIGITAL CORP | COM NEW | $11.0M | 1.4%Prev: 0.6% | 450,000 SH | Increased+321,000 SH |
| ASP ISOTOPES INC | COM | $1.1M | 0.1% | 200,000 SH | New |
| AXT INC | COM | $1.3M | 0.2% | 80,000 SH | New |
| BITFARMS LTD | COM | $881K | 0.1% | 375,000 SH | New |
| BLOOM ENERGY CORP | COM CL A | $28.5M | 3.6%Prev: 0.1% | 328,532 SH | Increased+324,532 SH |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | $4.2M | 0.5% | 155,000 SH | New |
| BWX TECHNOLOGIES INC | COM | $3.5M | 0.4%Prev: 0.6% | 20,000 SH | Increased+4,000 SH |
| CAMECO CORP | COM | $34.3M | 4.3%Prev: 15.9% | 375,025 SH | Decreased-487,975 SH |
| CENTRUS ENERGY CORP | CL A | $728K | 0.1% | 3,000 SH | New |
| CIPHER MINING INC | COM | $38.3M | 4.8%Prev: 5.0% | 2,597,207 SH | Increased+774,571 SH |
| CLEANSPARK INC | COM NEW | $5.1M | 0.6% | 500,000 SH | New |
| CONSTELLATION ENERGY CORP | COM | $2.1M | 0.3%Prev: 0.8% | 6,000 SH | Decreased-4,500 SH |
| CORE SCIENTIFIC INC NEW | COM | $26.9M | 3.4% | 1,850,000 SH | New |
| EATON CORP PLC | SHS | $55.7M | 7.0%Prev: 5.8% | 175,000 SH | Increased+105,000 SH |
| ENERGY VAULT HOLDINGS INC | COM | $2.4M | 0.3% | 525,000 SH | New |
| ENI S P A | SPONSORED ADR | $4.2M | 0.5% | 110,000 SH | New |
| ENPHASE ENERGY INC | COM | $7.1M | 0.9% | 220,152 SH | New |
| EOS ENERGY ENTERPRISES INC | COM CL A | $22.3M | 2.8%Prev: 1.0% | 1,942,113 SH | Increased+1,542,113 SH |
| EQT CORP | COM | $11.8M | 1.5%Prev: 0.8% | 220,000 SH | Increased+152,000 SH |
| ESS TECH INC | COM NEW | $1.8M | 0.2%Prev: 0.2% | 950,000 SH | Increased+274,583 SH |
| EVERUS CONSTR GROUP | COM | $3.4M | 0.4%Prev: 0.5% | 40,000 SH | Increased+15,000 SH |
| FERRARI N V | COM | $1.5M | 0.2%Prev: 0.7% | 4,000 SH | Decreased-3,000 SH |
| FIRST SOLAR INC | COM | $53.9M | 6.8%Prev: 6.4% | 206,206 SH | Increased+73,706 SH |
| FORD MTR CO | COM | $3.9M | 0.5% | 300,000 SH | New |
| GE VERNOVA INC | COM | $13.1M | 1.6%Prev: 2.7% | 20,000 SH | Increased |
| GENERAC HLDGS INC | COM | $1.0M | 0.1% | 7,500 SH | New |
| GENERAL MTRS CO | COM | $7.3M | 0.9% | 90,000 SH | New |
| GILAT SATELLITE NETWORKS LTD | SHS NEW | $2.6M | 0.3% | 200,000 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $9.4M | 1.2% | 220,000 SH | New |
| HALLIBURTON CO | COM | $5.7M | 0.7%Prev: 0.4% | 200,000 SH | Increased+120,000 SH |
| HUT 8 CORP | COM | $3.9M | 0.5% | 85,000 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $67.6M | 8.5%Prev: 2.6% | 110,000 SH | Increased+90,000 SH |
| IREN LIMITED | ORDINARY SHARES | $35.5M | 4.5%Prev: 4.4% | 940,912 SH | Increased+516,912 SH |
| KNOWLES CORP | COM | $771K | 0.1%Prev: 0.3% | 36,000 SH | Decreased-20,000 SH |
| KULR TECHNOLOGY GROUP INC | COM | $888K | 0.1% | 300,000 SH | New |
| LEGENCE CORP | CL A | $1.7M | 0.2% | 40,000 SH | New |
| MASTEC INC | COM | $3.3M | 0.4%Prev: 0.3% | 15,000 SH | Increased+8,000 SH |
| MP MATERIALS CORP | COM CL A | $2.5M | 0.3% | 50,000 SH | New |
| NET POWER INC | *W EXP 06/08/202 | $53K | 0.0%Prev: 0.0% | 106,249 SH | Decreased |
| NEXTPOWER INC | CLASS A COM | $14.1M | 1.8% | 161,608 SH | New |
| NIOCORP DEVS LTD | COM NEW | $1.1M | 0.1% | 200,000 SH | New |
| NVENT ELECTRIC PLC | SHS | $2.8M | 0.4% | 27,722 SH | New |
| ORMAT TECHNOLOGIES INC | COM | $9.2M | 1.2%Prev: 0.3% | 83,000 SH | Increased+71,000 SH |
| POWER INTEGRATIONS INC | COM | $1.4M | 0.2% | 40,000 SH | New |
| PRIMORIS SVCS CORP | COM | $1.5M | 0.2% | 12,000 SH | New |
| QUANTA SVCS INC | COM | $41.3M | 5.2%Prev: 2.8% | 97,808 SH | Increased+67,308 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $38.8M | 4.9% | 250,000 SH | New |
| SOLAREDGE TECHNOLOGIES INC | COM | $7.4M | 0.9% | 255,000 SH | New |
| STERLING INFRASTRUCTURE INC | COM | $1.2M | 0.2% | 4,000 SH | New |
| SUNRUN INC | COM | $23.9M | 3.0% | 1,300,000 SH | New |
| SYNTEC OPTICS HLDGS INC | CL A | $715K | 0.1% | 250,000 SH | New |
| T1 ENERGY INC | COM NEW | $2.0M | 0.3% | 300,000 SH | New |
| TALEN ENERGY CORP | COM | $41.2M | 5.2%Prev: 9.7% | 110,000 SH | Decreased+5,943 SH |
| TARGA RES CORP | COM | $1.8M | 0.2%Prev: 0.5% | 10,000 SH | Decreased-4,000 SH |
| TECOGEN INC NEW | COM NEW | $1.7M | 0.2%Prev: 0.6% | 350,000 SH | Decreased+62,500 SH |
| TERAWULF INC | COM | $34.5M | 4.3% | 3,002,870 SH | New |
| TERRESTRIAL ENERGY INC | *W EXP 10/28/203 | $583K | 0.1% | 275,000 SH | New |
| TRUMP MEDIA & TECHNOLOGY GRO | COM | $2.4M | 0.3% | 180,000 SH | New |
| TSS INC DEL | COM | $1.4M | 0.2% | 200,000 SH | New |
| VALKYRIE ETF TRUST II | COINSHARES BITCN | $7.7M | 1.0% | 200,000 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $15.4M | 1.9%Prev: 1.7% | 95,000 SH | Increased+45,000 SH |
| VICOR CORP | COM | $14.8M | 1.9% | 135,000 SH | New |
| VIPER ENERGY INC | CL A | $2.3M | 0.3%Prev: 0.4% | 60,000 SH | Increased+10,000 SH |
| VISTRA CORP | COM | $37.9M | 4.8%Prev: 4.2% | 235,000 SH | Increased+138,343 SH |
| WILLIAMS COS INC | COM | $6.6M | 0.8%Prev: 0.9% | 110,000 SH | Increased+42,000 SH |
| 13F-HR |
| 0001596053-26-000004 |
| $561.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001596053-25-000007 | $531.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001596053-26-000003 | $660.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001596053-25-000004 | $270.7M | View |