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CIK 0001730961 • 6 13F filings • May 9, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC CL A | CAP STK CL A | $18.8M | 15.3%Prev: 19.1% | 60,000 SH | Decreased-37,500 SH |
| AMARIN CORP PLC | SPONSORED ADR | $1.4M | 1.1%Prev: 1.3% | 100,000 SH | Decreased |
| AMAZON.COM INC | COM | $10.4M | 8.5% | 45,000 SH | New |
| AMERICAN ELECTRIC POWER CO INC | COM | $784K | 0.6%Prev: 0.3% | 6,800 SH | Increased+4,000 SH |
| APPLE INC | COM | $2.7M | 2.2%Prev: 2.1% | 10,000 SH | Increased |
| BAKER HUGHES CO | CL A | $856K | 0.7%Prev: 0.8% | 18,800 SH | Decreased-1,600 SH |
| CAESARS ENTERTAINMENT INC | COM | $14.2M | 11.6%Prev: 12.0% | 605,000 SH | Decreased+55,000 SH |
| CAMECO CORP | COM | $805K | 0.7%Prev: 0.3% | 8,800 SH | Increased+4,000 SH |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | $4.5M | 3.7%Prev: 3.9% | 350,000 SH | Decreased |
| CANADIAN NATURAL RESOURCES LTD | COM | $1.3M | 1.1%Prev: 0.9% | 38,400 SH | Increased+2,600 SH |
| CHEVRON CORP | COM | $579K | 0.5%Prev: 1.1% | 3,800 SH | Decreased-4,800 SH |
| CONOCOPHILLIPS | COM | $262K | 0.2%Prev: 1.2% | 2,800 SH | Decreased-12,868 SH |
| DIAMONDBACK ENERGY INC | COM | $2.2M | 1.8%Prev: 1.2% | 14,608 SH | Increased+4,000 SH |
| DRAFTKINGS INC | COM CL A | $11.2M | 9.1% | 325,000 SH | New |
| ENERGY TRANSFER LP | COM UT LTD PTN | $2.0M | 1.6%Prev: 1.0% | 118,800 SH | Increased+49,200 SH |
| EOG RESOURCES INC | COM | $1.4M | 1.1% | 13,200 SH | New |
| EQT CORP | COM | $2.2M | 1.8%Prev: 1.1% | 40,600 SH | Increased+16,000 SH |
| EXXON MOBIL CORP | COM | $1.2M | 1.0% | 10,188 SH | New |
| FIRST SOLAR INC | COM | $1.4M | 1.2%Prev: 1.2% | 5,488 SH | Decreased-1,400 SH |
| GE VERNOVA INC | COM | $319K | 0.3% | 488 SH | New |
| GOLAR LNG LTD | SHS | $253K | 0.2% | 6,800 SH | New |
| HEALTH CARE SELECT SECTOR SPDR FUND | STATE STREET HEA | $1.5M | 1.3% | 10,000 SH | New |
| HF SINCLAIR CORP | COM | $267K | 0.2%Prev: 0.4% | 5,800 SH | Decreased-3,800 SH |
| KINDER MORGAN INC/DE | COM | $1.2M | 1.0% | 44,600 SH | New |
| LINEAGE INC | COM | $9.4M | 7.7%Prev: 14.9% | 270,000 SH | Decreased-210,000 SH |
| MIRION TECHNOLOGIES INC | COM CL A | $422K | 0.3% | 18,000 SH | New |
| NEXTERA ENERGY INC | COM | $1.7M | 1.4%Prev: 1.1% | 21,600 SH | Increased+3,000 SH |
| NEXTRACKER INC | CLASS A COM | $339K | 0.3%Prev: 0.8% | 3,888 SH | Decreased-9,800 SH |
| OVINTIV INC | COM | $1.6M | 1.3%Prev: 0.2% | 41,600 SH | Increased+34,800 SH |
| PERMIAN RESOURCES CORP | CLASS A COM | $1.1M | 0.9%Prev: 1.0% | 81,600 SH | Decreased-12,000 SH |
| PG&E CORP | COM | $1.5M | 1.2%Prev: 2.0% | 90,800 SH | Decreased-76,000 SH |
| PHILLIPS 66 | COM | $387K | 0.3% | 3,000 SH | New |
| PROSHARES SHORT QQQ | SHORT QQQ | $453K | 0.4% | 15,000 SH | New |
| SCHLUMBERGER LTD | COM STK | $983K | 0.8% | 25,600 SH | New |
| SHELL PLC | SPON ADS | $2.0M | 1.6%Prev: 1.3% | 26,600 SH | Increased+4,800 SH |
| SUNCOR ENERGY INC | COM | $1.4M | 1.2%Prev: 1.5% | 32,600 SH | Decreased-13,200 SH |
| TARGA RESOURCES CORP | COM | $2.5M | 2.1%Prev: 1.4% | 13,678 SH | Increased+3,390 SH |
| TECHNIPFMC PLC | COM | $1.3M | 1.0% | 28,688 SH | New |
| UBER TECHNOLOGIES INC | COM | $11.0M | 9.0%Prev: 10.7% | 135,000 SH | Decreased |
| VIPER ENERGY INC | CL A | $3.0M | 2.5%Prev: 1.6% | 78,800 SH | Increased+27,000 SH |
| XCEL ENERGY INC | COM | $1.4M | 1.1%Prev: 0.3% | 18,800 SH | Increased+14,000 SH |
| 13F-HR |
| 0001104659-26-092468 |
| $108.5M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001104659-25-076994 | $124.6M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001104659-26-059174 | $90.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001104659-25-046286 | $117.3M | View |