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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 | $9.7M | 8.2% | 62,500 SH | |
| AMARIN CORP PLC | SPONS ADR NEW | $1.1M | 1.0% | 2,500,000 SH | |
| APPLE INC | COM | $2.2M | 1.9% | 10,000 SH | |
| ARRAY TECHNOLOGIES INC | COM SHS | $286K | 0.2% | 58,800 SH | |
| BAKER HUGHES CO | CL A | $475K | 0.4% | 10,800 SH | |
| BLOOM ENERGY CORP | COM CL A | $252K | 0.2% | 12,808 SH | |
| BP PLC | SPONSORED ADR | $433K | 0.4% | 12,800 SH | |
| CAESARS ENTERTAINMENT INC | COM | $15.4M | 13.1% | 615,000 SH | |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | $1.6M | 1.4% | 200,000 SH | |
| CANADIAN NATURAL RESOURCES LTD | COM | $764K | 0.7% | 24,800 SH | |
| CHART INDUSTRIES INC | COM | $476K | 0.4% | 3,300 SH | |
| CHENIERE ENERGY INC | COM NEW | $648K | 0.6% | 2,800 SH | |
| CHEVRON CORP | COM | $1.9M | 1.7% | 11,600 SH | |
| COEUR MINING INC | COM NEW | $123K | 0.1% | 20,800 SH | |
| CONOCOPHILLIPS | COM | $2.7M | 2.3% | 25,668 SH | |
| DEVON ENERGY CORP | COM | $479K | 0.4% | 12,800 SH | |
| DIAMONDBACK ENERGY INC | COM | $1.1M | 0.9% | 6,808 SH | |
| ENERGY TRANSFER LP | COM UT LTD PTN | $1.3M | 1.1% | 67,800 SH | |
| EQT CORP | COM | $727K | 0.6% | 13,600 SH | |
| EXXON MOBIL CORP | COM | $571K | 0.5% | 4,800 SH | |
| FIRST SOLAR INC | COM | $2.0M | 1.7% | 15,688 SH | |
| FLUENCE ENERGY INC | COM CL A | $285K | 0.2% | 58,800 SH | |
| GOGO INC | COM | $13.4M | 11.4% | 1,550,000 SH | |
| HALLIBURTON CO | COM | $599K | 0.5% | 23,600 SH | |
| HECLA MINING CO | COM | $82K | 0.1% | 14,800 SH | |
| LINEAGE INC | COM | $10.6M | 9.0% | 180,000 SH | |
| NEXTERA ENERGY INC | COM | $1.3M | 1.1% | 18,800 SH | |
| NEXTRACKER INC | CLASS A COM | $826K | 0.7% | 19,600 SH | |
| NRG ENERGY INC | COM NEW | $363K | 0.3% | 3,800 SH | |
| PAN AMERICAN SILVER CORP | COM | $253K | 0.2% | 9,800 SH | |
| PAR PETROLEUM CORP | COM NEW | $411K | 0.4% | 28,800 SH | |
| PATTERSON-UTI ENERGY INC | COM | $230K | 0.2% | 28,000 SH | |
| PERMIAN RESOURCES CORP | CLASS A COM | $1.6M | 1.4% | 116,800 SH | |
| PUBLIC SERVICE ENTERPRISE GROUP INC | COM | $1.0M | 0.9% | 12,400 SH | |
| QUANTA SERVICES INC | COM | $966K | 0.8% | 3,800 SH | |
| RH | COM | $22.3M | 19.0% | 95,000 SH | |
| SCHLUMBERGER LTD | COM STK | $577K | 0.5% | 13,800 SH | |
| SHELL PLC | SPON ADS | $1.2M | 1.0% | 15,800 SH | |
| SOUTHERN CO, THE | COM | $901K | 0.8% | 9,800 SH | |
| STEM INC | COM | $17K | 0.0% | 48,688 SH | |
| SUNCOR ENERGY INC | COM | $457K | 0.4% | 11,800 SH | |
| TARGA RESOURCES CORP | COM | $1.7M | 1.5% | 8,688 SH | |
| TECHNIPFMC PLC | COM | $1.8M | 1.5% | 55,600 SH | |
| UBER TECHNOLOGIES INC | COM | $9.8M | 8.4% | 135,000 SH | |
| VIPER ENERGY INC | CL A | $1.9M | 1.6% | 41,800 SH | |
| XCEL ENERGY INC | COM | $623K | 0.5% | 8,800 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 |