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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 | $23.7M | 19.1% | 97,500 SH | New |
| AMARIN CORP PLC | SPONSORED ADR | $1.6M | 1.3% | 100,000 SH | New |
| AMERICAN ELECTRIC POWER CO INC | COM | $315K | 0.3% | 2,800 SH | New |
| APPLE INC | COM | $2.5M | 2.1%Prev: 2.7% | 10,000 SH | Decreased |
| ARRAY TECHNOLOGIES INC | COM SHS | $161K | 0.1%Prev: 0.9% | 19,800 SH | Decreased-117,000 SH |
| BAKER HUGHES CO | CL A | $994K | 0.8% | 20,400 SH | New |
| CAESARS ENTERTAINMENT INC | COM | $14.9M | 12.0% | 550,000 SH | New |
| CAMECO CORP | COM | $403K | 0.3%Prev: 1.2% | 4,800 SH | Decreased-7,800 SH |
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | $4.8M | 3.9% | 350,000 SH | New |
| CANADIAN NATURAL RESOURCES LTD | COM | $1.1M | 0.9% | 35,800 SH | New |
| CHEVRON CORP | COM | $1.3M | 1.1% | 8,600 SH | New |
| CONOCOPHILLIPS | COM | $1.5M | 1.2%Prev: 0.5% | 15,668 SH | Increased+10,068 SH |
| DIAMONDBACK ENERGY INC | COM | $1.5M | 1.2%Prev: 2.2% | 10,608 SH | Decreased-3,000 SH |
| ENERGY TRANSFER LP | COM UT LTD PTN | $1.2M | 1.0% | 69,600 SH | New |
| EQT CORP | COM | $1.3M | 1.1%Prev: 2.2% | 24,600 SH | Decreased-20,200 SH |
| FIRST SOLAR INC | COM | $1.5M | 1.2%Prev: 0.9% | 6,888 SH | Increased+2,920 SH |
| GOGO INC | COM | $12.0M | 9.7% | 1,400,000 SH | New |
| HALLIBURTON CO | COM | $266K | 0.2%Prev: 1.5% | 10,800 SH | Decreased-35,600 SH |
| HEALTH CARE SELECT SECTOR SPDR FUND | SPI HEALTHCARE | $1.4M | 1.1% | 10,000 SH | New |
| HF SINCLAIR CORP | COM | $502K | 0.4% | 9,600 SH | New |
| HUDBAY MINERALS INC | COM | $588K | 0.5% | 38,800 SH | New |
| KODIAK GAS SERVICES INC | COM | $621K | 0.5% | 16,800 SH | New |
| LINEAGE INC | COM | $18.5M | 14.9% | 480,000 SH | New |
| MPLX LP | COM UNIT REP LTD | $340K | 0.3% | 6,800 SH | New |
| NEXTERA ENERGY INC | COM | $1.4M | 1.1% | 18,600 SH | New |
| NEXTRACKER INC | CLASS A COM | $1.0M | 0.8% | 13,688 SH | New |
| OVINTIV INC | COM | $275K | 0.2%Prev: 1.3% | 6,800 SH | Decreased-20,000 SH |
| PATTERSON-UTI ENERGY INC | COM | $253K | 0.2% | 48,800 SH | New |
| PERMIAN RESOURCES CORP | CLASS A COM | $1.2M | 1.0%Prev: 1.1% | 93,600 SH | Increased+30,000 SH |
| PG&E CORP | COM | $2.5M | 2.0%Prev: 1.7% | 166,800 SH | Increased+60,000 SH |
| SHELL PLC | SPON ADS | $1.6M | 1.3% | 21,800 SH | New |
| SOUTHERN CO, THE | COM | $910K | 0.7% | 9,600 SH | New |
| SOUTHERN COPPER CORP | COM | $350K | 0.3% | 2,888 SH | New |
| SUNCOR ENERGY INC | COM | $1.9M | 1.5% | 45,800 SH | New |
| TARGA RESOURCES CORP | COM | $1.7M | 1.4% | 10,288 SH | New |
| UBER TECHNOLOGIES INC | COM | $13.2M | 10.7%Prev: 9.8% | 135,000 SH | Increased-12,500 SH |
| VALERO ENERGY CORP | COM | $1.1M | 0.9%Prev: 0.9% | 6,600 SH | Increased+2,992 SH |
| VENTURE GLOBAL INC | COM CL A | $966K | 0.8%Prev: 0.3% | 68,088 SH | Increased+41,288 SH |
| VIPER ENERGY INC | CL A | $2.0M | 1.6%Prev: 2.5% | 51,800 SH | Decreased-11,800 SH |
| XCEL ENERGY INC | COM | $387K | 0.3%Prev: 2.0% | 4,800 SH | Decreased-22,800 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 |