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CIK 0001767809 • 6 13F filings • May 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | CALL | $6.4M | 1.4% | 30,000 SH | New |
| ALBEMARLE CORP | COM | $1.2M | 0.3% | 8,500 SH | New |
| AMERICAN AIRLS GROUP INC | COM | $483K | 0.1% | 31,580 SH | New |
| AMPLIFY ENERGY CORP NEW | COM | $14.6M | 3.1% | 3,147,130 SH | New |
| APPLIED DIGITAL CORP | COM NEW | $523K | 0.1%Prev: 0.1% | 21,700 SH | Increased+7,700 SH |
| ATLAS ENERGY SOLUTIONS INC | CALL | $3.3M | 0.7% | 350,000 SH | New |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | $3.9M | 0.8% | 407,316 SH | New |
| BARRICK MNG CORP | COM SHS | $14.6M | 3.1%Prev: 1.3% | 330,600 SH | Increased+127,600 SH |
| BAYTEX ENERGY CORP | COM | $9.7M | 2.1% | 2,980,698 SH | New |
| BUNGE GLOBAL SA | COM SHS | $3.0M | 0.6%Prev: 4.3% | 33,600 SH | Decreased-233,064 SH |
| CAMPING WORLD HLDGS INC | CL A | $1.6M | 0.3%Prev: 0.2% | 163,980 SH | Increased+87,115 SH |
| CENTURY ALUM CO | COM | $4.0M | 0.8%Prev: 0.5% | 100,000 SH | Increased+16,009 SH |
| CHEMOURS CO | COM | $2.9M | 0.6% | 245,400 SH | New |
| CONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | $8.9M | 1.9%Prev: 1.3% | 1,009,652 SH | Increased+37,457 SH |
| COPA HOLDINGS SA | CL A | $1.4M | 0.3%Prev: 0.1% | 11,660 SH | Increased+6,785 SH |
| CORE NATURAL RESOURCES INC | COM SHS | $20.7M | 4.4% | 234,000 SH | New |
| COREWEAVE INC | COM CL A | $547K | 0.1% | 7,400 SH | New |
| CVR ENERGY INC | COM | $5.0M | 1.1% | 199,200 SH | New |
| DARLING INGREDIENTS INC | COM | $13.2M | 2.8%Prev: 4.0% | 360,803 SH | Decreased-306,544 SH |
| EVE HLDG INC | COM | $322K | 0.1%Prev: 0.0% | 80,880 SH | Increased+32,284 SH |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | $241K | 0.1%Prev: 0.0% | 34,090 SH | Increased+16,690 SH |
| FERROGLOBE PLC | SHS | $6.7M | 1.4%Prev: 1.3% | 1,450,407 SH | Increased-44,504 SH |
| GREEN PLAINS INC | COM | $7.3M | 1.5%Prev: 0.2% | 747,192 SH | Increased+643,392 SH |
| HF SINCLAIR CORP | COM | $14.3M | 3.0%Prev: 3.2% | 308,082 SH | Decreased-4,318 SH |
| HUDBAY MINERALS INC | COM | $11.9M | 2.5% | 599,600 SH | New |
| HUT 8 CORP | COM | $629K | 0.1% | 13,600 SH | New |
| IAMGOLD CORP | COM | $8.3M | 1.8%Prev: 2.7% | 493,625 SH | Decreased-556,602 SH |
| INFINITY NAT RES INC | COM CL A | $3.1M | 0.7% | 202,795 SH | New |
| ISHARES BITCOIN TRUST ETF | CALL | $8.9M | 1.9% | 180,000 SH | New |
| ISHARES SILVER TR | ISHARES | $1.8M | 0.4% | 26,100 SH | New |
| ISHARES TR | EXPANDED TECH | $995K | 0.2% | 9,300 SH | New |
| LIBERTY ENERGY INC | COM CL A | $2.2M | 0.5% | 117,713 SH | New |
| LINDBLAD EXPEDITIONS HLDGS I | COM | $287K | 0.1% | 19,800 SH | New |
| LINDE PLC | SHS | $10.4M | 2.2% | 24,350 SH | New |
| MARATHON PETE CORP | COM | $15.7M | 3.3% | 96,100 SH | New |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $332K | 0.1%Prev: 0.1% | 14,809 SH | Increased+2,101 SH |
| NUCOR CORP | COM | $14.3M | 3.0%Prev: 0.5% | 86,500 SH | Increased+68,600 SH |
| OIL STS INTL INC | COM | $2.0M | 0.4% | 288,084 SH | New |
| OLIN CORP | COM PAR $1 | $10.6M | 2.3%Prev: 3.0% | 505,833 SH | Decreased-117,553 SH |
| ORACLE CORP | CALL | $28.6M | 6.1% | 146,500 SH | New |
| ORACLE CORP | COM | $513K | 0.1% | 2,600 SH | New |
| PAR PAC HOLDINGS INC | COM NEW | $299K | 0.1%Prev: 0.4% | 8,423 SH | Decreased-45,777 SH |
| PHILLIPS 66 | COM | $5.0M | 1.1% | 38,900 SH | New |
| POLARIS INC | COM | $1.6M | 0.3%Prev: 0.3% | 25,048 SH | Increased+1,657 SH |
| RICE ACQUISITION CORP 3 | UNIT 99/99/9999 | $5.2M | 1.1% | 500,000 SH | New |
| SABLE OFFSHORE CORP | CALL | $451K | 0.1%Prev: 0.8% | 50,000 SH | Decreased-190,000 SH |
| SABLE OFFSHORE CORP | COM SHS | $21.3M | 4.5% | 1,818,181 SH | New |
| SEADRILL LTD | COM | $63.4M | 13.5%Prev: 7.7% | 1,835,718 SH | Increased+566,419 SH |
| SKYWEST INC | COM | $476K | 0.1%Prev: 0.1% | 4,710 SH | Decreased-835 SH |
| SM ENERGY CO | COM | $10.4M | 2.2% | 552,905 SH | New |
| SOUTHWEST AIRLS CO | COM | $4.2M | 0.9%Prev: 0.4% | 102,860 SH | Increased+47,450 SH |
| SPDR GOLD TR | GOLD SHS | $4.8M | 1.0%Prev: 3.4% | 12,150 SH | Decreased-36,150 SH |
| SPDR S&P 500 ETF TR | CALL | $34.1M | 7.2% | 50,000 SH | New |
| SPDR SERIES TRUST | CALL | $22.6M | 4.8%Prev: 10.9% | 348,900 SH | Decreased-521,100 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.1M | 0.9% | 62,500 SH | New |
| SPHERE ENTERTAINMENT CO | CL A | $1.4M | 0.3%Prev: 0.1% | 14,270 SH | Increased+9,280 SH |
| STURM RUGER & CO INC | COM | $746K | 0.2%Prev: 0.1% | 22,940 SH | Increased+13,940 SH |
| SUN CTRY AIRLS HLDGS INC | COM | $8.0M | 1.7%Prev: 0.1% | 555,935 SH | Increased+527,635 SH |
| THOR INDS INC | COM | $1.9M | 0.4%Prev: 0.2% | 18,360 SH | Increased+9,540 SH |
| UNITED AIRLS HLDGS INC | COM | $1.1M | 0.2% | 9,710 SH | New |
| VAIL RESORTS INC | COM | $226K | 0.0% | 1,700 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $3.6M | 0.8%Prev: 0.1% | 35,710 SH | Increased+31,559 SH |
| VIKING HOLDINGS LTD | ORD SHS | $412K | 0.1% | 5,710 SH | New |
| WESTLAKE CORPORATION | COM | $8.4M | 1.8%Prev: 0.7% | 111,900 SH | Increased+65,700 SH |
| WINNEBAGO INDS INC | COM | $1.9M | 0.4%Prev: 0.2% | 46,700 SH | Increased+12,385 SH |
| 13F-HR |
| 0001420506-26-001760 |
| $314.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001916 | $269.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001081 | $371.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001091 | $253.7M | View |