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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MASTEC INC | $46.7M | 145000 | 16.14% |
| 2 | FORGENT POWER SOLUTIONS INC | $40.4M | 1380000 | 13.97% |
| 3 | CORE SCIENTIFIC INC NEW | $33.7M | 2250000 | 11.64% |
| 4 | MP MATERIALS CORP | $32.3M | 670000 | 11.18% |
| 5 | CENTURI HOLDINGS INC | $31.8M | 1090000 | 11.01% |
| 6 | BP PLC | $27.3M | 579945 | 9.43% |
| 7 | DARLING INGREDIENTS INC | $24.7M | 400000 | 8.56% |
| 8 | LEGENCE CORP | $24.3M | 430000 | 8.40% |
| 9 | COMFORT SYS USA INC | $16.5M | 12000 | 5.72% |
| 10 | GREEN PLAINS INC | $6.1M | 370000 | 2.11% |
| 11 | AMERICAN EXCEPTIONALISM ACQU | $4.4M | 409469 | 1.53% |
| 12 | SCHMID GROUP N.V. | $863K | 162849 | 0.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.