# EDGAR Filing Document

**Accession Number:** 0001755028
**File Stem:** 0001085146-25-005155
**Filing Date:** 2025-8
**Character Count:** 16693
**Document Hash:** 689a0e1665f5cf689e7cb54f9262413d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005155.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001085146-25-005155

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Yaupon Capital Management LP
- **CENTRAL INDEX KEY:** 0001755028

**ORGANIZATION NAME:**
- **EIN:** 830878771
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19371
- **FILM NUMBER:** 251216351

**BUSINESS ADDRESS:**
- **STREET 1:** 340 MADISON AVE, SUITE 300A
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10173
- **BUSINESS PHONE:** 6467553825

**MAIL ADDRESS:**
- **STREET 1:** 340 MADISON AVE, SUITE 300A
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10173

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Yaupon Capital Management LP<br>**Address:** 340 MADISON AVE SUITE 300A<br>NEW YORK, NY 10173

**Form 13F File Number:** 028-19371

**CRD Number (if applicable):** 000298556

**SEC File Number (if applicable):** 801-114061

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steve Pattyn<br>**Title:** Managing Member of the General Partner<br>**Phone:** 646-561-9651

**Signature, Place, and Date of Signing:**

/s/Steve Pattyn  New York, NY  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $2227475022

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AES CORP | COM | 00130H105 | BBG001S6B1L5 | 10464381 | 994713 | SH |  | SOLE |  | 994713 | 0 | 0 |
| AES CORP | COM | 00130H105 | BBG001S6B1L5 | 15780000 | 1500000 | SH | Call | SOLE |  | 1500000 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 31335000 | 500000 | SH | Put | SOLE |  | 500000 | 0 | 0 |
| ALGONQUIN PWR UTILS CORP | COM | 015857105 | BBG001S8LHC5 | 24679328 | 4307038 | SH |  | SOLE |  | 4307038 | 0 | 0 |
| ALLIANT ENERGY CORP | COM | 018802108 | BBG001S8ZQ30 | 28635992 | 473557 | SH |  | SOLE |  | 473557 | 0 | 0 |
| AMEREN CORP | COM | 023608102 | BBG001S5NF24 | 44171677 | 459930 | SH |  | SOLE |  | 459930 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | BBG001S5NFD2 | 47509629 | 457880 | SH |  | SOLE |  | 457880 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 19548989 | 140529 | SH |  | SOLE |  | 140529 | 0 | 0 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | BBG001S5ND74 | 26088310 | 494284 | SH |  | SOLE |  | 494284 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | BBG002MX7TQ9 | 7682178 | 1302064 | SH |  | SOLE |  | 1302064 | 0 | 0 |
| ATI INC | COM | 01741R102 | BBG001S8WY72 | 11677140 | 135246 | SH |  | SOLE |  | 135246 | 0 | 0 |
| BKV CORP | COM | 05603J108 | BBG00YNGK494 | 5287755 | 219227 | SH |  | SOLE |  | 219227 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 | BBG001S5W4F5 | 57190005 | 1910792 | SH |  | SOLE |  | 1910792 | 0 | 0 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | BBG01JZ8VLC7 | 24028366 | 299307 | SH |  | SOLE |  | 299307 | 0 | 0 |
| CADELER A S | SPON ADR | 12738K109 | BBG01KFX5HW7 | 3587846 | 180566 | SH |  | SOLE |  | 180566 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 | BBG001S5YC56 | 24958710 | 794101 | SH |  | SOLE |  | 794101 | 0 | 0 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | BBG001S5Q5M1 | 15819715 | 57239 | SH |  | SOLE |  | 57239 | 0 | 0 |
| CELANESE CORP DEL | COM | 150870103 | BBG001SJDDG5 | 7806288 | 141086 | SH |  | SOLE |  | 141086 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 | BBG001T2PJV8 | 36151493 | 2658198 | SH |  | SOLE |  | 2658198 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 | BBG001T2PJV8 | 13600000 | 1000000 | SH | Call | SOLE |  | 1000000 | 0 | 0 |
| CHEMOURS CO | COM | 163851108 | BBG005H82GC1 | 5725000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG001S7W158 | 29936644 | 122933 | SH |  | SOLE |  | 122933 | 0 | 0 |
| CLEAN ENERGY FUELS CORP | COM | 184499101 | BBG001SPD4H0 | 975000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 | BBG001S5QRL4 | 30105000 | 300000 | SH | Put | SOLE |  | 300000 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 | BBG01163K3R5 | 736994 | 12212 | SH |  | SOLE |  | 12212 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | BBG01L5GH1G3 | 1756332 | 102890 | SH |  | SOLE |  | 102890 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 | BBG00BN969D0 | 7798819 | 104640 | SH |  | SOLE |  | 104640 | 0 | 0 |
| COTERRA ENERGY INC | COM | 127097103 | BBG001S6H6Y4 | 16673061 | 656937 | SH |  | SOLE |  | 656937 | 0 | 0 |
| CSX CORP | COM | 126408103 | BBG001S5Q7Q3 | 33807747 | 1036094 | SH |  | SOLE |  | 1036094 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 | BBG001SB7RP8 | 13880008 | 365841 | SH |  | SOLE |  | 365841 | 0 | 0 |
| DIGITALBRIDGE GROUP INC | CL A NEW | 25401T603 | BBG00D30HGN8 | 7081625 | 684215 | SH |  | SOLE |  | 684215 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 | BBG001S5QCP3 | 70650000 | 1250000 | SH | Put | SOLE |  | 1250000 | 0 | 0 |
| DOW INC | COM | 260557103 | BBG00BN96931 | 13240000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| DOW INC | COM | 260557103 | BBG00BN96931 | 39720000 | 1500000 | SH | Put | SOLE |  | 1500000 | 0 | 0 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | BBG0112Z58K1 | 16357356 | 148825 | SH |  | SOLE |  | 148825 | 0 | 0 |
| DTE ENERGY CO | COM | 233331107 | BBG001S5QN88 | 28321670 | 213813 | SH |  | SOLE |  | 213813 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG001S5QNR7 | 29354506 | 248767 | SH |  | SOLE |  | 248767 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 15929251 | 44621 | SH |  | SOLE |  | 44621 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 24989300 | 70000 | SH | Put | SOLE |  | 70000 | 0 | 0 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 7830465 | 29062 | SH |  | SOLE |  | 29062 | 0 | 0 |
| ECOVYST INC | COM | 27923Q109 | BBG00GX8YLD2 | 7407000 | 900000 | SH |  | SOLE |  | 900000 | 0 | 0 |
| ENTERGY CORP NEW | COM | 29364G103 | BBG001S67KF5 | 44428804 | 534514 | SH |  | SOLE |  | 534514 | 0 | 0 |
| EQT CORP | COM | 26884L109 | BBG001S5QXJ4 | 37318735 | 639896 | SH |  | SOLE |  | 639896 | 0 | 0 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 | BBG001SJ3R93 | 7542000 | 300000 | SH | Put | SOLE |  | 300000 | 0 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 | BBG001S5VFD3 | 1857000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| EVERGY INC | COM | 30034W106 | BBG00H433CS1 | 55868041 | 810504 | SH |  | SOLE |  | 810504 | 0 | 0 |
| EVERSOURCE ENERGY | COM | 30040W108 | BBG001S5TRL1 | 11670262 | 183437 | SH |  | SOLE |  | 183437 | 0 | 0 |
| EXCELERATE ENERGY INC | CL A COM | 30069T101 | BBG014GJSS81 | 9529000 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | BBG00Z6DX607 | 46776000 | 400000 | SH | Put | SOLE |  | 400000 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 13971907 | 84402 | SH |  | SOLE |  | 84402 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 16554000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 | BBG001S5R3N4 | 15907692 | 395124 | SH |  | SOLE |  | 395124 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 | BBG001SB3F87 | 8376419 | 160008 | SH |  | SOLE |  | 160008 | 0 | 0 |
| FMC CORP | COM NEW | 302491303 | BBG001S5R880 | 7919725 | 189694 | SH |  | SOLE |  | 189694 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 17362715 | 400524 | SH |  | SOLE |  | 400524 | 0 | 0 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | BBG003FD9W80 | 18178165 | 360249 | SH |  | SOLE |  | 360249 | 0 | 0 |
| GSR III ACQUISITION CORP | CL A | G4R103107 | BBG01R1X9X03 | 317097 | 29388 | SH |  | SOLE |  | 29388 | 0 | 0 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | BBG0112Z8766 | 7618710 | 37872 | SH |  | SOLE |  | 37872 | 0 | 0 |
| HCM II ACQUISITION CORP | SHS CL A | G43658106 | BBG01Q79WYC1 | 390043 | 35139 | SH |  | SOLE |  | 35139 | 0 | 0 |
| HESS CORP | COM | 42809H107 | BBG001S5NHS2 | 35236679 | 254343 | SH |  | SOLE |  | 254343 | 0 | 0 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 | BBG00R02H8F3 | 1040001 | 27006 | SH |  | SOLE |  | 27006 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 | BBG0135B2269 | 33204964 | 808300 | SH | Call | SOLE |  | 808300 | 0 | 0 |
| HUDBAY MINERALS INC | COM | 443628102 | BBG001SL27N7 | 14543997 | 1370782 | SH |  | SOLE |  | 1370782 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 | BBG00390LJJ8 | 3720000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| IDACORP INC | COM | 451107106 | BBG001S5S4M2 | 18683504 | 161832 | SH |  | SOLE |  | 161832 | 0 | 0 |
| INFINITY NAT RES INC | COM CL A | 456941103 | BBG01Q5ST2P1 | 6573400 | 359006 | SH |  | SOLE |  | 359006 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 60487500 | 750000 | SH | Put | SOLE |  | 750000 | 0 | 0 |
| KBR INC | COM | 48242W106 | BBG001SP11V3 | 1453253 | 30314 | SH |  | SOLE |  | 30314 | 0 | 0 |
| KIMBELL RTY PARTNERS LP | UNIT | 49435R102 | BBG00FQH6N85 | 6282000 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | BBG00GCLZ7C7 | 4405000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 | BBG001S169P1 | 13845601 | 83352 | SH |  | SOLE |  | 83352 | 0 | 0 |
| MATADOR RES CO | COM | 576485205 | BBG001T3L5S4 | 27409795 | 574388 | SH |  | SOLE |  | 574388 | 0 | 0 |
| MICROSTRATEGY INC | CL A NEW | 594972408 | BBG001SC7PX1 | 5942181 | 14700 | SH | Put | SOLE |  | 14700 | 0 | 0 |
| NATIONAL FUEL GAS CO | COM | 636180101 | BBG001S5TLR8 | 40050041 | 472790 | SH |  | SOLE |  | 472790 | 0 | 0 |
| NEXTDECADE CORP | COM | 65342K105 | BBG008GC7WN5 | 32721075 | 3672399 | SH |  | SOLE |  | 3672399 | 0 | 0 |
| NEXTDECADE CORP | COM | 65342K105 | BBG008GC7WN5 | 4416687 | 495700 | SH | Call | SOLE |  | 495700 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 17355000 | 250000 | SH | Put | SOLE |  | 250000 | 0 | 0 |
| NISOURCE INC | COM | 65473P105 | BBG001S5TMF9 | 36675555 | 909161 | SH |  | SOLE |  | 909161 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 20695430 | 80851 | SH |  | SOLE |  | 80851 | 0 | 0 |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 668074305 | BBG001SM2G73 | 6279838 | 122414 | SH |  | SOLE |  | 122414 | 0 | 0 |
| OPAL FUELS INC | CLASS A COM | 68347P103 | BBG00Z8LJ952 | 1721849 | 711508 | SH |  | SOLE |  | 711508 | 0 | 0 |
| OR ROYALTIES INC. | COM SHS | 68390D106 | BBG006L2SZD6 | 4811379 | 187197 | SH |  | SOLE |  | 187197 | 0 | 0 |
| OVINTIV INC | COM | 69047Q102 | BBG00R2NHQ74 | 37044871 | 973584 | SH |  | SOLE |  | 973584 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | BBG00D61Y2G3 | 36508601 | 2680514 | SH |  | SOLE |  | 2680514 | 0 | 0 |
| PERPETUA RESOURCES CORP | COM | 714266103 | BBG001V1HWW6 | 2446866 | 201554 | SH |  | SOLE |  | 201554 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 | BBG00286S4P7 | 23860000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| PINNACLE WEST CAP CORP | COM | 723484101 | BBG001S5VB15 | 33294561 | 372131 | SH |  | SOLE |  | 372131 | 0 | 0 |
| PONY AI INC | SPONSORED ADS | 732908108 | BBG01QDDKKH3 | 519024 | 39320 | SH |  | SOLE |  | 39320 | 0 | 0 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | BBG001S5V4Y5 | 20315000 | 500000 | SH | Put | SOLE |  | 500000 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 | BBG001S64801 | 25247182 | 323931 | SH |  | SOLE |  | 323931 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 27796820 | 73521 | SH |  | SOLE |  | 73521 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | BBG001S7TD56 | 61245000 | 750000 | SH | Put | SOLE |  | 750000 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 56620413 | 804153 | SH |  | SOLE |  | 804153 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 18068633 | 52623 | SH |  | SOLE |  | 52623 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | BBG00YQ82328 | 3602840 | 847727 | SH |  | SOLE |  | 847727 | 0 | 0 |
| SOLARIS ENERGY INFRAS INC | NOTE 4.750% 5/0 | 83419XAA6 |  | 6696875 | 5000 | PRN |  | SOLE |  | 5000 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 4079366 | 498700 | SH | Call | SOLE |  | 498700 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 | BBG01GWQVW78 | 8094746 | 27839 | SH |  | SOLE |  | 27839 | 0 | 0 |
| TALOS ENERGY INC | COM | 87484T108 | BBG00JPH4JG0 | 5088000 | 600000 | SH | Put | SOLE |  | 600000 | 0 | 0 |
| TAMBORAN RES CORP | COM | 87507T101 | BBG01K8HYF98 | 6727398 | 315544 | SH |  | SOLE |  | 315544 | 0 | 0 |
| TECHNIPFMC PLC | COM | G87110105 | BBG00DL8NMT5 | 39340674 | 1142296 | SH |  | SOLE |  | 1142296 | 0 | 0 |
| TECK RESOURCES LTD | CL B | 878742204 | BBG001S60LH8 | 10609159 | 262733 | SH |  | SOLE |  | 262733 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 31766000 | 100000 | SH | Put | SOLE |  | 100000 | 0 | 0 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | BBG00YRJXKC0 | 5281950 | 5000 | SH | Put | SOLE |  | 5000 | 0 | 0 |
| TRANSALTA CORP | COM | 89346D107 | BBG001S5WJZ0 | 12518933 | 1160494 | SH |  | SOLE |  | 1160494 | 0 | 0 |
| TXNM ENERGY INC | COM | 69349H107 | BBG001S5V9J1 | 8457293 | 150165 | SH |  | SOLE |  | 150165 | 0 | 0 |
| TXNM ENERGY INC | COM | 69349H107 | BBG001S5V9J1 | 1025024 | 18200 | SH | Put | SOLE |  | 18200 | 0 | 0 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 | BBG01RGY24F0 | 4362400 | 280000 | SH |  | SOLE |  | 280000 | 0 | 0 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 | BBG01RGY24F0 | 29602000 | 1900000 | SH | Put | SOLE |  | 1900000 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 25682000 | 200000 | SH | Put | SOLE |  | 200000 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 13153303 | 67867 | SH |  | SOLE |  | 67867 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 19381000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 | BBG001S5XH10 | 31405000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 | BBG001S7F0X8 | 13725215 | 201545 | SH |  | SOLE |  | 201545 | 0 | 0 |
| XCEL ENERGY INC | COM | 98389B100 | BBG001S7F0X8 | 20430000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | BBG006JNW312 | 6059251 | 738933 | SH |  | SOLE |  | 738933 | 0 | 0 |

---