Hedge Fund - Arosa Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. XLB 450,000 $66,384,000 NEW 12.5%
2. CCJ 735,000 $54,559,050 +14% 10.27%
3. VST 270,000 $52,328,700 NEW 9.85%
4. TLN 145,000 $42,161,650 NEW 7.94%
5. ETN 80,000 $28,559,200 -38% 5.38%