Instuitional Investor - Goodlander Investment Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Core Scientific Inc New		2,050,000	$34,993,500	14.36%
2.	Mastec Inc	MTZ	200,000	$34,086,000	13.99%
3.	Nrg Energy Inc.	NRG	188,000	$30,189,040	12.39%
4.	Darling Ingredients Inc.	DAR	750,000	$28,455,000	11.68%
5.	Argan Inc	AGX	120,000	$26,457,600	10.86%