Yaupon Capital Management LP - Portfolio Stock Holdings

Portfolio Stock Holdings - Yaupon Capital Management LP

Portfolio Options Holdings - Yaupon Capital Management LP

Stock	Type	Holdings (Contracts)	Holdings (USD)	Change (Contracts)	Change (Value)
XLU	Put	900,000	$72,702,000	+600,000	+$52,260,000
XOP	Put	500,000	$65,760,000	+500,000	+$65,760,000
TRGP	Put	350,900	$51,936,709	+50,900	+$13,302,709
HAL	Put	1,274,900	$37,035,845	+674,900	+$16,767,845
NFG	Call	350,900	$21,268,049	+50,900	+$5,011,049
KRE	Put	365,500	$20,687,300	+365,500	+$20,687,300
IDA	Put	200,000	$20,618,000	-	+$1,988,000
CE	Put	100,000	$13,596,000	+100,000	+$13,596,000
TECK	Call	208,600	$10,897,264	-191,400	-$8,262,736
TALO	Put	935,900	$9,686,565	-1,164,100	-$15,828,435
UGI	Call	350,900	$8,779,518	+50,900	+$1,909,518
CTRA	Put	313,100	$7,498,745	+313,100	+$7,498,745
PBF	Call	188,600	$5,837,170	+188,600	+$5,837,170
NEXT	Call	599,700	$2,824,587	-856,200	-$8,735,259
FSLR	Call	0	$0	-56,200	-$12,670,852
SPY	Put	0	$0	-525,000	-$285,715,500
PSX	Put	0	$0	-446,300	-$63,004,171
POR	Put	0	$0	-1,500,000	-$64,860,000
PNM	Call	0	$0	-500,000	-$18,480,000
XPO	Put	0	$0	-100,000	-$10,615,000
SAIA	Put	0	$0	-51,000	-$24,188,790
ETN	Put	0	$0	-25,000	-$7,838,750
EOG	Put	0	$0	-400,000	-$50,348,000
ENPH	Put	0	$0	-122,100	-$12,174,591
DOW	Put	0	$0	-200,000	-$10,610,000
CVX	Put	0	$0	-350,000	-$54,747,000
APD	Call	0	$0	-110,000	-$28,385,500
AVA	Put	0	$0	-1,000,000	-$34,610,000

Note: Options holding values may be affected by fund filing errors.