Form: SCHEDULE 13G

Statement of Beneficial Ownership by Certain Investors

May 15, 2026






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Checkbox not checked   Rule 13d-1(b)
Checkbox not checked   Rule 13d-1(c)
Checkbox checked   Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person:  (1) The amount beneficially owned excludes 1,000,000 shares of Class B common stock, par value $0.0001 per share ("Class B Common Stock") held directly by NH Presidio (as defined herein), which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons (as defined herein) do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on March 9, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person:  (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by NH Presidio, which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A Common Stock, on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person:  (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by NH Presidio, which NH Presidio may exchange for, at the Issuer's option, (i) shares of Class A Common Stock, on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026.


SCHEDULE 13G




Comment for Type of Reporting Person:  (1) The amount beneficially owned excludes 1,000,000 shares of Class B Common Stock held directly by the Reporting Person, which the Reporting Person may exchange for, at the Issuer's option, (i) shares of Class A Common Stock on a one-for-one basis, or (ii) a corresponding amount of cash. Because the Issuer retains the right to exchange the Class B Common Stock for cash, the Reporting Persons do not deem themselves a beneficial owner of the underlying shares of Class A Common Stock. (2) The percent of class is calculated based on 27,652,068 shares of Class A Common Stock outstanding as of March 4, 2026, as reported in the Issuer's current report on Form 8-K filed with the SEC on March 9, 2026.


SCHEDULE 13G



 
MORGAN STANLEY
 
Signature:/s/ Mustufa Salehbhai
Name/Title:Mustufa Salehbhai, Authorized Signatory
Date:05/15/2026
 
MS Capital Partners Adviser Inc.
 
Signature:/s/ David Cook
Name/Title:David Cook, Executive Director
Date:05/15/2026
 
MS Energy Partners GP LP
 
Signature:/s/ David Cook
Name/Title:David Cook, Executive Director, MS Energy Partners GP Inc., its general partner
Date:05/15/2026
 
NH Presidio Investments LLC
 
Signature:/s/ David Cook
Name/Title:David Cook, Executive Director
Date:05/15/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).