The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   136,878,000 1,050,000 SH   SOLE   1,050,000 0 0
APOLLO STRATEGIC GRWT CPTL I *W EXP 02/12/202 G0412A128   49,040 400,000 SH   SOLE   400,000 0 0
ARCHER AVIATION INC *W EXP 09/16/202 03945R110   341,666 416,666 SH   SOLE   416,666 0 0
ARES ACQUISITION CORPORATION *W EXP 02/02/202 G33032122   112,000 140,000 SH   SOLE   140,000 0 0
ASHLAND INC COM 044186104   10,460,140 120,356 SH   SOLE   120,356 0 0
CDW CORP COM 12514G108   4,555,755 24,827 SH   SOLE   24,827 0 0
CF INDS HLDGS INC COM 125269100   28,416,313 409,339 SH   SOLE   409,339 0 0
CHURCHILL CAPITAL CORP V *W EXP 10/29/202 17144T115   4,503 25,000 SH   SOLE   25,000 0 0
CHURCHILL CAPITAL CORP VI *W EXP 02/17/202 17143W119   54,000 300,000 SH   SOLE   300,000 0 0
CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 17144M110   42,000 300,000 SH   SOLE   300,000 0 0
CROWN HLDGS INC COM 228368106   112,870,538 1,299,304 SH   SOLE   1,299,304 0 0
DUPONT DE NEMOURS INC COM 26614N102   54,651,600 765,000 SH   SOLE   765,000 0 0
ELASTIC N V ORD SHS N14506104   79,209,616 1,235,334 SH   SOLE   1,235,334 0 0
EVERCOMMERCE INC COM 29977X105   72,401,600 6,115,000 SH   SOLE   6,115,000 0 0
FLEX LTD ORD Y2573F102   105,446,600 3,815,000 SH   SOLE   3,815,000 0 0
METHANEX CORP COM 59151K108   111,691,471 2,699,818 SH   SOLE   2,699,818 0 0
NEXTRACKER INC CLASS A COM 65290E101   12,938,250 325,000 SH   SOLE   325,000 0 0
PTC INC COM 69370C100   164,356,500 1,155,000 SH   SOLE   1,155,000 0 0
QUANTA SVCS INC COM 74762E102   143,801,400 732,000 SH   SOLE   732,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   33,427,890 2,006,476 SH   SOLE   2,006,476 0 0
SHELL PLC SPON ADS 780259305   277,748,000 4,600,000 SH   SOLE   4,600,000 0 0
SOLID POWER INC *W EXP 12/08/202 83422N113   81,360 266,666 SH   SOLE   266,666 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   354,624,000 800,000 SH Call SOLE   800,000 0 0
TALOS ENERGY INC COM 87484T108   43,207,172 3,115,153 SH   SOLE   3,115,153 0 0
TECK RESOURCES LTD CL B 878742204   23,155,000 550,000 SH   SOLE   550,000 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   95,387 233,333 SH   SOLE   233,333 0 0
WABTEC COM 929740108   181,503,850 1,655,000 SH   SOLE   1,655,000 0 0