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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIGHT INC COM CL A 01626W101 46,427 4,294,795 SH   SOLE N/A 4,294,795 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 10,992 165,117 SH   SOLE N/A 165,117 0 0
ALPHABET INC CAP STK CL C 02079K107 390,635 135,000 SH   SOLE N/A 135,000 0 0
ALPS ETF TR ALERIAN MLP 00162Q452 37,815 1,155,000 SH   SOLE N/A 1,155,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 14,790 1,500,000 SH   SOLE N/A 1,500,000 0 0
AMAZON COM INC COM 023135106 233,404 70,000 SH   SOLE N/A 70,000 0 0
ANTERO RESOURCES CORP COM 03674X106 49,792 2,845,263 SH   SOLE N/A 2,845,263 0 0
APA CORPORATION COM 03743Q108 21,996 818,000 SH   SOLE N/A 818,000 0 0
CARMAX INC COM 143130102 50,985 391,500 SH   SOLE N/A 391,500 0 0
CHESAPEAKE ENERGY CORP *W EXP 09/02/202 165167180 12,501 386,087 SH   SOLE N/A 386,087 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167164 23,976 600,000 SH   SOLE N/A 600,000 0 0
CHESAPEAKE ENERGY CORP *W EXP 99/99/999 165167172 24,956 694,957 SH   SOLE N/A 694,957 0 0
CHESAPEAKE ENERGY CORP COM 165167735 25,808 400,000 SH   SOLE N/A 400,000 0 0
D R HORTON INC COM 23331A109 119,295 1,100,000 SH   SOLE N/A 1,100,000 0 0
DICKS SPORTING GOODS INC COM 253393102 20,476 178,072 SH   SOLE N/A 178,072 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 101,979 12,391,098 SH   SOLE N/A 12,391,098 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 43,077 1,961,623 SH   SOLE N/A 1,961,623 0 0
EQT CORP COM 26884L109 106,648 4,889,853 SH   SOLE N/A 4,889,853 0 0
FOOT LOCKER INC COM 344849104 7,240 165,938 SH   SOLE N/A 165,938 0 0
FREEPORT-MCMORAN INC CL B 35671D857 77,201 1,850,000 SH   SOLE N/A 1,850,000 0 0
GAP INC COM 364760108 8,720 494,032 SH   SOLE N/A 494,032 0 0
GENERAL MTRS CO COM 37045V100 131,918 2,250,000 SH   SOLE N/A 2,250,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 109,798 5,150,000 SH   SOLE N/A 5,150,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 23,205 298,000 SH   SOLE N/A 298,000 0 0
KOHLS CORP COM 500255104 81,494 1,650,000 SH   SOLE N/A 1,650,000 0 0
MACYS INC COM 55616P104 264,317 10,096,160 SH   SOLE N/A 10,096,160 0 0
META PLATFORMS INC CL A 30303M102 369,985 1,100,000 SH   SOLE N/A 1,100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 256,163 2,750,000 SH   SOLE N/A 2,750,000 0 0
MICROSOFT CORP COM 594918104 100,055 297,500 SH   SOLE N/A 297,500 0 0
MOSAIC CO NEW COM 61945C103 94,296 2,400,000 SH   SOLE N/A 2,400,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 15,378 519,706 SH   SOLE N/A 519,706 0 0
NORDSTROM INC COM 655664100 30,987 1,369,907 SH   SOLE N/A 1,369,907 0 0
OCCIDENTAL PETE CORP COM 674599105 191,334 6,600,000 SH   SOLE N/A 6,600,000 0 0
PG&E CORP COM 69331C108 151,750 12,500,000 SH   SOLE N/A 12,500,000 0 0
PG&E CORP UNIT 99/99/9999 69331C140 8,676 75,000 SH   SOLE N/A 75,000 0 0
PULTE GROUP INC COM 745867101 82,882 1,450,000 SH   SOLE N/A 1,450,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 119,325 2,150,000 SH   SOLE N/A 2,150,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 95,870 1,000,000 SH   SOLE N/A 1,000,000 0 0
SYSCO CORP COM 871829107 65,982 840,000 SH   SOLE N/A 840,000 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 5,916 600,000 SH   SOLE N/A 600,000 0 0
T-MOBILE US INC COM 872590104 147,990 1,275,992 SH   SOLE N/A 1,275,992 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,434 225,000 SH   SOLE N/A 225,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 89,883 179,000 SH   SOLE N/A 179,000 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 12,585 565,117 SH   SOLE N/A 565,117 0 0