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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 6,395 58,491 SH   SOLE   58,491 0 0
AGCO CORP COM 001084102 5,841 40,000 SH   SOLE   40,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 8,910 145,500 SH   SOLE   145,500 0 0
ALCOA CORP COM 013872106 6,014 66,800 SH   SOLE   66,800 0 0
ALCOA CORP COM 013872106 7,698 85,500 SH Call SOLE   85,500 0 0
ALPHABET INC CAP STK CL A 02079K305 14,282 5,135 SH   SOLE   5,135 0 0
AMAZON COM INC COM 023135106 24,205 7,425 SH   SOLE   7,425 0 0
AMERCO COM 023586100 1,813 3,037 SH   SOLE   3,037 0 0
APPLE INC COM 037833100 17,082 97,827 SH   SOLE   97,827 0 0
APPLIED MATLS INC COM 038222105 2,372 18,000 SH   SOLE   18,000 0 0
ARCH CAP GROUP LTD ORD G0450A105 5,907 122,000 SH   SOLE   122,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 10,734 294,800 SH   SOLE   294,800 0 0
BATH & BODY WORKS INC COM 070830104 12,807 267,926 SH   SOLE   267,926 0 0
BERKELEY LTS INC COM 084310101 585 82,221 SH   SOLE   82,221 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 8,559 376,550 SH   SOLE   376,550 0 0
BLOCK INC CL A 852234103 3,823 28,190 SH   SOLE   28,190 0 0
CANADIAN PAC RY LTD COM 13645T100 6,056 73,370 SH   SOLE   73,370 0 0
CAREDX INC COM 14167L103 8,633 233,374 SH   SOLE   233,374 0 0
CENOVUS ENERGY INC COM 15135U109 14,787 886,500 SH   SOLE   886,500 0 0
CENOVUS ENERGY INC COM 15135U109 20,767 1,245,000 SH Call SOLE   1,245,000 0 0
CENTURY ALUM CO COM 156431108 3,368 128,000 SH   SOLE   128,000 0 0
CF INDS HLDGS INC COM 125269100 13,403 130,050 SH   SOLE   130,050 0 0
COLFAX CORP COM 194014106 9,963 250,398 SH   SOLE   250,398 0 0
CONFLUENT INC CLASS A COM 20717M103 8,682 211,756 SH   SOLE   211,756 0 0
CONOCOPHILLIPS COM 20825C104 3,740 37,400 SH   SOLE   37,400 0 0
COTERRA ENERGY INC COM 127097103 7,889 292,500 SH   SOLE   292,500 0 0
COUCHBASE INC COM 22207T101 993 57,000 SH   SOLE   57,000 0 0
CRESCENT PT ENERGY CORP COM 22576C101 3,190 440,000 SH   SOLE   440,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,676 29,400 SH   SOLE   29,400 0 0
CSX CORP COM 126408103 5,271 140,760 SH   SOLE   140,760 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103 6,211 740,265 SH   SOLE   740,265 0 0
DATADOG INC CL A COM 23804L103 2,378 15,700 SH   SOLE   15,700 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,909 133,750 SH   SOLE   133,750 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 8,207 1,139,926 SH   SOLE   1,139,926 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 2,448 340,000 SH Call SOLE   340,000 0 0
DISNEY WALT CO COM 254687106 8,929 65,100 SH   SOLE   65,100 0 0
ENERPLUS CORP COM 292766102 3,569 281,000 SH   SOLE   281,000 0 0
EQT CORP COM 26884L109 1,290 37,500 SH   SOLE   37,500 0 0
EQT CORP COM 26884L109 860 25,000 SH Call SOLE   25,000 0 0
EVEREST RE GROUP LTD COM G3223R108 11,932 39,590 SH   SOLE   39,590 0 0
EXACT SCIENCES CORP COM 30063P105 7,267 103,940 SH   SOLE   103,940 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,283 27,000 SH   SOLE   27,000 0 0
FASTLY INC CL A 31188V100 4,546 261,543 SH   SOLE   261,543 0 0
FREEPORT-MCMORAN INC CL B 35671D857 20,335 408,825 SH   SOLE   408,825 0 0
FREEPORT-MCMORAN INC CL B 35671D857 55,709 1,120,000 SH Call SOLE   1,120,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 1,910 1,216,500 SH   SOLE   1,216,500 0 0
HALLIBURTON CO COM 406216101 11,020 291,000 SH   SOLE   291,000 0 0
HERON THERAPEUTICS INC COM 427746102 295 51,500 SH   SOLE   51,500 0 0
HESS CORP COM 42809H107 7,653 71,500 SH   SOLE   71,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,517 10,000 SH   SOLE   10,000 0 0
II-VI INC COM 902104108 4,255 58,692 SH   SOLE   58,692 0 0
ILLUMINA INC COM 452327109 2,757 7,890 SH   SOLE   7,890 0 0
IMAX CORP COM 45245E109 473 25,000 SH   SOLE   25,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 5,349 680,517 SH   SOLE   680,517 0 0
LAM RESEARCH CORP COM 512807108 3,656 6,800 SH   SOLE   6,800 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 1,653 164,848 SH   SOLE   164,848 0 0
MARATHON OIL CORP COM 565849106 13,125 522,700 SH   SOLE   522,700 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,470 90,221 SH   SOLE   90,221 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,007 28,000 SH   SOLE   28,000 0 0
META PLATFORMS INC CL A 30303M102 7,783 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104 17,154 55,638 SH   SOLE   55,638 0 0
MONGODB INC CL A 60937P106 1,863 4,200 SH   SOLE   4,200 0 0
MOSAIC CO NEW COM 61945C103 2,660 40,000 SH   SOLE   40,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 2,015 165,000 SH   SOLE   165,000 0 0
NETFLIX INC COM 64110L106 637 1,700 SH   SOLE   1,700 0 0
NEWMONT CORP COM 651639106 18,591 234,000 SH   SOLE   234,000 0 0
NEXGEN ENERGY LTD COM 65340P106 4,019 710,000 SH   SOLE   710,000 0 0
NIKE INC CL B 654106103 6,612 49,139 SH   SOLE   49,139 0 0
NUTRIEN LTD COM 67077M108 13,714 131,875 SH   SOLE   131,875 0 0
NVIDIA CORPORATION COM 67066G104 17,110 62,705 SH   SOLE   62,705 0 0
OCCIDENTAL PETE CORP COM 674599105 21,071 371,369 SH   SOLE   371,369 0 0
PACIRA BIOSCIENCES INC COM 695127100 12,721 166,675 SH   SOLE   166,675 0 0
PALO ALTO NETWORKS INC COM 697435105 13,197 21,200 SH   SOLE   21,200 0 0
PERELLA WEINBERG PARTNERS *W EXP 12/31/202 71367G110 80 39,832 SH   SOLE   39,832 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,474 505,000 SH   SOLE   505,000 0 0
POOL CORP COM 73278L105 6,554 15,500 SH   SOLE   15,500 0 0
PROFOUND MED CORP COM NEW 74319B502 2,175 241,667 SH   SOLE   241,667 0 0
QUANTA SVCS INC COM 74762E102 5,671 43,090 SH   SOLE   43,090 0 0
RANGE RES CORP COM 75281A109 1,367 45,000 SH   SOLE   45,000 0 0
SCHLUMBERGER LTD COM STK 806857108 3,553 86,000 SH   SOLE   86,000 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101 2,871 935,312 SH   SOLE   935,312 0 0
SERVICENOW INC COM 81762P102 5,419 9,731 SH   SOLE   9,731 0 0
SHELL PLC SPON ADS 780259305 1,538 28,000 SH   SOLE   28,000 0 0
SHERWIN WILLIAMS CO COM 824348106 6,644 26,615 SH   SOLE   26,615 0 0
SHOPIFY INC CL A 82509L107 1,974 2,920 SH   SOLE   2,920 0 0
SOMALOGIC INC CLASS A COM 83444K105 9,220 1,149,600 SH   SOLE   1,149,600 0 0
SOUTHWEST AIRLS CO COM 844741108 1,832 40,000 SH   SOLE   40,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 13,623 1,900,000 SH   SOLE   1,900,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,689 375,000 SH Call SOLE   375,000 0 0
STRATUS PPTYS INC COM NEW 863167201 3,443 79,912 SH   SOLE   79,912 0 0
SUNCOR ENERGY INC NEW COM 867224107 12,466 382,500 SH   SOLE   382,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,414 90,295 SH   SOLE   90,295 0 0
TECK RESOURCES LTD CL B 878742204 14,973 370,700 SH   SOLE   370,700 0 0
TENABLE HLDGS INC COM 88025T102 2,904 50,250 SH   SOLE   50,250 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 735 2,600 SH   SOLE   2,600 0 0
VISA INC COM CL A 92826C839 11,718 52,840 SH   SOLE   52,840 0 0
WHITING PETE CORP NEW COM NEW 966387508 15,357 188,406 SH   SOLE   188,406 0 0