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
ALCOA CORP COM 013872106 428,361 4,757,980 SH   SOLE   4,757,980 0 0
ALPHABET INC CAP STK CL C 02079K107 499,328 178,779 SH   SOLE   178,779 0 0
ALPHABET INC CAP STK CL A 02079K305 130,404 46,885 SH   SOLE   46,885 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 19,520 2,000,000 SH   SOLE   2,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 9,823 1,000,308 SH   SOLE   1,000,308 0 0
AMAZON COM INC COM 023135106 880,822 270,195 SH   SOLE   270,195 0 0
ANALOG DEVICES INC COM 032654105 384,618 2,328,479 SH   SOLE   2,328,479 0 0
BIG SKY GROWTH PARTNERS INC CLASS A COM 08954L102 11,664 1,200,000 SH   SOLE   1,200,000 0 0
CANADIAN NAT RES LTD COM 136385101 131,810 2,126,657 SH   SOLE   2,126,657 0 0
CATALYST PARTNERS ACQUISITN C CLASS A ORD SHS G19550105 11,676 1,200,000 SH   SOLE   1,200,000 0 0
CENOVUS ENERGY INC COM 15135U109 808,377 48,463,822 SH   SOLE   48,463,822 0 0
CF INDS HLDGS INC COM 125269100 269,487 2,614,851 SH   SOLE   2,614,851 0 0
CSX CORP COM 126408103 1,532,838 40,930,248 SH   SOLE   40,930,248 0 0
DRAGONEER GROWTH OPT CORP II CL A SHS G28315102 19,600 2,000,000 SH   SOLE   2,000,000 0 0
EQT CORP COM 26884L109 223,666 6,500,043 SH   SOLE   6,500,043 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 301,260 3,000,000 SH Call SOLE   3,000,000 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 10,541 1,076,759 SH   SOLE   1,076,759 0 0
KHOSLA VENTURES ACQUT CO III COM CL A 482506102 22,242 2,276,601 SH   SOLE   2,276,601 0 0
KKR ACQUISITION HOLDING I CO COM CLASS A 48253T109 24,575 2,500,000 SH   SOLE   2,500,000 0 0
LEAD EDGE GROWTH OPRTUNTS LT COM G54085108 14,362 1,470,000 SH   SOLE   1,470,000 0 0
LERER HIPPEAU ACQUISITION CO CL A 526749106 14,700 1,500,000 SH   SOLE   1,500,000 0 0
LIBERTY MEDIA ACQUISITION CO COM SR A 53073L104 7,721 779,130 SH   SOLE   779,130 0 0
LONGVIEW ACQUISITION CORP II COM CL A 54319Q105 24,400 2,500,000 SH   SOLE   2,500,000 0 0
LOWES COS INC COM 548661107 622,747 3,080,009 SH   SOLE   3,080,009 0 0
MICROSOFT CORP COM 594918104 1,854,640 6,015,503 SH   SOLE   6,015,503 0 0
MOSAIC CO NEW COM 61945C103 328,370 4,937,895 SH   SOLE   4,937,895 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 19,600 2,000,000 SH   SOLE   2,000,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 11,980 2,000,000 SH   SOLE   2,000,000 0 0
NUTRIEN LTD COM 67077M108 311,970 3,000,000 SH Call SOLE   3,000,000 0 0
NUTRIEN LTD COM 67077M108 246,382 2,369,284 SH   SOLE   2,369,284 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 40,192 800,000 SH   SOLE   800,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 198,282 6,084,148 SH   SOLE   6,084,148 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 13,965 1,430,876 SH   SOLE   1,430,876 0 0
TECK RESOURCES LTD CL B 878742204 495,160 12,259,467 SH   SOLE   12,259,467 0 0
TIO TECH A CLASS A ORD SHS G8T10C106 15,664 1,600,000 SH   SOLE   1,600,000 0 0
TPB ACQUISITION CORP I COM CL A G8990L101 8,488 873,250 SH   SOLE   873,250 0 0
UNION PAC CORP COM 907818108 1,180,432 4,320,603 SH   SOLE   4,320,603 0 0
UNITED STATES STL CORP NEW COM 912909108 440,949 11,683,862 SH   SOLE   11,683,862 0 0
USHG ACQUISITION CORP COM CL A 91748P100 3,476 343,842 SH   SOLE   343,842 0 0
VALE S A SPONSORED ADS 91912E105 200,430 10,026,519 SH   SOLE   10,026,519 0 0
VISA INC COM CL A 92826C839 458,586 2,067,846 SH   SOLE   2,067,846 0 0
WESTLAKE CORPORATION COM 960413102 218,878 1,773,725 SH   SOLE   1,773,725 0 0
YUM BRANDS INC COM 988498101 240,095 2,025,602 SH   SOLE   2,025,602 0 0