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
ACTIVISION BLIZZARD INC COM 00507V109   3,398,820 44,400 SH   SOLE   44,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,196,757 141,991 SH   SOLE   141,991 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,672,286 51,400 SH   SOLE   51,400 0 0
AIR LEASE CORP CL A 00912X302   7,261,380 189,000 SH   SOLE   189,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   7,637,403 86,700 SH   SOLE   86,700 0 0
ALPHABET INC CAP STK CL A 02079K305   8,908,583 100,970 SH   SOLE   100,970 0 0
AMAZON COM INC COM 023135106   10,887,660 129,615 SH   SOLE   129,615 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   9,403,788 148,700 SH   SOLE   148,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100   9,237,096 43,600 SH   SOLE   43,600 0 0
ANTERO RESOURCES CORP COM 03674X106   5,742,447 185,300 SH   SOLE   185,300 0 0
APA CORPORATION COM 03743Q108   1,598,790 34,250 SH   SOLE   34,250 0 0
APPLE INC COM 037833100   9,572,203 73,672 SH   SOLE   73,672 0 0
ARCH CAP GROUP LTD ORD G0450A105   19,698,481 313,770 SH   SOLE   313,770 0 0
ARISTA NETWORKS INC COM 040413106   8,033,370 66,200 SH   SOLE   66,200 0 0
BAKER HUGHES COMPANY CL A 05722G100   7,113,777 240,900 SH   SOLE   240,900 0 0
BATH & BODY WORKS INC COM 070830104   19,658,900 466,514 SH   SOLE   466,514 0 0
BED BATH & BEYOND INC COM 075896100   96,510 38,450 SH   SOLE   38,450 0 0
BERKELEY LTS INC COM 084310101   220,352 82,221 SH   SOLE   82,221 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   7,007,000 385,000 SH   SOLE   385,000 0 0
BLOCK INC CL A 852234103   2,190,979 34,866 SH   SOLE   34,866 0 0
BP PLC SPONSORED ADR 055622104   2,235,520 64,000 SH   SOLE   64,000 0 0
BROADCOM INC COM 11135F101   10,343,905 18,500 SH   SOLE   18,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,044,160 6,500 SH   SOLE   6,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,565,070 44,750 SH   SOLE   44,750 0 0
CENOVUS ENERGY INC COM 15135U109   14,271,688 735,275 SH   SOLE   735,275 0 0
CF INDS HLDGS INC COM 125269100   1,978,770 23,225 SH   SOLE   23,225 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   14,744,151 107,771 SH   SOLE   107,771 0 0
CHUBB LIMITED COM H1467J104   2,206,000 10,000 SH   SOLE   10,000 0 0
CLOUDFLARE INC CL A COM 18915M107   298,386 6,600 SH   SOLE   6,600 0 0
COHERENT CORP COM 19247G107   2,060,089 58,692 SH   SOLE   58,692 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,075,977 58,660 SH   SOLE   58,660 0 0
CONFLUENT INC CLASS A COM 20717M103   4,694,997 211,106 SH   SOLE   211,106 0 0
CONOCOPHILLIPS COM 20825C104   12,570,540 106,530 SH   SOLE   106,530 0 0
COTERRA ENERGY INC COM 127097103   12,499,988 508,750 SH   SOLE   508,750 0 0
COUPA SOFTWARE INC COM 22266L106   296,888 3,750 SH   SOLE   3,750 0 0
CRESCENT PT ENERGY CORP COM 22576C101   4,496,635 628,900 SH   SOLE   628,900 0 0
CROWN CASTLE INC COM 22822V101   7,216,048 53,200 SH   SOLE   53,200 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,577,970 123,199 SH   SOLE   123,199 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,205,025 45,365 SH   SOLE   45,365 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   526,849 48,158 SH   SOLE   48,158 0 0
ENGAGESMART INC COMMON STOCK 29283F103   264,000 15,000 SH   SOLE   15,000 0 0
ENOVIS CORPORATION COM 194014502   4,466,940 83,463 SH   SOLE   83,463 0 0
EQT CORP COM 26884L109   4,095,155 121,051 SH   SOLE   121,051 0 0
ESAB CORPORATION COM 29605J106   3,916,084 83,463 SH   SOLE   83,463 0 0
EVEREST RE GROUP LTD COM G3223R108   24,778,996 74,800 SH   SOLE   74,800 0 0
EXXON MOBIL CORP COM 30231G102   7,390,100 67,000 SH   SOLE   67,000 0 0
FASTLY INC CL A 31188V100   2,642,610 322,663 SH   SOLE   322,663 0 0
FORTINET INC COM 34959E109   3,941,023 80,610 SH   SOLE   80,610 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,315,438 508,301 SH   SOLE   508,301 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,578,977 29,300 SH   SOLE   29,300 0 0
GRAN TIERRA ENERGY INC COM 38500T101   2,477,871 2,502,900 SH   SOLE   2,502,900 0 0
HALLIBURTON CO COM 406216101   20,859,907 530,112 SH   SOLE   530,112 0 0
HERON THERAPEUTICS INC COM 427746102   352,125 140,850 SH   SOLE   140,850 0 0
HESS CORP COM 42809H107   8,204,287 57,850 SH   SOLE   57,850 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,626,532 28,700 SH   SOLE   28,700 0 0
INTERPUBLIC GROUP COS INC COM 460690100   4,263,680 128,000 SH   SOLE   128,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   3,740,136 467,517 SH   SOLE   467,517 0 0
LAS VEGAS SANDS CORP COM 517834107   1,682,450 35,000 SH   SOLE   35,000 0 0
LENDINGTREE INC NEW COM 52603B107   613,664 28,770 SH   SOLE   28,770 0 0
MARATHON OIL CORP COM 565849106   21,493,336 793,991 SH   SOLE   793,991 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,981,640 53,500 SH   SOLE   53,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,685,938 10,600 SH   SOLE   10,600 0 0
MCDONALDS CORP COM 580135101   15,100,269 57,300 SH   SOLE   57,300 0 0
MICROSOFT CORP COM 594918104   8,526,320 35,553 SH   SOLE   35,553 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   4,226,843 353,415 SH   SOLE   353,415 0 0
NETFLIX INC COM 64110L106   501,296 1,700 SH   SOLE   1,700 0 0
NEWMONT CORP COM 651639106   5,975,520 126,600 SH   SOLE   126,600 0 0
NIKE INC CL B 654106103   5,749,754 49,139 SH   SOLE   49,139 0 0
NOVO-NORDISK A S ADR 670100205   12,045,260 89,000 SH   SOLE   89,000 0 0
NUTRIEN LTD COM 67077M108   547,725 7,500 SH   SOLE   7,500 0 0
NVIDIA CORPORATION COM 67066G104   8,140,436 55,703 SH   SOLE   55,703 0 0
OCCIDENTAL PETE CORP COM 674599105   21,604,877 342,989 SH   SOLE   342,989 0 0
OVINTIV INC COM 69047Q102   14,039,368 276,856 SH   SOLE   276,856 0 0
PACIRA BIOSCIENCES INC COM 695127100   5,407,331 140,050 SH   SOLE   140,050 0 0
PALO ALTO NETWORKS INC COM 697435105   2,522,186 18,075 SH   SOLE   18,075 0 0
PATTERSON-UTI ENERGY INC COM 703481101   4,260,520 253,000 SH   SOLE   253,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   5,052,000 300,000 SH Call SOLE   300,000 0 0
PDC ENERGY INC COM 69327R101   6,330,543 99,725 SH   SOLE   99,725 0 0
PIONEER NAT RES CO COM 723787107   4,299,442 18,825 SH   SOLE   18,825 0 0
PROFOUND MED CORP COM NEW 74319B502   3,230,704 296,667 SH   SOLE   296,667 0 0
QUANTA SVCS INC COM 74762E102   6,284,250 44,100 SH   SOLE   44,100 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   11,799,932 64,050 SH   SOLE   64,050 0 0
ROCKET COS INC COM CL A 77311W101   1,504,510 214,930 SH   SOLE   214,930 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   5,154,901 18,390 SH   SOLE   18,390 0 0
SCHLUMBERGER LTD COM STK 806857108   19,222,986 359,577 SH   SOLE   359,577 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,532,540 48,138 SH   SOLE   48,138 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101   374,697 1,420,383 SH   SOLE   1,420,383 0 0
SERITAGE GROWTH PPTYS CL A 81752R100   7,835,695 662,358 SH   SOLE   662,358 0 0
SERVICENOW INC COM 81762P102   18,433,118 47,475 SH   SOLE   47,475 0 0
SHERWIN WILLIAMS CO COM 824348106   1,186,650 5,000 SH   SOLE   5,000 0 0
SHOPIFY INC CL A 82509L107   1,377,987 39,700 SH   SOLE   39,700 0 0
SOMALOGIC INC CLASS A COM 83444K105   3,490,702 1,390,718 SH   SOLE   1,390,718 0 0
SOUTHWEST AIRLS CO COM 844741108   3,909,087 116,100 SH   SOLE   116,100 0 0
SOUTHWESTERN ENERGY CO COM 845467109   7,995,488 1,366,750 SH   SOLE   1,366,750 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   844,480 14,000 SH   SOLE   14,000 0 0
STRATUS PPTYS INC COM NEW 863167201   1,483,073 76,883 SH   SOLE   76,883 0 0
SUNCOR ENERGY INC NEW COM 867224107   8,880,973 279,892 SH   SOLE   279,892 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,446,878 153,670 SH   SOLE   153,670 0 0
TAPESTRY INC COM 876030107   2,465,680 64,750 SH   SOLE   64,750 0 0
TECK RESOURCES LTD CL B 878742204   11,028,993 291,618 SH   SOLE   291,618 0 0
TENABLE HLDGS INC COM 88025T102   1,545,075 40,500 SH   SOLE   40,500 0 0
TJX COS INC NEW COM 872540109   4,378,000 55,000 SH   SOLE   55,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   7,050,444 1,546,150 SH   SOLE   1,546,150 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   1,165,605 178,500 SH   SOLE   178,500 0 0
UPSTART HLDGS INC COM 91680M107   463,361 35,050 SH   SOLE   35,050 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,672,275 5,500 SH   SOLE   5,500 0 0
VISA INC COM CL A 92826C839   8,682,290 41,790 SH   SOLE   41,790 0 0
WAYFAIR INC CL A 94419L101   1,898,049 57,709 SH   SOLE   57,709 0 0