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   5,683,176 66,400 SH   SOLE   66,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,517,511 209,341 SH   SOLE   209,341 0 0
AIR LEASE CORP CL A 00912X302   8,484,235 215,500 SH   SOLE   215,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   18,954,390 185,500 SH   SOLE   185,500 0 0
ALPHABET INC CAP STK CL A 02079K305   18,520,473 178,545 SH   SOLE   178,545 0 0
AMAZON COM INC COM 023135106   18,025,654 174,515 SH   SOLE   174,515 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,702,352 32,800 SH   SOLE   32,800 0 0
AMN HEALTHCARE SVCS INC COM 001744101   3,730,877 44,972 SH   SOLE   44,972 0 0
APA CORPORATION COM 03743Q108   1,568,610 43,500 SH   SOLE   43,500 0 0
APPLE INC COM 037833100   2,935,220 17,800 SH   SOLE   17,800 0 0
APPLIED MATLS INC COM 038222105   2,518,015 20,500 SH   SOLE   20,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   27,532,823 405,670 SH   SOLE   405,670 0 0
ARISTA NETWORKS INC COM 040413106   5,870,568 34,973 SH   SOLE   34,973 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,301,444 4,850 SH   SOLE   4,850 0 0
BAIDU INC SPON ADR REP A 056752108   5,916,064 39,200 SH   SOLE   39,200 0 0
BAKER HUGHES COMPANY CL A 05722G100   9,703,280 336,219 SH   SOLE   336,219 0 0
BATH & BODY WORKS INC COM 070830104   8,895,232 243,172 SH   SOLE   243,172 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   7,221,000 332,000 SH   SOLE   332,000 0 0
BLOCK INC CL A 852234103   2,393,551 34,866 SH   SOLE   34,866 0 0
BROADCOM INC COM 11135F101   12,830,800 20,000 SH   SOLE   20,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   846,000 18,000 SH   SOLE   18,000 0 0
CENOVUS ENERGY INC COM 15135U109   12,837,902 735,275 SH   SOLE   735,275 0 0
CF INDS HLDGS INC COM 125269100   1,683,580 23,225 SH   SOLE   23,225 0 0
CIENA CORP COM NEW 171779309   8,298,160 158,000 SH   SOLE   158,000 0 0
CLOUDFLARE INC CL A COM 18915M107   377,976 6,130 SH   SOLE   6,130 0 0
COHERENT CORP COM 19247G107   993,507 26,090 SH   SOLE   26,090 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   5,611,148 83,042 SH   SOLE   83,042 0 0
CONOCOPHILLIPS COM 20825C104   13,377,377 134,839 SH   SOLE   134,839 0 0
CONSOL ENERGY INC NEW COM 20854L108   530,257 9,100 SH   SOLE   9,100 0 0
CORNING INC COM 219350105   7,655,760 217,000 SH   SOLE   217,000 0 0
COTERRA ENERGY INC COM 127097103   21,474,586 875,085 SH   SOLE   875,085 0 0
CRESCENT PT ENERGY CORP COM 22576C101   4,440,034 628,900 SH   SOLE   628,900 0 0
CRITEO S A SPONS ADS 226718104   292,997 9,300 SH   SOLE   9,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,049,170 29,500 SH   SOLE   29,500 0 0
CROWN CASTLE INC COM 22822V101   7,414,736 55,400 SH   SOLE   55,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   11,104,560 318,000 SH   SOLE   318,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,427,419 126,999 SH   SOLE   126,999 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,602,206 71,038 SH   SOLE   71,038 0 0
ENOVIS CORPORATION COM 194014502   4,464,436 83,463 SH   SOLE   83,463 0 0
EQT CORP COM 26884L109   4,849,076 151,961 SH   SOLE   151,961 0 0
ESAB CORPORATION COM 29605J106   4,930,159 83,463 SH   SOLE   83,463 0 0
EVEREST RE GROUP LTD COM G3223R108   31,827,978 88,900 SH   SOLE   88,900 0 0
EXXON MOBIL CORP COM 30231G102   2,768,915 25,250 SH   SOLE   25,250 0 0
FASTLY INC CL A 31188V100   5,730,495 322,663 SH   SOLE   322,663 0 0
FORTINET INC COM 34959E109   7,897,176 118,826 SH   SOLE   118,826 0 0
FREEPORT-MCMORAN INC CL B 35671D857   20,794,594 508,301 SH   SOLE   508,301 0 0
HALLIBURTON CO COM 406216101   9,946,825 314,375 SH   SOLE   314,375 0 0
HERON THERAPEUTICS INC COM 427746102   183,661 121,630 SH   SOLE   121,630 0 0
HESS CORP COM 42809H107   580,973 4,390 SH   SOLE   4,390 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   4,747,319 33,700 SH   SOLE   33,700 0 0
INTERPUBLIC GROUP COS INC COM 460690100   6,256,320 168,000 SH   SOLE   168,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   3,875,716 467,517 SH   SOLE   467,517 0 0
LAS VEGAS SANDS CORP COM 517834107   5,285,400 92,000 SH   SOLE   92,000 0 0
LEMONADE INC COM 52567D107   299,460 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   2,840,328 306,400 SH   SOLE   306,400 0 0
MARATHON OIL CORP COM 565849106   15,575,749 650,073 SH   SOLE   650,073 0 0
MARATHON PETE CORP COM 56585A102   1,294,368 9,600 SH   SOLE   9,600 0 0
MARVELL TECHNOLOGY INC COM 573874104   476,300 11,000 SH   SOLE   11,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,184,666 11,515 SH   SOLE   11,515 0 0
MATADOR RES CO COM 576485205   5,751,355 120,700 SH   SOLE   120,700 0 0
MCDONALDS CORP COM 580135101   17,000,288 60,800 SH   SOLE   60,800 0 0
META PLATFORMS INC CL A 30303M102   1,059,700 5,000 SH   SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   8,562,510 29,700 SH   SOLE   29,700 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,281,567 98,950 SH   SOLE   98,950 0 0
MONGODB INC CL A 60937P106   5,478,320 23,500 SH   SOLE   23,500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   4,947,810 353,415 SH   SOLE   353,415 0 0
NIKE INC CL B 654106103   6,026,407 49,139 SH   SOLE   49,139 0 0
NUTRIEN LTD COM 67077M108   553,875 7,500 SH   SOLE   7,500 0 0
NVIDIA CORPORATION COM 67066G104   22,013,828 79,252 SH   SOLE   79,252 0 0
OCCIDENTAL PETE CORP COM 674599105   24,034,052 384,976 SH   SOLE   384,976 0 0
OLO INC CL A 68134L109   591,600 72,500 SH   SOLE   72,500 0 0
OVINTIV INC COM 69047Q102   8,159,708 226,156 SH   SOLE   226,156 0 0
PACIRA BIOSCIENCES INC COM 695127100   4,297,293 105,300 SH   SOLE   105,300 0 0
PALO ALTO NETWORKS INC COM 697435105   6,656,336 33,325 SH   SOLE   33,325 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   11,471,250 1,092,500 SH   SOLE   1,092,500 0 0
PROFOUND MED CORP COM NEW 74319B502   1,958,100 210,775 SH   SOLE   210,775 0 0
QUANTA SVCS INC COM 74762E102   7,307,497 43,852 SH   SOLE   43,852 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   584,870 71,500 SH   SOLE   71,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   16,357,761 81,650 SH   SOLE   81,650 0 0
ROCKET COS INC COM CL A 77311W101   1,947,266 214,930 SH   SOLE   214,930 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   6,236,962 23,890 SH   SOLE   23,890 0 0
SCHLUMBERGER LTD COM STK 806857108   11,215,815 228,428 SH   SOLE   228,428 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,062,545 61,442 SH   SOLE   61,442 0 0
SERITAGE GROWTH PPTYS CL A 81752R100   5,212,757 662,358 SH   SOLE   662,358 0 0
SERVICENOW INC COM 81762P102   11,818,759 25,432 SH   SOLE   25,432 0 0
SHOPIFY INC CL A 82509L107   459,361 9,582 SH   SOLE   9,582 0 0
SOFI TECHNOLOGIES INC COM 83406F102   303,500 50,000 SH   SOLE   50,000 0 0
SOMALOGIC INC CLASS A COM 83444K105   3,233,956 1,268,218 SH   SOLE   1,268,218 0 0
SOUTHWESTERN ENERGY CO COM 845467109   9,464,260 1,892,852 SH   SOLE   1,892,852 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   941,864 13,900 SH   SOLE   13,900 0 0
STRATUS PPTYS INC COM NEW 863167201   1,537,660 76,883 SH   SOLE   76,883 0 0
SUNRUN INC COM 86771W105   1,718,795 85,300 SH   SOLE   85,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,350,195 154,270 SH   SOLE   154,270 0 0
TALOS ENERGY INC COM 87484T108   11,315,500 762,500 SH   SOLE   762,500 0 0
TAPESTRY INC COM 876030107   9,456,179 219,350 SH   SOLE   219,350 0 0
TECK RESOURCES LTD CL B 878742204   3,128,050 85,700 SH   SOLE   85,700 0 0
TESLA INC COM 88160R101   9,819,704 47,333 SH   SOLE   47,333 0 0
TRANSOCEAN LTD REG SHS H8817H100   6,878,111 1,081,464 SH   SOLE   1,081,464 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   1,616,220 184,500 SH   SOLE   184,500 0 0
UPSTART HLDGS INC COM 91680M107   469,708 29,560 SH   SOLE   29,560 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   859,103 3,100 SH   SOLE   3,100 0 0
VISA INC COM CL A 92826C839   10,943,828 48,540 SH   SOLE   48,540 0 0
WALMART INC COM 931142103   5,750,550 39,000 SH   SOLE   39,000 0 0
WAYFAIR INC CL A 94419L101   1,981,727 57,709 SH   SOLE   57,709 0 0