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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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   28,210,293 329,598 SH   SOLE   329,598 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   12,413,076 79,571 SH   SOLE   79,571 0 0
ANTERO RESOURCES CORP COM 03674X106   14,919,950 646,165 SH   SOLE   646,165 0 0
ARCH CAP GROUP LTD ORD G0450A105   22,117,747 325,884 SH   SOLE   325,884 0 0
AVANTOR INC COM 05352A100   61,042,511 2,887,536 SH   SOLE   2,887,536 0 0
BAKER HUGHES COMPANY CL A 05722G100   57,336,566 1,986,714 SH   SOLE   1,986,714 0 0
BLOCK INC CL A 852234103   53,939,953 785,724 SH   SOLE   785,724 0 0
BLUE WHALE ACQUISITION CORP UNIT 07/30/2026 G1330M111   2,502,500 250,000 SH   SOLE   250,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   21,039,432 276,689 SH   SOLE   276,689 0 0
CHURCHILL CAPITAL CORP VI UNIT 99/99/9999 17143W200   1,505,975 149,105 SH   SOLE   149,105 0 0
D R HORTON INC COM 23331A109   58,740,411 601,294 SH   SOLE   601,294 0 0
EQT CORP COM 26884L109   24,679,800 773,419 SH   SOLE   773,419 0 0
EQUINIX INC COM 29444U700   36,374,305 50,447 SH   SOLE   50,447 0 0
EVEREST RE GROUP LTD COM G3223R108   25,991,178 72,597 SH   SOLE   72,597 0 0
FREEPORT-MCORMAN INC CL B 35671D857   53,068,493 1,297,201 SH   SOLE   1,297,201 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   16,000,003 802,810 SH   SOLE   802,810 0 0
HUMANA INC COM 444859102   81,205,807 167,276 SH   SOLE   167,276 0 0
INDEPENDENCE RLTY TR INC COM 45378A106   1,603,000 100,000 SH   SOLE   100,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   8,040,000 300,000 SH   SOLE   300,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   73,825,000 2,500,000 SH Call SOLE   2,500,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   197,300,000 5,000,000 SH Call SOLE   5,000,000 0 0
LAUDER ESTEE COS INC CL A 518439104   38,820,161 157,511 SH   SOLE   157,511 0 0
META PLATFORMS INC CL A 30303M102   91,962,250 433,907 SH   SOLE   433,907 0 0
NETFLIX INC COM 64110L106   64,337,358 186,226 SH   SOLE   186,226 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   24,044,521 756,831 SH   SOLE   756,831 0 0
PEABODY ENERGY CORP COM 704551100   13,201,178 515,671 SH   SOLE   515,671 0 0
PROGRESSIVE CORP COM 743315103   43,860,479 306,588 SH   SOLE   306,588 0 0
SCHLUMBERGER STK COM STK 806857108   65,231,952 1,328,553 SH   SOLE   1,328,553 0 0
SPDR GOLD TR GOLD SHS 78463V107   3,114,740,000 17,000,000 SH Call SOLE   17,000,000 0 0
TECK RESOURCES LTD CL B 878742204   105,275,782 2,884,268 SH   SOLE   2,884,268 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   5,229,032 88,105 SH   SOLE   88,105 0 0