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
AMARIN CORP PLC SPONS ADR NEW 023111206   5,057,500 4,250,000 SH   SOLE   4,250,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   1,648,500 525,000 SH   SOLE   525,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   19,426,500 450,000 SH   SOLE   450,000 0 0
APPLE INC COM 037833100   1,939,700 10,000 SH   SOLE   10,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   3,591,000 30,000 SH   SOLE   30,000 0 0
RH COM 74967X103   17,303,475 52,500 SH   SOLE   52,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   22,936,500 450,000 SH   SOLE   450,000 0 0
CNX RESOURCES CORP COM 12653C108   2,658,000 150,000 SH   SOLE   150,000 0 0
GOGO INC COM 38046C109   7,314,300 430,000 SH   SOLE   430,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206   2,677,500 2,250,000 SH   SOLE   2,250,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   706,500 225,000 SH   SOLE   225,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,475,500 150,000 SH   SOLE   150,000 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   10,194,000 200,000 SH   SOLE   200,000 0 0
RH COM 74967X103   7,415,775 22,500 SH   SOLE   22,500 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   1,795,500 15,000 SH   SOLE   15,000 0 0
CNX RESOURCES CORP COM 12653C108   1,329,000 75,000 SH   SOLE   75,000 0 0
GOGO INC COM 38046C109   3,657,150 215,000 SH   SOLE   215,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   492,760 38,800 SH   SOLE   38,800 0 0
TRANSOCEAN LTD REG SHS H8817H100   271,988 38,800 SH   SOLE   38,800 0 0
BAKER HUGHES CO CL A 05722G100   404,608 12,800 SH   SOLE   12,800 0 0
BP PLC SPONSORED ADR 055622104   239,972 6,800 SH   SOLE   6,800 0 0
SCHLUMBERGER LTD COM STK 806857108   392,960 8,000 SH   SOLE   8,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   274,248 1,800 SH   SOLE   1,800 0 0
CONOCOPHILLIPS COM 20825C104   504,373 4,868 SH   SOLE   4,868 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   207,180 1,000 SH   SOLE   1,000 0 0
HESS CORP COM 42809H107   282,776 2,080 SH   SOLE   2,080 0 0
FIRST SOLAR INC COM 336433107   206,818 1,088 SH   SOLE   1,088 0 0
KINROSS GOLD CORP COM 496902404   56,286 11,800 SH   SOLE   11,800 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101   213,788 3,800 SH   SOLE   3,800 0 0
DRIL-QUIP INC COM 262037104   232,700 10,000 SH   SOLE   10,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   588,681 2,188 SH   SOLE   2,188 0 0
PLUG POWER INC COM NEW 72919P202   205,722 19,800 SH   SOLE   19,800 0 0
TARGA RESOURCES CORP COM 87612G101   593,580 7,800 SH   SOLE   7,800 0 0
STEM INC COM 85859N102   233,376 40,800 SH   SOLE   40,800 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105   341,040 5,800 SH   SOLE   5,800 0 0
EVGO INC CL A COM 30052F100   40,000 10,000 SH   SOLE   10,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   200,412 22,800 SH   SOLE   22,800 0 0
FLUENCE ENERGY INC COM CL A 34379V103   340,992 12,800 SH   SOLE   12,800 0 0
SHELL PLC SPON ADS 780259305   277,748 4,600 SH   SOLE   4,600 0 0
FREYR BATTERY SA SHS L4135L100   231,880 24,800 SH   SOLE   24,800 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   140,288 12,800 SH   SOLE   12,800 0 0
ALTUS POWER INC COM CL A 02217A102   209,520 38,800 SH   SOLE   38,800 0 0
MARATHON OIL CORP COM 565849106   290,052 12,600 SH   SOLE   12,600 0 0