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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   75,635,365 2,229,159 SH   SOLE   2,229,159 0 0
AMAZON COM INC COM 023135106   131,572,478 1,009,301 SH   SOLE   1,009,301 0 0
ANTERO RESOURCES CORP COM 03674X106   24,225,625 1,051,916 SH   SOLE   1,051,916 0 0
ARAMARK COM 03852U106   167,505,828 3,890,960 SH   SOLE   3,890,960 0 0
ARAMARK COM 03852U106   167,895,000 3,900,000 SH Call SOLE   3,900,000 0 0
BALL CORP COM 058498106   10,783,635 185,254 SH   SOLE   185,254 0 0
BAXTER INTL INC COM 071813109   128,554,101 2,821,644 SH   SOLE   2,821,644 0 0
BWX TECHNOLOGIES INC COM 05605H100   39,732,300 555,153 SH   SOLE   555,153 0 0
CAMECO CORP COM 13321L108   15,705,635 501,297 SH   SOLE   501,297 0 0
CENTENE CORP DEL COM 15135B101   52,847,008 783,499 SH   SOLE   783,499 0 0
CONOCOPHILLIPS COM 20825C104   11,886,864 114,727 SH   SOLE   114,727 0 0
CONSTELLATION ENERGY CORP COM 21037T109   5,877,693 64,202 SH   SOLE   64,202 0 0
COUPANG INC CL A 22266T109   152,227,537 8,748,709 SH   SOLE   8,748,709 0 0
EATON CORP PLC SHS G29183103   14,220,787 70,715 SH   SOLE   70,715 0 0
FISERV INC COM 337738108   155,749,331 1,234,636 SH   SOLE   1,234,636 0 0
FREEPORT-MCMORAN INC CL B 35671D857   57,577,880 1,439,447 SH   SOLE   1,439,447 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   33,014,478 1,771,163 SH   SOLE   1,771,163 0 0
FULLER H B CO COM 359694106   10,361,155 144,891 SH   SOLE   144,891 0 0
HESS CORP COM 42809H107   30,186,202 222,039 SH   SOLE   222,039 0 0
INFOSYS LTD SPONSORED ADR 456788108   32,140,000 2,000,000 SH Put SOLE   2,000,000 0 0
INGERSOLL RAND INC COM 45687V106   45,687,228 699,009 SH   SOLE   699,009 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   39,944,582 1,231,717 SH   SOLE   1,231,717 0 0
KBR INC COM 48242W106   34,394,359 528,656 SH   SOLE   528,656 0 0
LAMB WESTON HLDGS INC COM 513272104   57,475,000 500,000 SH Call SOLE   500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   114,688,604 997,726 SH   SOLE   997,726 0 0
LAS VEGAS SANDS CORP COM 517834107   61,445,142 1,059,399 SH   SOLE   1,059,399 0 0
MARATHON OIL CORP COM 565849106   73,454,518 3,190,900 SH   SOLE   3,190,900 0 0
MATADOR RES CO COM 576485205   10,112,148 193,275 SH   SOLE   193,275 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   7,882,639 294,348 SH   SOLE   294,348 0 0
NEXTDECADE CORP COM 65342K105   6,558,468 798,839 SH   SOLE   798,839 0 0
NRG ENERGY INC COM NEW 629377508   10,113,322 270,482 SH   SOLE   270,482 0 0
NUTRIEN LTD COM 67077M108   10,031,001 169,873 SH   SOLE   169,873 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   50,315,574 1,548,648 SH   SOLE   1,548,648 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   21,180,014 488,920 SH   SOLE   488,920 0 0
PG&E CORP COM 69331C108   42,200,231 2,442,143 SH   SOLE   2,442,143 0 0
PIONEER NAT RES CO COM 723787107   105,306,072 508,283 SH   SOLE   508,283 0 0
SAMSARA INC COM CL A 79589L106   2,839,555 102,474 SH   SOLE   102,474 0 0
SHELL PLC SPON ADS 780259305   16,886,716 279,674 SH   SOLE   279,674 0 0
SM ENERGY CO COM 78454L100   17,240,975 545,083 SH   SOLE   545,083 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,099,423,056 2,480,200 SH Put SOLE   2,480,200 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   64,415,000 500,000 SH Call SOLE   500,000 0 0
T-MOBILE US INC COM 872590104   278,891,615 2,007,859 SH   SOLE   2,007,859 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   23,885,544 236,678 SH   SOLE   236,678 0 0
TECHNIPFMC PLC COM G87110105   66,397,116 3,995,013 SH   SOLE   3,995,013 0 0
TECK RESOURCES LTD CL B 878742204   11,440,970 271,757 SH   SOLE   271,757 0 0
UBS GROUP AG SHS H42097107   7,572,365 373,575 SH   SOLE   373,575 0 0
UNITEDHEALTH GROUP INC COM 91324P102   749,318 1,559 SH   SOLE   1,559 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   158,209,879 6,387,157 SH   SOLE   6,387,157 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   23,522,379 975,223 SH   SOLE   975,223 0 0
VISTRA CORP COM 92840M102   2,712,911 103,349 SH   SOLE   103,349 0 0
WALMART INC COM 931142103   107,496,188 683,905 SH   SOLE   683,905 0 0
WATSCO INC COM 942622200   143,051,250 375,000 SH Put SOLE   375,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   70,317,776 1,471,391 SH   SOLE   1,471,391 0 0
WORKDAY INC CL A 98138H101   84,912,503 375,902 SH   SOLE   375,902 0 0