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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BILIBILI INC SPONS ADS REP Z 090040106 5,044 41,400 SH   SOLE   41,400 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 283 20,000 SH   SOLE   20,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 1,003 5,600 SH   SOLE   5,600 0 0
JD.COM INC SPON ADR CL A 47215P106 1,995 25,000 SH   SOLE   25,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 2,075 59,400 SH   SOLE   59,400 0 0
NIO INC SPON ADS 62914V106 1,032 19,400 SH   SOLE   19,400 0 0
SEA LTD SPONSORD ADS 81141R100 11,080 40,350 SH   SOLE   40,350 0 0
XPENG INC ADS 98422D105 2,576 58,000 SH   SOLE   58,000 0 0
ALCOA CORP COM 013872106 10,883 295,400 SH   SOLE   295,400 0 0
AIRBNB INC COM CL A 009066101 9,697 63,322 SH   SOLE   63,322 0 0
AMAZON COM INC COM 023135106 24,116 7,010 SH   SOLE   7,010 0 0
APA CORPORATION COM 03743Q108 1,873 86,600 SH   SOLE   86,600 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 3,592 5,200 SH   SOLE   5,200 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 1,553 16,000 SH   SOLE   16,000 0 0
BIO RAD LABS INC CL A 090572207 870 1,350 SH   SOLE   1,350 0 0
CATERPILLAR INC COM 149123101 2,448 11,250 SH   SOLE   11,250 0 0
CAMECO CORP COM 13321L108 1,400 73,000 SH   SOLE   73,000 0 0
CENTURY ALUM CO COM 156431108 1,195 92,742 SH   SOLE   92,742 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,867 9,519 SH   SOLE   9,519 0 0
CHEWY INC CL A 16679L109 2,267 28,438 SH   SOLE   28,438 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 992 46,000 SH   SOLE   46,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,571 6,250 SH   SOLE   6,250 0 0
DANAHER CORPORATION COM 235851102 4,428 16,500 SH   SOLE   16,500 0 0
DOXIMITY INC CL A 26622P107 437 7,500 SH   SOLE   7,500 0 0
GRAFTECH INTL LTD COM 384313508 957 82,400 SH   SOLE   82,400 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 9,073 117,826 SH   SOLE   117,826 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,865 17,500 SH   SOLE   17,500 0 0
FACEBOOK INC CL A 30303M102 11,822 34,000 SH   SOLE   34,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,769 128,500 SH   SOLE   128,500 0 0
FIGS INC CL A 30260D103 251 5,000 SH   SOLE   5,000 0 0
FORTIVE CORP COM 34959J108 4,969 71,255 SH   SOLE   71,255 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 714 14,800 SH   SOLE   14,800 0 0
ALPHABET INC CAP STK CL A 02079K305 18,235 7,468 SH   SOLE   7,468 0 0
HCA HEALTHCARE INC COM 40412C101 2,369 11,461 SH   SOLE   11,461 0 0
HESS CORP COM 42809H107 969 11,096 SH   SOLE   11,096 0 0
HOLLYFRONTIER CORP COM 436106108 1,775 53,951 SH   SOLE   53,951 0 0
HONEYWELL INTL INC COM 438516106 7,750 35,331 SH   SOLE   35,331 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 412 20,000 SH   SOLE   20,000 0 0
INGERSOLL RAND INC COM 45687V106 17,238 353,165 SH   SOLE   353,165 0 0
L BRANDS INC COM 501797104 1,239 17,192 SH   SOLE   17,192 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,971 34,384 SH   SOLE   34,384 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 157 14,785 SH   SOLE   14,785 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 12,985 279,914 SH   SOLE   279,914 0 0
SOUTHWEST AIRLS CO COM 844741108 1,303 24,538 SH   SOLE   24,538 0 0
LUX HEALTH TECH ACQUISITION COM CL A 55068A100 2,713 274,329 SH   SOLE   274,329 0 0
MICROSOFT CORP COM 594918104 25,245 93,189 SH   SOLE   93,189 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,013 32,600 SH   SOLE   32,600 0 0
MICRON TECHNOLOGY INC COM 595112103 2,027 23,850 SH   SOLE   23,850 0 0
NVIDIA CORPORATION COM 67066G104 1,600 2,000 SH   SOLE   2,000 0 0
PG&E CORP COM 69331C108 6,645 653,379 SH   SOLE   653,379 0 0
PAYPAL HLDGS INC COM 70450Y103 13,933 47,800 SH   SOLE   47,800 0 0
ROBLOX CORP CL A 771049103 1,818 20,200 SH   SOLE   20,200 0 0
SENTINELONE INC CL A 81730H109 319 7,500 SH   SOLE   7,500 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,842 7,500 SH   SOLE   7,500 0 0
SHOPIFY INC CL A 82509L107 2,045 1,400 SH   SOLE   1,400 0 0
SCHLUMBERGER LTD COM STK 806857108 1,200 37,500 SH   SOLE   37,500 0 0
U S SILICA HLDGS INC COM 90346E103 944 81,677 SH   SOLE   81,677 0 0
SNAP INC CL A 83304A106 511 7,500 SH   SOLE   7,500 0 0
SOFI TECHNOLOGIES INC COM 83406F102 767 40,000 SH   SOLE   40,000 0 0
SONOS INC COM 83570H108 607 17,232 SH   SOLE   17,232 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 551 2,000 SH   SOLE   2,000 0 0
STEEL DYNAMICS INC COM 858119100 1,490 25,000 SH   SOLE   25,000 0 0
TRANSDIGM GROUP INC COM 893641100 10,518 16,250 SH   SOLE   16,250 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,302 145,700 SH   SOLE   145,700 0 0
ULTA BEAUTY INC COM 90384S303 1,729 5,000 SH   SOLE   5,000 0 0
UNION PAC CORP COM 907818108 9,407 42,772 SH   SOLE   42,772 0 0
UNITED RENTALS INC COM 911363109 4,570 14,327 SH   SOLE   14,327 0 0
WELLS FARGO CO NEW COM 949746101 3,378 74,579 SH   SOLE   74,579 0 0
XOMETRY INC CLASS A COM 98423F109 262 3,000 SH   SOLE   3,000 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 1,573 6,000 SH   SOLE   6,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,281 31,026 SH   SOLE   31,026 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8,468 102,874 SH   SOLE   102,874 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 5,405 100,328 SH   SOLE   100,328 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 6,636 180,874 SH   SOLE   180,874 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3,208 45,845 SH   SOLE   45,845 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3,023 24,000 SH   SOLE   24,000 0 0
AMAZON COM INC COM 023135106 76 6,900 SH Call SOLE   6,900 0 0
ANTERO RESOURCES CORP COM 03674X106 13 75,000 SH Call SOLE   75,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 2 1,200 SH Call SOLE   1,200 0 0
PIONEER NAT RES CO COM 723787107 117 38,500 SH Call SOLE   38,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 745 993,200 SH Call SOLE   993,200 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 159 1,033,800 SH Call SOLE   1,033,800 0 0
SCHLUMBERGER LTD COM STK 806857108 130 490,000 SH Call SOLE   490,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 49 270,000 SH Call SOLE   270,000 0 0
SYSCO CORP COM 871829107 8 20,000 SH Call SOLE   20,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 600 1,000,000 SH Call SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 18 200,000 SH Call SOLE   200,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 175 319,100 SH Put SOLE   319,100 0 0
SOFI TECHNOLOGIES INC COM 83406F102 3 19,700 SH Put SOLE   19,700 0 0
TATTOOED CHEF INC COM CL A 87663X102 4 60,000 SH Put SOLE   60,000 0 0