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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,703 20,742 SH   SOLE   20,742 0 0
BAIDU INC SPON ADR REP A 056752108 1,044 4,800 SH   SOLE   4,800 0 0
BILIBILI INC SPONS ADS REP Z 090040106 931 8,700 SH   SOLE   8,700 0 0
JD.COM INC SPON ADR CL A 47215P106 4,952 58,717 SH   SOLE   58,717 0 0
NETEASE INC SPONSORED ADS 64110W102 971 9,400 SH   SOLE   9,400 0 0
SEA LTD SPONSORD ADS 81141R100 9,867 44,200 SH   SOLE   44,200 0 0
AMETEK INC COM 031100100 3,425 26,818 SH   SOLE   26,818 0 0
AMAZON COM INC COM 023135106 14,186 4,585 SH   SOLE   4,585 0 0
BK OF AMERICA CORP COM 060505104 1,161 30,000 SH   SOLE   30,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 3,076 45,001 SH   SOLE   45,001 0 0
BIO RAD LABS INC CL A 090572207 1,142 2,000 SH   SOLE   2,000 0 0
CATERPILLAR INC COM 149123101 2,667 11,500 SH   SOLE   11,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,442 16,923 SH   SOLE   16,923 0 0
COMCAST CORP NEW CL A 20030N101 4,329 80,000 SH   SOLE   80,000 0 0
CUMMINS INC COM 231021106 777 3,000 SH   SOLE   3,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,008 31,500 SH   SOLE   31,500 0 0
CABOT OIL & GAS CORP COM 127097103 376 20,000 SH   SOLE   20,000 0 0
COURSERA INC COM 22266M104 338 7,500 SH   SOLE   7,500 0 0
DRAGONEER GROWTH OPPTY CORP SHS CL A G28314105 540 52,575 SH   SOLE   52,575 0 0
D R HORTON INC COM 23331A109 3,713 41,663 SH   SOLE   41,663 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,948 36,000 SH   SOLE   36,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 8,440 117,826 SH   SOLE   117,826 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,463 8,500 SH   SOLE   8,500 0 0
QUEENS GAMBIT GROWTH CAPITAL UNIT 01/19/2026 G7315C127 631 62,500 SH   SOLE   62,500 0 0
ALPHABET INC CAP STK CL A 02079K305 11,963 5,800 SH   SOLE   5,800 0 0
HCA HEALTHCARE INC COM 40412C101 1,695 9,000 SH   SOLE   9,000 0 0
HESS CORP COM 42809H107 1,238 17,500 SH   SOLE   17,500 0 0
HONEYWELL INTL INC COM 438516106 6,043 27,837 SH   SOLE   27,837 0 0
INGERSOLL RAND INC COM 45687V106 13,961 283,696 SH   SOLE   283,696 0 0
L BRANDS INC COM 501797104 4,454 72,000 SH   SOLE   72,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 3,408 22,700 SH   SOLE   22,700 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 6,440 145,994 SH   SOLE   145,994 0 0
LUX HEALTH TECH ACQUISITION COM CL A 55068A100 2,568 250,000 SH   SOLE   250,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,007 3,000 SH   SOLE   3,000 0 0
MICROSOFT CORP COM 594918104 12,519 53,100 SH   SOLE   53,100 0 0
NETFLIX INC COM 64110L106 2,087 4,000 SH   SOLE   4,000 0 0
NORFOLK SOUTHN CORP COM 655844108 1,531 5,700 SH   SOLE   5,700 0 0
NUCOR CORP COM 670346105 1,084 13,500 SH   SOLE   13,500 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 1,040 110,600 SH   SOLE   110,600 0 0
PARKER-HANNIFIN CORP COM 701094104 2,208 7,000 SH   SOLE   7,000 0 0
ANAPLAN INC COM 03272L108 592 11,000 SH   SOLE   11,000 0 0
PAYPAL HLDGS INC COM 70450Y103 11,486 47,300 SH   SOLE   47,300 0 0
SOTERA HEALTH CO COM 83601L102 1,622 65,000 SH   SOLE   65,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 609 100,000 SH   SOLE   100,000 0 0
SCHLUMBERGER LTD COM 806857108 680 25,000 SH   SOLE   25,000 0 0
STEEL DYNAMICS INC COM 858119100 2,315 45,600 SH   SOLE   45,600 0 0
TRANSDIGM GROUP INC COM 893641100 9,113 15,500 SH   SOLE   15,500 0 0
TJX COS INC NEW COM 872540109 7,872 119,000 SH   SOLE   119,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,800 106,400 SH   SOLE   106,400 0 0
UNION PAC CORP COM 907818108 11,249 51,038 SH   SOLE   51,038 0 0
UNITED RENTALS INC COM 911363109 4,425 13,437 SH   SOLE   13,437 0 0
VULCAN MATLS CO COM 929160109 1,679 9,948 SH   SOLE   9,948 0 0
VISTRA CORP COM 92840M102 5,048 285,500 SH   SOLE   285,500 0 0
SPDR SER TR S&P REGL BKG 78464A698 10,634 160,292 SH   SOLE   160,292 0 0
ISHARES INC JP MORGAN EM ETF 464286517 502 11,800 SH   SOLE   11,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 13,302 33,564 SH   SOLE   33,564 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 6,115 77,600 SH   SOLE   77,600 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,251 25,500 SH   SOLE   25,500 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 37,455 1,100,000 SH   SOLE   1,100,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16,876 171,421 SH   SOLE   171,421 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,366 20,000 SH   SOLE   20,000 0 0
CSX CORP COM 126408103 7,926 82,200 SH Call SOLE   82,200 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 5,926 111,100 SH Call SOLE   111,100 0 0
ALPHABET INC CAP STK CL A 02079K305 10,313 5,000 SH Call SOLE   5,000 0 0
HONEYWELL INTL INC COM 438516106 5,427 25,000 SH Call SOLE   25,000 0 0
MACERICH CO COM 554382101 731 62,500 SH Call SOLE   62,500 0 0
MICROSTRATEGY INC CL A NEW 594972408 815 1,200 SH Call SOLE   1,200 0 0
SILVERGATE CAP CORP CL A 82837P408 284 2,000 SH Call SOLE   2,000 0 0
STEEL DYNAMICS INC COM 858119100 1,269 25,000 SH Call SOLE   25,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,066 62,500 SH Call SOLE   62,500 0 0
ARK ETF TR INNOVATION ETF 00214Q104 29,988 250,000 SH Put SOLE   250,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,427 120,500 SH Put SOLE   120,500 0 0
SOUTHWEST AIRLS CO COM 844741108 24,424 400,000 SH Put SOLE   400,000 0 0
SEA LTD SPONSORD ADS 81141R100 4,911 22,000 SH Put SOLE   22,000 0 0
VIACOMCBS INC CL B 92556H206 226 5,000 SH Put SOLE   5,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 3,066 62,500 SH Put SOLE   62,500 0 0