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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 226,347 3,799,040 SH   SOLE   3,799,040 0 0
ALPHABET INC CAP STK CL C 02079K107 719,549 248,670 SH   SOLE   248,670 0 0
ALPHABET INC CAP STK CL A 02079K305 119,992 41,419 SH   SOLE   41,419 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 19,700 2,000,000 SH   SOLE   2,000,000 0 0
ALTIMETER GROWTH CORP 2 COM CL A G0371B109 9,863 1,000,308 SH   SOLE   1,000,308 0 0
AMAZON COM INC COM 023135106 809,428 242,755 SH   SOLE   242,755 0 0
ANALOG DEVICES INC COM 032654105 480,334 2,732,742 SH   SOLE   2,732,742 0 0
ANGEL POND HOLDINGS CORP *W EXP 99/99/999 G0447J128 51 65,930 SH   SOLE   65,930 0 0
ANGEL POND HOLDINGS CORP SHS CL A G0447J102 11,604 1,200,000 SH   SOLE   1,200,000 0 0
BIG SKY GROWTH PARTNERS INC CLASS A COM 08954L102 11,652 1,200,000 SH   SOLE   1,200,000 0 0
CANADIAN NAT RES LTD COM 136385101 108,128 2,559,239 SH   SOLE   2,559,239 0 0
CATALYST PARTNRS ACQUISITN C CLASS A ORD SHS G19550105 11,688 1,200,000 SH   SOLE   1,200,000 0 0
CENOVUS ENERGY INC COM 15135U109 133,533 10,873,985 SH   SOLE   10,873,985 0 0
CF INDS HLDGS INC COM 125269100 154,078 2,176,853 SH   SOLE   2,176,853 0 0
CSX CORP COM 126408103 1,479,976 39,361,061 SH   SOLE   39,361,061 0 0
DRAGONEER GROWTH OPT CORP II CL A SHS G28315102 19,540 2,000,000 SH   SOLE   2,000,000 0 0
EQT CORP COM 26884L109 157,875 7,238,670 SH   SOLE   7,238,670 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 422,406 3,869,963 SH   SOLE   3,869,963 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 10,498 1,076,759 SH   SOLE   1,076,759 0 0
IHS MARKIT LTD SHS G47567105 290,919 2,188,681 SH   SOLE   2,188,681 0 0
KHOSLA VENTURES ACQUT CO III COM CL A 482506102 22,220 2,276,601 SH   SOLE   2,276,601 0 0
KKR ACQUISITION HOLDING I CO COM CLASS A 48253T109 24,350 2,500,000 SH   SOLE   2,500,000 0 0
LEAD EDGE GROWTH OPRTUNTS LT COM G54085108 14,347 1,470,000 SH   SOLE   1,470,000 0 0
LERER HIPPEAU ACQUISITION CO CL A 526749106 14,760 1,500,000 SH   SOLE   1,500,000 0 0
LIBERTY MEDIA ACQUISITION CO COM SR A 53073L104 8,009 779,130 SH   SOLE   779,130 0 0
LONGVIEW ACQUISITION CORP II COM CL A 54319Q105 24,600 2,500,000 SH   SOLE   2,500,000 0 0
LOWES COS INC COM 548661107 989,604 3,828,550 SH   SOLE   3,828,550 0 0
MASTERCARD INCORPORATED CL A 57636Q104 292,577 814,251 SH   SOLE   814,251 0 0
META PLATFORMS INC CL A 30303M102 533,061 1,584,840 SH   SOLE   1,584,840 0 0
MICROSOFT CORP COM 594918104 2,202,589 6,549,087 SH   SOLE   6,549,087 0 0
MOSAIC CO NEW COM 61945C103 196,450 5,000,000 SH Call SOLE   5,000,000 0 0
MOSAIC CO NEW COM 61945C103 172,704 4,395,620 SH   SOLE   4,395,620 0 0
MSD ACQUISITION CORP CLASS A ORD SHS G5709C109 19,780 2,000,000 SH   SOLE   2,000,000 0 0
NETFLIX INC COM 64110L106 319,977 531,135 SH   SOLE   531,135 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 15,780 2,000,000 SH   SOLE   2,000,000 0 0
NUTRIEN LTD COM 67077M108 150,400 2,000,000 SH Call SOLE   2,000,000 0 0
NUTRIEN LTD COM 67077M108 65,856 875,749 SH   SOLE   875,749 0 0
PLANET FITNESS INC CL A 72703H101 118,793 1,311,475 SH   SOLE   1,311,475 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 82,952 800,000 SH   SOLE   800,000 0 0
S&P GLOBAL INC COM 78409V104 45,297 95,983 SH   SOLE   95,983 0 0
SUNCOR ENERGY INC NEW COM 867224107 110,774 4,425,648 SH   SOLE   4,425,648 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 14,108 1,430,876 SH   SOLE   1,430,876 0 0
TECK RESOURCES LTD CL B 878742204 318,590 11,054,467 SH   SOLE   11,054,467 0 0
TIO TECH A CLASS A ORD SHS G8T10C106 15,584 1,600,000 SH   SOLE   1,600,000 0 0
TPB ACQUISITION CORP I COM CL A G8990L101 8,558 873,250 SH   SOLE   873,250 0 0
UNION PAC CORP COM 907818108 1,176,681 4,670,667 SH   SOLE   4,670,667 0 0
UNITED STATES STL CORP NEW COM 912909108 146,173 6,139,140 SH   SOLE   6,139,140 0 0
USHG ACQUISITION CORP COM CL A 91748P100 3,566 343,842 SH   SOLE   343,842 0 0
VALE S A SPONSORED ADS 91912E105 107,884 7,695,011 SH   SOLE   7,695,011 0 0
VISA INC COM CL A 92826C839 480,226 2,215,985 SH   SOLE   2,215,985 0 0
WABTEC COM 929740108 197,655 2,145,863 SH   SOLE   2,145,863 0 0
WESTLAKE CHEM CORP COM 960413102 115,498 1,189,109 SH   SOLE   1,189,109 0 0