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
ALCOA CORP COM 013872106 2,589 56,800 SH   SOLE   56,800 0 0
AIRBNB INC COM CL A 009066101 1,191 13,375 SH   SOLE   13,375 0 0
APPLIED MATLS INC COM 038222105 1,356 14,900 SH   SOLE   14,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,556 72,653 SH   SOLE   72,653 0 0
APA CORPORATION COM 03743Q108 935 26,800 SH   SOLE   26,800 0 0
APTIV PLC SHS G6095L109 1,879 21,100 SH   SOLE   21,100 0 0
ANTERO RESOURCES CORP COM 03674X106 1,073 35,000 SH   SOLE   35,000 0 0
ARCH RESOURCES INC CL A 03940R107 1,409 9,850 SH   SOLE   9,850 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,190 2,500 SH   SOLE   2,500 0 0
BATH & BODY WORKS INC COM 070830104 745 27,669 SH   SOLE   27,669 0 0
BIO RAD LABS INC CL A 090572207 990 2,000 SH   SOLE   2,000 0 0
BORGWARNER INC COM 099724106 1,920 57,526 SH   SOLE   57,526 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 780 5,200 SH   SOLE   5,200 0 0
CENTURY ALUM CO COM 156431108 1,704 231,200 SH   SOLE   231,200 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,037 10,751 SH   SOLE   10,751 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 1,205 78,400 SH   SOLE   78,400 0 0
CARLISLE COS INC COM 142339100 2,825 11,840 SH   SOLE   11,840 0 0
DOORDASH INC CL A 25809K105 571 8,898 SH   SOLE   8,898 0 0
DATADOG INC CL A COM 23804L103 762 8,000 SH   SOLE   8,000 0 0
EQT CORP COM 26884L109 1,920 55,800 SH   SOLE   55,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,345 14,185 SH   SOLE   14,185 0 0
FIRST HORIZON CORPORATION COM 320517105 463 21,200 SH   SOLE   21,200 0 0
TECHNIPFMC PLC COM G87110105 1,012 150,400 SH   SOLE   150,400 0 0
ALPHABET INC CAP STK CL A 02079K305 3,269 1,500 SH   SOLE   1,500 0 0
HALLIBURTON CO COM 406216101 1,098 34,999 SH   SOLE   34,999 0 0
WARRIOR MET COAL INC COM 93627C101 585 19,100 SH   SOLE   19,100 0 0
HONEYWELL INTL INC COM 438516106 3,890 22,382 SH   SOLE   22,382 0 0
INGERSOLL RAND INC COM 45687V106 8,340 198,189 SH   SOLE   198,189 0 0
LEAR CORP COM NEW 521865204 580 4,604 SH   SOLE   4,604 0 0
LOCKHEED MARTIN CORP COM 539830109 1,016 2,364 SH   SOLE   2,364 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 4,986 138,311 SH   SOLE   138,311 0 0
MAGNA INTL INC COM 559222401 1,994 36,324 SH   SOLE   36,324 0 0
MICROSOFT CORP COM 594918104 3,266 12,715 SH   SOLE   12,715 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 823 36,400 SH   SOLE   36,400 0 0
NIKE INC CL B 654106103 1,022 10,000 SH   SOLE   10,000 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 464 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHN CORP COM 655844108 863 3,796 SH   SOLE   3,796 0 0
NVIDIA CORPORATION COM 67066G104 1,425 9,400 SH   SOLE   9,400 0 0
OCCIDENTAL PETE CORP COM 674599105 1,001 17,000 SH   SOLE   17,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 978 94,800 SH   SOLE   94,800 0 0
PG&E CORP COM 69331C108 884 88,600 SH   SOLE   88,600 0 0
PLUG POWER INC COM NEW 72919P202 318 19,200 SH   SOLE   19,200 0 0
RANGE RES CORP COM 75281A109 493 19,900 SH   SOLE   19,900 0 0
SCHLUMBERGER LTD COM STK 806857108 1,162 32,500 SH   SOLE   32,500 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,375 220,000 SH   SOLE   220,000 0 0
TRANSDIGM GROUP INC COM 893641100 11,029 20,550 SH   SOLE   20,550 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 320 6,921 SH   SOLE   6,921 0 0
TWILIO INC CL A 90138F102 838 10,000 SH   SOLE   10,000 0 0
ULTA BEAUTY INC COM 90384S303 270 700 SH   SOLE   700 0 0
UNION PAC CORP COM 907818108 8,831 41,407 SH   SOLE   41,407 0 0
VALARIS LIMITED CL A G9460G101 422 10,000 SH   SOLE   10,000 0 0
VISTRA CORP COM 92840M102 882 38,600 SH   SOLE   38,600 0 0
ISHARES INC MSCI STH KOR ETF 464286772 733 12,600 SH   SOLE   12,600 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 3,824 139,600 SH   SOLE   139,600 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 3,427 104,600 SH   SOLE   104,600 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 2,977 12,800 SH   SOLE   12,800 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 5,353 19,100 SH   SOLE   19,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 36,631 97,100 SH   SOLE   97,100 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 351 15,200 SH   SOLE   15,200 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 432 3,400 SH   SOLE   3,400 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 351 5,000 SH   SOLE   5,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 23,398 182,456 SH   SOLE   182,456 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 1,099 9,200 SH   SOLE   9,200 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,015 7,000 SH   SOLE   7,000 0 0
FRANKLIN BSP RLTY TR INC COMMON STOCK 35243J101 189 14,040 SH   SOLE   14,040 0 0
AIRBNB INC COM CL A 009066101 5,790 65,000 SH Call SOLE   65,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,824 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106 37,174 350,000 SH Call SOLE   350,000 0 0
ANTERO RESOURCES CORP COM 03674X106 9,042 295,000 SH Call SOLE   295,000 0 0
DOORDASH INC CL A 25809K105 2,246 35,000 SH Call SOLE   35,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 6,992 800,000 SH Call SOLE   800,000 0 0
EQT CORP COM 26884L109 11,352 330,000 SH Call SOLE   330,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 2,738 100,000 SH Call SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,179 1,000 SH Call SOLE   1,000 0 0
HALLIBURTON CO COM 406216101 2,509 80,000 SH Call SOLE   80,000 0 0
JD.COM INC SPON ADR CL A 47215P106 7,706 120,000 SH Call SOLE   120,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 15,725 480,000 SH Call SOLE   480,000 0 0
META PLATFORMS INC CL A 30303M102 6,047 37,500 SH Call SOLE   37,500 0 0
MICROSOFT CORP COM 594918104 4,880 19,000 SH Call SOLE   19,000 0 0
NETFLIX INC COM 64110L106 2,623 15,000 SH Call SOLE   15,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 24,423 105,000 SH Call SOLE   105,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 14,014 50,000 SH Call SOLE   50,000 0 0
RANGE RES CORP COM 75281A109 6,930 280,000 SH Call SOLE   280,000 0 0
VANECK ETF TRUST VANECK RUSSIA ET 92189F403 3,390 600,000 SH Call SOLE   600,000 0 0
SEA LTD SPONSORD ADS 81141R100 3,343 50,000 SH Call SOLE   50,000 0 0
SCHLUMBERGER LTD COM STK 806857108 15,198 425,000 SH Call SOLE   425,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,683 5,000 SH Call SOLE   5,000 0 0
TELLURIAN INC NEW COM 87968A104 2,980 1,000,000 SH Call SOLE   1,000,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 805 60,000 SH Call SOLE   60,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 12,872 180,000 SH Call SOLE   180,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,268 100,000 SH Put SOLE   100,000 0 0
BEST BUY INC COM 086516101 3,911 60,000 SH Put SOLE   60,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 19,696 360,000 SH Put SOLE   360,000 0 0
YUM CHINA HLDGS INC COM 98850P109 4,365 90,000 SH Put SOLE   90,000 0 0