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
ADVANCED MICRO DEVICES INC COM 007903107 3,706 58,491 SH   SOLE   58,491 0 0
AGNICO EAGLE MINES LTD COM 008474108 2,171 51,400 SH   SOLE   51,400 0 0
ALPHABET INC CAP STK CL A 02079K305 9,202 96,210 SH   SOLE   96,210 0 0
AMAZON COM INC COM 023135106 23,726 209,965 SH   SOLE   209,965 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,797 27,000 SH   SOLE   27,000 0 0
ANTERO RESOURCES CORP COM 03674X106 7,639 250,200 SH   SOLE   250,200 0 0
APA CORPORATION COM 03743Q108 538 15,750 SH   SOLE   15,750 0 0
APPLE INC COM 037833100 11,622 84,097 SH   SOLE   84,097 0 0
ATLASSIAN CORP PLC CL A G06242104 5,360 25,450 SH   SOLE   25,450 0 0
BATH & BODY WORKS INC COM 070830104 8,486 260,314 SH   SOLE   260,314 0 0
BERKELEY LTS INC COM 084310101 235 82,221 SH   SOLE   82,221 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 8,395 369,000 SH   SOLE   369,000 0 0
BLOCK INC CL A 852234103 654 11,900 SH   SOLE   11,900 0 0
BROADCOM INC COM 11135F101 4,485 10,100 SH   SOLE   10,100 0 0
CENOVUS ENERGY INC COM 15135U109 11,220 729,993 SH   SOLE   729,993 0 0
CF INDS HLDGS INC COM 125269100 2,235 23,225 SH   SOLE   23,225 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 1,866 126,400 SH   SOLE   126,400 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 14,740 107,771 SH   SOLE   107,771 0 0
CLOUDFLARE INC CL A COM 18915M107 365 6,600 SH   SOLE   6,600 0 0
COHERENT CORP COM 19247G107 2,045 58,692 SH   SOLE   58,692 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,912 45,160 SH   SOLE   45,160 0 0
CONFLUENT INC CLASS A COM 20717M103 5,018 211,106 SH   SOLE   211,106 0 0
CONOCOPHILLIPS COM 20825C104 9,401 91,860 SH   SOLE   91,860 0 0
COTERRA ENERGY INC COM 127097103 13,289 508,750 SH   SOLE   508,750 0 0
COUPA SOFTWARE INC COM 22266L106 221 3,750 SH   SOLE   3,750 0 0
CRESCENT PT ENERGY CORP COM 22576C101 3,874 628,900 SH   SOLE   628,900 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,790 41,200 SH   SOLE   41,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,397 123,015 SH   SOLE   123,015 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,338 36,015 SH   SOLE   36,015 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 1,478 118,158 SH   SOLE   118,158 0 0
DISNEY WALT CO COM 254687106 472 5,000 SH   SOLE   5,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103 517 25,000 SH   SOLE   25,000 0 0
ENOVIS CORPORATION COM 194014502 3,845 83,463 SH   SOLE   83,463 0 0
EQT CORP COM 26884L109 4,966 121,862 SH   SOLE   121,862 0 0
ESAB CORPORATION COM 29605J106 2,784 83,463 SH   SOLE   83,463 0 0
EVEREST RE GROUP LTD COM G3223R108 14,039 53,496 SH   SOLE   53,496 0 0
FASTLY INC CL A 31188V100 2,956 322,663 SH   SOLE   322,663 0 0
FORTINET INC COM 34959E109 6,170 125,585 SH   SOLE   125,585 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,099 442,701 SH   SOLE   442,701 0 0
GLOBAL PMTS INC COM 37940X102 540 5,000 SH   SOLE   5,000 0 0
GRAN TIERRA ENERGY INC COM 38500T101 3,413 2,820,900 SH   SOLE   2,820,900 0 0
HALLIBURTON CO COM 406216101 11,844 481,062 SH   SOLE   481,062 0 0
HERON THERAPEUTICS INC COM 427746102 594 140,850 SH   SOLE   140,850 0 0
HESS CORP COM 42809H107 5,112 46,900 SH   SOLE   46,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,366 36,200 SH   SOLE   36,200 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 3,619 467,517 SH   SOLE   467,517 0 0
LENDINGTREE INC NEW COM 52603B107 686 28,770 SH   SOLE   28,770 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 1,639 164,848 SH   SOLE   164,848 0 0
MARATHON OIL CORP COM 565849106 15,538 688,141 SH   SOLE   688,141 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,795 65,125 SH   SOLE   65,125 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,014 10,600 SH   SOLE   10,600 0 0
MICROSOFT CORP COM 594918104 10,889 46,753 SH   SOLE   46,753 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 4,047 353,415 SH   SOLE   353,415 0 0
NETFLIX INC COM 64110L106 400 1,700 SH   SOLE   1,700 0 0
NEWMONT CORP COM 651639106 5,321 126,600 SH   SOLE   126,600 0 0
NIKE INC CL B 654106103 4,500 54,139 SH   SOLE   54,139 0 0
NUTRIEN LTD COM 67077M108 625 7,500 SH   SOLE   7,500 0 0
NVIDIA CORPORATION COM 67066G104 6,762 55,703 SH   SOLE   55,703 0 0
OCCIDENTAL PETE CORP COM 674599105 20,556 334,514 SH   SOLE   334,514 0 0
OVINTIV INC COM 69047Q102 9,182 199,606 SH   SOLE   199,606 0 0
PACIRA BIOSCIENCES INC COM 695127100 7,449 140,050 SH   SOLE   140,050 0 0
PALO ALTO NETWORKS INC COM 697435105 8,654 52,835 SH   SOLE   52,835 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,468 281,000 SH   SOLE   281,000 0 0
PROFOUND MED CORP COM NEW 74319B502 1,073 265,667 SH   SOLE   265,667 0 0
QUANTA SVCS INC COM 74762E102 5,618 44,100 SH   SOLE   44,100 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 2,738 19,500 SH   SOLE   19,500 0 0
RH COM 74967X103 615 2,500 SH   SOLE   2,500 0 0
ROCKET COS INC COM CL A 77311W101 1,358 214,930 SH   SOLE   214,930 0 0
SCHLUMBERGER LTD COM STK 806857108 12,123 337,677 SH   SOLE   337,677 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101 1,176 1,339,883 SH   SOLE   1,339,883 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 6,650 737,269 SH   SOLE   737,269 0 0
SERVICENOW INC COM 81762P102 10,601 28,075 SH   SOLE   28,075 0 0
SHERWIN WILLIAMS CO COM 824348106 614 3,000 SH   SOLE   3,000 0 0
SHOPIFY INC CL A 82509L107 1,070 39,700 SH   SOLE   39,700 0 0
SOMALOGIC INC CLASS A COM 83444K105 3,952 1,362,718 SH   SOLE   1,362,718 0 0
SOUTHWEST AIRLS CO COM 844741108 3,719 120,600 SH   SOLE   120,600 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,365 1,366,750 SH   SOLE   1,366,750 0 0
STRATUS PPTYS INC COM NEW 863167201 1,791 76,883 SH   SOLE   76,883 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,990 212,774 SH   SOLE   212,774 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,951 86,795 SH   SOLE   86,795 0 0
TECK RESOURCES LTD CL B 878742204 8,868 291,618 SH   SOLE   291,618 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,067 1,646,400 SH   SOLE   1,646,400 0 0
UPSTART HLDGS INC COM 91680M107 729 35,050 SH   SOLE   35,050 0 0
VISA INC COM CL A 92826C839 6,980 39,290 SH   SOLE   39,290 0 0
VORNADO RLTY TR SH BEN INT 929042109 1,274 55,000 SH   SOLE   55,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1,916 46,000 SH   SOLE   46,000 0 0