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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   16,976,361 373,353 SH   SOLE   373,353 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   31,487,903 215,096 SH   SOLE   215,096 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   4,960,000 500,000 SH   SOLE   500,000 0 0
ANTERO RESOURCES CORP COM 03674X106   39,692,085 1,280,803 SH   SOLE   1,280,803 0 0
ARCH CAP GROUP LTD ORD G0450A105   20,634,844 328,685 SH   SOLE   328,685 0 0
ARCH RESOURCES INC CL A 03940R107   31,188,906 218,425 SH   SOLE   218,425 0 0
AVANTOR INC COM 05352A100   32,166,025 1,525,179 SH   SOLE   1,525,179 0 0
BAKER HUGHES COMPANY CL A 05722G100   30,864,667 1,045,197 SH   SOLE   1,045,197 0 0
BLUE WHALE ACQUISITION CORP UNIT 07/30/2026 G1330M111   2,497,500 250,000 SH   SOLE   250,000 0 0
BP PLC SPONSORED ADR 055622104   15,030,100 430,292 SH   SOLE   430,292 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   12,139,587 291,817 SH   SOLE   291,817 0 0
CC NEUBERGER PRINCIPAL HOLDN UNIT 99/99/9999 G1992N118   3,030,000 300,000 SH   SOLE   300,000 0 0
CF INDS HLDGS INC COM 125269100   21,990,035 258,099 SH   SOLE   258,099 0 0
CHESAPEAKE ENERGY CORP COM 165167735   42,895,978 454,551 SH   SOLE   454,551 0 0
CHURCHILL CAPITAL CORP VI UNIT 99/99/9999 17143W200   1,489,574 149,105 SH   SOLE   149,105 0 0
CONCORD ACQUISITION CORP II UNIT 99/99/9999 20607U207   1,492,500 150,000 SH   SOLE   150,000 0 0
CONCORD ACQUISITION CORP III UNIT 99/99/9999 20607V205   2,038,000 200,000 SH   SOLE   200,000 0 0
CORAZON CAPITAL V838 MONOCER UNIT 03/24/2026 G24237110   4,086,200 400,000 SH   SOLE   400,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   15,572,097 690,865 SH   SOLE   690,865 0 0
EQT CORP COM 26884L109   39,652,008 1,172,096 SH   SOLE   1,172,096 0 0
EVEREST RE GROUP LTD COM G3223R108   20,250,204 61,129 SH   SOLE   61,129 0 0
FIFTH WALL ACQUISITN CORP II CLASS A ORD SHS G34142102   2,511,250 250,000 SH   SOLE   250,000 0 0
FINSERV ACQUISITION CORP II UNIT 02/17/2026 31809Y202   3,009,000 300,000 SH   SOLE   300,000 0 0
FOREST ROAD ACQUISITION COR UNIT 99/99/9999 34619V202   3,018,000 300,000 SH   SOLE   300,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   66,840,518 1,758,961 SH   SOLE   1,758,961 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   16,120,425 802,810 SH   SOLE   802,810 0 0
HUMANA INC COM 444859102   86,140,626 168,181 SH   SOLE   168,181 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106   998,000 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106   57,445,573 194,810 SH   SOLE   194,810 0 0
NUTRIEN LTD COM 67077M108   14,951,359 204,729 SH   SOLE   204,729 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   20,516,295 681,831 SH   SOLE   681,831 0 0
PEABODY ENERGY CORP COM 704551100   19,337,670 731,933 SH   SOLE   731,933 0 0
PROGRESSIVE CORP COM 743315103   40,763,443 314,266 SH   SOLE   314,266 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118   1,901,120 181,059 SH   SOLE   181,059 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   573,645,000 1,500,000 SH Put SOLE   1,500,000 0 0
TB SA ACQUISITION CORP UNIT 03/25/2028 G8657L113   2,020,000 200,000 SH   SOLE   200,000 0 0
TCV ACQUISITION CORP CL A SHS G8704C124   1,515,000 150,000 SH   SOLE   150,000 0 0
TECK RESOURCES LTD CL B 878742204   139,375,247 3,685,226 SH   SOLE   3,685,226 0 0
TRANSOCEAN LTD REG SHS H8817H100   5,441,526 1,193,317 SH   SOLE   1,193,317 0 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114   3,021,000 300,000 SH   SOLE   300,000 0 0
VISA INC COM CL A 92826C839   19,991,498 96,224 SH   SOLE   96,224 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   11,649,478 228,780 SH   SOLE   228,780 0 0