The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 427,950 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 3,058,200 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 33,776,940 | 857,936 | SH | SOLE | 1 | 857,936 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 8,841,600 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 8,842,400 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 13,436,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 8,279,000 | 42,500 | SH | SOLE | 1 | 42,500 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 2,395,100 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 2,440,500 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 7,604,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 17,460,000 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 2,233,700 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 3,495,000 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 19,008,000 | 880,000 | SH | SOLE | 1 | 880,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 5,660,500 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 2,559,028 | 19,638 | SH | SOLE | 1 | 19,638 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 24,943,550 | 185,000 | SH | SOLE | 1 | 185,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 18,436,500 | 450,000 | SH | SOLE | 1 | 450,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 11,816,000 | 160,000 | SH | SOLE | 1 | 160,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 4,195,380 | 21,000 | SH | SOLE | 1 | 21,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 49,469,400 | 270,000 | SH | SOLE | 1 | 270,000 | 0 | 0 | ||
| SPDR SER TR | S&P REGL BKG | 78464A698 | 5,263,200 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 1,500,750 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 7,743,750 | 175,000 | SH | SOLE | 1 | 175,000 | 0 | 0 | ||
| VERMILION ENERGY INC | COM | 923725105 | 3,437,050 | 265,000 | SH | SOLE | 1 | 265,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 2,400,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 6,224,400 | 180,000 | SH | SOLE | 1 | 180,000 | 0 | 0 | ||