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
APA CORPORATION COM 03743Q108 1,745 50,000 SH   SOLE   50,000 0 0
ASPEN AEROGELS INC COM 04523Y105 1,058 107,119 SH   SOLE   107,119 0 0
CONTINENTAL RES INC COM 212015101 2,492 38,132 SH   SOLE   38,132 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,528 15,000 SH   SOLE   15,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,378 25,000 SH   SOLE   25,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,423 20,000 SH   SOLE   20,000 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 4,880 1,000,000 SH   SOLE   1,000,000 0 0
ENOVIX CORPORATION COM 293594107 2,228 250,000 SH   SOLE   250,000 0 0
EOG RES INC COM 26875P101 1,657 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO COM 406216101 3,293 105,000 SH   SOLE   105,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 255 20,000 SH   SOLE   20,000 0 0
MOSAIC CO NEW COM 61945C103 2,834 60,000 SH   SOLE   60,000 0 0
NUTRIEN LTD COM 67077M108 1,195 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP COM 674599105 2,944 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,470 5,000 SH   SOLE   5,000 0 0
SILVERBOW RES INC COM 82836G102 425 15,000 SH   SOLE   15,000 0 0