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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   2,351,039 17,450 SH   SOLE   17,450 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,417,300 30,000 SH   SOLE   30,000 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   748,273 90,590 SH   SOLE   90,590 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,498,900 53,976 SH   SOLE   53,976 0 0
ALPHABET INC CAP STK CL A 02079K305   11,970,000 100,000 SH   SOLE   100,000 0 0
BLACKSTONE INC COM 09260D107   929,700 10,000 SH   SOLE   10,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   216,642 3,027 SH   SOLE   3,027 0 0
CHART INDS INC COM 16115Q308   399,475 2,500 SH   SOLE   2,500 0 0
DEVON ENERGY CORP NEW COM 25179M103   4,840,671 100,138 SH   SOLE   100,138 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,870,200 60,000 SH   SOLE   60,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   17,443,475 1,373,502 SH   SOLE   1,373,502 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   21,062,635 799,341 SH   SOLE   799,341 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100   204,001 3,885 SH   SOLE   3,885 0 0
GAMBLING COM GROUP LIMITED ORDINARY SHARES G3R239101   1,474,908 144,034 SH   SOLE   144,034 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,838,100 15,000 SH   SOLE   15,000 0 0
HIPPO HLDGS INC COM NEW 433539202   431,929 26,130 SH   SOLE   26,130 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   880,602 8,562 SH   SOLE   8,562 0 0
JD.COM INC SPON ADR CL A 47215P106   938,575 27,500 SH   SOLE   27,500 0 0
KBR INC COM 48242W106   205,199 3,154 SH   SOLE   3,154 0 0
KRAFT HEINZ CO COM 500754106   532,500 15,000 SH   SOLE   15,000 0 0
MEDTRONIC PLC SHS G5960L103   660,750 7,500 SH   SOLE   7,500 0 0
NATIONAL INSTRS CORP COM 636518102   246,820 4,300 SH   SOLE   4,300 0 0
NCR CORP NEW COM 62886E108   2,020,309 80,171 SH   SOLE   80,171 0 0
NEWMONT CORP COM 651639106   8,615,699 201,962 SH   SOLE   201,962 0 0
PAN AMERN SILVER CORP COM 697900108   729,671 50,046 SH   SOLE   50,046 0 0
PAYPAL HLDGS INC COM 70450Y103   1,007,623 15,100 SH   SOLE   15,100 0 0
PLUG POWER INC COM NEW 72919P202   415,600 40,000 SH   SOLE   40,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   672,034 38,054 SH   SOLE   38,054 0 0
REVOLVE GROUP INC CL A 76156B107   820,000 50,000 SH   SOLE   50,000 0 0
RIOT PLATFORMS INC COM 767292105   295,500 25,000 SH   SOLE   25,000 0 0
SPIRE GLOBAL INC COM CL A 848560108   234,661 455,652 SH   SOLE   455,652 0 0
STONECO LTD COM CL A G85158106   578,396 45,400 SH   SOLE   45,400 0 0
TELA BIO INC COM 872381108   1,124,167 110,974 SH   SOLE   110,974 0 0
VERTEX ENERGY INC COM 92534K107   312,500 50,000 SH   SOLE   50,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   285,663 4,166 SH   SOLE   4,166 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   678,800 10,000 SH   SOLE   10,000 0 0