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
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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   80,263,734 1,885,896 SH   SOLE   1,885,896 0 0
ARAMARK COM 03852U106   139,296,368 3,890,960 SH   SOLE   3,890,960 0 0
BWX TECHNOLOGIES INC COM 05605H100   63,710,935 1,010,643 SH   SOLE   1,010,643 0 0
CAMECO CORP COM 13321L108   13,118,942 501,297 SH   SOLE   501,297 0 0
CENTENE CORP DEL COM 15135B101   39,734,059 628,604 SH   SOLE   628,604 0 0
COUPANG INC CL A 22266T109   80,287,440 5,017,965 SH   SOLE   5,017,965 0 0
DOMINION ENERGY INC COM 25746U109   5,501,656 98,402 SH   SOLE   98,402 0 0
DOW INC COM 260557103   17,392,358 317,263 SH   SOLE   317,263 0 0
EQUINOR ASA SPONSORED ADR 29446M102   21,101,997 742,244 SH   SOLE   742,244 0 0
EVERGY INC COM 30034W106   911,544 14,914 SH   SOLE   14,914 0 0
FREEPORT-MCMORAN INC CL B 35671D857   21,659,513 529,443 SH   SOLE   529,443 0 0
INFOSYS LTD SPONSORED ADR 456788108   34,880,000 2,000,000 SH Put SOLE   2,000,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   304,883,500 950,000 SH Put SOLE   950,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   59,060,000 2,000,000 SH Call SOLE   2,000,000 0 0
KINROSS GOLD CORP COM 496902404   10,363,041 2,200,221 SH   SOLE   2,200,221 0 0
LAMB WESTON HLDGS INC COM 513272104   105,510,745 1,009,479 SH   SOLE   1,009,479 0 0
MARATHON OIL CORP COM 565849106   66,098,404 2,758,698 SH   SOLE   2,758,698 0 0
MARVELL TECHNOLOGY INC COM 573874104   30,192,787 697,293 SH   SOLE   697,293 0 0
META PLATFORMS INC CL A 30303M102   56,901,863 268,481 SH   SOLE   268,481 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   30,764,680 1,045,351 SH   SOLE   1,045,351 0 0
NEWMONT CORP COM 651639106   15,171,886 309,504 SH   SOLE   309,504 0 0
NEXTDECADE CORP COM 65342K105   4,871,410 980,163 SH   SOLE   980,163 0 0
NOBLE CORP PLC ORD SHS A G65431127   12,193,309 308,926 SH   SOLE   308,926 0 0
NORTHROP GRUMMAN CORP COM 666807102   28,568,463 61,874 SH   SOLE   61,874 0 0
NOV INC COM 62955J103   54,175,068 2,926,800 SH Call SOLE   2,926,800 0 0
NUTRIEN LTD COM 67077M108   12,545,121 169,873 SH   SOLE   169,873 0 0
ORACLE CORP COM 68389X105   86,086,199 926,455 SH   SOLE   926,455 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   16,124,582 488,920 SH   SOLE   488,920 0 0
PG&E CORP COM 69331C108   70,983,875 4,389,850 SH   SOLE   4,389,850 0 0
PPL CORP COM 69351T106   3,100,086 111,554 SH   SOLE   111,554 0 0
SALESFORCE INC COM 79466L302   68,101,406 340,882 SH   SOLE   340,882 0 0
SAMSARA INC COM CL A 79589L106   15,275,546 774,622 SH   SOLE   774,622 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   25,314,974 787,402 SH   SOLE   787,402 0 0
SHELL PLC SPON ADS 780259305   25,679,527 446,290 SH   SOLE   446,290 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   583,380,750 1,425,000 SH Put SOLE   1,425,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   33,191,901 260,145 SH   SOLE   260,145 0 0
T-MOBILE US INC COM 872590104   220,986,154 1,525,726 SH   SOLE   1,525,726 0 0
TECHNIPFMC PLC COM G87110105   20,475,000 1,500,000 SH Call SOLE   1,500,000 0 0
TECHNIPFMC PLC COM G87110105   85,175,495 6,239,963 SH   SOLE   6,239,963 0 0
TECK RESOURCES LTD CL B 878742204   5,008,932 137,231 SH   SOLE   137,231 0 0
TRANSOCEAN LTD REG SHS H8817H100   10,862,250 1,707,901 SH   SOLE   1,707,901 0 0
UNITED STATES STL CORP NEW COM 912909108   3,478,347 133,270 SH   SOLE   133,270 0 0
UNITEDHEALTH GROUP INC COM 91324P102   100,935,772 213,580 SH   SOLE   213,580 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   56,178,201 1,736,575 SH   SOLE   1,736,575 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   78,914,999 5,514,675 SH   SOLE   5,514,675 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   15,865,386 801,687 SH   SOLE   801,687 0 0
VISTRA CORP COM 92840M102   2,480,376 103,349 SH   SOLE   103,349 0 0
WATSCO INC COM 942622200   119,310,000 375,000 SH Put SOLE   375,000 0 0
WESTLAKE CORPORATION COM 960413102   3,013,856 25,986 SH   SOLE   25,986 0 0