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
ALCOA CORP COM 013872106   72,581,908 2,134,762 SH   SOLE   2,134,762 0 0
ALLY FINL INC COM 02005N100   2,084,445 59,692 SH   SOLE   59,692 0 0
AMAZON COM INC COM 023135106   151,940,000 1,000,000 SH Call SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106   188,929,945 1,243,451 SH   SOLE   1,243,451 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   131,832,725 1,414,666 SH   SOLE   1,414,666 0 0
APTIV PLC SHS G6095L109   31,103,232 346,670 SH   SOLE   346,670 0 0
ARAMARK COM 03852U106   144,074,685 5,127,213 SH   SOLE   5,127,213 0 0
AUTOLIV INC COM 052800109   130,446,889 1,183,836 SH   SOLE   1,183,836 0 0
BANK AMERICA CORP COM 060505104   74,074,000 2,200,000 SH Call SOLE   2,200,000 0 0
BAXTER INTL INC COM 071813109   131,499,438 3,401,434 SH   SOLE   3,401,434 0 0
CAMDEN PPTY TR SH BEN INT 133131102   11,087,714 111,670 SH   SOLE   111,670 0 0
CAMECO CORP COM 13321L108   18,982,792 440,436 SH   SOLE   440,436 0 0
CANADIAN NAT RES LTD COM 136385101   33,189,287 506,552 SH   SOLE   506,552 0 0
CENOVUS ENERGY INC COM 15135U109   12,165,439 730,657 SH   SOLE   730,657 0 0
CONSTELLATION ENERGY CORP COM 21037T109   33,023,646 282,519 SH   SOLE   282,519 0 0
COUPANG INC CL A 22266T109   122,234,500 7,550,000 SH Call SOLE   7,550,000 0 0
COUPANG INC CL A 22266T109   230,147,277 14,215,397 SH   SOLE   14,215,397 0 0
ENTERGY CORP NEW COM 29364G103   20,217,762 199,800 SH   SOLE   199,800 0 0
EVERGY INC COM 30034W106   9,159,064 175,461 SH   SOLE   175,461 0 0
FISERV INC COM 337738108   139,814,366 1,052,502 SH   SOLE   1,052,502 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   30,290,473 1,195,362 SH   SOLE   1,195,362 0 0
FULLER H B CO COM 359694106   18,216,546 223,763 SH   SOLE   223,763 0 0
ICHOR HOLDINGS SHS G4740B105   3,893,177 115,765 SH   SOLE   115,765 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   27,803,500 170,000 SH Put SOLE   170,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   80,025,000 1,500,000 SH Put SOLE   1,500,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   50,342,400 1,440,000 SH Call SOLE   1,440,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   103,460,414 2,959,394 SH   SOLE   2,959,394 0 0
ISHARES TR MBS ETF 464288588   20,080,059 213,436 SH   SOLE   213,436 0 0
KEYCORP COM 493267108   8,640,000 600,000 SH   SOLE   600,000 0 0
LAMB WESTON HLDGS INC COM 513272104   130,513,054 1,207,448 SH   SOLE   1,207,448 0 0
LAS VEGAS SANDS CORP COM 517834107   106,031,606 2,154,676 SH   SOLE   2,154,676 0 0
MASTEC INC COM 576323109   14,266,935 188,417 SH   SOLE   188,417 0 0
MICROSOFT CORP COM 594918104   139,925,612 372,103 SH   SOLE   372,103 0 0
MICROSOFT CORP COM 594918104   150,416,000 400,000 SH Call SOLE   400,000 0 0
MKS INSTRS INC COM 55306N104   10,128,992 98,464 SH   SOLE   98,464 0 0
NEXTDECADE CORP COM 65342K105   785,528 164,681 SH   SOLE   164,681 0 0
NEXTERA ENERGY INC COM 65339F101   5,212,889 85,823 SH   SOLE   85,823 0 0
NOBLE CORP PLC ORD SHS A G65431127   6,130,768 127,300 SH   SOLE   127,300 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   30,692,744 619,805 SH   SOLE   619,805 0 0
PG&E CORP COM 69331C108   43,305,716 2,401,870 SH   SOLE   2,401,870 0 0
RPM INTL INC COM 749685103   2,336,974 20,935 SH   SOLE   20,935 0 0
SCHWAB CHARLES CORP COM 808513105   68,800,000 1,000,000 SH Call SOLE   1,000,000 0 0
SCHWAB CHARLES CORP COM 808513105   161,785,539 2,351,534 SH   SOLE   2,351,534 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102   10,245,959 1,199,761 SH   SOLE   1,199,761 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   617,903,000 1,300,000 SH Put SOLE   1,300,000 0 0
T-MOBILE US INC COM 872590104   97,632,473 608,947 SH   SOLE   608,947 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   73,010,600 702,025 SH   SOLE   702,025 0 0
TECHNIPFMC PLC COM G87110105   46,842,740 2,325,856 SH   SOLE   2,325,856 0 0
TECK RESOURCES LTD CL B 878742204   61,944,613 1,465,451 SH   SOLE   1,465,451 0 0
TERNIUM SA SPONSORED ADS 880890108   3,124,263 73,564 SH   SOLE   73,564 0 0
TIDEWATER INC NEW COM 88642R109   5,183,339 71,881 SH   SOLE   71,881 0 0
TRANSOCEAN LTD REG SHS H8817H100   38,714,750 6,096,811 SH   SOLE   6,096,811 0 0
UBS GROUP AG SHS H42097107   18,406,574 595,682 SH   SOLE   595,682 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   122,625,969 2,553,112 SH   SOLE   2,553,112 0 0
VESTIS CORPORATION COM SHS 29430C102   66,383,659 3,140,192 SH   SOLE   3,140,192 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   55,065,630 1,865,999 SH   SOLE   1,865,999 0 0
VISTRA CORP COM 92840M102   14,393,383 373,660 SH   SOLE   373,660 0 0