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
ACTIVISION BLIZZARD INC COM 00507V109   10,804,902 115,400 SH   SOLE   115,400 0 0
ADOBE INC COM 00724F101   6,118,800 12,000 SH   SOLE   12,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   18,841,765 183,250 SH   SOLE   183,250 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,282,000 100,000 SH Call SOLE   100,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   6,664,231 313,316 SH   SOLE   313,316 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,470,385 120,710 SH   SOLE   120,710 0 0
ALPHABET INC CAP STK CL A 02079K305   14,443,673 110,375 SH   SOLE   110,375 0 0
AMAZON COM INC COM 023135106   36,859,080 289,955 SH   SOLE   289,955 0 0
AMN HEALTHCARE SVCS INC COM 001744101   3,830,715 44,972 SH   SOLE   44,972 0 0
APA CORPORATION COM 03743Q108   1,726,200 42,000 SH   SOLE   42,000 0 0
APPLE INC COM 037833100   10,906,077 63,700 SH   SOLE   63,700 0 0
ARCH CAP GROUP LTD ORD G0450A105   29,183,425 366,120 SH   SOLE   366,120 0 0
ARISTA NETWORKS INC COM 040413106   12,509,079 68,010 SH   SOLE   68,010 0 0
BAKER HUGHES COMPANY CL A 05722G100   11,875,255 336,219 SH   SOLE   336,219 0 0
BATH & BODY WORKS INC COM 070830104   8,819,197 260,923 SH   SOLE   260,923 0 0
BEYOND MEAT INC COM 08862E109   836,940 87,000 SH   SOLE   87,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   2,504,029 181,320 SH   SOLE   181,320 0 0
BLOCK INC CL A 852234103   1,340,193 30,280 SH   SOLE   30,280 0 0
BROADCOM INC COM 11135F101   19,767,804 23,800 SH   SOLE   23,800 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   946,980 18,000 SH   SOLE   18,000 0 0
CARVANA CO CL A 146869102   3,087,083 73,537 SH   SOLE   73,537 0 0
CENOVUS ENERGY INC COM 15135U109   1,524,524 73,224 SH   SOLE   73,224 0 0
CLOUDFLARE INC CL A COM 18915M107   386,435 6,130 SH   SOLE   6,130 0 0
COHERENT CORP COM 19247G107   2,342,703 71,774 SH   SOLE   71,774 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   8,396,422 111,833 SH   SOLE   111,833 0 0
CONOCOPHILLIPS COM 20825C104   5,934,772 49,539 SH   SOLE   49,539 0 0
COTERRA ENERGY INC COM 127097103   13,089,089 483,885 SH   SOLE   483,885 0 0
CRESCENT PT ENERGY CORP COM 22576C101   415,000 50,000 SH   SOLE   50,000 0 0
CRITEO S A SPONS ADS 226718104   934,400 32,000 SH   SOLE   32,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   7,599,052 45,400 SH   SOLE   45,400 0 0
DATADOG INC CL A COM 23804L103   5,483,618 60,200 SH   SOLE   60,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   10,708,725 289,425 SH   SOLE   289,425 0 0
DIAMONDBACK ENERGY INC COM 25278X109   10,474,380 67,629 SH   SOLE   67,629 0 0
DIGITAL RLTY TR INC COM 253868103   5,869,470 48,500 SH   SOLE   48,500 0 0
EQT CORP COM 26884L109   6,166,577 151,961 SH   SOLE   151,961 0 0
EVEREST GROUP LTD COM G3223R108   36,486,844 98,170 SH   SOLE   98,170 0 0
EXXON MOBIL CORP COM 30231G102   3,550,916 30,200 SH   SOLE   30,200 0 0
FASTLY INC CL A 31188V100   2,369,220 123,590 SH   SOLE   123,590 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   12,931,537 9,370 SH   SOLE   9,370 0 0
FIRST HORIZON CORPORATION COM 320517105   5,498,980 499,000 SH   SOLE   499,000 0 0
FORTINET INC COM 34959E109   3,664,859 62,455 SH   SOLE   62,455 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,767,807 47,407 SH   SOLE   47,407 0 0
GITLAB INC CLASS A COM 37637K108   3,063,655 67,750 SH   SOLE   67,750 0 0
HALLIBURTON CO COM 406216101   14,931,338 368,675 SH   SOLE   368,675 0 0
HERON THERAPEUTICS INC COM 427746102   329,734 320,130 SH   SOLE   320,130 0 0
HESS CORP COM 42809H107   671,670 4,390 SH   SOLE   4,390 0 0
HUBSPOT INC COM 443573100   4,907,763 9,965 SH   SOLE   9,965 0 0
INTERPUBLIC GROUP COS INC COM 460690100   3,744,400 130,649 SH   SOLE   130,649 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   4,991,592 442,517 SH   SOLE   442,517 0 0
LAS VEGAS SANDS CORP COM 517834107   2,191,152 47,800 SH   SOLE   47,800 0 0
LEMONADE INC COM 52567D107   244,020 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   3,229,456 306,400 SH   SOLE   306,400 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   8,327,785 363,500 SH   SOLE   363,500 0 0
MARATHON OIL CORP COM 565849106   3,921,925 146,614 SH   SOLE   146,614 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,253,420 134,000 SH   SOLE   134,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,334,560 16,000 SH   SOLE   16,000 0 0
MCDONALDS CORP COM 580135101   15,282,681 58,012 SH   SOLE   58,012 0 0
META PLATFORMS INC CL A 30303M102   19,651,747 65,460 SH   SOLE   65,460 0 0
METLIFE INC COM 59156R108   8,476,179 134,735 SH   SOLE   134,735 0 0
MICRON TECHNOLOGY INC COM 595112103   8,735,052 128,400 SH   SOLE   128,400 0 0
MICROSOFT CORP COM 594918104   30,146,231 95,475 SH   SOLE   95,475 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,111,373 98,950 SH   SOLE   98,950 0 0
MONGODB INC CL A 60937P106   4,928,505 14,250 SH   SOLE   14,250 0 0
MURPHY OIL CORP COM 626717102   4,671,050 103,000 SH   SOLE   103,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   2,417,332 163,665 SH   SOLE   163,665 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   7,608,573 670,950 SH   SOLE   670,950 0 0
NIKE INC CL B 654106103   1,363,541 14,260 SH   SOLE   14,260 0 0
NVIDIA CORPORATION COM 67066G104   18,791,568 43,200 SH   SOLE   43,200 0 0
OCCIDENTAL PETE CORP COM 674599105   11,117,967 171,362 SH   SOLE   171,362 0 0
OLO INC CL A 68134L109   439,350 72,500 SH   SOLE   72,500 0 0
OVINTIV INC COM 69047Q102   357,726 7,520 SH   SOLE   7,520 0 0
PALO ALTO NETWORKS INC COM 697435105   5,472,064 23,341 SH   SOLE   23,341 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   309,600 24,000 SH   SOLE   24,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   6,998,148 501,300 SH   SOLE   501,300 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   1,926,215 128,500 SH   SOLE   128,500 0 0
PROFOUND MED CORP COM NEW 74319B502   890,195 87,274 SH   SOLE   87,274 0 0
QUANTA SVCS INC COM 74762E102   8,203,394 43,852 SH   SOLE   43,852 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   1,858,937 277,868 SH   SOLE   277,868 0 0
RAMBUS INC DEL COM 750917106   7,015,593 125,750 SH   SOLE   125,750 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   25,424,803 128,460 SH   SOLE   128,460 0 0
SALESFORCE INC COM 79466L302   6,341,945 31,275 SH   SOLE   31,275 0 0
SCHLUMBERGER LTD COM STK 806857108   18,542,257 318,049 SH   SOLE   318,049 0 0
SEADRILL 2021 LTD COM G7997W102   7,345,560 164,000 SH   SOLE   164,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,469,300 37,442 SH   SOLE   37,442 0 0
SERVICENOW INC COM 81762P102   13,541,924 24,227 SH   SOLE   24,227 0 0
SHELL PLC SPON ADS 780259305   2,897,100 45,000 SH   SOLE   45,000 0 0
SHOPIFY INC CL A 82509L107   522,890 9,582 SH   SOLE   9,582 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   3,100,625 60,500 SH   SOLE   60,500 0 0
SNOWFLAKE INC CL A 833445109   3,101,231 20,300 SH   SOLE   20,300 0 0
SOMALOGIC INC CLASS A COM 83444K105   1,501,441 628,218 SH   SOLE   628,218 0 0
SOUTHWESTERN ENERGY CO COM 845467109   3,393,358 526,102 SH   SOLE   526,102 0 0
SUNRUN INC COM 86771W105   2,598,827 206,913 SH   SOLE   206,913 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,758,008 158,320 SH   SOLE   158,320 0 0
TALOS ENERGY INC COM 87484T108   25,299,467 1,538,897 SH   SOLE   1,538,897 0 0
TAPESTRY INC COM 876030107   6,306,313 219,350 SH   SOLE   219,350 0 0
TECK RESOURCES LTD CL B 878742204   3,529,071 81,900 SH   SOLE   81,900 0 0
TERADYNE INC COM 880770102   3,733,998 37,169 SH   SOLE   37,169 0 0
TESLA INC COM 88160R101   13,809,642 55,190 SH   SOLE   55,190 0 0
TRANSOCEAN LTD REG SHS H8817H100   11,858,343 1,444,378 SH   SOLE   1,444,378 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,060,030 197,000 SH   SOLE   197,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,184,525 47,500 SH Call SOLE   47,500 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   4,770,943 675,771 SH   SOLE   675,771 0 0
UPSTART HLDGS INC COM 91680M107   5,385,298 188,693 SH   SOLE   188,693 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,540,317 140,090 SH   SOLE   140,090 0 0
VISA INC COM CL A 92826C839   11,199,187 48,690 SH   SOLE   48,690 0 0
WALMART INC COM 931142103   13,482,099 84,300 SH   SOLE   84,300 0 0
WAYFAIR INC CL A 94419L101   653,550 10,790 SH   SOLE   10,790 0 0
WESTERN DIGITAL CORP. COM 958102105   2,395,575 52,500 SH   SOLE   52,500 0 0
WW INTL INC COM 98262P101   11,963,349 1,080,700 SH   SOLE   1,080,700 0 0
WYNN RESORTS LTD COM 983134107   6,930,750 75,000 SH   SOLE   75,000 0 0