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
ADVANCED MICRO DEVICES INC COM 007903107 5,779 52,851 SH   SOLE   52,851 0 0
ALBEMARLE CORP COM 012653101 299 1,350 SH   SOLE   1,350 0 0
ALTERYX INC COM CL A 02156B103 4,399 61,504 SH   SOLE   61,504 0 0
ANTERO RESOURCES CORP COM 03674X106 9,691 317,413 SH   SOLE   317,413 0 0
APPLIED MATLS INC COM 038222105 312 2,370 SH   SOLE   2,370 0 0
ARCH RESOURCES INC CL A 03940R107 8,272 60,216 SH   SOLE   60,216 0 0
ARISTA NETWORKS INC COM 040413106 11,894 85,584 SH   SOLE   85,584 0 0
BOOKING HOLDINGS INC COM 09857L108 14,229 6,059 SH   SOLE   6,059 0 0
BROADCOM INC COM 11135F101 8,125 12,904 SH   SOLE   12,904 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 280 1,700 SH   SOLE   1,700 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 10,456 135,155 SH   SOLE   135,155 0 0
CENOVUS ENERGY INC COM 15135U109 7,888 472,891 SH   SOLE   472,891 0 0
DISH NETWORK CORPORATION CL A 25470M109 21,091 666,382 SH   SOLE   666,382 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 11,538 1,367,050 SH   SOLE   1,367,050 0 0
EXPEDIA GROUP INC COM NEW 30212P303 221 1,131 SH   SOLE   1,131 0 0
FLUOR CORP NEW COM 343412102 9,950 346,800 SH   SOLE   346,800 0 0
FORTINET INC COM 34959E109 325 950 SH   SOLE   950 0 0
FREEPORT-MCMORAN INC CL B 35671D857 7,549 151,767 SH   SOLE   151,767 0 0
HYATT HOTELS CORP COM CL A 448579102 213 2,227 SH   SOLE   2,227 0 0
INTEL CORP COM 458140100 11,387 229,763 SH   SOLE   229,763 0 0
JUNIPER NETWORKS INC COM 48203R104 19,118 514,475 SH   SOLE   514,475 0 0
KLA CORP COM NEW 482480100 329 900 SH   SOLE   900 0 0
MARRIOTT INTL INC NEW CL A 571903202 222 1,262 SH   SOLE   1,262 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,194 86,370 SH   SOLE   86,370 0 0
NVIDIA CORPORATION COM 67066G104 382 1,400 SH   SOLE   1,400 0 0
ON SEMICONDUCTOR CORP COM 682189105 329 5,250 SH   SOLE   5,250 0 0
PINTEREST INC CL A 72352L106 3,854 156,600 SH   SOLE   156,600 0 0
ROKU INC COM CL A 77543R102 3,652 29,150 SH   SOLE   29,150 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,515 70,867 SH   SOLE   70,867 0 0
SEA LTD SPONSORD ADS 81141R100 7,379 61,600 SH   SOLE   61,600 0 0
SILVERGATE CAP CORP CL A 82837P408 5,776 38,359 SH   SOLE   38,359 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 15,982 155,601 SH   SOLE   155,601 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 517 1,144 SH   SOLE   1,144 0 0
SYNOPSYS INC COM 871607107 267 800 SH   SOLE   800 0 0
TRANSOCEAN LTD REG SHS H8817H100 22,875 5,005,556 SH   SOLE   5,005,556 0 0
VALERO ENERGY CORP COM 91913Y100 4,223 41,586 SH   SOLE   41,586 0 0
VONTIER CORPORATION COM 928881101 12,440 489,972 SH   SOLE   489,972 0 0