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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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
ALLSTATE CORP COM 020002101   36,786,464 262,798 SH   SOLE   262,798 0 0
AMAZON COM INC COM 023135106   187,920,000 1,236,804 SH   SOLE   1,236,804 0 0
ANTERO RESOURCES CORP COM 03674X106   10,689,515 471,319 SH   SOLE   471,319 0 0
AVANTOR INC COM 05352A100   24,748,633 1,084,040 SH   SOLE   1,084,040 0 0
BANK AMERICA CORP COM 060505104   124,102,570 3,685,850 SH   SOLE   3,685,850 0 0
BLOCK INC CL A 852234103   53,505,702 691,735 SH   SOLE   691,735 0 0
BP PLC SPONSORED ADR 055622104   2,233,103 63,082 SH   SOLE   63,082 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   668,931 14,269 SH   SOLE   14,269 0 0
CAMECO CORP COM 13321L108   2,407,954 55,869 SH   SOLE   55,869 0 0
CARETRUST REIT INC COM 14174T107   1,561,385 69,767 SH   SOLE   69,767 0 0
CATALENT INC COM 148806102   46,134,214 1,026,802 SH   SOLE   1,026,802 0 0
CENTURY ALUM CO COM 156431108   951,048 78,340 SH   SOLE   78,340 0 0
CHESAPEAKE ENERGY CORP COM 165167735   11,380,349 147,912 SH   SOLE   147,912 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   60,535,784 2,964,534 SH   SOLE   2,964,534 0 0
COREBRIDGE FINL INC COM 21871X109   8,664,000 400,000 SH   SOLE   400,000 0 0
D R HORTON INC COM 23331A109   1,736,220 11,424 SH   SOLE   11,424 0 0
EQT CORP COM 26884L109   10,135,492 262,170 SH   SOLE   262,170 0 0
EQUINIX INC COM 29444U700   42,552,781 52,835 SH   SOLE   52,835 0 0
FEDEX CORP COM 31428X106   1,534,010 6,064 SH   SOLE   6,064 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,258,734 76,550 SH   SOLE   76,550 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   28,844,701 1,041,701 SH   SOLE   1,041,701 0 0
HUMANA INC COM 444859102   29,183,098 63,745 SH   SOLE   63,745 0 0
INTEL CORP COM 458140100   29,528,759 587,637 SH   SOLE   587,637 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   614,280,000 1,500,000 SH Call SOLE   1,500,000 0 0
KINDER MORGAN INC DEL COM 49456B101   66,080,022 3,746,033 SH   SOLE   3,746,033 0 0
LOUISIANA PAC CORP COM 546347105   2,280,726 32,200 SH   SOLE   32,200 0 0
META PLATFORMS INC CL A 30303M102   95,930,947 271,022 SH   SOLE   271,022 0 0
MICROSOFT CORP COM 594918104   102,289,649 272,018 SH   SOLE   272,018 0 0
NETFLIX INC COM 64110L106   24,906,833 51,156 SH   SOLE   51,156 0 0
NUCOR CORP COM 670346105   1,043,892 5,998 SH   SOLE   5,998 0 0
NVIDIA CORPORATION COM 67066G104   113,558,898 229,310 SH   SOLE   229,310 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   39,657,611 1,177,133 SH   SOLE   1,177,133 0 0
PG&E CORP COM 69331C108   3,067,696 170,144 SH   SOLE   170,144 0 0
REXFORD INDL RLTY INC COM 76169C100   1,465,108 26,116 SH   SOLE   26,116 0 0
SIMON PPTY GROUP INC NEW COM 828806109   24,317,980 170,485 SH   SOLE   170,485 0 0
SL GREEN RLTY CORP COM 78440X887   2,391,616 52,947 SH   SOLE   52,947 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,285,922,510 11,121,000 SH Call SOLE   11,121,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   475,310,000 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   161,363,191 1,807,181 SH   SOLE   1,807,181 0 0
SPDR SER TR S&P REGL BKG 78464A698   124,677,334 2,377,977 SH   SOLE   2,377,977 0 0
SUN CMNTYS INC COM 866674104   1,436,604 10,749 SH   SOLE   10,749 0 0
TANGER INC COM 875465106   773,721 27,912 SH   SOLE   27,912 0 0
UNION PAC CORP COM 907818108   56,241,822 228,979 SH   SOLE   228,979 0 0
URBAN EDGE PPTYS COM 91704F104   1,087,990 59,453 SH   SOLE   59,453 0 0
VISA INC COM CL A 92826C839   19,063,348 73,222 SH   SOLE   73,222 0 0
VISTRA CORP COM 92840M102   25,474,470 661,331 SH   SOLE   661,331 0 0
VORNADO RLTY TR SH BEN INT 929042109   15,691,321 555,445 SH   SOLE   555,445 0 0