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
AIRBNB INC COM CL A 009066101 5,017 47,759 SH   SOLE   47,759 0 0
APPLIED MATLS INC COM 038222105 887 10,832 SH   SOLE   10,832 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,066 79,960 SH   SOLE   79,960 0 0
AMAZON COM INC COM 023135106 4,755 42,083 SH   SOLE   42,083 0 0
APTIV PLC SHS G6095L109 295 3,768 SH   SOLE   3,768 0 0
ANTERO RESOURCES CORP COM 03674X106 2,958 96,900 SH   SOLE   96,900 0 0
ARCH RESOURCES INC CL A 03940R107 4,880 41,150 SH   SOLE   41,150 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1,305 21,060 SH   SOLE   21,060 0 0
BIOHAVEN LTD COM G1110E107 413 2,730 SH   SOLE   2,730 0 0
DUTCH BROS INC CL A 26701L100 1,169 37,521 SH   SOLE   37,521 0 0
BORGWARNER INC COM 099724106 325 10,359 SH   SOLE   10,359 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 5,301 17,474 SH   SOLE   17,474 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 1,122 83,300 SH   SOLE   83,300 0 0
CONTINENTAL RES INC COM 212015101 816 12,220 SH   SOLE   12,220 0 0
COREBRIDGE FINL INC COM 21871X109 788 40,000 SH   SOLE   40,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 895 23,300 SH   SOLE   23,300 0 0
DARLING INGREDIENTS INC COM 237266101 1,007 15,220 SH   SOLE   15,220 0 0
DANAHER CORPORATION COM 235851102 2,464 9,540 SH   SOLE   9,540 0 0
HF SINCLAIR CORP COM 403949100 323 6,000 SH   SOLE   6,000 0 0
EQT CORP COM 26884L109 1,630 40,000 SH   SOLE   40,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 482 4,000 SH   SOLE   4,000 0 0
FIRST HORIZON CORPORATION COM 320517105 2,066 90,200 SH   SOLE   90,200 0 0
FIRST SOLAR INC COM 336433107 2,095 15,840 SH   SOLE   15,840 0 0
GENERAL DYNAMICS CORP COM 369550108 2,190 10,323 SH   SOLE   10,323 0 0
ALPHABET INC CAP STK CL A 02079K305 1,913 20,000 SH   SOLE   20,000 0 0
HALLIBURTON CO COM 406216101 295 11,985 SH   SOLE   11,985 0 0
WARRIOR MET COAL INC COM 93627C101 1,004 35,300 SH   SOLE   35,300 0 0
HESS CORP COM 42809H107 436 4,000 SH   SOLE   4,000 0 0
HONEYWELL INTL INC COM 438516106 3,080 18,449 SH   SOLE   18,449 0 0
HUBBELL INC COM 443510607 1,905 8,543 SH   SOLE   8,543 0 0
INGERSOLL RAND INC COM 45687V106 20,497 473,810 SH   SOLE   473,810 0 0
LUCID GROUP INC COM 549498103 210 15,000 SH   SOLE   15,000 0 0
LEAR CORP COM NEW 521865204 345 2,880 SH   SOLE   2,880 0 0
LINDE PLC SHS G5494J103 1,433 5,317 SH   SOLE   5,317 0 0
LOCKHEED MARTIN CORP COM 539830109 5,355 13,862 SH   SOLE   13,862 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 696 18,452 SH   SOLE   18,452 0 0
LAMB WESTON HLDGS INC COM 513272104 986 12,740 SH   SOLE   12,740 0 0
MAGNA INTL INC COM 559222401 323 6,805 SH   SOLE   6,805 0 0
MOSAIC CO NEW COM 61945C103 483 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 3,808 16,349 SH   SOLE   16,349 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,008 151,100 SH   SOLE   151,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,395 11,470 SH   SOLE   11,470 0 0
NVIDIA CORPORATION COM 67066G104 4,408 36,315 SH   SOLE   36,315 0 0
OLAPLEX HLDGS INC COM 679369108 762 79,834 SH   SOLE   79,834 0 0
ON SEMICONDUCTOR CORP COM 682189105 312 5,000 SH   SOLE   5,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 323 20,099 SH   SOLE   20,099 0 0
PAYLOCITY HLDG CORP COM 70438V106 1,526 6,316 SH   SOLE   6,316 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,847 158,150 SH   SOLE   158,150 0 0
PAYPAL HLDGS INC COM 70450Y103 3,948 45,868 SH   SOLE   45,868 0 0
REPLIGEN CORP COM 759916109 454 2,427 SH   SOLE   2,427 0 0
RANGE RES CORP COM 75281A109 1,021 40,400 SH   SOLE   40,400 0 0
SENTINELONE INC CL A 81730H109 579 22,660 SH   SOLE   22,660 0 0
SCHLUMBERGER LTD COM STK 806857108 1,616 45,000 SH   SOLE   45,000 0 0
U S SILICA HLDGS INC COM 90346E103 997 91,012 SH   SOLE   91,012 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,392 554,300 SH   SOLE   554,300 0 0
TRANSDIGM GROUP INC COM 893641100 11,229 21,395 SH   SOLE   21,395 0 0
TECK RESOURCES LTD CL B 878742204 912 30,000 SH   SOLE   30,000 0 0
TELLURIAN INC NEW COM 87968A104 53 22,300 SH   SOLE   22,300 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 699 15,901 SH   SOLE   15,901 0 0
UNION PAC CORP COM 907818108 2,949 15,137 SH   SOLE   15,137 0 0
VALERO ENERGY CORP COM 91913Y100 1,923 18,000 SH   SOLE   18,000 0 0
WOLFSPEED INC COM 977852102 2,005 19,400 SH   SOLE   19,400 0 0
PROSHARES TR BITCOIN STRATE 74347G440 300 25,000 SH   SOLE   25,000 0 0
KRANESHARES TR GLOBAL CARB STRA 500767678 818 22,000 SH   SOLE   22,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 929 4,400 SH   SOLE   4,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 28,868 80,823 SH   SOLE   80,823 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 369 17,409 SH   SOLE   17,409 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,310 19,996 SH   SOLE   19,996 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,973 16,293 SH   SOLE   16,293 0 0
AGREE RLTY CORP COM 008492100 2,534 37,500 SH   SOLE   37,500 0 0
ALCOA CORP COM 013872106 3,450 102,500 SH Call SOLE   102,500 0 0
AIRBNB INC COM CL A 009066101 4,464 42,500 SH Call SOLE   42,500 0 0
ANTERO RESOURCES CORP COM 03674X106 12,517 410,000 SH Call SOLE   410,000 0 0
CF INDS HLDGS INC COM 125269100 2,888 30,000 SH Call SOLE   30,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,550 15,000 SH Call SOLE   15,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,843 20,000 SH Call SOLE   20,000 0 0
DOORDASH INC CL A 25809K105 1,978 40,000 SH Call SOLE   40,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 5,920 800,000 SH Call SOLE   800,000 0 0
ISHARES TR MSCI EAFE ETF 464287465 6,721 120,000 SH Call SOLE   120,000 0 0
EQT CORP COM 26884L109 13,040 320,000 SH Call SOLE   320,000 0 0
GENERAL DYNAMICS CORP COM 369550108 21,217 100,000 SH Call SOLE   100,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 2,901 60,000 SH Call SOLE   60,000 0 0
INTEL CORP COM 458140100 12,885 500,000 SH Call SOLE   500,000 0 0
INGERSOLL RAND INC COM 45687V106 4,499 104,000 SH Call SOLE   104,000 0 0
JD.COM INC SPON ADR CL A 47215P106 6,036 120,000 SH Call SOLE   120,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 2,738 111,100 SH Call SOLE   111,100 0 0
LOCKHEED MARTIN CORP COM 539830109 36,698 95,000 SH Call SOLE   95,000 0 0
MOSAIC CO NEW COM 61945C103 7,733 160,000 SH Call SOLE   160,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 24,410 51,900 SH Call SOLE   51,900 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 15,841 75,000 SH Call SOLE   75,000 0 0
OLAPLEX HLDGS INC COM 679369108 764 80,000 SH Call SOLE   80,000 0 0
PAYPAL HLDGS INC COM 70450Y103 3,443 40,000 SH Call SOLE   40,000 0 0
RANGE RES CORP COM 75281A109 4,547 180,000 SH Call SOLE   180,000 0 0
VANECK ETF TRUST VANECK RUSSIA ET 92189F403 3,390 600,000 SH Call SOLE   600,000 0 0
SEA LTD SPONSORD ADS 81141R100 2,803 50,000 SH Call SOLE   50,000 0 0
SCHLUMBERGER LTD COM STK 806857108 18,309 510,000 SH Call SOLE   510,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,672 600,000 SH Call SOLE   600,000 0 0
TRANSDIGM GROUP INC COM 893641100 2,624 5,000 SH Call SOLE   5,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 1,035 90,000 SH Call SOLE   90,000 0 0
WENDYS CO COM 95058W100 935 50,000 SH Call SOLE   50,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 12,964 180,000 SH Call SOLE   180,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,371 280,000 SH Put SOLE   280,000 0 0
BOEING CO COM 097023105 6,054 50,000 SH Put SOLE   50,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,022 25,000 SH Put SOLE   25,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,517 5,000 SH Put SOLE   5,000 0 0
LUCID GROUP INC COM 549498103 1,397 100,000 SH Put SOLE   100,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,742 40,000 SH Put SOLE   40,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 3,036 100,000 SH Put SOLE   100,000 0 0