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 7,647 100,000 SH Call SOLE   100,000 0 0
ANTERO RESOURCES CORP COM 03674X106 3,724 121,500 SH Call SOLE   121,500 0 0
ANTERO RESOURCES CORP COM 03674X106 4,446 145,066 SH   SOLE   145,066 0 0
APPLE INC COM 037833100 13,672 100,000 SH Put SOLE   100,000 0 0
APPLIED MATLS INC COM 038222105 778 8,556 SH   SOLE   8,556 0 0
ATLASSIAN CORP PLC CL A G06242104 1,155 6,164 SH   SOLE   6,164 0 0
BOEING CO COM 097023105 2,705 19,785 SH   SOLE   19,785 0 0
BUNGE LIMITED COM G16962105 2,303 25,391 SH   SOLE   25,391 0 0
BUNGE LIMITED COM G16962105 5,895 65,000 SH Call SOLE   65,000 0 0
CANADIAN NATL RY CO COM 136375102 818 7,271 SH   SOLE   7,271 0 0
CANADIAN PAC RY LTD COM 13645T100 1,309 18,740 SH   SOLE   18,740 0 0
CF INDS HLDGS INC COM 125269100 725 8,454 SH   SOLE   8,454 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,170 38,865 SH   SOLE   38,865 0 0
COCA COLA CO COM 191216100 3,067 48,760 SH   SOLE   48,760 0 0
CONOCOPHILLIPS COM 20825C104 4,491 50,000 SH Call SOLE   50,000 0 0
CORTEVA INC COM 22052L104 2,010 37,119 SH   SOLE   37,119 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 3,241 94,854 SH   SOLE   94,854 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 3,246 95,000 SH Call SOLE   95,000 0 0
EQT CORP COM 26884L109 87 2,520 SH   SOLE   2,520 0 0
EQT CORP COM 26884L109 3,096 90,000 SH Call SOLE   90,000 0 0
FEDEX CORP COM 31428X106 3,444 15,191 SH   SOLE   15,191 0 0
FMC CORP COM NEW 302491303 4,037 37,723 SH   SOLE   37,723 0 0
FMC CORP COM NEW 302491303 5,351 50,000 SH Call SOLE   50,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 6,306 22,500 SH Put SOLE   22,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 503 14,840 SH   SOLE   14,840 0 0
IVANHOE ELECTRIC INC COM 46578C108 228 26,200 SH   SOLE   26,200 0 0
KBR INC COM 48242W106 2,976 61,505 SH   SOLE   61,505 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 1,772 54,084 SH   SOLE   54,084 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,423 16,267 SH   SOLE   16,267 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,936 45,000 SH Put SOLE   45,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 999 22,949 SH   SOLE   22,949 0 0
MICROSOFT CORP COM 594918104 1,460 5,684 SH   SOLE   5,684 0 0
MOSAIC CO NEW COM 61945C103 2,362 50,000 SH Call SOLE   50,000 0 0
NEXTERA ENERGY INC COM 65339F101 1,718 22,181 SH   SOLE   22,181 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,083 6,442 SH   SOLE   6,442 0 0
NUTRIEN LTD COM 67077M108 8,168 102,500 SH Call SOLE   102,500 0 0
NVIDIA CORPORATION COM 67066G104 15,159 100,000 SH Call SOLE   100,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,022 6,118 SH   SOLE   6,118 0 0
PEPSICO INC COM 713448108 2,143 12,861 SH   SOLE   12,861 0 0
RANGE RES CORP COM 75281A109 312 12,625 SH   SOLE   12,625 0 0
RANGE RES CORP COM 75281A109 10,707 432,600 SH Call SOLE   432,600 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,070 21,537 SH   SOLE   21,537 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 2,777 8,677 SH   SOLE   8,677 0 0
SCHLUMBERGER LTD COM STK 806857108 8,046 225,000 SH Call SOLE   225,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 10,827 150,000 SH Put SOLE   150,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 12,458 97,149 SH   SOLE   97,149 0 0
SERVICENOW INC COM 81762P102 1,038 2,182 SH   SOLE   2,182 0 0
SPDR SER TR S&P BIOTECH 78464A870 1,507 20,294 SH   SOLE   20,294 0 0
SPDR SER TR S&P REGL BKG 78464A698 8,568 147,500 SH Put SOLE   147,500 0 0
T-MOBILE US INC COM 872590104 2,968 22,059 SH   SOLE   22,059 0 0