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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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
ADVANCED MICRO DEVICES INC COM 007903107   2,241,783 22,873 SH   SOLE   22,873 0 0
AECOM COM 00766T100   1,798,124 21,325 SH   SOLE   21,325 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,944,010 28,812 SH   SOLE   28,812 0 0
AMAZON COM INC COM 023135106   4,685,854 45,366 SH   SOLE   45,366 0 0
AMERICAN TOWER CORP NEW COM 03027X100   6,030,278 29,511 SH   SOLE   29,511 0 0
BP PLC SPONSORED ADR 055622104   5,691,000 150,000 SH Call SOLE   0 0 0
BROADCOM INC COM 11135F101   10,076,669 15,707 SH   SOLE   15,707 0 0
BWX TECHNOLOGIES INC COM 05605H100   5,550,735 88,051 SH   SOLE   88,051 0 0
CORTEVA INC COM 22052L104   2,000,000 33,162 SH   SOLE   33,162 0 0
EMERSON ELEC CO COM 291011104   4,065,168 46,651 SH   SOLE   46,651 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   1,545,184 64,571 SH   SOLE   64,571 0 0
FEDEX CORP COM 31428X106   4,131,785 18,083 SH   SOLE   18,083 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,909,396 71,117 SH   SOLE   71,117 0 0
HEICO CORP NEW COM 422806109   1,524,993 8,916 SH   SOLE   8,916 0 0
HOWMET AEROSPACE INC COM 443201108   2,039,395 48,133 SH   SOLE   48,133 0 0
INGERSOLL RAND INC COM 45687V106   3,005,637 51,661 SH   SOLE   51,661 0 0
INTUIT COM 461202103   1,352,202 3,033 SH   SOLE   3,033 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   9,788,365 30,500 SH Put SOLE   30,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   3,005,711 101,785 SH   SOLE   101,785 0 0
KBR INC COM 48242W106   5,605,191 101,820 SH   SOLE   101,820 0 0
KKR & CO INC COM 48251W104   3,060,708 58,277 SH   SOLE   58,277 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,000,165 17,677 SH   SOLE   17,677 0 0
LAMB WESTON HLDGS INC COM 513272104   6,036,762 57,757 SH   SOLE   57,757 0 0
LAS VEGAS SANDS CORP COM 517834107   2,012,646 35,033 SH   SOLE   35,033 0 0
LINDE PLC SHS G54950103   8,188,627 23,038 SH   SOLE   23,038 0 0
MARATHON OIL CORP COM 565849106   1,001,240 41,788 SH   SOLE   41,788 0 0
META PLATFORMS INC CL A 30303M102   2,819,862 13,305 SH   SOLE   13,305 0 0
METLIFE INC COM 59156R108   1,100,860 19,000 SH Put SOLE   19,000 0 0
MICROSOFT CORP COM 594918104   3,101,820 10,759 SH   SOLE   10,759 0 0
NVIDIA CORPORATION COM 67066G104   2,112,163 7,604 SH   SOLE   7,604 0 0
ORACLE CORP COM 68389X105   651,555 7,012 SH   SOLE   7,012 0 0
PEPSICO INC COM 713448108   3,513,286 19,272 SH   SOLE   19,272 0 0
PROCTER AND GAMBLE CO COM 742718109   3,577,481 24,060 SH   SOLE   24,060 0 0
ROSS STORES INC COM 778296103   2,544,254 23,973 SH   SOLE   23,973 0 0
SAIA INC COM 78709Y105   1,905,648 7,004 SH   SOLE   7,004 0 0
SALESFORCE INC COM 79466L302   767,755 3,843 SH   SOLE   3,843 0 0
SCHLUMBERGER LTD COM STK 806857108   4,238,214 86,318 SH   SOLE   86,318 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,421,127 41,303 SH   SOLE   41,303 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   4,141,500 50,000 SH Call SOLE   0 0 0
SERVICENOW INC COM 81762P102   1,124,158 2,419 SH   SOLE   2,419 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   4,057,857 44,764 SH   SOLE   44,764 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,055,202 30,559 SH   SOLE   30,559 0 0
SYNOPSYS INC COM 871607107   1,551,180 4,016 SH   SOLE   4,016 0 0
TECHNIPFMC PLC COM G87110105   7,377,866 540,503 SH   SOLE   540,503 0 0
TECK RESOURCES LTD CL B 878742204   2,021,808 55,392 SH   SOLE   55,392 0 0
TJX COS INC NEW COM 872540109   2,804,818 35,794 SH   SOLE   35,794 0 0
TRANSDIGM GROUP INC COM 893641100   4,458,415 6,049 SH   SOLE   6,049 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   12,864,042 397,652 SH   SOLE   397,652 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,507,310 5,439 SH   SOLE   5,439 0 0
WALMART INC COM 931142103   9,620,818 65,248 SH   SOLE   65,248 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   8,549,131 182,362 SH   SOLE   182,362 0 0