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
ADOBE INC COM 00724F101   5,117,635 8,578 SH   SOLE   8,578 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,564,050 17,394 SH   SOLE   17,394 0 0
AECOM COM 00766T100   10,168,317 110,011 SH   SOLE   110,011 0 0
AMAZON COM INC COM 023135106   15,194,000 100,000 SH Call SOLE   0 0 0
AMAZON COM INC COM 023135106   31,419,825 206,791 SH   SOLE   206,791 0 0
APPLE INC COM 037833100   3,958,609 20,561 SH   SOLE   20,561 0 0
APPLE INC COM 037833100   51,790,570 269,000 SH Call SOLE   0 0 0
ARISTA NETWORKS INC COM 040413106   5,928,493 25,173 SH   SOLE   25,173 0 0
BROADCOM INC COM 11135F101   2,474,726 2,217 SH   SOLE   2,217 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   7,879,067 47,197 SH   SOLE   47,197 0 0
CAMECO CORP COM 13321L108   1,963,033 45,546 SH   SOLE   45,546 0 0
COCA COLA CO COM 191216100   4,444,501 75,420 SH   SOLE   75,420 0 0
CORE & MAIN INC CL A 21874C102   4,743,609 117,387 SH   SOLE   117,387 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,991,603 9,092 SH   SOLE   9,092 0 0
EATON CORP PLC SHS G29183103   15,108,806 62,739 SH   SOLE   62,739 0 0
EMERSON ELEC CO COM 291011104   3,009,736 30,923 SH   SOLE   30,923 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,044,564 71,519 SH   SOLE   71,519 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,174,625 262,500 SH Call SOLE   0 0 0
GENERAL ELECTRIC CO COM NEW 369604301   6,381,500 50,000 SH Call SOLE   0 0 0
GENERAL ELECTRIC CO COM NEW 369604301   10,256,474 80,361 SH   SOLE   80,361 0 0
HYATT HOTELS CORP COM CL A 448579102   8,952,125 68,646 SH   SOLE   68,646 0 0
INTUIT COM 461202103   1,875,090 3,000 SH   SOLE   3,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   66,435,062 421,008 SH   SOLE   421,008 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   3,979,672 113,835 SH   SOLE   113,835 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   1,994,778 49,609 SH   SOLE   49,609 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   100,355,000 500,000 SH Call SOLE   0 0 0
KBR INC COM 48242W106   2,048,674 36,973 SH   SOLE   36,973 0 0
LENNOX INTL INC COM 526107107   10,634,418 23,763 SH   SOLE   23,763 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,005,408 15,926 SH   SOLE   15,926 0 0
LINDE PLC SHS G54950103   4,981,912 12,130 SH   SOLE   12,130 0 0
MCDONALDS CORP COM 580135101   2,651,096 8,941 SH   SOLE   8,941 0 0
META PLATFORMS INC CL A 30303M102   5,058,442 14,291 SH   SOLE   14,291 0 0
MICROSOFT CORP COM 594918104   27,329,083 72,676 SH   SOLE   72,676 0 0
MICROSOFT CORP COM 594918104   60,166,400 160,000 SH Call SOLE   0 0 0
MONDELEZ INTL INC CL A 609207105   4,310,599 59,514 SH   SOLE   59,514 0 0
NOBLE CORP PLC ORD SHS A G65431127   2,125,012 44,124 SH   SOLE   44,124 0 0
NOVO-NORDISK A S ADR 670100205   4,186,415 40,468 SH   SOLE   40,468 0 0
NVIDIA CORPORATION COM 67066G104   124,547,830 251,500 SH Call SOLE   0 0 0
OWENS CORNING NEW COM 690742101   6,505,815 43,890 SH   SOLE   43,890 0 0
PARKER-HANNIFIN CORP COM 701094104   4,303,399 9,341 SH   SOLE   9,341 0 0
PENTAIR PLC SHS G7S00T104   10,136,065 139,404 SH   SOLE   139,404 0 0
PEPSICO INC COM 713448108   3,591,267 21,145 SH   SOLE   21,145 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   3,105,417 44,863 SH   SOLE   44,863 0 0
SALESFORCE INC COM 79466L302   9,209,900 35,000 SH Call SOLE   0 0 0
SALESFORCE INC COM 79466L302   15,401,058 58,528 SH   SOLE   58,528 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   6,571,441 76,976 SH   SOLE   76,976 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,390,700 110,000 SH Call SOLE   0 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   3,730,712 44,498 SH   SOLE   44,498 0 0
SHERWIN WILLIAMS CO COM 824348106   9,883,487 31,688 SH   SOLE   31,688 0 0
SPDR SER TR S&P REGL BKG 78464A698   2,459,596 46,912 SH   SOLE   46,912 0 0
SYNOPSYS INC COM 871607107   4,792,267 9,307 SH   SOLE   9,307 0 0
TARGET CORP COM 87612E106   1,287,477 9,040 SH   SOLE   9,040 0 0
TECHNIPFMC PLC COM G87110105   7,283,168 361,627 SH   SOLE   361,627 0 0
TECHNIPFMC PLC COM G87110105   20,140,000 1,000,000 SH Call SOLE   0 0 0
TECK RESOURCES LTD CL B 878742204   4,398,997 104,069 SH   SOLE   104,069 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,545,085 49,933 SH   SOLE   49,933 0 0
TJX COS INC NEW COM 872540109   10,001,928 106,619 SH   SOLE   106,619 0 0
TOPBUILD CORP COM 89055F103   6,691,395 17,879 SH   SOLE   17,879 0 0
TRANSOCEAN LTD REG SHS H8817H100   4,826,000 760,000 SH Call SOLE   0 0 0
TRANSOCEAN LTD REG SHS H8817H100   7,483,481 1,178,501 SH   SOLE   1,178,501 0 0
TRUIST FINL CORP COM 89832Q109   1,519,184 41,148 SH   SOLE   41,148 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,464,687 72,514 SH   SOLE   72,514 0 0
UBS GROUP AG SHS H42097107   1,854,000 60,000 SH Call SOLE   0 0 0
UBS GROUP AG SHS H42097107   6,687,842 216,435 SH   SOLE   216,435 0 0
UNION PAC CORP COM 907818108   12,779,363 52,029 SH   SOLE   52,029 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   9,409,036 49,195 SH   SOLE   49,195 0 0
VALVOLINE INC COM 92047W101   994,254 26,457 SH   SOLE   26,457 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   37,212,000 1,200,000 SH Call SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,245,775 192,500 SH Call SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   9,258,119 192,757 SH   SOLE   192,757 0 0
WALMART INC COM 931142103   2,038,415 12,930 SH   SOLE   12,930 0 0
XPO INC COM 983793100   8,846,853 101,003 SH   SOLE   101,003 0 0