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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   366,606 10,000 SH   SOLE   10,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   1,983,252 32,500 SH   SOLE   32,500 0 0
RH COM 74967X103   12,415,724 47,500 SH   SOLE   47,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   21,102,241 565,000 SH   SOLE   565,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206   2,142,470 1,700,000 SH   SOLE   1,700,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   4,613,377 525,000 SH   SOLE   525,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,041,610 372,500 SH   SOLE   372,500 0 0
GOGO INC COM 38046C109   5,570,716 405,000 SH   SOLE   405,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   4,309,299 50,000 SH   SOLE   50,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206   995,300 800,000 SH   SOLE   800,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   1,852,687 225,000 SH   SOLE   225,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,711,079 170,000 SH   SOLE   170,000 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   16,931,791 325,000 SH   SOLE   325,000 0 0
RH COM 74967X103   6,993,934 26,500 SH   SOLE   26,500 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   2,210,747 20,000 SH   SOLE   20,000 0 0
GOGO INC COM 38046C109   3,421,958 220,000 SH   SOLE   220,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,938,698 22,500 SH   SOLE   22,500 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100   506,330 38,800 SH   SOLE   38,800 0 0
TECHNIPFMC PLC COM G87110105   560,741 28,800 SH   SOLE   28,800 0 0
CHEVRON CORP COM 166764100   1,232,366 7,800 SH   SOLE   7,800 0 0
TRANSOCEAN LTD REG SHS H8817H100   419,489 61,288 SH   SOLE   61,288 0 0
BAKER HUGHES CO CL A 05722G100   545,980 16,800 SH   SOLE   16,800 0 0
BP PLC SPONSORED ADR 055622104   235,005 6,800 SH   SOLE   6,800 0 0
SCHLUMBERGER LTD COM STK 806857108   1,114,958 20,800 SH   SOLE   20,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208   766,836 4,800 SH   SOLE   4,800 0 0
CONOCOPHILLIPS COM 20825C104   998,801 8,668 SH   SOLE   8,668 0 0
HECLA MINING CO COM 422704106   180,565 38,800 SH   SOLE   38,800 0 0
PAN AMERICAN SILVER CORP COM 697900108   307,144 18,800 SH   SOLE   18,800 0 0
ENPHASE ENERGY INC COM 29355A107   313,292 2,688 SH   SOLE   2,688 0 0
DIAMONDBACK ENERGY INC COM 25278X109   588,543 3,800 SH   SOLE   3,800 0 0
CHART INDUSTRIES INC COM 16115Q308   528,300 4,080 SH   SOLE   4,080 0 0
CENOVUS ENERGY INC COM 15135U109   199,259 10,800 SH   SOLE   10,800 0 0
HESS CORP COM 42809H107   398,326 2,800 SH   SOLE   2,800 0 0
FIRST SOLAR INC COM 336433107   1,398,928 8,170 SH   SOLE   8,170 0 0
KINROSS GOLD CORP COM 496902404   379,422 66,800 SH   SOLE   66,800 0 0
EQT CORP COM 26884L109   681,144 17,800 SH   SOLE   17,800 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101   424,906 6,800 SH   SOLE   6,800 0 0
AGNICO EAGLE MINES LTD COM 008474108   291,853 5,600 SH   SOLE   5,600 0 0
AES CORP COM 00130H105   210,530 11,800 SH   SOLE   11,800 0 0
SOUTHERN COPPER CORP COM 84265V105   239,324 3,100 SH   SOLE   3,100 0 0
SUNNOVA ENERGY INTERNATIONAL INC COM 86745K104   412,819 29,810 SH   SOLE   29,810 0 0
EXXON MOBIL CORP COM 30231G102   714,934 6,800 SH   SOLE   6,800 0 0
SUNRUN INC COM 86771W105   227,494 12,800 SH   SOLE   12,800 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   413,899 23,800 SH   SOLE   23,800 0 0
TARGA RESOURCES CORP COM 87612G101   547,023 6,800 SH   SOLE   6,800 0 0
SHOALS TECHNOLOGIES GROUP INC CL A 82489W107   762,667 44,600 SH   SOLE   44,600 0 0
STEM INC COM 85859N102   733,677 172,600 SH   SOLE   172,600 0 0
EVGO INC CL A COM 30052F100   115,006 28,000 SH   SOLE   28,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   146,879 40,800 SH   SOLE   40,800 0 0
SHELL PLC SPON ADS 780259305   552,511 8,700 SH   SOLE   8,700 0 0
WEATHERFORD INTERNATIONAL PLC ORD SHS G48833118   359,735 3,800 SH   SOLE   3,800 0 0
VALARIS LTD CL A G9460G101   517,120 6,800 SH   SOLE   6,800 0 0
ALTUS POWER INC COM CL A 02217A102   377,550 58,800 SH   SOLE   58,800 0 0
SOUTHERN CO, THE COM 842587107   548,198 7,800 SH   SOLE   7,800 0 0
KINDER MORGAN INC/DE COM 49456B101   413,321 22,800 SH   SOLE   22,800 0 0
SPROTT PHYSICAL GOLD TRUST UNIT 85207H104   277,997 18,000 SH   SOLE   18,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   423,943 9,800 SH   SOLE   9,800 0 0
GOGO INC COM 38046C109   303,900 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   461,775 7,500 SH   SOLE   7,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   468,800 10,000 SH   SOLE   10,000 0 0
SHELL PLC SPON ADS 780259305   927,780 14,100 SH   SOLE   14,100 0 0
CONOCOPHILLIPS COM 20825C104   928,560 8,000 SH   SOLE   8,000 0 0
RTX CORP COM 75513E101   210,350 2,500 SH   SOLE   2,500 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   349,225 2,500 SH   SOLE   2,500 0 0
RH COM 74967X103   437,220 1,500 SH   SOLE   1,500 0 0
FIRST SOLAR INC COM 336433107   466,534 2,708 SH   SOLE   2,708 0 0