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
ASPEN AEROGELS INC COM 04523Y105 4,391 127,343 SH   SOLE   127,343 0 0
CF INDS HLDGS INC COM 125269100 1,546 15,000 SH   SOLE   15,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 2,175 25,000 SH   SOLE   25,000 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 2,313 50,000 SH   SOLE   50,000 0 0
CONTINENTAL RES INC COM 212015101 1,840 30,000 SH   SOLE   30,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,271 10,000 SH   SOLE   10,000 0 0
DIGITALBRIDGE GROUP INC CL A COM 25401T108 12,240 1,700,000 SH   SOLE   1,700,000 0 0
ENOVIX CORPORATION COM 293594107 1,712 120,000 SH   SOLE   120,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,736 55,000 SH   SOLE   55,000 0 0
HALLIBURTON CO COM 406216101 3,219 85,000 SH   SOLE   85,000 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 1,556 105,000 SH   SOLE   105,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 1,925 50,000 SH   SOLE   50,000 0 0
LIVENT CORP COM 53814L108 1,695 65,000 SH   SOLE   65,000 0 0
MOSAIC CO NEW COM 61945C103 1,663 25,000 SH   SOLE   25,000 0 0
NABORS INDUSTRIES LTD SHS G6359F137 2,291 15,000 SH   SOLE   15,000 0 0
OCCIDENTAL PETE CORP COM 674599105 2,270 40,000 SH   SOLE   40,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101 774 50,000 SH   SOLE   50,000 0 0
PROPETRO HLDG CORP COM 74347M108 405 29,094 SH   SOLE   29,094 0 0