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
AGNICO EAGLE MINES LTD COM 008474108   745,380 16,400 SH   SOLE   16,400 0 0
ALLBIRDS INC COM CL A 01675A109   111,000 100,000 SH   SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901108   2,910,000 200,000 SH   SOLE   200,000 0 0
BERRY CORP COM 08579X101   254,200 31,000 SH   SOLE   31,000 0 0
CALIFORNIA RESOURCES CORP COM STOCK 13057Q305   1,052,148 18,785 SH   SOLE   18,785 0 0
CENOVUS ENERGY INC COM 15135U109   1,103,460 53,000 SH   SOLE   53,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   489,950 2,500 SH   SOLE   2,500 0 0
LILLY ELI & CO. COM 532457108   10,189,356 18,970 SH   SOLE   18,970 0 0
LIBERTY MEDIA CORP DEL NOTE 2.250% 8/1 531229AQ5   587,413 600,000 PRN   SOLE   0 0 600,000
IQVIA HLDGS INC COM 46266C105   944,400 4,800 SH   SOLE   4,800 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   843,425 27,500 SH   SOLE   27,500 0 0
KINDER MORGAN INC DEL COM 49456B101   994,800 60,000 SH   SOLE   60,000 0 0
KROGER CO COM 501044101   492,250 11,000 SH   SOLE   11,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   442,310 2,200 SH   SOLE   2,200 0 0
NOBLE CORP PLC ORD SHS A G65431127   1,215,600 24,000 SH   SOLE   24,000 0 0
OCCIDENTAL PETE CORP COM 674599105   3,471,080 53,500 SH   SOLE   53,500 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162   670,375 15,500 PRN   SOLE   0 0 15,500
PAN AMERN SILVER CORP COM 697900108   445,984 30,800 SH   SOLE   30,800 0 0
RAPT THERAPEUTICS INC COM 75382E109   332,400 20,000 SH   SOLE   20,000 0 0
SENTINELONE INC CL A 81730H109   4,496,562 266,700 SH   SOLE   266,700 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,591,794 46,300 SH   SOLE   46,300 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   234,228 26,200 SH   SOLE   26,200 0 0
UBER TECHNOLOGIES INC COM 90353T100   919,800 20,000 SH   SOLE   20,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   162,900 15,000 SH   SOLE   15,000 0 0