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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 750 6,598 SH   SOLE N/A 6,598 0 0
ALPHABET INC CAP STK CL A 02079K305 2,901 1,331 SH   SOLE N/A 1,331 0 0
ALPHABET INC CAP STK CL C 02079K107 1,625 743 SH   SOLE N/A 743 0 0
AMAZON COM INC COM 023135106 202 1,900 SH   SOLE N/A 1,900 0 0
ATLAS CORP SHARES Y0436Q109 171 15,921 SH   SOLE N/A 15,921 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 540 25,000 SH   SOLE N/A 25,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 974 2,079 SH   SOLE N/A 2,079 0 0
CINEDIGM CORP COM NEW CL A 172406209 18 37,460 SH   SOLE N/A 37,460 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 273 1,621 SH   SOLE N/A 1,621 0 0
DAVITA INC COM 23918K108 223 2,785 SH   SOLE N/A 2,785 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 587 95,773 SH   SOLE N/A 95,773 0 0
EAGLE BULK SHIPPING INC COM Y2187A150 292 5,630 SH   SOLE N/A 5,630 0 0
ENETI INC COM Y2294C107 62 10,084 SH   SOLE N/A 10,084 0 0
EROS MEDIA WORLD PLC ORD SHS A G3788R105 1,075 447,886 SH   SOLE N/A 447,886 0 0
EURONAV NV SHS B38564108 166 13,911 SH   SOLE N/A 13,911 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,362 6,482 SH   SOLE N/A 6,482 0 0
FLUOR CORP NEW COM 343412102 547 22,483 SH   SOLE N/A 22,483 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 303 15,666 SH   SOLE N/A 15,666 0 0
GREEN BRICK PARTNERS INC COM 392709101 450 23,000 SH   SOLE N/A 23,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,365 8,123 SH   SOLE N/A 8,123 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 820 14,914 SH   SOLE N/A 14,914 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 561 2,000 SH Put SOLE N/A 2,000 0 0
JOHNSON & JOHNSON COM 478160104 329 1,854 SH   SOLE N/A 1,854 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,473 7,840 SH   SOLE N/A 7,840 0 0
META PLATFORMS INC CL A 30303M102 930 5,767 SH   SOLE N/A 5,767 0 0
MICROSOFT CORP COM 594918104 1,420 5,528 SH   SOLE N/A 5,528 0 0
MOHAWK INDS INC COM 608190104 887 7,152 SH   SOLE N/A 7,152 0 0
SCULPTOR CAP MGMT COM CL A 811246107 94 11,293 SH   SOLE N/A 11,293 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 715 10,000 SH Put SOLE N/A 10,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 842 5,000 SH Call SOLE N/A 5,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 19,089 50,600 SH Put SOLE N/A 50,600 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 230 9,189 SH   SOLE N/A 9,189 0 0
TOLL BROTHERS INC COM 889478103 213 4,785 SH   SOLE N/A 4,785 0 0
TRANSOCEAN LTD REG SHS H8817H100 233 70,000 SH   SOLE N/A 70,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 604 1,175 SH   SOLE N/A 1,175 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 3,361 339,815 SH   SOLE N/A 339,815 0 0
VISA INC COM CL A 92826C839 1,673 8,498 SH   SOLE N/A 8,498 0 0