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
ABBVIE INC COM 00287Y109 5,980 39,047 SH   SOLE   39,047 0 0
ALCOA CORP COM 013872106 46,519 1,020,604 SH   SOLE   1,020,604 0 0
AMAZON COM INC COM 023135106 271,428 2,555,581 SH   SOLE   2,555,581 0 0
AMGEN INC COM 031162100 2,875 11,815 SH   SOLE   11,815 0 0
ANTERO RESOURCES CORP COM 03674X106 129,856 4,236,737 SH   SOLE   4,236,737 0 0
APPLIED MATLS INC COM 038222105 11,857 130,328 SH   SOLE   130,328 0 0
ARCH RESOURCES INC CL A 03940R107 2,080 14,539 SH   SOLE   14,539 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 12,614 26,507 SH   SOLE   26,507 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 4,450 67,349 SH   SOLE   67,349 0 0
BAKER HUGHES COMPANY CL A 05722G100 24,491 848,321 SH   SOLE   848,321 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 3,409 341,539 SH   SOLE   341,539 0 0
BOOKING HOLDINGS INC COM 09857L108 108,551 62,065 SH   SOLE   62,065 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,637 47,235 SH   SOLE   47,235 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 19,695 458,979 SH   SOLE   458,979 0 0
CANADIAN PAC RY LTD COM 13645T100 19,634 281,122 SH   SOLE   281,122 0 0
CENOVUS ENERGY INC COM 15135U109 17,729 932,638 SH   SOLE   932,638 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,807 21,098 SH   SOLE   21,098 0 0
CHESAPEAKE ENERGY CORP COM 165167735 132,178 1,629,817 SH   SOLE   1,629,817 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 871 56,655 SH   SOLE   56,655 0 0
CONOCOPHILLIPS COM 20825C104 110,010 1,224,923 SH   SOLE   1,224,923 0 0
CONSTELLATION ENERGY CORP COM 21037T109 24,252 423,550 SH   SOLE   423,550 0 0
EG ACQUISITION CORP UNIT 99/99/9999 26846A209 539 54,326 SH   SOLE   54,326 0 0
ENPHASE ENERGY INC COM 29355A107 24,115 123,516 SH   SOLE   123,516 0 0
EQT CORP COM 26884L109 203,585 5,918,176 SH   SOLE   5,918,176 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,414 321,751 SH   SOLE   321,751 0 0
GSK PLC SPONSORED ADR 37733W105 2,407 55,286 SH   SOLE   55,286 0 0
INGERSOLL RAND INC COM 45687V106 40,870 971,249 SH   SOLE   971,249 0 0
JOHNSON & JOHNSON COM 478160104 10,266 57,836 SH   SOLE   57,836 0 0
LAM RESEARCH CORP COM 512807108 12,433 29,175 SH   SOLE   29,175 0 0
LILLY ELI & CO COM 532457108 6,787 20,932 SH   SOLE   20,932 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 574 6,562 SH   SOLE   6,562 0 0
MARATHON OIL CORP COM 565849106 87,175 3,877,900 SH   SOLE   3,877,900 0 0
MERCK & CO INC COM 58933Y105 5,090 55,826 SH   SOLE   55,826 0 0
MICROSOFT CORP COM 594918104 356,590 1,388,429 SH   SOLE   1,388,429 0 0
MOSAIC CO NEW COM 61945C103 19,936 422,102 SH   SOLE   422,102 0 0
MOSAIC CO NEW COM 61945C103 37,784 800,000 SH Call SOLE   800,000 0 0
NEXTERA ENERGY INC COM 65339F101 65,203 841,763 SH   SOLE   841,763 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 9,083 443,484 SH   SOLE   443,484 0 0
PBF ENERGY INC CL A 69318G106 36,372 1,253,341 SH   SOLE   1,253,341 0 0
PFIZER INC COM 717081103 6,449 123,005 SH   SOLE   123,005 0 0
PHREESIA INC COM 71944F106 11,425 456,830 SH   SOLE   456,830 0 0
SAMSARA INC COM CL A 79589L106 49,924 4,469,452 SH   SOLE   4,469,452 0 0
SCHLUMBERGER LTD COM STK 806857108 19,159 535,767 SH   SOLE   535,767 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 17,789 138,716 SH   SOLE   138,716 0 0
SENTINELONE INC CL A 81730H109 9,473 406,028 SH   SOLE   406,028 0 0
SHELL PLC SPON ADS 780259305 161,180 3,082,429 SH   SOLE   3,082,429 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,802 10,240 SH   SOLE   10,240 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,316,602 3,490,000 SH Put SOLE   3,490,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 22,950 309,004 SH   SOLE   309,004 0 0
T-MOBILE US INC COM 872590104 227,462 1,690,663 SH   SOLE   1,690,663 0 0
UBER TECHNOLOGIES INC COM 90353T100 163,416 7,987,093 SH   SOLE   7,987,093 0 0
UNITED STATES STL CORP NEW COM 912909108 371 20,733 SH   SOLE   20,733 0 0
VISTRA CORP COM 92840M102 33,609 1,470,863 SH   SOLE   1,470,863 0 0
WAVERLEY CAPITAL ACQUIS CORP UNIT 99/99/9999 G06536125 7,851 808,498 SH   SOLE   808,498 0 0
WILLIAMS COS INC COM 969457100 39,022 1,250,295 SH   SOLE   1,250,295 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 50,802 1,567,004 SH   SOLE   1,567,004 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 966 44,800 SH   SOLE   44,800 0 0