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
ALCOA CORP COM 013872106 19,656 583,963 SH   SOLE   583,963 0 0
AMAZON COM INC COM 023135106 241,031 2,133,019 SH   SOLE   2,133,019 0 0
ANTERO RESOURCES CORP COM 03674X106 6,578 215,472 SH   SOLE   215,472 0 0
APPLIED MATLS INC COM 038222105 862 10,517 SH   SOLE   10,517 0 0
ARAMARK COM 03852U106 61,807 1,980,991 SH   SOLE   1,980,991 0 0
CHESAPEAKE ENERGY CORP COM 165167735 31,546 334,851 SH   SOLE   334,851 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 10,728 796,425 SH   SOLE   796,425 0 0
CONOCOPHILLIPS COM 20825C104 56,356 550,671 SH   SOLE   550,671 0 0
CONSTELLATION ENERGY CORP COM 21037T109 26,262 315,690 SH   SOLE   315,690 0 0
DENBURY INC COM 24790A101 10,140 117,551 SH   SOLE   117,551 0 0
ENPHASE ENERGY INC COM 29355A107 10,716 38,620 SH   SOLE   38,620 0 0
EQT CORP COM 26884L109 42,423 1,041,061 SH   SOLE   1,041,061 0 0
FIRST SOLAR INC COM 336433107 16,997 128,506 SH   SOLE   128,506 0 0
FIRST SOLAR INC COM 336433107 105,816 800,000 SH Call SOLE   800,000 0 0
HESS CORP COM 42809H107 7,342 67,360 SH   SOLE   67,360 0 0
INGERSOLL RAND INC COM 45687V106 41,751 965,108 SH   SOLE   965,108 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 8,402 40,425 SH   SOLE   40,425 0 0
LOCKHEED MARTIN CORP COM 539830109 7,388 19,126 SH   SOLE   19,126 0 0
MARATHON OIL CORP COM 565849106 64,609 2,861,320 SH   SOLE   2,861,320 0 0
MICROSOFT CORP COM 594918104 299,326 1,285,213 SH   SOLE   1,285,213 0 0
MOSAIC CO NEW COM 61945C103 10,284 212,777 SH   SOLE   212,777 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 7,535 172,396 SH   SOLE   172,396 0 0
NEXTERA ENERGY INC COM 65339F101 68,669 875,772 SH   SOLE   875,772 0 0
NORTHROP GRUMMAN CORP COM 666807102 81,813 173,952 SH   SOLE   173,952 0 0
NUTRIEN LTD COM 67077M108 26,795 321,356 SH   SOLE   321,356 0 0
NUTRIEN LTD COM 67077M108 83,380 1,000,000 SH Call SOLE   1,000,000 0 0
ORACLE CORP COM 68389X105 65,465 1,071,970 SH   SOLE   1,071,970 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 11,133 488,920 SH   SOLE   488,920 0 0
POOL CORP COM 73278L105 63,642 200,000 SH Put SOLE   200,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 17,979 219,632 SH   SOLE   219,632 0 0
SALESFORCE INC COM 79466L302 181,700 1,263,206 SH   SOLE   1,263,206 0 0
SAMSARA INC COM CL A 79589L106 63,719 5,279,098 SH   SOLE   5,279,098 0 0
SCHLUMBERGER LTD COM STK 806857108 26,232 730,697 SH   SOLE   730,697 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 331,292 4,600,000 SH Call SOLE   4,600,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8,200 67,708 SH   SOLE   67,708 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 571,488 1,600,000 SH Put SOLE   1,600,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 817,942 2,290,000 SH Call SOLE   2,290,000 0 0
SPDR SER TR S&P METALS MNG 78464A755 80,731 1,900,000 SH Call SOLE   1,900,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 124,720 1,000,000 SH Call SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 2,311 83,778 SH   SOLE   83,778 0 0
T-MOBILE US INC COM 872590104 268,880 2,004,027 SH   SOLE   2,004,027 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 22,714 156,855 SH   SOLE   156,855 0 0
UNITED STATES STL CORP NEW COM 912909108 5,269 290,793 SH   SOLE   290,793 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 23,912 2,460,086 SH   SOLE   2,460,086 0 0
VISTRA CORP COM 92840M102 21,919 1,043,766 SH   SOLE   1,043,766 0 0
WILLIAMS COS INC COM 969457100 17,944 626,764 SH   SOLE   626,764 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 64,245 1,592,978 SH   SOLE   1,592,978 0 0