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
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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
ALCOA CORP COM 013872106   61,733,466 2,124,345 SH   SOLE   2,124,345 0 0
ALPHABET INC CAP STK CL A 02079K305   28,651,404 218,947 SH   SOLE   218,947 0 0
AMAZON COM INC COM 023135106   110,540,882 869,579 SH   SOLE   869,579 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   98,382,346 1,096,060 SH   SOLE   1,096,060 0 0
ARAMARK COM 03852U106   135,330,000 3,900,000 SH Call SOLE   3,900,000 0 0
ARAMARK COM 03852U106   187,645,976 5,407,665 SH   SOLE   5,407,665 0 0
ARCH RESOURCES INC CL A 03940R107   11,549,074 67,673 SH   SOLE   67,673 0 0
BAXTER INTL INC COM 071813109   75,480,000 2,000,000 SH Call SOLE   2,000,000 0 0
BAXTER INTL INC COM 071813109   132,682,858 3,515,709 SH   SOLE   3,515,709 0 0
CAMECO CORP COM 13321L108   18,328,386 462,371 SH   SOLE   462,371 0 0
CANADIAN NAT RES LTD COM 136385101   47,291,878 731,280 SH   SOLE   731,280 0 0
CONOCOPHILLIPS COM 20825C104   35,484,161 296,195 SH   SOLE   296,195 0 0
COUPANG INC CL A 22266T109   139,344,478 8,196,734 SH   SOLE   8,196,734 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,305,345 60,081 SH   SOLE   60,081 0 0
EVERGY INC COM 30034W106   9,451,950 186,429 SH   SOLE   186,429 0 0
EXXON MOBIL CORP COM 30231G102   25,722,859 218,769 SH   SOLE   218,769 0 0
FISERV INC COM 337738108   89,120,809 788,959 SH   SOLE   788,959 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   29,195,482 1,865,526 SH   SOLE   1,865,526 0 0
FULLER H B CO COM 359694106   30,138,040 439,266 SH   SOLE   439,266 0 0
HF SINCLAIR CORP COM 403949100   7,709,574 135,422 SH   SOLE   135,422 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   49,072,000 1,600,000 SH Call SOLE   1,600,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   93,765,735 3,057,246 SH   SOLE   3,057,246 0 0
ISHARES SILVER TR ISHARES 46428Q109   81,360,000 4,000,000 SH Call SOLE   4,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   26,530,000 1,000,000 SH Call SOLE   1,000,000 0 0
KBR INC COM 48242W106   41,758,224 708,487 SH   SOLE   708,487 0 0
KOSMOS ENERGY LTD COM 500688106   16,122,764 1,970,998 SH   SOLE   1,970,998 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   33,776,332 1,234,064 SH   SOLE   1,234,064 0 0
LAMB WESTON HLDGS INC COM 513272104   119,285,420 1,290,130 SH   SOLE   1,290,130 0 0
LAS VEGAS SANDS CORP COM 517834107   88,352,199 1,927,404 SH   SOLE   1,927,404 0 0
MASTEC INC COM 576323109   7,662,790 106,472 SH   SOLE   106,472 0 0
MICROSOFT CORP COM 594918104   126,300,000 400,000 SH Call SOLE   400,000 0 0
MICROSOFT CORP COM 594918104   304,487,829 964,332 SH   SOLE   964,332 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   22,261,750 679,126 SH   SOLE   679,126 0 0
NEXTDECADE CORP COM 65342K105   1,968,302 384,434 SH   SOLE   384,434 0 0
NVENT ELECTRIC PLC SHS G6700G107   26,740,291 504,629 SH   SOLE   504,629 0 0
NVIDIA CORPORATION COM 67066G104   35,905,380 82,543 SH   SOLE   82,543 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   25,127,215 672,570 SH   SOLE   672,570 0 0
PATTERSON-UTI ENERGY INC COM 703481101   6,575,938 475,140 SH   SOLE   475,140 0 0
PG&E CORP COM 69331C108   28,209,999 1,748,915 SH   SOLE   1,748,915 0 0
PHILLIPS 66 COM 718546104   14,184,789 118,059 SH   SOLE   118,059 0 0
PIONEER NAT RES CO COM 723787107   82,309,744 358,570 SH   SOLE   358,570 0 0
SAMSARA INC COM CL A 79589L106   2,583,370 102,474 SH   SOLE   102,474 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   128,514,167 300,632 SH   SOLE   300,632 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,364,049,896 5,530,200 SH Put SOLE   5,530,200 0 0
T-MOBILE US INC COM 872590104   218,305,879 1,558,771 SH   SOLE   1,558,771 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   56,156,605 646,221 SH   SOLE   646,221 0 0
TECHNIPFMC PLC COM G87110105   40,890,051 2,010,327 SH   SOLE   2,010,327 0 0
TECK RESOURCES LTD CL B 878742204   75,654,449 1,755,731 SH   SOLE   1,755,731 0 0
TERNIUM SA SPONSORED ADS 880890108   4,951,790 124,105 SH   SOLE   124,105 0 0
TIDEWATER INC NEW COM 88642R109   5,359,389 75,410 SH   SOLE   75,410 0 0
TRANSOCEAN LTD REG SHS H8817H100   9,739,383 1,186,283 SH   SOLE   1,186,283 0 0
UBS GROUP AG SHS H42097107   30,099,154 1,221,061 SH   SOLE   1,221,061 0 0
VALARIS LTD CL A G9460G101   4,898,743 65,334 SH   SOLE   65,334 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   191,576,392 5,149,903 SH   SOLE   5,149,903 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   65,234,475 2,146,577 SH   SOLE   2,146,577 0 0
VISTRA CORP COM 92840M102   40,509,031 1,220,887 SH   SOLE   1,220,887 0 0
WATSCO INC COM 942622200   84,987,000 225,000 SH Put SOLE   225,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   18,645,969 268,133 SH   SOLE   268,133 0 0