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
ADVANCE AUTO PARTS INC COM 00751Y106 3,077 15,000 SH   SOLE   15,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,923 95,000 SH   SOLE   95,000 0 0
AERCAP HOLDINGS NV SHS N00985106 2,048 40,000 SH   SOLE   40,000 0 0
AIR PRODS & CHEMS INC COM 009158106 12,226 42,500 SH   SOLE   42,500 0 0
ALCOA CORP COM 013872106 9,578 260,000 SH   SOLE   260,000 0 0
ARAMARK COM 03852U106 2,980 80,000 SH   SOLE   80,000 0 0
AT&T INC COM 00206R102 1,007 35,000 SH   SOLE   35,000 0 0
BAIDU INC SPON ADR REP A 056752108 4,078 20,000 SH   SOLE   20,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 3,087 135,000 SH   SOLE   135,000 0 0
BUNGE LIMITED COM G16962105 1,172 15,000 SH   SOLE   15,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,752 5,000 SH   SOLE   5,000 0 0
CIENA CORP COM NEW 171779309 1,707 30,000 SH   SOLE   30,000 0 0
COCA COLA CO COM 191216100 3,247 60,000 SH   SOLE   60,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 8,866 35,000 SH   SOLE   35,000 0 0
CONSTELLIUM SE CL A SHS F21107101 30,889 1,630,000 SH   SOLE   1,630,000 0 0
DISCOVERY INC COM SER A 25470F104 307 10,000 SH   SOLE   10,000 0 0
DISCOVERY INC COM SER B 25470F302 580 20,000 SH   SOLE   20,000 0 0
ERICSSON ADR B SEK 10 294821608 944 75,000 SH   SOLE   75,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 755 15,000 SH   SOLE   15,000 0 0
GREEN PLAINS INC COM 393222104 4,707 140,000 SH   SOLE   140,000 0 0
HUBBELL INC COM 443510607 2,242 12,000 SH   SOLE   12,000 0 0
INFINERA CORP COM 45667G103 357 35,000 SH   SOLE   35,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,932 20,000 SH Call SOLE   20,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,332 65,000 SH   SOLE   65,000 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106 5,333 170,000 SH   SOLE   170,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,167 20,000 SH   SOLE   20,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,161 30,000 SH   SOLE   30,000 0 0
MONDELEZ INTL INC CL A 609207105 1,873 30,000 SH   SOLE   30,000 0 0
NEOPHOTONICS CORP COM 64051T100 306 30,000 SH   SOLE   30,000 0 0
PTC INC COM 69370C100 1,413 10,000 SH   SOLE   10,000 0 0
QUALCOMM INC COM 747525103 1,429 10,000 SH   SOLE   10,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 5,121 175,000 SH   SOLE   175,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,986 35,000 SH   SOLE   35,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,842 30,000 SH Put SOLE   30,000 0 0
SPORTS ENTERTAINMENT ACQU CO COM CL A 84918M106 10,080 1,000,000 SH   SOLE   1,000,000 0 0
SPORTS ENTERTAINMENT ACQU CO *W EXP 10/30/202 84918M114 1,090 500,000 SH   SOLE   500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,506 50,000 SH   SOLE   50,000 0 0
VIACOMCBS INC CL B 92556H206 1,130 25,000 SH   SOLE   25,000 0 0
VISA INC COM CL A 92826C839 1,169 5,000 SH   SOLE   5,000 0 0
VOYA FINANCIAL INC COM 929089100 923 15,000 SH   SOLE   15,000 0 0
WYNN RESORTS LTD COM 983134107 2,446 20,000 SH   SOLE   20,000 0 0
XILINX INC COM 983919101 11,571 80,000 SH   SOLE   80,000 0 0