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    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>6395</value>
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    <nameOfIssuer>AGCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>001084102</cusip>
    <value>5841</value>
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      <Sole>40000</Sole>
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    <nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008474108</cusip>
    <value>8910</value>
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      <None>0</None>
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    <nameOfIssuer>ALCOA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>013872106</cusip>
    <value>6014</value>
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      <Sole>66800</Sole>
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    <nameOfIssuer>ALCOA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>013872106</cusip>
    <value>7698</value>
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      <Sole>85500</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>14282</value>
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      <Sole>5135</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>24205</value>
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      <sshPrnamt>7425</sshPrnamt>
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      <Sole>7425</Sole>
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    <nameOfIssuer>AMERCO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023586100</cusip>
    <value>1813</value>
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      <sshPrnamt>3037</sshPrnamt>
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      <Sole>3037</Sole>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>17082</value>
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      <sshPrnamt>97827</sshPrnamt>
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      <Sole>97827</Sole>
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    <nameOfIssuer>APPLIED MATLS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>038222105</cusip>
    <value>2372</value>
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      <Sole>18000</Sole>
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    <nameOfIssuer>ARCH CAP GROUP LTD</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G0450A105</cusip>
    <value>5907</value>
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      <Sole>122000</Sole>
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      <None>0</None>
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    <nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>05722G100</cusip>
    <value>10734</value>
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      <None>0</None>
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    <nameOfIssuer>BATH &amp; BODY WORKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>070830104</cusip>
    <value>12807</value>
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      <Sole>267926</Sole>
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      <None>0</None>
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    <nameOfIssuer>BERKELEY LTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>084310101</cusip>
    <value>585</value>
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      <sshPrnamt>82221</sshPrnamt>
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      <Sole>82221</Sole>
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      <None>0</None>
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    <nameOfIssuer>BIOLIFE SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>09062W204</cusip>
    <value>8559</value>
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      <Sole>376550</Sole>
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      <None>0</None>
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    <nameOfIssuer>BLOCK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>852234103</cusip>
    <value>3823</value>
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      <sshPrnamt>28190</sshPrnamt>
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      <Sole>28190</Sole>
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      <None>0</None>
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    <nameOfIssuer>CANADIAN PAC RY LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>13645T100</cusip>
    <value>6056</value>
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      <sshPrnamt>73370</sshPrnamt>
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      <Sole>73370</Sole>
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    <nameOfIssuer>CAREDX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>14167L103</cusip>
    <value>8633</value>
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      <sshPrnamt>233374</sshPrnamt>
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      <Sole>233374</Sole>
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      <None>0</None>
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    <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
    <value>14787</value>
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    <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
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      <Sole>1245000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CENTURY ALUM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156431108</cusip>
    <value>3368</value>
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      <Sole>128000</Sole>
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      <None>0</None>
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    <nameOfIssuer>CF INDS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>125269100</cusip>
    <value>13403</value>
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      <sshPrnamt>130050</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>130050</Sole>
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      <None>0</None>
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    <nameOfIssuer>COLFAX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194014106</cusip>
    <value>9963</value>
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    <votingAuthority>
      <Sole>250398</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CONFLUENT INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>20717M103</cusip>
    <value>8682</value>
    <shrsOrPrnAmt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>211756</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>20825C104</cusip>
    <value>3740</value>
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      <Sole>37400</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>COTERRA ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>127097103</cusip>
    <value>7889</value>
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    <votingAuthority>
      <Sole>292500</Sole>
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      <None>0</None>
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    <nameOfIssuer>COUCHBASE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22207T101</cusip>
    <value>993</value>
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      <sshPrnamt>57000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>57000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CRESCENT PT ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22576C101</cusip>
    <value>3190</value>
    <shrsOrPrnAmt>
      <sshPrnamt>440000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>440000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>22788C105</cusip>
    <value>6676</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>29400</Sole>
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      <None>0</None>
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    <nameOfIssuer>CSX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>126408103</cusip>
    <value>5271</value>
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      <sshPrnamt>140760</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>140760</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CUSTOM TRUCK ONE SOURCE INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>23204X103</cusip>
    <value>6211</value>
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    <votingAuthority>
      <Sole>740265</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DATADOG INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>23804L103</cusip>
    <value>2378</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25179M103</cusip>
    <value>7909</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>133750</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DIGITALBRIDGE GROUP INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>25401T108</cusip>
    <value>8207</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1139926</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1139926</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>DIGITALBRIDGE GROUP INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>25401T108</cusip>
    <value>2448</value>
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      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
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    <votingAuthority>
      <Sole>340000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>8929</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65100</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>65100</Sole>
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      <None>0</None>
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    <nameOfIssuer>ENERPLUS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>292766102</cusip>
    <value>3569</value>
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    <votingAuthority>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EQT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>1290</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37500</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EQT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26884L109</cusip>
    <value>860</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EVEREST RE GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G3223R108</cusip>
    <value>11932</value>
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      <sshPrnamt>39590</sshPrnamt>
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    <votingAuthority>
      <Sole>39590</Sole>
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    <nameOfIssuer>EXACT SCIENCES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30063P105</cusip>
    <value>7267</value>
    <shrsOrPrnAmt>
      <sshPrnamt>103940</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>103940</Sole>
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      <None>0</None>
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    <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>5283</value>
    <shrsOrPrnAmt>
      <sshPrnamt>27000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27000</Sole>
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      <None>0</None>
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    <nameOfIssuer>FASTLY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>31188V100</cusip>
    <value>4546</value>
    <shrsOrPrnAmt>
      <sshPrnamt>261543</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>261543</Sole>
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      <None>0</None>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>20335</value>
    <shrsOrPrnAmt>
      <sshPrnamt>408825</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>408825</Sole>
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      <None>0</None>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>55709</value>
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      <sshPrnamt>1120000</sshPrnamt>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1120000</Sole>
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      <None>0</None>
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    <nameOfIssuer>GRAN TIERRA ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>38500T101</cusip>
    <value>1910</value>
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      <sshPrnamt>1216500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1216500</Sole>
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      <None>0</None>
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    <nameOfIssuer>HALLIBURTON CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>406216101</cusip>
    <value>11020</value>
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      <sshPrnamt>291000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>291000</Sole>
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      <None>0</None>
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    <nameOfIssuer>HERON THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>427746102</cusip>
    <value>295</value>
    <shrsOrPrnAmt>
      <sshPrnamt>51500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>51500</Sole>
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      <None>0</None>
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    <nameOfIssuer>HESS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42809H107</cusip>
    <value>7653</value>
    <shrsOrPrnAmt>
      <sshPrnamt>71500</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>71500</Sole>
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      <None>0</None>
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    <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
    <value>1517</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000</Sole>
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      <None>0</None>
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    <nameOfIssuer>II-VI INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>902104108</cusip>
    <value>4255</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58692</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58692</Sole>
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      <None>0</None>
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    <nameOfIssuer>ILLUMINA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>452327109</cusip>
    <value>2757</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7890</Sole>
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      <None>0</None>
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    <nameOfIssuer>IMAX CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45245E109</cusip>
    <value>473</value>
    <shrsOrPrnAmt>
      <sshPrnamt>25000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25000</Sole>
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      <None>0</None>
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    <nameOfIssuer>INTL GNRL INSURANCE HLDNGS L</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G4809J106</cusip>
    <value>5349</value>
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      <sshPrnamt>680517</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>680517</Sole>
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      <None>0</None>
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    <nameOfIssuer>LAM RESEARCH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>512807108</cusip>
    <value>3656</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6800</Sole>
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      <None>0</None>
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    <nameOfIssuer>LIBERTY MEDIA ACQUISITION CO</nameOfIssuer>
    <titleOfClass>UNIT 01/22/2026</titleOfClass>
    <cusip>53073L203</cusip>
    <value>1653</value>
    <shrsOrPrnAmt>
      <sshPrnamt>164848</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>164848</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MARATHON OIL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>565849106</cusip>
    <value>13125</value>
    <shrsOrPrnAmt>
      <sshPrnamt>522700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>522700</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573874104</cusip>
    <value>6470</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90221</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90221</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>10007</value>
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      <sshPrnamt>28000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28000</Sole>
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      <None>0</None>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>7783</value>
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      <sshPrnamt>35000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35000</Sole>
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      <None>0</None>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>17154</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55638</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55638</Sole>
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      <None>0</None>
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    <nameOfIssuer>MONGODB INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>60937P106</cusip>
    <value>1863</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4200</Sole>
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      <None>0</None>
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    <nameOfIssuer>MOSAIC CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>61945C103</cusip>
    <value>2660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NAVIGATOR HLDGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y62132108</cusip>
    <value>2015</value>
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      <sshPrnamt>165000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>165000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>637</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1700</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEWMONT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651639106</cusip>
    <value>18591</value>
    <shrsOrPrnAmt>
      <sshPrnamt>234000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>234000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEXGEN ENERGY LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>65340P106</cusip>
    <value>4019</value>
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      <sshPrnamt>710000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>710000</Sole>
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      <None>0</None>
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    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>6612</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49139</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>49139</Sole>
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      <None>0</None>
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    <nameOfIssuer>NUTRIEN LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67077M108</cusip>
    <value>13714</value>
    <shrsOrPrnAmt>
      <sshPrnamt>131875</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>131875</Sole>
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      <None>0</None>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>17110</value>
    <shrsOrPrnAmt>
      <sshPrnamt>62705</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>62705</Sole>
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      <None>0</None>
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    <nameOfIssuer>OCCIDENTAL PETE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
    <value>21071</value>
    <shrsOrPrnAmt>
      <sshPrnamt>371369</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>371369</Sole>
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      <None>0</None>
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    <nameOfIssuer>PACIRA BIOSCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695127100</cusip>
    <value>12721</value>
    <shrsOrPrnAmt>
      <sshPrnamt>166675</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>166675</Sole>
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      <None>0</None>
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    <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>697435105</cusip>
    <value>13197</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21200</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PERELLA WEINBERG PARTNERS</nameOfIssuer>
    <titleOfClass>*W EXP 12/31/202</titleOfClass>
    <cusip>71367G110</cusip>
    <value>80</value>
    <shrsOrPrnAmt>
      <sshPrnamt>39832</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>39832</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PETROLEO BRASILEIRO SA PETRO</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>71654V408</cusip>
    <value>7474</value>
    <shrsOrPrnAmt>
      <sshPrnamt>505000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>505000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>POOL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>73278L105</cusip>
    <value>6554</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15500</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>PROFOUND MED CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>74319B502</cusip>
    <value>2175</value>
    <shrsOrPrnAmt>
      <sshPrnamt>241667</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>241667</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74762E102</cusip>
    <value>5671</value>
    <shrsOrPrnAmt>
      <sshPrnamt>43090</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43090</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>1367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>45000</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM STK</titleOfClass>
    <cusip>806857108</cusip>
    <value>3553</value>
    <shrsOrPrnAmt>
      <sshPrnamt>86000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>86000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SEMA4 HOLDINGS CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>81663L101</cusip>
    <value>2871</value>
    <shrsOrPrnAmt>
      <sshPrnamt>935312</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>935312</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762P102</cusip>
    <value>5419</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9731</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9731</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHELL PLC</nameOfIssuer>
    <titleOfClass>SPON ADS</titleOfClass>
    <cusip>780259305</cusip>
    <value>1538</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>6644</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26615</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26615</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>82509L107</cusip>
    <value>1974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2920</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2920</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOMALOGIC INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>83444K105</cusip>
    <value>9220</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1149600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1149600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>1832</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOUTHWESTERN ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>845467109</cusip>
    <value>13623</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1900000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1900000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOUTHWESTERN ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>845467109</cusip>
    <value>2689</value>
    <shrsOrPrnAmt>
      <sshPrnamt>375000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>375000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STRATUS PPTYS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>863167201</cusip>
    <value>3443</value>
    <shrsOrPrnAmt>
      <sshPrnamt>79912</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>79912</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867224107</cusip>
    <value>12466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>382500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>382500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>9414</value>
    <shrsOrPrnAmt>
      <sshPrnamt>90295</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>90295</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>878742204</cusip>
    <value>14973</value>
    <shrsOrPrnAmt>
      <sshPrnamt>370700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>370700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TENABLE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88025T102</cusip>
    <value>2904</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50250</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50250</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VANECK ETF TRUST</nameOfIssuer>
    <titleOfClass>OIL SERVICES ETF</titleOfClass>
    <cusip>92189H607</cusip>
    <value>735</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>VISA INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>92826C839</cusip>
    <value>11718</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52840</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52840</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WHITING PETE CORP NEW</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>966387508</cusip>
    <value>15357</value>
    <shrsOrPrnAmt>
      <sshPrnamt>188406</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>188406</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
