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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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
8X8 INC NEW COM 282914100   4,250,443 1,019,291 SH   SOLE   1,019,291 0 0
ACROPOLIS INFRASTRUCTURE ACQ CL A 005029103   1,013,000 100,000 SH   SOLE   100,000 0 0
ADIT EDTECH ACQUISITION CORP COMMON STOCK 007024102   586,226 56,695 SH   SOLE   56,695 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,468,660 66,000 SH   SOLE   66,000 0 0
AES CORP COM 00130H105   3,467,520 144,000 SH   SOLE   144,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,682,257 91,863 SH   SOLE   91,863 0 0
ALGOMA STL GROUP INC COM 015658107   7,210,191 892,347 SH   SOLE   892,347 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   5,880,000 700,000 SH   SOLE   700,000 0 0
ALLETE INC COM NEW 018522300   1,963,285 30,500 SH   SOLE   30,500 0 0
ALLSTATE CORP COM 020002101   8,310,750 75,000 SH   SOLE   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,016,340 58,000 SH   SOLE   58,000 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   1,013,427 99,845 SH   SOLE   99,845 0 0
ALTENERGY ACQUISITION CORP COM CL A 02157M108   661,206 63,700 SH   SOLE   63,700 0 0
AMERICAN EXPRESS CO COM 025816109   4,948,500 30,000 SH   SOLE   30,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   7,050,400 140,000 SH   SOLE   140,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103   8,349,930 57,000 SH   SOLE   57,000 0 0
AMERIPRISE FINL INC COM 03076C106   3,895,002 12,708 SH   SOLE   12,708 0 0
ANALOG DEVICES INC COM 032654105   13,842,083 70,186 SH   SOLE   70,186 0 0
ANZU SPECIAL ACQUISITIN CORP COM CL A 03737A101   1,005,000 100,000 SH   SOLE   100,000 0 0
API GROUP CORP COM STK 00187Y100   9,298,245 413,623 SH   SOLE   413,623 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   3,789,600 60,000 SH   SOLE   60,000 0 0
APPLIED MATLS INC COM 038222105   5,895,840 48,000 SH   SOLE   48,000 0 0
ARCOSA INC COM 039653100   11,856,917 187,877 SH   SOLE   187,877 0 0
ARTEMIS STRATEGIC INVT CORP COM CL A 04303A103   248,036 23,988 SH   SOLE   23,988 0 0
AVERY DENNISON CORP COM 053611109   1,620,390 9,056 SH   SOLE   9,056 0 0
BALL CORP COM 058498106   3,995,475 72,500 SH   SOLE   72,500 0 0
BANK AMERICA CORP COM 060505104   10,725,000 375,000 SH   SOLE   375,000 0 0
BANKUNITED INC COM 06652K103   3,274,100 145,000 SH   SOLE   145,000 0 0
BARRICK GOLD CORP COM 067901108   7,103,025 382,500 SH   SOLE   382,500 0 0
BELONG ACQUISITION CORP CLASS A COM 08069M102   551,650 55,000 SH   SOLE   55,000 0 0
BERKLEY W R CORP COM 084423102   3,113,000 50,000 SH   SOLE   50,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103   2,721,533 46,206 SH   SOLE   46,206 0 0
BILANDER ACQUISITION CORP CL A COM 09001T106   229,043 22,700 SH   SOLE   22,700 0 0
BITE ACQUISITION CORP COMMON STOCK 09175K105   1,022,000 100,000 SH   SOLE   100,000 0 0
BLACKROCK INC COM 09247X101   2,676,480 4,000 SH   SOLE   4,000 0 0
BROADCOM INC COM 11135F101   17,276,672 26,930 SH   SOLE   26,930 0 0
BWX TECHNOLOGIES INC COM 05605H100   7,815,195 123,972 SH   SOLE   123,972 0 0
CAMECO CORP COM 13321L108   11,251,268 429,930 SH   SOLE   429,930 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   5,263,328 117,590 SH   SOLE   117,590 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   1,088,827 30,262 SH   SOLE   30,262 0 0
CENTERPOINT ENERGY INC COM 15189T107   7,895,280 268,000 SH   SOLE   268,000 0 0
CENTERRA GOLD INC COM 152006102   2,916,995 451,608 SH   SOLE   451,608 0 0
CF ACQUISITION CORP IV COM CL A 12520T102   1,032,000 100,000 SH   SOLE   100,000 0 0
CIRRUS LOGIC INC COM 172755100   3,921,820 35,855 SH   SOLE   35,855 0 0
CME GROUP INC COM 12572Q105   1,340,640 7,000 SH   SOLE   7,000 0 0
COMERICA INC COM 200340107   5,644,600 130,000 SH   SOLE   130,000 0 0
COMMERCIAL METALS CO COM 201723103   4,449,900 91,000 SH   SOLE   91,000 0 0
COMPUTE HEALTH ACQUISITIN CO COM CL A 204833107   1,024,000 100,000 SH   SOLE   100,000 0 0
CROWN HLDGS INC COM 228368106   2,936,205 35,500 SH   SOLE   35,500 0 0
CULLEN FROST BANKERS INC COM 229899109   2,422,820 23,000 SH   SOLE   23,000 0 0
DATADOG INC CL A COM 23804L103   1,150,208 15,830 SH   SOLE   15,830 0 0
DELEK US HLDGS INC NEW COM 24665A103   9,180,000 400,000 SH   SOLE   400,000 0 0
DENALI THERAPEUTICS INC COM 24823R105   147,703,265 6,410,732 SH   SOLE   6,410,732 0 0
DISCOVER FINL SVCS COM 254709108   988,400 10,000 SH   SOLE   10,000 0 0
DTE ENERGY CO COM 233331107   4,107,750 37,500 SH   SOLE   37,500 0 0
DYNATRACE INC COM NEW 268150109   4,343,576 102,685 SH   SOLE   102,685 0 0
ENTERGY CORP NEW COM 29364G103   7,757,280 72,000 SH   SOLE   72,000 0 0
EQUIFAX INC COM 294429105   1,922,720 9,479 SH   SOLE   9,479 0 0
ESAB CORPORATION COM 29605J106   7,924,122 134,148 SH   SOLE   134,148 0 0
EVERSOURCE ENERGY COM 30040W108   1,956,500 25,000 SH   SOLE   25,000 0 0
EXELON CORP COM 30161N101   11,142,740 266,000 SH   SOLE   266,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   1,492,234 9,221 SH   SOLE   9,221 0 0
FEDERATED HERMES INC CL B 314211103   2,809,800 70,000 SH   SOLE   70,000 0 0
FLUOR CORP NEW COM 343412102   2,421,675 78,346 SH   SOLE   78,346 0 0
FORTINET INC COM 34959E109   2,580,243 38,824 SH   SOLE   38,824 0 0
FREEPORT-MCMORAN INC CL B 35671D857   6,709,240 164,000 SH   SOLE   164,000 0 0
FTAC EMERALD ACQUISITION COR CLASS A COM 29103K100   1,022,000 100,000 SH   SOLE   100,000 0 0
GARDINER HEALTHCARE ACQTS CO COMMON STOCK 365506104   1,046,000 100,000 SH   SOLE   100,000 0 0
GERON CORP COM 374163103   887,122 408,812 SH   SOLE   408,812 0 0
GITLAB INC CLASS A COM 37637K108   2,599,011 75,795 SH   SOLE   75,795 0 0
GLOBAL STAR ACQUISITION INC CLASS A COM 37962G102   712,408 69,233 SH   SOLE   69,233 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106   1,998,000 150,000 SH   SOLE   150,000 0 0
GREEN PLAINS INC COM 393222104   6,507,900 210,000 SH   SOLE   210,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   9,385,600 838,000 SH   SOLE   838,000 0 0
INTEGRATED RAIL AND RES ACQ CL A COM 45827R106   309,151 29,001 SH   SOLE   29,001 0 0
INTEL CORP COM 458140100   2,286,900 70,000 SH   SOLE   70,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,580,043 82,271 SH   SOLE   82,271 0 0
INTERNATIONAL MEDIA ACQUISIT CLASS A COM 459867107   998,450 95,000 SH   SOLE   95,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   14,441,850 45,000 SH Put SOLE   45,000 0 0
ISHARES TR 0-5YR INVT GR CP 46434V100   1,260,480 26,000 SH   SOLE   26,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   9,366,000 52,500 SH Put SOLE   52,500 0 0
JACKSON FINANCIAL INC COM CL A 46817M107   2,431,650 65,000 SH   SOLE   65,000 0 0
JUNIPER II CORP CL A COM 48203N103   830,400 80,000 SH   SOLE   80,000 0 0
KBR INC COM 48242W106   2,213,891 40,216 SH   SOLE   40,216 0 0
KEYCORP COM 493267108   6,598,040 527,000 SH   SOLE   527,000 0 0
KKR & CO INC COM 48251W104   1,838,200 35,000 SH   SOLE   35,000 0 0
MARSH & MCLENNAN COS INC COM 571748102   6,662,000 40,000 SH   SOLE   40,000 0 0
MDU RES GROUP INC COM 552690109   10,589,453 347,423 SH   SOLE   347,423 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   7,345,495 87,676 SH   SOLE   87,676 0 0
MICRON TECHNOLOGY INC COM 595112103   4,646,180 77,000 SH   SOLE   77,000 0 0
MICROSOFT CORP COM 594918104   7,207,500 25,000 SH   SOLE   25,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   10,024,209 1,173,795 SH   SOLE   1,173,795 0 0
MORGAN STANLEY COM NEW 617446448   1,756,000 20,000 SH   SOLE   20,000 0 0
NASDAQ INC COM 631103108   2,005,897 36,691 SH   SOLE   36,691 0 0
NATERA INC COM 632307104   2,464,644 44,392 SH   SOLE   44,392 0 0
NCR CORP NEW COM 62886E108   15,818,510 670,560 SH   SOLE   670,560 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   2,938,000 325,000 SH   SOLE   325,000 0 0
NEXGEN ENERGY LTD COM 65340P106   863,224 224,800 SH   SOLE   224,800 0 0
NEXTERA ENERGY INC COM 65339F101   5,010,200 65,000 SH   SOLE   65,000 0 0
NISOURCE INC COM 65473P105   10,261,320 367,000 SH   SOLE   367,000 0 0
NORTHERN STAR INVEST CORP II COM CL A 66574L100   158,353 15,663 SH   SOLE   15,663 0 0
NORTHERN STAR INVSTMNT CORP COM CLASS A 66573W107   437,062 43,619 SH   SOLE   43,619 0 0
NVIDIA CORPORATION COM 67066G104   10,138,605 36,500 SH   SOLE   36,500 0 0
OKTA INC CL A 679295105   1,161,739 13,471 SH   SOLE   13,471 0 0
OLD NATL BANCORP IND COM 680033107   1,252,968 86,891 SH   SOLE   86,891 0 0
PALO ALTO NETWORKS INC COM 697435105   2,556,073 12,797 SH   SOLE   12,797 0 0
PAYLOCITY HLDG CORP COM 70438V106   5,173,051 26,024 SH   SOLE   26,024 0 0
PEABODY ENERGY CORP COM 704551100   10,289,792 401,945 SH   SOLE   401,945 0 0
PEGASYSTEMS INC COM 705573103   1,251,220 25,809 SH   SOLE   25,809 0 0
PG&E CORP COM 69331C108   4,899,510 303,000 SH   SOLE   303,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   1,588,925 32,500 SH   SOLE   32,500 0 0
POST HOLDINGS PARTNERING COR COM SER A 737465104   982,632 97,098 SH   SOLE   97,098 0 0
PPL CORP COM 69351T106   7,030,870 253,000 SH   SOLE   253,000 0 0
PRINCIPAL FINANCIAL GROUP IN COM 74251V102   1,114,800 15,000 SH   SOLE   15,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,048,426 16,740 SH   SOLE   16,740 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107   98,522 31,884 SH   SOLE   31,884 0 0
Q2 HLDGS INC COM 74736L109   1,581,589 64,240 SH   SOLE   64,240 0 0
QUANTUM FINTECH ACQUISTIN CO COMMON STOCK 74767A105   203,975 19,900 SH   SOLE   19,900 0 0
RAMBUS INC DEL COM 750917106   12,566,492 245,152 SH   SOLE   245,152 0 0
RAYMOND JAMES FINL INC COM 754730109   3,730,800 40,000 SH   SOLE   40,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   3,032,806 44,210 SH   SOLE   44,210 0 0
ROTH CH ACQUISITION V CO COM 77867R100   516,000 50,000 SH   SOLE   50,000 0 0
ROYAL GOLD INC COM 780287108   5,509,821 42,478 SH   SOLE   42,478 0 0
RXO INC COMMON STOCK 74982T103   10,164,407 517,536 SH   SOLE   517,536 0 0
S&P GLOBAL INC COM 78409V104   4,058,632 11,772 SH   SOLE   11,772 0 0
SAGALIAM ACQUISITION CORP COM CL A 78661R106   105,800 10,000 SH   SOLE   10,000 0 0
SANA BIOTECHNOLOGY INC COM 799566104   10,499,764 3,210,937 SH   SOLE   3,210,937 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,353,800 20,000 SH   SOLE   20,000 0 0
SERVICENOW INC COM 81762P102   4,395,786 9,459 SH   SOLE   9,459 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,853,561 28,290 SH   SOLE   28,290 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   5,427,080 46,000 SH   SOLE   46,000 0 0
SOUTHERN CO COM 842587107   3,513,790 50,500 SH   SOLE   50,500 0 0
SOUTHPORT ACQUISITION CORP CL A COM 84465L105   186,326 17,916 SH   SOLE   17,916 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   3,311,000 50,000 SH   SOLE   50,000 0 0
SPIRIT AIRLS INC COM 848577102   7,554,800 440,000 SH   SOLE   440,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   6,204,840 116,000 SH   SOLE   116,000 0 0
SYLVAMO CORP COMMON STOCK 871332102   2,147,389 46,420 SH   SOLE   46,420 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   2,010,814 95,209 SH   SOLE   95,209 0 0
SYNOVUS FINL CORP COM NEW 87161C501   4,593,670 149,000 SH   SOLE   149,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,022,800 140,000 SH   SOLE   140,000 0 0
TERNIUM SA SPONSORED ADS 880890108   4,597,148 111,419 SH   SOLE   111,419 0 0
THUNDER BRDG CAP PRTNRS IV I CLASS A COM 88605L107   1,012,000 100,000 SH   SOLE   100,000 0 0
TRADEUP ACQUISITION CORP COM 89268A107   232,654 21,990 SH   SOLE   21,990 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   1,349,400 60,000 SH   SOLE   60,000 0 0
TRUIST FINL CORP COM 89832Q109   1,193,500 35,000 SH   SOLE   35,000 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   3,919,518 51,417 SH   SOLE   51,417 0 0
VERA THERAPEUTICS INC CL A 92337R101   227,888 29,367 SH   SOLE   29,367 0 0
VOYA FINANCIAL INC COM 929089100   7,860,600 110,000 SH   SOLE   110,000 0 0
WEBSTER FINL CORP COM 947890109   8,314,309 210,916 SH   SOLE   210,916 0 0
WEC ENERGY GROUP INC COM 92939U106   1,042,690 11,000 SH   SOLE   11,000 0 0
WELLS FARGO CO NEW COM 949746101   11,204,505 299,746 SH   SOLE   299,746 0 0
WESCO INTL INC COM 95082P105   13,952,953 90,287 SH   SOLE   90,287 0 0
WILLIAMS ROWLAND ACQUISITION COM 96951B102   436,937 42,628 SH   SOLE   42,628 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   5,809,500 25,000 SH   SOLE   25,000 0 0
WORKDAY INC CL A 98138H101   2,782,713 13,473 SH   SOLE   13,473 0 0
ZIONS BANCORPORATION N A COM 989701107   7,841,660 262,000 SH   SOLE   262,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,490,038 60,301 SH   SOLE   60,301 0 0