The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 1,039,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | 464,250 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,031,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| CF INDS HLDGS INC | COM | 125269100 | 511,200 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 905,350 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | |||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,799,520 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,103,790 | 19,409 | SH | SOLE | 19,409 | 0 | 0 | |||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,065,353 | 17,320 | SH | SOLE | 17,320 | 0 | 0 | |||
| DIANA SHIPPING INC | COM | Y2066G104 | 97,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| EMCOR GROUP INC | COM | 29084Q100 | 1,481,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| ENERFLEX LTD | COM | 29269R105 | 516,862 | 81,782 | SH | SOLE | 81,782 | 0 | 0 | |||
| HALLIBURTON CO | COM | 406216101 | 826,350 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 497,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 1,196,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| NEWELL BRANDS INC | COM | 651229106 | 523,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| NEWMONT CORP | COM | 651639106 | 708,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| PIONEER NAT RES CO | COM | 723787107 | 571,889 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | |||
| PROSHARES TR | ULTRASHRT S&P500 | 74347G416 | 1,149,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 1,137,500 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| PROSHARES TR | ULTSHRT QQQ | 74347G739 | 1,168,650 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 438,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 539,500 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | |||