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
ALBEMARLE CORP COM 012653101 4,286 16,207 SH   SOLE   16,207 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 969 58,425 SH   SOLE   58,425 0 0
BROOKDALE SR LIVING INC COM 112463104 2,490 583,216 SH   SOLE   583,216 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,680 130,345 SH   SOLE   130,345 0 0
CENOVUS ENERGY INC COM 15135U109 7,971 518,591 SH   SOLE   518,591 0 0
CF INDS HLDGS INC COM 125269100 3,389 35,213 SH   SOLE   35,213 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,015 242 SH Call SOLE   242 0 0
CHENIERE ENERGY INC COM NEW 16411R208 25,213 151,968 SH   SOLE   151,968 0 0
CONSTELLIUM SE CL A SHS F21107101 7,990 787,926 SH   SOLE   787,926 0 0
CORTEVA INC COM 22052L104 4,022 70,383 SH   SOLE   70,383 0 0
CROWN HLDGS INC COM 228368106 11,721 144,647 SH   SOLE   144,647 0 0
CROWN HLDGS INC COM 228368106 2,569 317 SH Call SOLE   317 0 0
DIGIMARC CORP NEW COM 25381B101 5,270 388,899 SH   SOLE   388,899 0 0
EQT CORP COM 26884L109 7,282 178,703 SH   SOLE   178,703 0 0
GENERAL MTRS CO COM 37045V100 1,649 514 SH Call SOLE   514 0 0
GENERAL MTRS CO COM 37045V100 9,138 284,759 SH   SOLE   284,759 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 1,128 199,338 SH   SOLE   199,338 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 4,382 49,637 SH   SOLE   49,637 0 0
NATERA INC COM 632307104 2,405 54,893 SH   SOLE   54,893 0 0
PINTEREST INC CL A 72352L106 3,021 129,665 SH   SOLE   129,665 0 0
QUANTA SVCS INC COM 74762E102 4,806 37,729 SH   SOLE   37,729 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 7,278 381,868 SH   SOLE   381,868 0 0
SABRE CORP COM 78573M104 9,757 1,894,644 SH   SOLE   1,894,644 0 0
SITIME CORP COM 82982T106 3,493 44,373 SH   SOLE   44,373 0 0
SMARTRENT INC COM CL A 83193G107 475 209,450 SH   SOLE   209,450 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,072 170 SH Put SOLE   170 0 0
TECHNIPFMC PLC COM G87110105 5,194 613,921 SH   SOLE   613,921 0 0
TELLURIAN INC NEW COM 87968A104 660 2,760 SH Call SOLE   2,760 0 0
TELLURIAN INC NEW COM 87968A104 2,376 994,230 SH   SOLE   994,230 0 0
UNITY SOFTWARE INC COM 91332U101 984 30,892 SH   SOLE   30,892 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,712 484,747 SH   SOLE   484,747 0 0
VICOR CORP COM 925815102 8,531 144,257 SH   SOLE   144,257 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 6,178 153,175 SH   SOLE   153,175 0 0