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
ADOBE SYSTEMS INCORPORATED COM 00724F101   16,570,910 43,000 SH   SOLE   43,000 0 0
ALTICE USA INC CL A 02156K103   1,881,000 550,000 SH   SOLE   550,000 0 0
API GROUP CORP COM STK 00187Y100   10,790,400 480,000 SH   SOLE   480,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305   5,775,000 150,000 SH   SOLE   150,000 0 0
CANADIAN PAC RY LTD COM 13645T100   13,849,200 180,000 SH   SOLE   180,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   7,604,000 100,000 SH   SOLE   100,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   7,859,100 115,000 SH   SOLE   115,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,065,000 90,000 SH   SOLE   90,000 0 0
DECKERS OUTDOOR CORP COM 243537107   10,114,875 22,500 SH   SOLE   22,500 0 0
ENERPLUS CORP COM 292766102   23,061,783 1,600,000 SH   SOLE   1,600,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   6,325,150 6,500 SH   SOLE   6,500 0 0
FLUOR CORP NEW COM 343412102   6,182,000 200,000 SH   SOLE   200,000 0 0
GLOBAL X FDS CALL 37954Y901   9,965,000 500,000 SH Call SOLE   500,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   3,986,000 200,000 SH   SOLE   200,000 0 0
HARLEY DAVIDSON INC COM 412822108   8,543,250 225,000 SH   SOLE   225,000 0 0
INGERSOLL RAND INC COM 45687V106   11,054,200 190,000 SH   SOLE   190,000 0 0
LAMB WESTON HLDGS INC COM 513272104   12,542,400 120,000 SH   SOLE   120,000 0 0
LAS VEGAS SANDS CORP COM 517834107   5,745,000 100,000 SH   SOLE   100,000 0 0
NEXTDECADE CORP COM 65342K105   8,200,500 1,650,000 SH   SOLE   1,650,000 0 0
NEXTDECADE CORP CALL 65342K905   994,000 200,000 SH Call SOLE   200,000 0 0
PALO ALTO NETWORKS INC COM 697435105   11,984,400 60,000 SH   SOLE   60,000 0 0
PAYPAL HLDGS INC COM 70450Y103   8,353,400 110,000 SH   SOLE   110,000 0 0
RH CALL 74967X903   6,088,750 25,000 SH Call SOLE   25,000 0 0
SILVERBOW RES INC COM 82836G102   22,756,018 995,887 SH   SOLE   995,887 0 0
SONOS INC COM 83570H108   3,335,400 170,000 SH   SOLE   170,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   601,803,300 1,470,000 SH Put SOLE   1,470,000 0 0
SPDR SER TR CALL 78468R906   44,656,500 350,000 SH Call SOLE   350,000 0 0
WYNN RESORTS LTD COM 983134107   6,155,050 55,000 SH   SOLE   55,000 0 0