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
BILIBILI INC SPONS ADS REP Z 090040106 940 14,200 SH   SOLE   14,200 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 2,738 59,700 SH   SOLE   59,700 0 0
JD.COM INC SPON ADR CL A 47215P106 4,840 67,000 SH   SOLE   67,000 0 0
NETEASE INC SPONSORED ADS 64110W102 529 6,200 SH   SOLE   6,200 0 0
SEA LTD SPONSORD ADS 81141R100 17,992 56,450 SH   SOLE   56,450 0 0
XPENG INC ADS 98422D105 1,862 52,400 SH   SOLE   52,400 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 987 32,200 SH   SOLE   32,200 0 0
ALCOA CORP COM 013872106 710 14,500 SH   SOLE   14,500 0 0
APPLE INC COM 037833100 7,018 49,600 SH   SOLE   49,600 0 0
AIRBNB INC COM CL A 009066101 12,145 72,400 SH   SOLE   72,400 0 0
AGCO CORP COM 001084102 466 3,800 SH   SOLE   3,800 0 0
A K A BRANDS HLDG CORP COM 00152K101 128 15,000 SH   SOLE   15,000 0 0
AMAZON COM INC COM 023135106 19,710 6,000 SH   SOLE   6,000 0 0
BK OF AMERICA CORP COM 060505104 14,233 335,300 SH   SOLE   335,300 0 0
BLOOM ENERGY CORP COM CL A 093712107 466 24,900 SH   SOLE   24,900 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 917 6,600 SH   SOLE   6,600 0 0
CAMECO CORP COM 13321L108 1,558 71,700 SH   SOLE   71,700 0 0
CENTURY ALUM CO COM 156431108 1,436 106,800 SH   SOLE   106,800 0 0
CF INDS HLDGS INC COM 125269100 1,116 20,000 SH   SOLE   20,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,076 11,100 SH   SOLE   11,100 0 0
CHEWY INC CL A 16679L109 1,502 22,051 SH   SOLE   22,051 0 0
COSTCO WHSL CORP NEW COM 22160K105 449 1,000 SH   SOLE   1,000 0 0
DOORDASH INC CL A 25809K105 2,986 14,498 SH   SOLE   14,498 0 0
DANAHER CORPORATION COM 235851102 5,419 17,800 SH   SOLE   17,800 0 0
DISNEY WALT CO COM 254687106 846 5,000 SH   SOLE   5,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,474 32,963 SH   SOLE   32,963 0 0
EQT CORP COM 26884L109 5,154 251,900 SH   SOLE   251,900 0 0
FACEBOOK INC CL A 30303M102 8,247 24,300 SH   SOLE   24,300 0 0
FEDEX CORP COM 31428X106 1,096 5,000 SH   SOLE   5,000 0 0
FIGS INC CL A 30260D103 886 23,844 SH   SOLE   23,844 0 0
FRESHWORKS INC CLASS A COM 358054104 342 8,000 SH   SOLE   8,000 0 0
TECHNIPFMC PLC COM G87110105 2,393 317,792 SH   SOLE   317,792 0 0
FORTIVE CORP COM 34959J108 9,841 139,452 SH   SOLE   139,452 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 2,211 47,000 SH   SOLE   47,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1,285 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CAP STK CL A 02079K305 21,436 8,018 SH   SOLE   8,018 0 0
HALLIBURTON CO COM 406216101 1,103 51,000 SH   SOLE   51,000 0 0
HCA HEALTHCARE INC COM 40412C101 3,398 14,000 SH   SOLE   14,000 0 0
TURTLE BEACH CORP COM NEW 900450206 696 25,000 SH   SOLE   25,000 0 0
HONEYWELL INTL INC COM 438516106 13,170 62,039 SH   SOLE   62,039 0 0
INGERSOLL RAND INC COM 45687V106 21,430 425,123 SH   SOLE   425,123 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 6,614 38,300 SH   SOLE   38,300 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 1,186 114,785 SH   SOLE   114,785 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 15,202 320,246 SH   SOLE   320,246 0 0
LUX HEALTH TECH ACQUISITION COM CL A 55068A100 961 97,946 SH   SOLE   97,946 0 0
MARQETA INC CLASS A COM 57142B104 442 20,000 SH   SOLE   20,000 0 0
MICROSOFT CORP COM 594918104 17,564 62,300 SH   SOLE   62,300 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,538 51,000 SH   SOLE   51,000 0 0
NORFOLK SOUTHN CORP COM 655844108 5,041 21,070 SH   SOLE   21,070 0 0
NVIDIA CORPORATION COM 67066G104 4,475 21,600 SH   SOLE   21,600 0 0
OLAPLEX HLDGS INC COM 679369108 1,348 55,000 SH   SOLE   55,000 0 0
OPTIMIZERX CORP COM NEW 68401U204 992 11,600 SH   SOLE   11,600 0 0
PG&E CORP COM 69331C108 2,465 256,800 SH   SOLE   256,800 0 0
PLUG POWER INC COM NEW 72919P202 838 32,800 SH   SOLE   32,800 0 0
PAYPAL HLDGS INC COM 70450Y103 17,850 68,600 SH   SOLE   68,600 0 0
RANGE RES CORP COM 75281A109 602 26,600 SH   SOLE   26,600 0 0
REGAL BELOIT CORP COM 758750103 5,938 39,500 SH   SOLE   39,500 0 0
SUNRUN INC COM 86771W105 660 15,000 SH   SOLE   15,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 12,171 44,700 SH   SOLE   44,700 0 0
SHOPIFY INC CL A 82509L107 7,186 5,300 SH   SOLE   5,300 0 0
SILVERGATE CAP CORP CL A 82837P408 289 2,500 SH   SOLE   2,500 0 0
SVB FINANCIAL GROUP COM 78486Q101 6,889 10,650 SH   SOLE   10,650 0 0
SCHLUMBERGER LTD COM STK 806857108 3,764 127,000 SH   SOLE   127,000 0 0
U S SILICA HLDGS INC COM 90346E103 1,383 173,116 SH   SOLE   173,116 0 0
SONOS INC COM 83570H108 548 16,943 SH   SOLE   16,943 0 0
TRANSDIGM GROUP INC COM 893641100 32,633 52,249 SH   SOLE   52,249 0 0
TJX COS INC NEW COM 872540109 3,675 55,692 SH   SOLE   55,692 0 0
T-MOBILE US INC COM 872590104 6,554 51,300 SH   SOLE   51,300 0 0
UNION PAC CORP COM 907818108 12,956 66,100 SH   SOLE   66,100 0 0
UNITED RENTALS INC COM 911363109 5,703 16,250 SH   SOLE   16,250 0 0
VISTRA CORP COM 92840M102 5,612 328,200 SH   SOLE   328,200 0 0
WILLIAMS COS INC COM 969457100 4,215 162,500 SH   SOLE   162,500 0 0
XILINX INC COM 983919101 1,057 7,000 SH   SOLE   7,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,145 28,300 SH   SOLE   28,300 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 620 11,900 SH   SOLE   11,900 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2,743 73,100 SH   SOLE   73,100 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4,877 70,845 SH   SOLE   70,845 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,456 35,000 SH   SOLE   35,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,369 35,900 SH   SOLE   35,900 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 3,036 37,519 SH   SOLE   37,519 0 0
INVITATION HOMES INC COM 46187W107 1,434 37,400 SH   SOLE   37,400 0 0
UDR INC COM 902653104 3,065 57,859 SH   SOLE   57,859 0 0
ALCOA CORP COM 013872106 10,522 215,000 SH Call SOLE   215,000 0 0
AIRBNB INC COM CL A 009066101 5,871 35,000 SH Call SOLE   35,000 0 0
ALBEMARLE CORP COM 012653101 4,379 20,000 SH Call SOLE   20,000 0 0
AMAZON COM INC COM 023135106 6,570 2,000 SH Call SOLE   2,000 0 0
ANTERO RESOURCES CORP COM 03674X106 752 40,000 SH Call SOLE   40,000 0 0
BK OF AMERICA CORP COM 060505104 4,670 110,000 SH Call SOLE   110,000 0 0
PEABODY ENGR CORP COM 704551100 2,736 185,000 SH Call SOLE   185,000 0 0
CAMECO CORP COM 13321L108 3,151 145,000 SH Call SOLE   145,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,251 50,000 SH Call SOLE   50,000 0 0
CF INDS HLDGS INC COM 125269100 5,582 100,000 SH Call SOLE   100,000 0 0
CISCO SYS INC COM 17275R102 4,082 75,000 SH Call SOLE   75,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,783 300,000 SH Call SOLE   300,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 288 15,000 SH Call SOLE   15,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,511 30,000 SH Call SOLE   30,000 0 0
EOG RES INC COM 26875P101 803 10,000 SH Call SOLE   10,000 0 0
EQT CORP COM 26884L109 1,330 65,000 SH Call SOLE   65,000 0 0
FORTIVE CORP COM 34959J108 3,528 50,000 SH Call SOLE   50,000 0 0
HESS CORP COM 42809H107 781 10,000 SH Call SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 21,875 100,000 SH Call SOLE   100,000 0 0
JD.COM INC SPON ADR CL A 47215P106 36,698 508,000 SH Call SOLE   508,000 0 0
LAS VEGAS SANDS CORP COM 517834107 1,830 50,000 SH Call SOLE   50,000 0 0
MICROSOFT CORP COM 594918104 2,819 10,000 SH Call SOLE   10,000 0 0
NUCOR CORP COM 670346105 2,462 25,000 SH Call SOLE   25,000 0 0
PIONEER NAT RES CO COM 723787107 6,411 38,500 SH Call SOLE   38,500 0 0
PAYPAL HLDGS INC COM 70450Y103 2,602 10,000 SH Call SOLE   10,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 935 246,600 SH Call SOLE   246,600 0 0
RANGE RES CORP COM 75281A109 2,716 120,000 SH Call SOLE   120,000 0 0
SEA LTD SPONSORD ADS 81141R100 1,594 5,000 SH Call SOLE   5,000 0 0
SHOPIFY INC CL A 82509L107 6,779 5,000 SH Call SOLE   5,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 915 150,000 SH Call SOLE   150,000 0 0
SCHLUMBERGER LTD COM STK 806857108 10,374 350,000 SH Call SOLE   350,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,034 75,100 SH Call SOLE   75,100 0 0
STANLEY BLACK & DECKER INC COM 854502101 6,136 35,000 SH Call SOLE   35,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,939 350,000 SH Call SOLE   350,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,428 85,000 SH Call SOLE   85,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 18,765 500,000 SH Call SOLE   500,000 0 0
ZYNGA INC CL A 98986T108 538 71,500 SH Call SOLE   71,500 0 0
BOEING CO COM 097023105 8,798 40,000 SH Put SOLE   40,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,749 100,000 SH Put SOLE   100,000 0 0
TESLA INC COM 88160R101 775 1,000 SH Put SOLE   1,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 7,506 200,000 SH Put SOLE   200,000 0 0