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 933 20,100 SH   SOLE   20,100 0 0
JD.COM INC SPON ADR CL A 47215P106 2,141 30,561 SH   SOLE   30,561 0 0
LI AUTO INC SPONSORED ADS 50202M102 1,072 33,400 SH   SOLE   33,400 0 0
SEA LTD SPONSORD ADS 81141R100 1,566 7,000 SH   SOLE   7,000 0 0
XPENG INC ADS 98422D105 1,270 25,243 SH   SOLE   25,243 0 0
AIRBNB INC COM CL A 009066101 1,998 12,001 SH   SOLE   12,001 0 0
AERCAP HOLDINGS NV SHS N00985106 10,690 163,400 SH   SOLE   163,400 0 0
AMAZON COM INC COM 023135106 9,003 2,700 SH   SOLE   2,700 0 0
ANAPTYSBIO INC COM 032724106 355 10,208 SH   SOLE   10,208 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 315 20,050 SH   SOLE   20,050 0 0
AVID TECHNOLOGY INC COM 05367P100 356 10,916 SH   SOLE   10,916 0 0
BK OF AMERICA CORP COM 060505104 5,121 115,101 SH   SOLE   115,101 0 0
BAXTER INTL INC COM 071813109 367 4,280 SH   SOLE   4,280 0 0
BATH & BODY WORKS INC COM 070830104 1,466 21,000 SH   SOLE   21,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,089 95,238 SH   SOLE   95,238 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,320 15,400 SH   SOLE   15,400 0 0
DUTCH BROS INC CL A 26701L100 387 7,601 SH   SOLE   7,601 0 0
AVIS BUDGET GROUP COM 053774105 1,058 5,100 SH   SOLE   5,100 0 0
CAMECO CORP COM 13321L108 1,874 85,933 SH   SOLE   85,933 0 0
CENTURY ALUM CO COM 156431108 831 50,200 SH   SOLE   50,200 0 0
CF INDS HLDGS INC COM 125269100 510 7,200 SH   SOLE   7,200 0 0
CMS ENERGY CORP COM 125896100 270 4,143 SH   SOLE   4,143 0 0
MR COOPER GROUP INC COM 62482R107 7,764 186,600 SH   SOLE   186,600 0 0
CURIS INC COM NEW 231269200 90 18,934 SH   SOLE   18,934 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 361 19,207 SH   SOLE   19,207 0 0
DENBURY INC COM 24790A101 536 7,000 SH   SOLE   7,000 0 0
DANAHER CORPORATION COM 235851102 1,974 6,000 SH   SOLE   6,000 0 0
ENPHASE ENERGY INC COM 29355A107 1,007 5,502 SH   SOLE   5,502 0 0
EQT CORP COM 26884L109 1,077 49,400 SH   SOLE   49,400 0 0
FEDEX CORP COM 31428X106 1,355 5,238 SH   SOLE   5,238 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 321 2,944 SH   SOLE   2,944 0 0
TECHNIPFMC PLC COM G87110105 4,912 829,800 SH   SOLE   829,800 0 0
FORTIVE CORP COM 34959J108 6,592 86,401 SH   SOLE   86,401 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 1,424 24,000 SH   SOLE   24,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,098 2,450 SH   SOLE   2,450 0 0
HALLIBURTON CO COM 406216101 2,909 127,200 SH   SOLE   127,200 0 0
HCA HEALTHCARE INC COM 40412C101 1,542 6,000 SH   SOLE   6,000 0 0
WARRIOR MET COAL INC COM 93627C101 1,157 45,000 SH   SOLE   45,000 0 0
TURTLE BEACH CORP COM NEW 900450206 200 9,000 SH   SOLE   9,000 0 0
HOLLYFRONTIER CORP COM 436106108 1,016 31,000 SH   SOLE   31,000 0 0
HONEYWELL INTL INC COM 438516106 4,132 19,818 SH   SOLE   19,818 0 0
HUMANA INC COM 444859102 1,344 2,897 SH   SOLE   2,897 0 0
INGERSOLL RAND INC COM 45687V106 7,491 121,071 SH   SOLE   121,071 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,417 15,000 SH   SOLE   15,000 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 1,459 137,742 SH   SOLE   137,742 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 23,933 470,655 SH   SOLE   470,655 0 0
LUX HEALTH TECH ACQUISITION COM CL A 55068A100 1,205 122,946 SH   SOLE   122,946 0 0
MICROSOFT CORP COM 594918104 7,141 21,233 SH   SOLE   21,233 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,038 32,600 SH   SOLE   32,600 0 0
NORFOLK SOUTHN CORP COM 655844108 2,378 7,987 SH   SOLE   7,987 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 953 94,000 SH   SOLE   94,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 2,610 37,400 SH   SOLE   37,400 0 0
RANGE RES CORP COM 75281A109 852 47,800 SH   SOLE   47,800 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,359 4,200 SH   SOLE   4,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 474 1,689 SH   SOLE   1,689 0 0
SCHLUMBERGER LTD COM STK 806857108 1,713 57,200 SH   SOLE   57,200 0 0
SUNPOWER CORP COM 867652406 210 10,083 SH   SOLE   10,083 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,031 650,500 SH   SOLE   650,500 0 0
TRANSDIGM GROUP INC COM 893641100 19,852 31,200 SH   SOLE   31,200 0 0
TECK RESOURCES LTD CL B 878742204 1,038 36,000 SH   SOLE   36,000 0 0
TREX CO INC COM 89531P105 284 2,100 SH   SOLE   2,100 0 0
UNION PAC CORP COM 907818108 7,306 29,000 SH   SOLE   29,000 0 0
VISTRA CORP COM 92840M102 2,086 91,600 SH   SOLE   91,600 0 0
WILLIAMS COS INC COM 969457100 1,953 75,000 SH   SOLE   75,000 0 0
XILINX INC COM 983919101 6,997 33,000 SH   SOLE   33,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 381 3,000 SH   SOLE   3,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 354 16,800 SH   SOLE   16,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,425 3,000 SH   SOLE   3,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 672 6,000 SH   SOLE   6,000 0 0
NATIONAL HEALTH INVS INC COM 63633D104 708 12,314 SH   SOLE   12,314 0 0
AIRBNB INC COM CL A 009066101 16,366 98,300 SH Call SOLE   98,300 0 0
CARNIVAL CORP COMMON STOCK 143658300 5,030 250,000 SH Call SOLE   250,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 9,780 15,000 SH Call SOLE   15,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 1,281 30,000 SH Call SOLE   30,000 0 0
CITRIX SYS INC COM 177376100 1,419 15,000 SH Call SOLE   15,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,506 320,000 SH Call SOLE   320,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 9,770 200,000 SH Call SOLE   200,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 1,396 12,800 SH Call SOLE   12,800 0 0
FIGS INC CL A 30260D103 1,323 48,000 SH Call SOLE   48,000 0 0
JD.COM INC SPON ADR CL A 47215P106 10,370 148,000 SH Call SOLE   148,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,895 686,600 SH Call SOLE   686,600 0 0
RANGE RES CORP COM 75281A109 4,279 240,000 SH Call SOLE   240,000 0 0
SEA LTD SPONSORD ADS 81141R100 10,067 45,000 SH Call SOLE   45,000 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 2,780 437,800 SH Call SOLE   437,800 0 0
SCHLUMBERGER LTD COM STK 806857108 6,589 220,000 SH Call SOLE   220,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,393 299,000 SH Call SOLE   299,000 0 0
TRANSDIGM GROUP INC COM 893641100 7,635 12,000 SH Call SOLE   12,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 16,650 300,000 SH Call SOLE   300,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 7,670 80,000 SH Call SOLE   80,000 0 0
ZYNGA INC CL A 98986T108 704 110,000 SH Call SOLE   110,000 0 0