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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101   2,418,966 28,292 SH   SOLE   28,292 0 0
AECOM COM 00766T100   3,772,676 44,421 SH   SOLE   44,421 0 0
AFLAC INC COM 001055102   1,258,950 17,500 SH   SOLE   17,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,703,243 165,250 SH   SOLE   165,250 0 0
APTIV PLC SHS G6095L109   287,772 3,090 SH   SOLE   3,090 0 0
ANTERO RESOURCES CORP COM 03674X106   1,983,360 64,000 SH   SOLE   64,000 0 0
ARCH RESOURCES INC CL A 03940R107   642,555 4,500 SH   SOLE   4,500 0 0
AXON ENTERPRISE INC COM 05464C101   3,446,200 20,769 SH   SOLE   20,769 0 0
BORGWARNER INC COM 099724106   398,354 9,897 SH   SOLE   9,897 0 0
CABLE ONE INC COM 12685J105   654,911 920 SH   SOLE   920 0 0
CAMECO CORP COM 13321L108   945,339 41,700 SH   SOLE   41,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   372,042 2,316 SH   SOLE   2,316 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   720,248 2,124 SH   SOLE   2,124 0 0
COUPA SOFTWARE INC COM 22266L106   702,080 8,868 SH   SOLE   8,868 0 0
CONSTELLIUM SE CL A SHS F21107101   1,516,606 128,200 SH   SOLE   128,200 0 0
DELEK US HLDGS INC NEW COM 24665A103   1,752,300 64,900 SH   SOLE   64,900 0 0
EOG RES INC COM 26875P101   388,560 3,000 SH   SOLE   3,000 0 0
EQT CORP COM 26884L109   9,847,913 291,100 SH   SOLE   291,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109   273,560 2,000 SH   SOLE   2,000 0 0
GENERAL DYNAMICS CORP COM 369550108   524,008 2,112 SH   SOLE   2,112 0 0
GRACO INC COM 384109104   1,674,774 24,900 SH   SOLE   24,900 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   762,419 12,187 SH   SOLE   12,187 0 0
WARRIOR MET COAL INC COM 93627C101   245,667 7,092 SH   SOLE   7,092 0 0
HESS CORP COM 42809H107   425,460 3,000 SH   SOLE   3,000 0 0
HONEYWELL INTL INC COM 438516106   2,672,750 12,472 SH   SOLE   12,472 0 0
IAC INC COM NEW 44891N208   599,267 13,497 SH   SOLE   13,497 0 0
INGERSOLL RAND INC COM 45687V106   24,860,080 475,791 SH   SOLE   475,791 0 0
LIBERTY ENERGY INC COM CL A 53115L104   1,855,559 115,900 SH   SOLE   115,900 0 0
LEAR CORP COM NEW 521865204   323,816 2,611 SH   SOLE   2,611 0 0
LINDE PLC SHS G5494J103   1,976,977 6,061 SH   SOLE   6,061 0 0
LOCKHEED MARTIN CORP COM 539830109   1,174,873 2,415 SH   SOLE   2,415 0 0
LYFT INC CL A COM 55087P104   221,502 20,100 SH   SOLE   20,100 0 0
MAGNA INTL INC COM 559222401   354,327 6,307 SH   SOLE   6,307 0 0
MICROSOFT CORP COM 594918104   1,438,920 6,000 SH   SOLE   6,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,473,086 58,300 SH   SOLE   58,300 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,113,044 2,040 SH   SOLE   2,040 0 0
NVIDIA CORPORATION COM 67066G104   3,460,595 23,680 SH   SOLE   23,680 0 0
PBF ENERGY INC CL A 69318G106   1,682,175 41,250 SH   SOLE   41,250 0 0
PLUG POWER INC COM NEW 72919P202   916,617 74,100 SH   SOLE   74,100 0 0
PATTERSON-UTI ENERGY INC COM 703481101   3,288,852 195,300 SH   SOLE   195,300 0 0
QUANTA SVCS INC COM 74762E102   712,500 5,000 SH   SOLE   5,000 0 0
RINGCENTRAL INC CL A 76680R206   390,816 11,040 SH   SOLE   11,040 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   4,272,901 21,107 SH   SOLE   21,107 0 0
SERVICE CORP INTL COM 817565104   1,306,746 18,900 SH   SOLE   18,900 0 0
SCHLUMBERGER LTD COM STK 806857108   1,015,740 19,000 SH   SOLE   19,000 0 0
U S SILICA HLDGS INC COM 90346E103   1,557,850 124,628 SH   SOLE   124,628 0 0
SAREPTA THERAPEUTICS INC COM 803607100   1,710,456 13,200 SH   SOLE   13,200 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   375,820 4,124 SH   SOLE   4,124 0 0
SOUTHWESTERN ENERGY CO COM 845467109   10,736,505 1,835,300 SH   SOLE   1,835,300 0 0
TRANSDIGM GROUP INC COM 893641100   32,136,706 51,039 SH   SOLE   51,039 0 0
TELADOC HEALTH INC COM 87918A105   655,602 27,721 SH   SOLE   27,721 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   1,123,978 26,018 SH   SOLE   26,018 0 0
TORO CO COM 891092108   3,881,515 34,289 SH   SOLE   34,289 0 0
UNION PAC CORP COM 907818108   3,877,179 18,724 SH   SOLE   18,724 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   4,629,086 16,646 SH   SOLE   16,646 0 0
VISTRA CORP COM 92840M102   496,480 21,400 SH   SOLE   21,400 0 0
WAYFAIR INC CL A 94419L101   353,239 10,740 SH   SOLE   10,740 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   710,906 20,300 SH   SOLE   20,300 0 0
ISHARES TR US TRSPRTION 464287192   3,799,695 17,793 SH   SOLE   17,793 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   4,720,260 156,300 SH   SOLE   156,300 0 0
ISHARES TR MSCI CHINA ETF 46429B671   4,826,000 101,600 SH   SOLE   101,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,572,604 43,335 SH   SOLE   43,335 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477   374,731 26,539 SH   SOLE   26,539 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,639,914 34,172 SH   SOLE   34,172 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   4,515,598 45,979 SH   SOLE   45,979 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,923,212 28,879 SH   SOLE   28,879 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   557,108 4,100 SH   SOLE   4,100 0 0
VORNADO RLTY TR SH BEN INT 929042109   598,183 28,745 SH   SOLE   28,745 0 0
ANTERO RESOURCES CORP COM 03674X106   3,718,800 120,000 SH Call SOLE   120,000 0 0
DIGITAL RLTY TR INC COM 253868103   5,013,500 50,000 SH Call SOLE   50,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   68,203,000 2,410,000 SH Call SOLE   2,410,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   247,440 12,000 SH Call SOLE   12,000 0 0
INGERSOLL RAND INC COM 45687V106   3,918,750 75,000 SH Call SOLE   75,000 0 0
JD.COM INC SPON ADR CL A 47215P106   9,542,100 170,000 SH Call SOLE   170,000 0 0
LOCKHEED MARTIN CORP COM 539830109   7,297,350 15,000 SH Call SOLE   15,000 0 0
META PLATFORMS INC CL A 30303M102   9,651,268 80,200 SH Call SOLE   80,200 0 0
NORTHROP GRUMMAN CORP COM 666807102   11,730,615 21,500 SH Call SOLE   21,500 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   22,803,750 75,000 SH Call SOLE   75,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   1,347,200 80,000 SH Call SOLE   80,000 0 0
VANECK ETF TRUST VANECK RUSSIA ET 92189F403   3,390,000 600,000 SH Call SOLE   600,000 0 0
SEA LTD SPONSORD ADS 81141R100   2,601,500 50,000 SH Call SOLE   50,000 0 0
TRANSDIGM GROUP INC COM 893641100   4,974,235 7,900 SH Call SOLE   7,900 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   1,801,200 190,000 SH Call SOLE   190,000 0 0
YUM CHINA HLDGS INC COM 98850P109   1,639,500 30,000 SH Call SOLE   30,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   1,908,000 150,000 SH Put SOLE   150,000 0 0
APOLLO COML REAL EST FIN INC COM 03762U105   269,000 25,000 SH Put SOLE   25,000 0 0
BLACKSTONE INC COM 09260D107   3,709,500 50,000 SH Put SOLE   50,000 0 0
DIGITAL RLTY TR INC COM 253868103   3,008,100 30,000 SH Put SOLE   30,000 0 0