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
ALCOA CORP COM 013872106   532,000 12,500 SH   SOLE   12,500 0 0
AIRBNB INC COM CL A 009066101   4,436,850 35,666 SH   SOLE   35,666 0 0
AGILON HEALTH INC COM 00857U107   237,690 10,008 SH   SOLE   10,008 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,103,475 62,274 SH   SOLE   62,274 0 0
AMAZON COM INC COM 023135106   5,061,210 49,000 SH   SOLE   49,000 0 0
APTIV PLC SHS G6095L109   394,797 3,519 SH   SOLE   3,519 0 0
ANTERO RESOURCES CORP COM 03674X106   1,002,106 43,400 SH   SOLE   43,400 0 0
ARCH RESOURCES INC CL A 03940R107   1,919,316 14,600 SH   SOLE   14,600 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   330,000 30,000 SH   SOLE   30,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   544,089 27,300 SH   SOLE   27,300 0 0
BOOKING HOLDINGS INC COM 09857L108   1,060,964 400 SH   SOLE   400 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   2,869,814 32,325 SH   SOLE   32,325 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   926,310 3,000 SH   SOLE   3,000 0 0
DUTCH BROS INC CL A 26701L100   1,230,913 38,916 SH   SOLE   38,916 0 0
PEABODY ENERGY CORP COM 704551100   1,561,600 61,000 SH   SOLE   61,000 0 0
BORGWARNER INC COM 099724106   618,737 12,599 SH   SOLE   12,599 0 0
CATERPILLAR INC COM 149123101   2,295,723 10,032 SH   SOLE   10,032 0 0
CENTURY ALUM CO COM 156431108   571,000 57,100 SH   SOLE   57,100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,431,748 6,800 SH   SOLE   6,800 0 0
COLGATE PALMOLIVE CO COM 194162103   338,175 4,500 SH   SOLE   4,500 0 0
CENTERPOINT ENERGY INC COM 15189T107   344,682 11,700 SH   SOLE   11,700 0 0
DECKERS OUTDOOR CORP COM 243537107   485,064 1,079 SH   SOLE   1,079 0 0
DELEK US HLDGS INC NEW COM 24665A103   974,228 42,450 SH   SOLE   42,450 0 0
DICKS SPORTING GOODS INC COM 253393102   473,203 3,335 SH   SOLE   3,335 0 0
DOMINOS PIZZA INC COM 25754A201   593,766 1,800 SH   SOLE   1,800 0 0
DEVON ENERGY CORP NEW COM 25179M103   951,468 18,800 SH   SOLE   18,800 0 0
ELEVANCE HEALTH INC COM 036752103   229,905 500 SH   SOLE   500 0 0
EQT CORP COM 26884L109   1,068,985 33,500 SH   SOLE   33,500 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870   2,691,698 39,877 SH   SOLE   39,877 0 0
HYATT HOTELS CORP COM CL A 448579102   313,571 2,805 SH   SOLE   2,805 0 0
HALLIBURTON CO COM 406216101   1,908,398 60,316 SH   SOLE   60,316 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,197,749 22,700 SH   SOLE   22,700 0 0
HONEYWELL INTL INC COM 438516106   8,592,182 44,957 SH   SOLE   44,957 0 0
HUMANA INC COM 444859102   339,822 700 SH   SOLE   700 0 0
INGERSOLL RAND INC COM 45687V106   9,649,444 165,855 SH   SOLE   165,855 0 0
COCA COLA CO COM 191216100   341,165 5,500 SH   SOLE   5,500 0 0
LIBERTY ENERGY INC COM CL A 53115L104   1,580,114 123,350 SH   SOLE   123,350 0 0
LEAR CORP COM NEW 521865204   425,584 3,051 SH   SOLE   3,051 0 0
LOCKHEED MARTIN CORP COM 539830109   2,935,181 6,209 SH   SOLE   6,209 0 0
LAM RESEARCH CORP COM 512807108   1,191,710 2,248 SH   SOLE   2,248 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   2,857,647 29,923 SH   SOLE   29,923 0 0
LULULEMON ATHLETICA INC COM 550021109   644,980 1,771 SH   SOLE   1,771 0 0
MCDONALDS CORP COM 580135101   335,532 1,200 SH   SOLE   1,200 0 0
MONDELEZ INTL INC CL A 609207105   334,656 4,800 SH   SOLE   4,800 0 0
MAGNA INTL INC COM 559222401   403,596 7,534 SH   SOLE   7,534 0 0
MARVELL TECHNOLOGY INC COM 573874104   384,028 8,869 SH   SOLE   8,869 0 0
MICROSOFT CORP COM 594918104   951,390 3,300 SH   SOLE   3,300 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   891,729 30,300 SH   SOLE   30,300 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,537,989 3,331 SH   SOLE   3,331 0 0
NORFOLK SOUTHN CORP COM 655844108   21,450,796 101,183 SH   SOLE   101,183 0 0
OVINTIV INC COM 69047Q102   2,309,120 64,000 SH   SOLE   64,000 0 0
PLUG POWER INC COM NEW 72919P202   546,152 46,600 SH   SOLE   46,600 0 0
PATTERSON-UTI ENERGY INC COM 703481101   2,391,574 204,408 SH   SOLE   204,408 0 0
QORVO INC COM 74736K101   7,507,343 73,913 SH   SOLE   73,913 0 0
RANGE RES CORP COM 75281A109   1,103,799 41,700 SH   SOLE   41,700 0 0
SYNOPSYS INC COM 871607107   2,515,260 6,512 SH   SOLE   6,512 0 0
STEM INC COM 85859N102   628,803 110,900 SH   SOLE   110,900 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   609,786 11,400 SH   SOLE   11,400 0 0
SOUTHWESTERN ENERGY CO COM 845467109   4,609,000 921,800 SH   SOLE   921,800 0 0
TRANSDIGM GROUP INC COM 893641100   6,993,867 9,489 SH   SOLE   9,489 0 0
TECK RESOURCES LTD CL B 878742204   233,600 6,400 SH   SOLE   6,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   979,829 1,700 SH   SOLE   1,700 0 0
T-MOBILE US INC COM 872590104   1,568,907 10,832 SH   SOLE   10,832 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   8,960,490 210,984 SH   SOLE   210,984 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,512,288 3,200 SH   SOLE   3,200 0 0
UNION PAC CORP COM 907818108   14,245,585 70,782 SH   SOLE   70,782 0 0
UNITED RENTALS INC COM 911363109   2,196,468 5,550 SH   SOLE   5,550 0 0
VISTRA CORP COM 92840M102   1,020,000 42,500 SH   SOLE   42,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   342,232 8,800 SH   SOLE   8,800 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   439,335 29,095 SH   SOLE   29,095 0 0
WESTERN DIGITAL CORP. COM 958102105   2,213,150 58,751 SH   SOLE   58,751 0 0
WILLIAMS COS INC COM 969457100   1,905,068 63,800 SH   SOLE   63,800 0 0
WALMART INC COM 931142103   1,813,635 12,300 SH   SOLE   12,300 0 0
WATSCO INC COM 942622200   890,848 2,800 SH   SOLE   2,800 0 0
ISHARES TR US TRSPRTION 464287192   6,603,715 28,984 SH   SOLE   28,984 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   561,420 18,000 SH   SOLE   18,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   272,791 850 SH   SOLE   850 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   20,921,467 51,104 SH   SOLE   51,104 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   1,773,998 30,602 SH   SOLE   30,602 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   269,198 3,250 SH   SOLE   3,250 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   5,648,879 55,830 SH   SOLE   55,830 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,007,097 23,228 SH   SOLE   23,228 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   339,391 1,300 SH   SOLE   1,300 0 0
ALCOA CORP COM 013872106   2,128,000 50,000 SH Call SOLE   50,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,900,500 50,000 SH Call SOLE   50,000 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   293,700 26,700 SH Call SOLE   26,700 0 0
BLACKLINE INC COM 09239B109   335,750 5,000 SH Call SOLE   5,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   409,100 10,000 SH Call SOLE   10,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   22,147,500 750,000 SH Call SOLE   750,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   808,750 25,000 SH Call SOLE   25,000 0 0
HESS CORP COM 42809H107   1,323,400 10,000 SH Call SOLE   10,000 0 0
INGERSOLL RAND INC COM 45687V106   5,236,200 90,000 SH Call SOLE   90,000 0 0
JPMORGAN CHASE & CO COM 46625H100   7,818,600 60,000 SH Call SOLE   60,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   398,097 62,300 SH Call SOLE   62,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   14,441,850 45,000 SH Call SOLE   45,000 0 0
SCHLUMBERGER LTD COM STK 806857108   2,455,000 50,000 SH Call SOLE   50,000 0 0
SNOWFLAKE INC CL A 833445109   3,085,800 20,000 SH Call SOLE   20,000 0 0
TESLA INC COM 88160R101   4,149,200 20,000 SH Call SOLE   20,000 0 0
UNION PAC CORP COM 907818108   26,163,800 130,000 SH Call SOLE   130,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   2,114,000 140,000 SH Call SOLE   140,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   14,146,000 440,000 SH Call SOLE   440,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   2,212,500 150,000 SH Put SOLE   150,000 0 0
BANK AMERICA CORP COM 060505104   24,596,000 860,000 SH Put SOLE   860,000 0 0
BARCLAYS PLC ADR 06738E204   10,785,000 1,500,000 SH Put SOLE   1,500,000 0 0
BLACKSTONE INC COM 09260D107   1,756,800 20,000 SH Put SOLE   20,000 0 0
CATERPILLAR INC COM 149123101   9,153,600 40,000 SH Put SOLE   40,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898   3,063,000 300,000 SH Put SOLE   300,000 0 0
DIGITAL RLTY TR INC COM 253868103   5,898,600 60,000 SH Put SOLE   60,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   595,000 125,000 SH Put SOLE   125,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   14,441,850 45,000 SH Put SOLE   45,000 0 0
SCHWAB CHARLES CORP COM 808513105   6,285,600 120,000 SH Put SOLE   120,000 0 0
TEREX CORP NEW COM 880779103   1,935,200 40,000 SH Put SOLE   40,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,759,700 15,000 SH Put SOLE   15,000 0 0
UNITED RENTALS INC COM 911363109   3,957,600 10,000 SH Put SOLE   10,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   12,141,600 120,000 SH Put SOLE   120,000 0 0