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
CAESARS ENTERTAINMENT INC COM 12769G100   22,016,250 475,000 SH   SOLE   475,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   17,131,275 372,500 SH   SOLE   372,500 0 0
RH COM 74967X103   12,557,100 47,500 SH   SOLE   47,500 0 0
GOGO INC COM 38046C109   7,038,700 590,000 SH   SOLE   590,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   5,037,900 70,000 SH   SOLE   70,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   4,252,950 32,500 SH   SOLE   32,500 0 0
CNX RESOURCES CORP COM 12653C108   3,387,000 150,000 SH   SOLE   150,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206   1,840,000 2,000,000 SH   SOLE   2,000,000 0 0
APPLE INC COM 037833100   1,712,100 10,000 SH   SOLE   10,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   1,181,250 525,000 SH   SOLE   525,000 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   10,892,250 235,000 SH   SOLE   235,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,818,300 170,000 SH   SOLE   170,000 0 0
RH COM 74967X103   6,609,000 25,000 SH   SOLE   25,000 0 0
GOGO INC COM 38046C109   3,757,950 315,000 SH   SOLE   315,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   2,617,200 20,000 SH   SOLE   20,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,518,950 35,000 SH   SOLE   35,000 0 0
CNX RESOURCES CORP COM 12653C108   1,693,500 75,000 SH   SOLE   75,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206   920,000 1,000,000 SH   SOLE   1,000,000 0 0
CONTAINER STORE GROUP INC, THE COM 210751103   506,250 225,000 SH   SOLE   225,000 0 0
SEMPRA ENERGY COM 816851109   995,143 14,628 SH   SOLE   14,628 0 0
ENERGY TRANSFER LP COM UT LTD PN 29273V100   965,264 68,800 SH   SOLE   68,800 0 0
CONOCOPHILLIPS COM 20825C104   918,626 7,668 SH   SOLE   7,668 0 0
STEM INC COM 85859N102   698,752 164,800 SH   SOLE   164,800 0 0
FIRST SOLAR INC COM 336433107   676,739 4,188 SH   SOLE   4,188 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   658,947 5,088 SH   SOLE   5,088 0 0
CHEVRON CORP COM 166764100   640,756 3,800 SH   SOLE   3,800 0 0
CHENIERE ENERGY INC COM NEW 16411R208   630,648 3,800 SH   SOLE   3,800 0 0
SHELL PLC SPON ADS 780259305   598,734 9,300 SH   SOLE   9,300 0 0
TARGA RESOURCES CORP COM 87612G101   582,896 6,800 SH   SOLE   6,800 0 0
VALARIS LTD CL A G9460G101   569,848 7,600 SH   SOLE   7,600 0 0
SCHLUMBERGER LTD COM STK 806857108   513,040 8,800 SH   SOLE   8,800 0 0
PHILLIPS 66 COM 718546104   458,012 3,812 SH   SOLE   3,812 0 0
BAKER HUGHES CO CL A 05722G100   452,096 12,800 SH   SOLE   12,800 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   413,190 1,800 SH   SOLE   1,800 0 0
CENOVUS ENERGY INC COM 15135U109   391,416 18,800 SH   SOLE   18,800 0 0
FLUENCE ENERGY INC COM CL A 34379V103   386,232 16,800 SH   SOLE   16,800 0 0
AES CORP/VA COM 00130H105   386,080 25,400 SH   SOLE   25,400 0 0
PLUG POWER INC COM NEW 72919P202   378,480 49,800 SH   SOLE   49,800 0 0
MARATHON OIL CORP COM 565849106   369,150 13,800 SH   SOLE   13,800 0 0
SOUTHERN COPPER CORP COM 84265V105   361,392 4,800 SH   SOLE   4,800 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   359,856 6,800 SH   SOLE   6,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109   278,784 1,800 SH   SOLE   1,800 0 0
HALLIBURTON CO COM 406216101   275,400 6,800 SH   SOLE   6,800 0 0
ALTUS POWER INC COM CL A 02217A102   239,400 45,600 SH   SOLE   45,600 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   232,596 46,800 SH   SOLE   46,800 0 0
ANTERO RESOURCES CORP COM 03674X106   223,344 8,800 SH   SOLE   8,800 0 0
TECHNIPFMC PLC COM G87110105   219,672 10,800 SH   SOLE   10,800 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   217,462 9,800 SH   SOLE   9,800 0 0
HESS CORP COM 42809H107   214,200 1,400 SH   SOLE   1,400 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101   169,420 78,800 SH   SOLE   78,800 0 0
SUNRUN INC COM 86771W105   160,768 12,800 SH   SOLE   12,800 0 0
HECLA MINING CO COM 422704106   112,608 28,800 SH   SOLE   28,800 0 0
EVGO INC CL A COM 30052F100   94,640 28,000 SH   SOLE   28,000 0 0
KINROSS GOLD CORP COM 496902404   85,728 18,800 SH   SOLE   18,800 0 0
GOGO INC COM 38046C109   238,600 20,000 SH   SOLE   20,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   344,925 7,500 SH   SOLE   7,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100   463,500 10,000 SH   SOLE   10,000 0 0
SHELL PLC SPON ADS 780259305   611,610 9,500 SH   SOLE   9,500 0 0
CONOCOPHILLIPS COM 20825C104   658,900 5,500 SH   SOLE   5,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   453,285 3,500 SH   SOLE   3,500 0 0
ALPHABET INC CL A CAP STK CL A 02079K305   327,150 2,500 SH   SOLE   2,500 0 0