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
ADVANCED MICRO DEVICES INC COM 007903107   940,896 9,600 SH   SOLE   9,600 0 0
AERCAP HOLDINGS NV SHS N00985106   4,130,375 73,455 SH   SOLE   73,455 0 0
ALBEMARLE CORP COM 012653101   8,289,000 37,500 SH Put SOLE   37,500 0 0
ALPHABET INC CAP STK CL A 02079K305   4,149,200 40,000 SH   SOLE   40,000 0 0
APA CORPORATION COM 03743Q108   1,608,276 44,600 SH   SOLE   44,600 0 0
ARKO CORP *W EXP 12/22/202 041242116   549,942 366,628 SH   SOLE   366,628 0 0
BANK AMERICA CORP COM 060505104   2,288,000 80,000 SH   SOLE   80,000 0 0
BANK AMERICA CORP COM 060505104   5,720,000 200,000 SH Call SOLE   200,000 0 0
BROADCOM INC COM 11135F101   4,490,780 7,000 SH   SOLE   7,000 0 0
CARLISLE COS INC COM 142339100   1,808,560 8,000 SH Call SOLE   8,000 0 0
CENOVUS ENERGY INC COM 15135U109   2,619,000 150,000 SH Call SOLE   150,000 0 0
CF INDS HLDGS INC COM 125269100   1,138,093 15,700 SH   SOLE   15,700 0 0
CITIZENS FINL GROUP INC COM 174610105   1,339,317 44,100 SH   SOLE   44,100 0 0
CNH INDL N V SHS N20944109   1,681,227 110,100 SH   SOLE   110,100 0 0
DISH NETWORK CORPORATION NOTE 12/1 25470MAF6   2,665,000 5,000,000 PRN   SOLE   5,000,000 0 0
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   1,040,000 2,000,000 PRN   SOLE   2,000,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   3,371,792 3,465 SH   SOLE   3,465 0 0
GENERAL MTRS CO COM 37045V100   2,600,612 70,900 SH   SOLE   70,900 0 0
LUCID GROUP INC COM 549498103   804,000 100,000 SH Put SOLE   100,000 0 0
MARATHON OIL CORP COM 565849106   3,272,936 136,600 SH   SOLE   136,600 0 0
MARATHON OIL CORP COM 565849106   2,396,000 100,000 SH Call SOLE   100,000 0 0
MARATHON PETE CORP COM 56585A102   2,723,566 20,200 SH   SOLE   20,200 0 0
MAXLINEAR INC COM 57776J100   1,411,921 40,100 SH   SOLE   40,100 0 0
NVIDIA CORPORATION COM 67066G104   2,083,275 7,500 SH Put SOLE   7,500 0 0
OCCIDENTAL PETE CORP COM 674599105   4,638,549 74,300 SH   SOLE   74,300 0 0
PARKER-HANNIFIN CORP COM 701094104   2,991,379 8,900 SH   SOLE   8,900 0 0
PNC FINL SVCS GROUP INC COM 693475105   2,529,290 19,900 SH   SOLE   19,900 0 0
PNC FINL SVCS GROUP INC COM 693475105   19,065,000 150,000 SH Call SOLE   150,000 0 0
REGAL REXNORD CORPORATION COM 758750103   2,772,381 19,700 SH   SOLE   19,700 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   6,430,000 200,000 SH Call SOLE   200,000 0 0
SHELL PLC SPON ADS 780259305   4,660,740 81,000 SH   SOLE   81,000 0 0
SHELL PLC SPON ADS 780259305   5,754,000 100,000 SH Call SOLE   100,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   4,914,000 75,000 SH Call SOLE   75,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   2,118,204 39,600 SH   SOLE   39,600 0 0
SUNCOR ENERGY INC NEW COM 867224107   1,934,415 62,300 SH   SOLE   62,300 0 0
TECK RESOURCES LTD CL B 878742204   1,825,000 50,000 SH Call SOLE   50,000 0 0
TECK RESOURCES LTD CL B 878742204   2,737,500 75,000 SH   SOLE   75,000 0 0
UBS GROUP AG SHS H42097107   2,667,500 125,000 SH   SOLE   125,000 0 0
UNITED RENTALS INC COM 911363109   3,166,080 8,000 SH   SOLE   8,000 0 0
VALERO ENERGY CORP COM 91913Y100   1,577,480 11,300 SH   SOLE   11,300 0 0
WESCO INTL INC COM 95082P105   2,580,818 16,700 SH   SOLE   16,700 0 0