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
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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
AERCAP HOLDINGS NV SHS N00985106   4,665,862 73,455 SH   SOLE   73,455 0 0
AMERICAN EXPRESS CO COM 025816109   1,480,700 8,500 SH   SOLE   8,500 0 0
ARKO CORP *W EXP 12/22/202 041242116   546,276 366,628 SH   SOLE   366,628 0 0
BANK AMERICA CORP COM 060505104   2,295,200 80,000 SH   SOLE   80,000 0 0
BROADCOM INC COM 11135F101   5,204,580 6,000 SH   SOLE   6,000 0 0
CARLISLE COS INC COM 142339100   5,130,600 20,000 SH Call SOLE   20,000 0 0
COMFORT SYS USA INC COM 199908104   1,313,600 8,000 SH   SOLE   8,000 0 0
DISH NETWORK CORPORATION CL A 25470M109   659,000 100,000 SH Call SOLE   100,000 0 0
DISH NETWORK CORPORATION NOTE 12/1 25470MAF6   2,661,250 5,000,000 PRN   SOLE   5,000,000 0 0
DISH NETWORK CORPORATION NOTE 3.375% 8/1 25470MAB5   1,015,500 2,000,000 PRN   SOLE   2,000,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   1,283,450 1,000 SH   SOLE   1,000 0 0
GENERAL MTRS CO COM 37045V100   4,488,384 116,400 SH   SOLE   116,400 0 0
GLOBAL PMTS INC COM 37940X102   1,674,840 17,000 SH   SOLE   17,000 0 0
HUDBAY MINERALS INC COM 443628102   600,000 125,000 SH Call SOLE   125,000 0 0
HUDBAY MINERALS INC COM 443628102   720,000 150,000 SH   SOLE   150,000 0 0
INTEL CORP COM 458140100   3,344,000 100,000 SH   SOLE   100,000 0 0
INTEL CORP COM 458140100   3,344,000 100,000 SH Call SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,388,400 20,000 SH Put SOLE   20,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   4,039,500 150,000 SH Call SOLE   150,000 0 0
MARATHON OIL CORP COM 565849106   3,144,532 136,600 SH   SOLE   136,600 0 0
MARATHON PETE CORP COM 56585A102   2,938,320 25,200 SH   SOLE   25,200 0 0
OCCIDENTAL PETE CORP COM 674599105   4,368,840 74,300 SH   SOLE   74,300 0 0
PARKER-HANNIFIN CORP COM 701094104   3,315,340 8,500 SH   SOLE   8,500 0 0
REGAL REXNORD CORPORATION COM 758750103   3,031,830 19,700 SH   SOLE   19,700 0 0
SHELL PLC SPON ADS 780259305   4,890,780 81,000 SH   SOLE   81,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   3,952,300 55,000 SH   SOLE   55,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105   5,446,500 75,000 SH Call SOLE   75,000 0 0
STELLANTIS N.V SHS N82405106   5,262,000 300,000 SH Call SOLE   300,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   3,279,344 65,600 SH   SOLE   65,600 0 0
TECK RESOURCES LTD CL B 878742204   2,526,000 60,000 SH   SOLE   60,000 0 0
UBS GROUP AG SHS H42097107   4,560,750 225,000 SH   SOLE   225,000 0 0
UNITED RENTALS INC COM 911363109   3,384,812 7,600 SH   SOLE   7,600 0 0
VALERO ENERGY CORP COM 91913Y100   2,029,290 17,300 SH   SOLE   17,300 0 0
VMWARE INC CL A COM 928563402   1,436,900 10,000 SH   SOLE   10,000 0 0
WESCO INTL INC COM 95082P105   4,243,722 23,700 SH   SOLE   23,700 0 0