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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 18,006 200,000 SH Call SOLE   200,000 0 0
ALLY FINL INC COM 02005N100 607 13,970 SH   SOLE   13,970 0 0
AMAZON COM INC COM 023135106 5,545 1,701 SH   SOLE   1,701 0 0
ANTERO RESOURCES CORP COM 03674X106 1,206 39,488 SH   SOLE   39,488 0 0
APPLIED MATLS INC COM 038222105 1,717 13,024 SH   SOLE   13,024 0 0
ATLASSIAN CORP PLC CL A G06242104 757 2,577 SH   SOLE   2,577 0 0
BK OF AMERICA CORP COM 060505104 6,183 150,000 SH Call SOLE   150,000 0 0
CENOVUS ENERGY COM 15135U109 967 58,000 SH   SOLE   58,000 0 0
CF INDS HLDGS INC COM 125269100 1,475 14,314 SH   SOLE   14,314 0 0
CHESAPEAKE ENERGY CORP COM 165167735 324 3,720 SH   SOLE   3,720 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 734 12,297 SH   SOLE   12,297 0 0
CSX CORP COM 126408103 1,017 27,144 SH   SOLE   27,144 0 0
DATADOG INC CL A COM 23804L103 256 1,690 SH   SOLE   1,690 0 0
DEERE & CO COM 244199105 2,004 4,824 SH   SOLE   4,824 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 1,581 125,000 SH Put SOLE   125,000 0 0
DISCOVER FINL SVCS COM 254709108 4,132 37,500 SH Put SOLE   37,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,411 22,543 SH   SOLE   22,543 0 0
FMC CORP COM NEW 302491303 748 5,684 SH   SOLE   5,684 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 476 3,138 SH   SOLE   3,138 0 0
HOWMET AEROSPACE INC COM 443201108 1,035 28,793 SH   SOLE   28,793 0 0
INTUIT COM 461202103 999 2,077 SH   SOLE   2,077 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 3,197 100,000 SH Call SOLE   100,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 61,841 751,500 SH Put SOLE   751,500 0 0
KBR INC COM 48242W106 1,313 23,992 SH   SOLE   23,992 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,327 5,342 SH   SOLE   5,342 0 0
LAM RESEARCH CORP COM 512807108 486 904 SH   SOLE   904 0 0
MARRIOTT INTL INC NEW CL A 571903202 2,964 16,865 SH   SOLE   16,865 0 0
META PLATFORMS INC CL A 30303M102 389 1,748 SH   SOLE   1,748 0 0
META PLATFORMS INC CL A 30303M102 3,335 15,000 SH Call SOLE   15,000 0 0
META PLATFORMS INC CL A 30303M102 6,671 30,000 SH Put SOLE   30,000 0 0
MICROSOFT CORP COM 594918104 6,961 22,579 SH   SOLE   22,579 0 0
NEXTERA ENERGY INC COM 65339F101 781 9,219 SH   SOLE   9,219 0 0
NORFOLK SOUTHN CORP COM 655844108 2,034 7,131 SH   SOLE   7,131 0 0
NXP SEMICONDUCTORS N V COM N6596X109 548 2,963 SH   SOLE   2,963 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,851 10,000 SH Call SOLE   10,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,851 10,000 SH Put SOLE   10,000 0 0
PALO ALTO NETWORKS INC COM 697435105 4,641 7,456 SH   SOLE   7,456 0 0
RANGE RES CORP COM 75281A109 321 10,554 SH   SOLE   10,554 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 3,298 33,290 SH   SOLE   33,290 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,754 9,568 SH   SOLE   9,568 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 3,142 37,500 SH Put SOLE   37,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,632 4,742 SH   SOLE   4,742 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,880 90,000 SH Call SOLE   90,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4,624 33,751 SH   SOLE   33,751 0 0
SERVICENOW INC COM 81762P102 888 1,594 SH   SOLE   1,594 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 22,582 50,000 SH Put SOLE   50,000 0 0
TESLA INC COM 88160R101 5,388 5,000 SH Put SOLE   5,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 513 13,117 SH   SOLE   13,117 0 0