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
ALPHABET INC CAP STK CL A 02079K305   3,038,046 23,216 SH   SOLE   23,216 0 0
AMAZON COM INC COM 023135106   4,087,925 32,158 SH   SOLE   32,158 0 0
BROADCOM INC COM 11135F101   3,951,069 4,757 SH   SOLE   4,757 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   2,082,469 16,728 SH   SOLE   16,728 0 0
CANADIAN NAT RES LTD COM 136385101   4,964,975 76,774 SH   SOLE   76,774 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   5,497,310 12,499 SH   SOLE   12,499 0 0
EMERSON ELEC CO COM 291011104   5,611,586 58,109 SH   SOLE   58,109 0 0
EXXON MOBIL CORP COM 30231G102   2,722,800 23,157 SH   SOLE   23,157 0 0
EXXON MOBIL CORP COM 30231G102   79,954,400 680,000 SH Call SOLE   0 0 0
FEDEX CORP COM 31428X106   12,091,744 45,643 SH   SOLE   45,643 0 0
GENERAL ELECTRIC CO COM NEW 369604301   4,521,716 40,902 SH   SOLE   40,902 0 0
HESS CORP COM 42809H107   4,164,201 27,217 SH   SOLE   27,217 0 0
HESS CORP COM 42809H107   19,507,500 127,500 SH Call SOLE   0 0 0
HOWMET AEROSPACE INC COM 443201108   3,463,894 74,895 SH   SOLE   74,895 0 0
ISHARES TR 20 YR TR BD ETF 464287432   39,342,884 443,600 SH Put SOLE   443,600 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   9,020,200 340,000 SH Call SOLE   0 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   45,540,000 1,200,000 SH Call SOLE   0 0 0
JACOBS SOLUTIONS INC COM 46982L108   1,043,270 7,643 SH   SOLE   7,643 0 0
KBR INC COM 48242W106   4,195,113 71,176 SH   SOLE   71,176 0 0
LENNOX INTL INC COM 526107107   6,230,307 16,639 SH   SOLE   16,639 0 0
LINDE PLC SHS G54950103   7,124,173 19,133 SH   SOLE   19,133 0 0
MARATHON OIL CORP COM 565849106   2,006,250 75,000 SH Call SOLE   0 0 0
META PLATFORMS INC CL A 30303M102   3,005,102 10,010 SH   SOLE   10,010 0 0
MICROSOFT CORP COM 594918104   3,800,999 12,038 SH   SOLE   12,038 0 0
MICROSOFT CORP COM 594918104   14,208,750 45,000 SH Put SOLE   45,000 0 0
NOBLE CORP PLC ORD SHS A G65431127   1,423,265 28,100 SH   SOLE   28,100 0 0
NVIDIA CORPORATION COM 67066G104   5,011,085 11,520 SH   SOLE   11,520 0 0
PENTAIR PLC SHS G7S00T104   5,974,094 92,264 SH   SOLE   92,264 0 0
PIONEER NAT RES CO COM 723787107   5,279,650 23,000 SH   SOLE   23,000 0 0
SAIA INC COM 78709Y105   5,903,608 14,809 SH   SOLE   14,809 0 0
SCHLUMBERGER LTD COM STK 806857108   3,130,768 53,701 SH   SOLE   53,701 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   17,174,100 190,000 SH Call SOLE   0 0 0
SPDR SER TR S&P REGL BKG 78464A698   17,543,400 420,000 SH Put SOLE   420,000 0 0
SYNOPSYS INC COM 871607107   7,539,500 16,427 SH   SOLE   16,427 0 0
TECHNIPFMC PLC COM G87110105   4,576,500 225,000 SH Call SOLE   0 0 0
TECHNIPFMC PLC COM G87110105   6,804,381 334,532 SH   SOLE   334,532 0 0
TJX COS INC NEW COM 872540109   4,894,533 55,069 SH   SOLE   55,069 0 0
TOPBUILD CORP COM 89055F103   1,387,574 5,515 SH   SOLE   5,515 0 0
UBS GROUP AG SHS H42097107   1,393,588 56,535 SH   SOLE   56,535 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,477,146 92,053 SH   SOLE   92,053 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,948,706 106,148 SH   SOLE   106,148 0 0
WALMART INC COM 931142103   9,940,289 62,154 SH   SOLE   62,154 0 0
XPO INC COM 983793100   5,150,420 68,985 SH   SOLE   68,985 0 0