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
AERCAP HOLDINGS NV SHS N00985106   1,136,627 17,894 SH   SOLE   17,894 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,650,730 43,800 SH   SOLE   43,800 0 0
AMAZON COM INC COM 023135106   5,944,416 45,600 SH   SOLE   45,600 0 0
ANTERO RESOURCES CORP COM 03674X106   6,333,250 275,000 SH   SOLE   275,000 0 0
ARCH RESOURCES INC CL A 03940R107   10,117,617 89,727 SH   SOLE   89,727 0 0
BATH & BODY WORKS INC COM 070830104   13,657,763 364,207 SH   SOLE   364,207 0 0
BOOKING HOLDINGS INC COM 09857L108   5,873,218 2,175 SH   SOLE   2,175 0 0
CARNIVAL CORP COMMON STOCK 143658300   5,970,993 317,100 SH   SOLE   317,100 0 0
CHART INDS INC COM 16115Q308   12,607,431 78,900 SH   SOLE   78,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,021,054 46,082 SH   SOLE   46,082 0 0
DENBURY INC COM 24790A101   13,629,856 158,009 SH   SOLE   158,009 0 0
EURONAV NV SHS B38564108   2,564,174 168,474 SH   SOLE   168,474 0 0
FEDEX CORP COM 31428X106   9,916,000 40,000 SH   SOLE   40,000 0 0
FIRST SOLAR INC COM 336433107   9,285,897 48,850 SH   SOLE   48,850 0 0
FRONTLINE PLC COM M46528101   7,116,663 489,791 SH   SOLE   489,791 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   4,207,530 307,568 SH   SOLE   307,568 0 0
HYATT HOTELS CORP COM CL A 448579102   8,582,042 74,900 SH   SOLE   74,900 0 0
JOHNSON CTLS INTL PLC SHS G51502105   5,628,364 82,600 SH   SOLE   82,600 0 0
MASTEC INC COM 576323109   11,159,962 94,600 SH   SOLE   94,600 0 0
META PLATFORMS INC CL A 30303M102   5,230,497 18,226 SH   SOLE   18,226 0 0
NET POWER INC *W EXP 06/08/202 64107A113   420,000 125,000 SH   SOLE   125,000 0 0
PG&E CORP COM 69331C108   9,495,360 549,500 SH   SOLE   549,500 0 0
REGAL REXNORD CORPORATION COM 758750103   10,880,422 70,698 SH   SOLE   70,698 0 0
RH COM 74967X103   10,283,208 31,200 SH   SOLE   31,200 0 0
SNAP INC CL A 83304A106   4,564,320 385,500 SH   SOLE   385,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   10,828,597 270,242 SH   SOLE   270,242 0 0
TRANSDIGM GROUP INC COM 893641100   3,040,178 3,400 SH   SOLE   3,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   10,494,627 243,100 SH   SOLE   243,100 0 0
VALVOLINE INC COM 92047W101   8,586,039 228,900 SH   SOLE   228,900 0 0