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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   7,589,750 87,500 SH   SOLE   87,500 0 0
AMAZON COM INC COM 023135106   6,127,184 48,200 SH   SOLE   48,200 0 0
ANTERO RESOURCES CORP COM 03674X106   2,487,316 98,003 SH   SOLE   98,003 0 0
ARCH RESOURCES INC CL A 03940R107   15,995,450 93,727 SH   SOLE   93,727 0 0
BATH & BODY WORKS INC COM 070830104   12,310,197 364,207 SH   SOLE   364,207 0 0
BOOKING HOLDINGS INC COM 09857L108   7,015,986 2,275 SH   SOLE   2,275 0 0
CHART INDS INC COM 16115Q308   13,850,928 81,900 SH   SOLE   81,900 0 0
CHENIERE ENERGY INC COM NEW 16411R208   11,232,505 67,682 SH   SOLE   67,682 0 0
EURONAV NV SHS B38564108   7,612,315 463,318 SH   SOLE   463,318 0 0
FEDEX CORP COM 31428X106   8,397,964 31,700 SH   SOLE   31,700 0 0
FIRST SOLAR INC COM 336433107   14,567,339 90,150 SH   SOLE   90,150 0 0
FRONTLINE PLC COM M46528101   9,198,275 489,791 SH   SOLE   489,791 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   9,498,608 764,168 SH   SOLE   764,168 0 0
LULULEMON ATHLETICA INC COM 550021109   9,447,445 24,500 SH   SOLE   24,500 0 0
MATSON INC COM 57686G105   4,347,280 49,000 SH   SOLE   49,000 0 0
META PLATFORMS INC CL A 30303M102   11,355,743 37,826 SH   SOLE   37,826 0 0
MICROSOFT CORP COM 594918104   6,030,825 19,100 SH   SOLE   19,100 0 0
NET POWER INC *W EXP 06/08/202 64107A113   542,500 125,000 SH   SOLE   125,000 0 0
PEABODY ENERGY CORP COM 704551100   5,242,183 201,700 SH   SOLE   201,700 0 0
PG&E CORP COM 69331C108   4,276,063 265,100 SH   SOLE   265,100 0 0
REGAL REXNORD CORPORATION COM 758750103   8,058,146 56,398 SH   SOLE   56,398 0 0
SAIA INC COM 78709Y105   5,302,045 13,300 SH   SOLE   13,300 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,700,178 102,200 SH   SOLE   102,200 0 0
UNITED STATES STL CORP NEW COM 912909108   7,434,672 228,900 SH   SOLE   228,900 0 0
VALVOLINE INC COM 92047W101   14,675,648 455,200 SH   SOLE   455,200 0 0
XPO INC COM 983793100   14,498,972 194,200 SH   SOLE   194,200 0 0