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
AGNICO EAGLE MINES LTD COM 008474108   11,690,232 225,000 SH   SOLE   225,000 0 0
ALPHABET INC CAP STK CL C 02079K107   14,601,020 164,500 SH   SOLE   164,500 0 0
ALPHABET INC PUT 02079K955   391,510 3,290 SH Put SOLE   3,290 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   10,361,207 156,632 SH   SOLE   156,632 0 0
BOOKING HOLDINGS INC COM 09857L108   4,887,660 2,425 SH   SOLE   2,425 0 0
BROOKFIELD BUSINESS PARTNERS UNIT LTD L P G16234109   7,518,242 445,243 SH   SOLE   445,243 0 0
BRP INC COM SUN VTG 05577W200   5,570,400 73,000 SH   SOLE   73,000 0 0
CANADIAN NAT RES LTD COM 136385101   29,480,285 531,100 SH   SOLE   531,100 0 0
CANADIAN NATL RY CO COM 136375102   23,295,128 196,200 SH   SOLE   196,200 0 0
CANADIAN PAC RY LTD COM 13645T100   19,617,572 263,200 SH   SOLE   263,200 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   3,958,465 69,047 SH   SOLE   69,047 0 0
CASELLA WASTE SYS INC CL A 147448104   792,500 10,000 SH   SOLE   10,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   11,711,174 85,608 SH   SOLE   85,608 0 0
CI FINL CORP COM 125491100   6,405,502 642,400 SH   SOLE   642,400 0 0
ENCORE WIRE CORP COM 292562105   7,714,025 56,102 SH   SOLE   56,102 0 0
ENVIVA INC COM 29415B103   5,217,766 98,560 SH   SOLE   98,560 0 0
FRANCO NEV CORP COM 351858105   9,369,150 68,700 SH   SOLE   68,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,497,500 250,000 SH   SOLE   250,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   9,200,679 315,000 SH   SOLE   315,000 0 0
LAS VEGAS SANDS CORP COM 517834107   4,803,192 99,900 SH   SOLE   99,900 0 0
MAGNA INTL INC CALL 559222901   223,715 2,000 SH Call SOLE   2,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,653,360 22,000 SH   SOLE   22,000 0 0
MEDTECH ACQUISITION CORP W EXP 12/22/202 58507N113   3,685 49,133 SH   SOLE   49,133 0 0
MICROSOFT CORP COM 594918104   643,464 2,683 SH   SOLE   2,683 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   8,251,396 160,128 SH   SOLE   160,128 0 0
MSCI INC COM 55354G100   7,503,860 16,120 SH   SOLE   16,120 0 0
POOL CORP COM 73278L105   438,466 1,450 SH   SOLE   1,450 0 0
QUANTA SVCS INC COM 74762E102   284,940 2,000 SH   SOLE   2,000 0 0
S&P GLOBAL INC COM 78409V104   13,397,200 40,000 SH   SOLE   40,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   2,172,408 6,500 SH Put SOLE   6,500 0 0
STANTEC INC COM 85472N109   3,826,870 79,900 SH   SOLE   79,900 0 0
STARBUCKS CORP CALL 855244909   437,000 1,000 SH Call SOLE   1,000 0 0
VALE S A SPONSORED ADS 91912E105   3,601,034 212,200 SH   SOLE   212,200 0 0
VISA INC COM CL A 92826C839   10,064,097 48,420 SH   SOLE   48,420 0 0
VISA INC CALL 92826C909   361,500 1,000 SH Call SOLE   1,000 0 0