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
ABB LTD SPONSORED ADR 000375204 457,050 15,000 SH   SOLE   15,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 418,500 4,500 SH   SOLE   4,500 0 0
AECOM COM 00766T100 769,320 12,000 SH   SOLE   12,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 578,100 10,000 SH   SOLE   10,000 0 0
ALTAIR ENGR INC COM CL A 021369103 312,850 5,000 SH   SOLE   5,000 0 0
BARRICK GOLD CORP COM 067901108 544,500 27,500 SH   SOLE   27,500 0 0
BENTLEY SYS INC COM CL B 08265T208 938,600 20,000 SH   SOLE   20,000 0 0
BLACKSTONE GROUP INC COM 09260D107 782,565 10,500 SH   SOLE   10,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102 739,200 12,000 SH   SOLE   12,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,055,500 25,000 SH   SOLE   25,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 267,000 10,000 SH   SOLE   10,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,080,150 15,000 SH   SOLE   15,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,026,160 24,697 SH   SOLE   24,697 0 0
CITIGROUP INC COM NEW 172967424 545,625 7,500 SH   SOLE   7,500 0 0
CLEARSIGN TECHNOLOGIES CORP COM 185064102 284,000 50,000 SH   SOLE   50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 902,842 41,320 SH   SOLE   41,320 0 0
DIANA SHIPPING INC COM Y2066G104 149,500 50,000 SH   SOLE   50,000 0 0
EMCOR GROUP INC COM 29084Q100 1,121,600 10,000 SH   SOLE   10,000 0 0
EXTERRAN CORP COM 30227H106 436,800 130,000 SH   SOLE   130,000 0 0
FLUOR CORP NEW COM 343412102 692,700 30,000 SH   SOLE   30,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 201,600 20,000 SH   SOLE   20,000 0 0
HUB GROUP INC CL A 443320106 740,080 11,000 SH   SOLE   11,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 588,245 3,500 SH   SOLE   3,500 0 0
II-VI INC COM 902104108 376,035 5,500 SH   SOLE   5,500 0 0
IRON MTN INC NEW COM 46284V101 555,150 15,000 SH   SOLE   15,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 337,650 7,500 SH   SOLE   7,500 0 0
MCDONALDS CORP COM 580135101 672,420 3,000 SH   SOLE   3,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 931,320 6,000 SH   SOLE   6,000 0 0
MICROSOFT CORP COM 594918104 943,080 4,000 SH   SOLE   4,000 0 0
MORGAN STANLEY COM NEW 617446448 970,750 12,500 SH   SOLE   12,500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 801,000 90,000 SH   SOLE   90,000 0 0
NEWELL BRANDS INC COM 651229106 1,205,100 45,000 SH   SOLE   45,000 0 0
NEWMONT CORP COM 651639106 602,700 10,000 SH   SOLE   10,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,026,750 15,000 SH   SOLE   15,000 0 0
PARTY CITY HOLDCO INC COM 702149105 435,000 75,000 SH   SOLE   75,000 0 0
PIONEER NAT RES CO COM 723787107 397,685 2,504 SH   SOLE   2,504 0 0
PROSHARES TR ULTSHRT QQQ 74347G739 326,625 12,500 SH   SOLE   12,500 0 0
PROSHARES TR ULTRASHRT S&P500 74347B383 806,250 75,000 SH   SOLE   75,000 0 0
QUALCOMM INC COM 747525103 530,360 4,000 SH   SOLE   4,000 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 220,200 15,000 SH   SOLE   15,000 0 0
STERICYCLE INC COM 858912108 675,100 10,000 SH   SOLE   10,000 0 0
URBAN OUTFITTERS INC COM 917047102 557,850 15,000 SH   SOLE   15,000 0 0