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 509,850 15,000 SH   SOLE   15,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,145,280 12,000 SH   SOLE   12,000 0 0
AECOM COM 00766T100 759,840 12,000 SH   SOLE   12,000 0 0
ALTAIR ENGR INC COM CL A 021369103 344,850 5,000 SH   SOLE   5,000 0 0
BARRICK GOLD CORP COM 067901108 1,034,000 50,000 SH   SOLE   50,000 0 0
BENTLEY SYS INC COM CL B 08265T208 971,700 15,000 SH   SOLE   15,000 0 0
BLACKSTONE GROUP INC COM 09260D107 777,120 8,000 SH   SOLE   8,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 731,520 12,000 SH   SOLE   12,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 1,215,000 25,000 SH   SOLE   25,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 625,320 18,000 SH   SOLE   18,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,301,100 15,000 SH   SOLE   15,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,093,830 24,697 SH   SOLE   24,697 0 0
CHESAPEAKE ENERGY CORP COM 165167735 259,600 5,000 SH   SOLE   5,000 0 0
CLEARSIGN TECHNOLOGIES CORP COM 185064102 240,000 50,000 SH   SOLE   50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,206,131 41,320 SH   SOLE   41,320 0 0
DIANA SHIPPING INC COM Y2066G104 260,500 50,000 SH   SOLE   50,000 0 0
EMCOR GROUP INC COM 29084Q100 1,231,900 10,000 SH   SOLE   10,000 0 0
EOG RES INC COM 26875P101 500,640 6,000 SH   SOLE   6,000 0 0
EXTERRAN CORP COM 30227H106 571,676 120,100 SH   SOLE   120,100 0 0
FLUOR CORP NEW COM 343412102 486,750 27,500 SH   SOLE   27,500 0 0
HUB GROUP INC CL A 443320106 725,780 11,000 SH   SOLE   11,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 570,325 3,500 SH   SOLE   3,500 0 0
II-VI INC COM 902104108 399,245 5,500 SH   SOLE   5,500 0 0
IRON MTN INC NEW COM 46284V101 423,200 10,000 SH   SOLE   10,000 0 0
MORGAN STANLEY COM NEW 617446448 1,146,125 12,500 SH   SOLE   12,500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 903,375 82,500 SH   SOLE   82,500 0 0
NEWELL BRANDS INC COM 651229106 1,236,150 45,000 SH   SOLE   45,000 0 0
NEWMONT CORP COM 651639106 950,700 15,000 SH   SOLE   15,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,226,550 15,000 SH   SOLE   15,000 0 0
OVINTIV INC COM 69047Q102 314,700 10,000 SH   SOLE   10,000 0 0
PARTY CITY HOLDCO INC COM 702149105 699,750 75,000 SH   SOLE   75,000 0 0
PIONEER NAT RES CO COM 723787107 406,950 2,504 SH   SOLE   2,504 0 0
PROSHARES TR ULTSHRT QQQ 74347G739 1,444,800 70,000 SH   SOLE   70,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 2,353,750 125,000 SH   SOLE   125,000 0 0
PROSHARES TR ULTRASHRT S&P500 74347B383 632,800 70,000 SH   SOLE   70,000 0 0
RANGE RES CORP COM 75281A109 251,400 15,000 SH   SOLE   15,000 0 0
TELLURIAN INC NEW COM 87968A104 69,750 15,000 SH   SOLE   15,000 0 0
VINTAGE WINE ESTATES INC COM 92747V106 540,000 45,000 SH   SOLE   45,000 0 0