The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABB LTD | SPONSORED ADR | 000375204 | 500,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AECOM | COM | 00766T100 | 1,263,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 902,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | 909,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,294,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,535,050 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 559,720 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,465,050 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,004,427 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,467,273 | 41,320 | SH | SOLE | 41,320 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 286,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 1,153,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EMERSON ELEC CO | COM | 291011104 | 942,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 533,244 | 120,100 | SH | SOLE | 120,100 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 431,420 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 756,250 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 585,270 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 474,880 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 973,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 734,250 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 996,300 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 1,357,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| OTIS WORLDWIDE CORP | COM | 68902V107 | 617,100 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 416,941 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347G739 | 1,496,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 2,293,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 886,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 459,450 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||