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 |
| AECOM | COM | 00766T100 | 1,547,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 570,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,356,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,415,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 438,150 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,521,300 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,043,201 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,820,146 | 41,320 | SH | SOLE | 41,320 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 194,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 483,640 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 1,273,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 888,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 357,898 | 120,100 | SH | SOLE | 120,100 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 517,280 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 499,565 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 926,640 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 956,620 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,204,308 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 522,360 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 490,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 655,050 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 887,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 982,800 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 1,550,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| OCEANPAL INC | COMMON STOCK | Y6430L103 | 10,150 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PARTY CITY HOLDCO INC | COM | 702149105 | 222,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 455,428 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 635,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347G739 | 469,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 2,955,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 683,280 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 531,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||