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
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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
ALCOA CORP COM 013872106 51,376 570,653 SH   SOLE   570,653 0 0
AMAZON COM INC COM 023135106 69,290 21,255 SH   SOLE   21,255 0 0
AMAZON COM INC COM 023135106 228,197 70,000 SH Call SOLE   70,000 0 0
ANTERO RESOURCES CORP COM 03674X106 126,793 4,153,077 SH   SOLE   4,153,077 0 0
APTIV PLC SHS G6095L109 6,606 55,183 SH   SOLE   55,183 0 0
APTIV PLC SHS G6095L109 47,884 400,000 SH Call SOLE   400,000 0 0
ARCH RESOURCES INC CL A 03940R107 5,201 37,856 SH   SOLE   37,856 0 0
BAKER HUGHES COMPANY CL A 05722G100 56,554 1,553,262 SH   SOLE   1,553,262 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 11,675 1,166,371 SH   SOLE   1,166,371 0 0
CANADIAN NAT RES LTD COM 136385101 9,910 159,898 SH   SOLE   159,898 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,977 21,468 SH   SOLE   21,468 0 0
CHESAPEAKE ENERGY CORP COM 165167735 93,644 1,076,373 SH   SOLE   1,076,373 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 2,251 69,895 SH   SOLE   69,895 0 0
CNH INDL N V SHS N20944109 42,801 2,698,685 SH   SOLE   2,698,685 0 0
CNX RES CORP COM 12653C108 9,871 476,418 SH   SOLE   476,418 0 0
CONFLUENT INC CLASS A COM 20717M103 9,303 226,893 SH   SOLE   226,893 0 0
CONSTELLATION ENERGY CORP COM 21037T109 31,856 566,320 SH   SOLE   566,320 0 0
CSX CORP COM 126408103 9,109 243,231 SH   SOLE   243,231 0 0
DEVON ENERGY CORP NEW COM 25179M103 829 14,016 SH   SOLE   14,016 0 0
EG ACQUISITION CORP UNIT 99/99/9999 26846A209 17,947 1,833,179 SH   SOLE   1,833,179 0 0
EQT CORP COM 26884L109 163,646 4,755,774 SH   SOLE   4,755,774 0 0
EQUINOR ASA SPONSORED ADR 29446M102 20,472 545,774 SH   SOLE   545,774 0 0
FIRST SOLAR INC COM 336433107 14,644 174,869 SH   SOLE   174,869 0 0
HALLIBURTON CO COM 406216101 25,943 685,048 SH   SOLE   685,048 0 0
HESS CORP COM 42809H107 65,437 611,331 SH   SOLE   611,331 0 0
HOWMET AEROSPACE INC COM 443201108 8,268 230,051 SH   SOLE   230,051 0 0
INGERSOLL RAND INC COM 45687V106 98,356 1,953,453 SH   SOLE   1,953,453 0 0
INTREPID POTASH INC COM 46121Y201 30,649 373,135 SH   SOLE   373,135 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 271,905 750,000 SH Call SOLE   750,000 0 0
LAS VEGAS SANDS CORP COM 517834107 10,206 262,563 SH   SOLE   262,563 0 0
LOCKHEED MARTIN CORP COM 539830109 10,579 23,968 SH   SOLE   23,968 0 0
MARATHON OIL CORP COM 565849106 68,652 2,734,054 SH   SOLE   2,734,054 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 6,270 39,758 SH   SOLE   39,758 0 0
MICROSOFT CORP COM 594918104 154,155 500,000 SH Call SOLE   500,000 0 0
MICROSOFT CORP COM 594918104 435,186 1,411,521 SH   SOLE   1,411,521 0 0
MOSAIC CO NEW COM 61945C103 44,655 671,500 SH   SOLE   671,500 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 50,946 1,195,643 SH   SOLE   1,195,643 0 0
NEXTERA ENERGY INC COM 65339F101 445 5,258 SH   SOLE   5,258 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,954 35,674 SH   SOLE   35,674 0 0
NUTRIEN LTD COM 67077M108 20,091 193,200 SH   SOLE   193,200 0 0
OCCIDENTAL PETE CORP COM 674599105 4,249 74,883 SH   SOLE   74,883 0 0
OVINTIV INC COM 69047Q102 36,263 670,661 SH   SOLE   670,661 0 0
PEABODY ENGR CORP COM 704551100 27,379 1,116,134 SH   SOLE   1,116,134 0 0
RANGE RES CORP COM 75281A109 19,929 656,000 SH   SOLE   656,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 27,754 280,150 SH   SOLE   280,150 0 0
SALESFORCE COM INC COM 79466L302 183,997 866,602 SH   SOLE   866,602 0 0
SAMSARA INC COM CL A 79589L106 58,335 3,641,355 SH   SOLE   3,641,355 0 0
SCHLUMBERGER LTD COM STK 806857108 44,273 1,071,718 SH   SOLE   1,071,718 0 0
SHELL PLC SPON ADS 780259305 99,730 1,815,582 SH   SOLE   1,815,582 0 0
SOUTHWESTERN ENERGY CO COM 845467109 11,212 1,563,722 SH   SOLE   1,563,722 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 677,460 1,500,000 SH Call SOLE   1,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,516,400 10,000,000 SH Put SOLE   10,000,000 0 0
SUNRUN INC COM 86771W105 15,185 500,000 SH Call SOLE   500,000 0 0
SUNRUN INC COM 86771W105 30,216 994,932 SH   SOLE   994,932 0 0
T-MOBILE US INC COM 872590104 239,540 1,866,301 SH   SOLE   1,866,301 0 0
TARGA RES CORP COM 87612G101 18,526 245,476 SH   SOLE   245,476 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 4,007 79,281 SH   SOLE   79,281 0 0
TRANSOCEAN LTD REG SHS H8817H100 10,778 2,358,435 SH   SOLE   2,358,435 0 0
UBER TECHNOLOGIES INC COM 90353T100 71,360 2,000,000 SH Call SOLE   2,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 184,233 5,163,477 SH   SOLE   5,163,477 0 0
UNION PAC CORP COM 907818108 38,420 140,626 SH   SOLE   140,626 0 0
VISTRA CORP COM 92840M102 32,716 1,407,129 SH   SOLE   1,407,129 0 0
WAVERLEY CAPITAL ACQUIS CORP UNIT 99/99/9999 G06536125 7,915 808,498 SH   SOLE   808,498 0 0
WORKDAY INC CL A 98138H101 21,618 90,278 SH   SOLE   90,278 0 0