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 | 1,536,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 459,300 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| BARRICK GOLD CORP | COM | 067901108 | 613,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,146,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 1,236,720 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 695,800 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 2,079,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,391,923 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,644,997 | 27,820 | SH | SOLE | 27,820 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 270,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 1,008,540 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 1,126,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 621,621 | 100,100 | SH | SOLE | 100,100 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 392,370 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 652,410 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,024,968 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| NATIONAL INSTRS CORP | COM | 636518102 | 608,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 1,221,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 856,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 1,589,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| OCEANPAL INC | COMMON STOCK | Y6430L103 | 3,773 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PARTY CITY HOLDCO INC | COM | 702149105 | 429,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 626,075 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347G739 | 1,134,250 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 3,584,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347G416 | 1,124,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 127,338 | 80 | SH | Put | SOLE | 80 | 0 | 0 | |
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 444,150 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||