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 | 1,304,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 891,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 794,020 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,795,905 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,108,154 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 1,312,720 | 23,820 | SH | SOLE | 23,820 | 0 | 0 | ||
| DIANA SHIPPING INC | COM | Y2066G104 | 119,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 1,029,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| EXTERRAN CORP | COM | 30227H106 | 344,430 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 681,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | 951,940 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 470,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,563,492 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
| NAVIGATOR HLDGS LTD | SHS | Y62132108 | 1,129,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 761,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| O-I GLASS INC | COM | 67098H104 | 280,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| OCEANPAL INC | COMMON STOCK | Y6430L103 | 2,403 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 558,592 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74347G739 | 1,438,800 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| PROSHARES TR | ULTRASHRT S&P500 | 74347G416 | 1,509,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PROSHARES TR | PSHS ULTSH 20YRS | 74347B201 | 3,268,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,504,080 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 371,350 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| VINTAGE WINE ESTATES INC | COM | 92747V106 | 353,700 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||