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

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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 1,367,400 20,000 SH   SOLE   20,000 0 0
APA CORPORATION COM 03743Q108 170,950 5,000 SH   SOLE   5,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 889,000 25,000 SH   SOLE   25,000 0 0
CF INDS HLDGS INC COM 125269100 385,000 4,000 SH   SOLE   4,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 664,200 45,000 SH   SOLE   45,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,239,785 13,500 SH   SOLE   13,500 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,142,384 21,409 SH   SOLE   21,409 0 0
CITIGROUP INC COM NEW 172967424 416,700 10,000 SH   SOLE   10,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,281,972 21,320 SH   SOLE   21,320 0 0
DIANA SHIPPING INC COM Y2066G104 90,250 25,000 SH   SOLE   25,000 0 0
EMCOR GROUP INC COM 29084Q100 1,154,800 10,000 SH   SOLE   10,000 0 0
EXTERRAN CORP COM 30227H106 333,216 80,100 SH   SOLE   80,100 0 0
LAS VEGAS SANDS CORP COM 517834107 375,200 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 465,800 2,000 SH   SOLE   2,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 1,145,000 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 470,880 2,000 SH   SOLE   2,000 0 0
NEWELL BRANDS INC COM 651229106 555,600 40,000 SH   SOLE   40,000 0 0
OCEANPAL INC COMMON STOCK Y6430L103 1,526 5,000 SH   SOLE   5,000 0 0
PIONEER NAT RES CO COM 723787107 542,191 2,504 SH   SOLE   2,504 0 0
PROSHARES TR ULTRASHRT S&P500 74347G416 1,637,100 30,000 SH   SOLE   30,000 0 0
PROSHARES TR ULTSHRT QQQ 74347G739 1,508,650 55,000 SH   SOLE   55,000 0 0
PROSHARES TR PSHS ULTSH 20YRS 74347B201 2,703,850 85,000 SH   SOLE   85,000 0 0
QUANTA SVCS INC COM 74762E102 764,340 6,000 SH   SOLE   6,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 244,800 40,000 SH   SOLE   40,000 0 0