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
Estimated average burden
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   40,225,627 884,663 SH   SOLE   884,663 0 0
AMAZON COM INC COM 023135106   119,062,440 1,417,410 SH   SOLE   1,417,410 0 0
ANTERO RESOURCES CORP COM 03674X106   15,316,343 494,235 SH   SOLE   494,235 0 0
APPLIED MATLS INC COM 038222105   1,024,145 10,517 SH   SOLE   10,517 0 0
ARAMARK COM 03852U106   138,560,642 3,351,733 SH   SOLE   3,351,733 0 0
AVERY DENNISON CORP COM 053611109   45,250,000 250,000 SH Put SOLE   250,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108   12,709,205 204,822 SH   SOLE   204,822 0 0
BUNGE LIMITED COM G16962105   9,309,439 93,309 SH   SOLE   93,309 0 0
BWX TECHNOLOGIES INC COM 05605H100   33,047,172 568,994 SH   SOLE   568,994 0 0
CAMECO CORP COM 13321L108   11,951,556 527,197 SH   SOLE   527,197 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   7,089,576 440,073 SH   SOLE   440,073 0 0
CONSTELLATION ENERGY CORP COM 21037T109   58,054,935 673,413 SH   SOLE   673,413 0 0
DOMINION ENERGY INC COM 25746U109   50,073,544 816,594 SH   SOLE   816,594 0 0
ENPHASE ENERGY INC COM 29355A107   20,638,529 77,893 SH   SOLE   77,893 0 0
EOG RES INC COM 26875P101   30,761,648 237,505 SH   SOLE   237,505 0 0
EQUINOR ASA SPONSORED ADR 29446M102   29,725,666 830,094 SH   SOLE   830,094 0 0
FISERV INC COM 337738108   55,080,926 544,978 SH   SOLE   544,978 0 0
HELMERICH & PAYNE INC COM 423452101   17,097,090 344,908 SH   SOLE   344,908 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   161,310,000 5,700,000 SH Call SOLE   5,700,000 0 0
LAMB WESTON HLDGS INC COM 513272104   60,502,082 677,060 SH   SOLE   677,060 0 0
LIBERTY ENERGY INC COM CL A 53115L104   5,050,595 315,465 SH   SOLE   315,465 0 0
MARATHON OIL CORP COM 565849106   21,086,258 778,953 SH   SOLE   778,953 0 0
MOSAIC CO NEW COM 61945C103   15,241,754 347,430 SH   SOLE   347,430 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   14,416,988 339,863 SH   SOLE   339,863 0 0
NEXTDECADE CORP COM 65342K105   10,190,148 2,062,783 SH   SOLE   2,062,783 0 0
NOBLE CORP PLC ORD SHS A G65431127   15,587,014 413,339 SH   SOLE   413,339 0 0
NUTRIEN LTD COM 67077M108   16,113,266 220,639 SH   SOLE   220,639 0 0
NUTRIEN LTD COM 67077M108   73,030,000 1,000,000 SH Call SOLE   1,000,000 0 0
NVIDIA CORPORATION COM 67066G104   30,971,012 211,927 SH   SOLE   211,927 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   15,616,105 488,920 SH   SOLE   488,920 0 0
SAMSARA INC COM CL A 79589L106   65,619,188 5,279,098 SH   SOLE   5,279,098 0 0
SCHLUMBERGER LTD COM STK 806857108   15,675,862 293,226 SH   SOLE   293,226 0 0
SCORPIO TANKERS INC SHS Y7542C130   5,041,690 93,764 SH   SOLE   93,764 0 0
SHELL PLC SPON ADS 780259305   52,469,971 921,334 SH   SOLE   921,334 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,204,654,500 3,150,000 SH Put SOLE   3,150,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   339,700,000 2,500,000 SH Call SOLE   2,500,000 0 0
T-MOBILE US INC COM 872590104   196,004,060 1,400,029 SH   SOLE   1,400,029 0 0
TECHNIPFMC PLC COM G87110105   99,364,298 8,151,296 SH   SOLE   8,151,296 0 0
TRANSOCEAN LTD REG SHS H8817H100   16,561,783 3,631,970 SH   SOLE   3,631,970 0 0
UNITED STATES STL CORP NEW COM 912909108   4,003,892 159,836 SH   SOLE   159,836 0 0
UNITEDHEALTH GROUP INC COM 91324P102   20,046,106 37,810 SH   SOLE   37,810 0 0
VALE S A SPONSORED ADS 91912E105   15,820,401 932,257 SH   SOLE   932,257 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   10,324,322 33,956 SH   SOLE   33,956 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   75,330,461 5,514,675 SH   SOLE   5,514,675 0 0
WILLIAMS COS INC COM 969457100   406,019 12,341 SH   SOLE   12,341 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   29,627,816 655,918 SH   SOLE   655,918 0 0