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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 5,137,000 50,000 SH Put SOLE 50,000 0 0
AERCAP HOLDINGS NV SHS N00985106 4,032,548 39,469 SH SOLE 39,469 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,834,500 150,000 SH Call SOLE 0 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,294,850 11,850 SH SOLE 11,850 0 0
AT&T INC COM 00206R102 2,250,777 79,589 SH SOLE 79,589 0 0
AT&T INC COM 00206R102 16,968,000 600,000 SH Call SOLE 0 0 0
BARCLAYS PLC ADR 06738E204 962,980 62,694 SH SOLE 62,694 0 0
BOEING CO COM 097023105 4,850,442 28,440 SH SOLE 28,440 0 0
BOEING CO COM 097023105 21,489,300 126,000 SH Call SOLE 0 0 0
BURLINGTON STORES INC COM 122017106 2,895,233 12,148 SH SOLE 12,148 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107 1,002,427 10,390 SH SOLE 10,390 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 20,097,000 435,000 SH Call SOLE 0 0 0
EQT CORP COM 26884L109 2,024,196 37,885 SH SOLE 37,885 0 0
EQT CORP COM 26884L109 19,282,887 360,900 SH Call SOLE 0 0 0
EVERGY INC COM 30034W106 2,013,547 29,203 SH SOLE 29,203 0 0
EXELON CORP COM 30161N101 1,294,618 28,095 SH SOLE 28,095 0 0
EXPAND ENERGY CORPORATION COM 165167735 497,155 4,466 SH SOLE 4,466 0 0
EXPAND ENERGY CORPORATION COM 165167735 24,757,568 222,400 SH Call SOLE 0 0 0
FORD MTR CO COM 345370860 7,021,000 700,000 SH Put SOLE 700,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 15,144,000 400,000 SH Call SOLE 0 0 0
GE AEROSPACE COM NEW 369604301 1,001,150 5,002 SH SOLE 5,002 0 0
GE AEROSPACE COM NEW 369604301 43,492,595 217,300 SH Call SOLE 0 0 0
GE VERNOVA INC COM 36828A101 1,014,140 3,322 SH SOLE 3,322 0 0
GEO GROUP INC NEW COM 36162J106 20,008,850 685,000 SH Call SOLE 0 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 5,878,119 121,675 SH SOLE 121,675 0 0
HEICO CORP NEW COM 422806109 10,740,771 40,199 SH SOLE 40,199 0 0
HOWMET AEROSPACE INC COM 443201108 4,874,864 37,577 SH SOLE 37,577 0 0
ISHARES TR IBOXX HI YD ETF 464288513 39,445,000 500,000 SH Put SOLE 500,000 0 0
KINDER MORGAN INC DEL COM 49456B101 6,072,154 212,834 SH SOLE 212,834 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 8,727,500 250,000 SH Put SOLE 250,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 11,538,218 187,400 SH Put SOLE 187,400 0 0
NATERA INC COM 632307104 2,842,341 20,100 SH SOLE 20,100 0 0
NATERA INC COM 632307104 21,918,550 155,000 SH Call SOLE 0 0 0
NATIONAL FUEL GAS CO COM 636180101 5,582,420 70,494 SH SOLE 70,494 0 0
NETFLIX INC COM 64110L106 6,045,592 6,483 SH SOLE 6,483 0 0
NISOURCE INC COM 65473P105 1,756,864 43,823 SH SOLE 43,823 0 0
PENTAIR PLC SHS G7S00T104 1,870,322 21,380 SH SOLE 21,380 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 17,115,123 482,252 SH SOLE 482,252 0 0
PROGRESSIVE CORP COM 743315103 3,503,098 12,378 SH SOLE 12,378 0 0
SAP SE SPON ADR 803054204 1,978,403 7,370 SH SOLE 7,370 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,323,327 4,224 SH SOLE 4,224 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,911,241 14,047 SH SOLE 14,047 0 0
TC ENERGY CORP COM 87807B107 5,925,894 125,522 SH SOLE 125,522 0 0
TC ENERGY CORP COM 87807B107 9,442,000 200,000 SH Call SOLE 0 0 0
TECHNIPFMC PLC COM G87110105 5,750,119 181,449 SH SOLE 181,449 0 0
TJX COS INC NEW COM 872540109 1,345,768 11,049 SH SOLE 11,049 0 0
TJX COS INC NEW COM 872540109 24,664,500 202,500 SH Call SOLE 0 0 0
TRANSDIGM GROUP INC COM 893641100 8,642,796 6,248 SH SOLE 6,248 0 0
TRILOGY METALS INC NEW COM 89621C105 559,128 360,728 SH SOLE 360,728 0 0
TXNM ENERGY INC COM 69349H107 1,997,531 37,351 SH SOLE 37,351 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 12,434,436 58,800 SH Put SOLE 58,800 0 0
WABTEC COM 929740108 4,545,175 25,063 SH SOLE 25,063 0 0
WILLIAMS COS INC COM 969457100 7,802,027 130,556 SH SOLE 130,556 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 8,053,011 23,829 SH SOLE 23,829 0 0
WOODWARD INC COM 980745103 11,678,265 63,994 SH SOLE 63,994 0 0