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
APPLE INC COM 037833100 2,051,700 10,000 SH SOLE 10,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305 5,286,900 30,000 SH SOLE 30,000 0 0
RH COM 74967X103 10,206,540 54,000 SH SOLE 54,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,342,800 120,000 SH SOLE 120,000 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 10,646,250 375,000 SH SOLE 375,000 0 0
AMARIN CORP PLC SPONSORED ADR 023111404 1,378,700 85,000 SH SOLE 85,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,997,500 75,000 SH SOLE 75,000 0 0
GOGO INC COM 38046C109 12,698,200 865,000 SH SOLE 865,000 0 0
LINEAGE INC COM 53566V106 5,222,400 120,000 SH SOLE 120,000 0 0
AMARIN CORP PLC SPONSORED ADR 023111404 648,800 40,000 SH SOLE 40,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,431,750 47,500 SH SOLE 47,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 6,316,775 222,500 SH SOLE 222,500 0 0
RH COM 74967X103 6,804,360 36,000 SH SOLE 36,000 0 0
ALPHABET INC CL A CAP STK CL A 02079K305 3,524,600 20,000 SH SOLE 20,000 0 0
GOGO INC COM 38046C109 8,587,800 585,000 SH SOLE 585,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 783,300 70,000 SH SOLE 70,000 0 0
LINEAGE INC COM 53566V106 3,699,200 85,000 SH SOLE 85,000 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 703,444 38,800 SH SOLE 38,800 0 0
TECHNIPFMC PLC COM G87110105 306,103 8,888 SH SOLE 8,888 0 0
EOG RESOURCES INC COM 26875P101 454,518 3,800 SH SOLE 3,800 0 0
VALERO ENERGY CORP COM 91913Y100 510,796 3,800 SH SOLE 3,800 0 0
CHEVRON CORP COM 166764100 687,312 4,800 SH SOLE 4,800 0 0
HALLIBURTON CO COM 406216101 301,624 14,800 SH SOLE 14,800 0 0
BAKER HUGHES CO CL A 05722G100 874,152 22,800 SH SOLE 22,800 0 0
CONOCOPHILLIPS COM 20825C104 795,814 8,868 SH SOLE 8,868 0 0
HECLA MINING CO COM 422704106 88,652 14,800 SH SOLE 14,800 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 251,440 2,800 SH SOLE 2,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 385,819 2,808 SH SOLE 2,808 0 0
CHART INDUSTRIES INC COM 16115Q308 296,370 1,800 SH SOLE 1,800 0 0
FIRST SOLAR INC COM 336433107 478,080 2,888 SH SOLE 2,888 0 0
KINROSS GOLD CORP COM 496902404 168,804 10,800 SH SOLE 10,800 0 0
EQT CORP COM 26884L109 979,776 16,800 SH SOLE 16,800 0 0
SOUTHERN COPPER CORP COM 84265V105 487,500 4,819 SH SOLE 4,819 0 0
PG&E CORP COM 69331C108 1,226,720 88,000 SH SOLE 88,000 0 0
EXXON MOBIL CORP COM 30231G102 517,440 4,800 SH SOLE 4,800 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 405,920 68,800 SH SOLE 68,800 0 0
TARGA RESOURCES CORP COM 87612G101 676,823 3,888 SH SOLE 3,888 0 0
CAMECO CORP COM 13321L108 504,764 6,800 SH SOLE 6,800 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 147,456 28,800 SH SOLE 28,800 0 0
SHELL PLC SPON ADS 780259305 633,690 9,000 SH SOLE 9,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 392,256 28,800 SH SOLE 28,800 0 0
HF SINCLAIR CORP COM 403949100 279,344 6,800 SH SOLE 6,800 0 0
NEXTERA ENERGY INC COM 65339F101 680,316 9,800 SH SOLE 9,800 0 0
SOUTHERN CO, THE COM 842587107 532,614 5,800 SH SOLE 5,800 0 0
KINDER MORGAN INC/DE COM 49456B101 376,320 12,800 SH SOLE 12,800 0 0
XCEL ENERGY INC COM 98389B100 599,280 8,800 SH SOLE 8,800 0 0
NEXTRACKER INC CLASS A COM 65290E101 331,005 6,088 SH SOLE 6,088 0 0
VIPER ENERGY INC CL A 927959106 1,479,444 38,800 SH SOLE 38,800 0 0
PATTERSON-UTI ENERGY INC COM 703481101 526,584 88,800 SH SOLE 88,800 0 0
GLOBAL X SILVER MINERS GLOBAL X SILVER 37954Y848 423,632 8,800 SH SOLE 8,800 0 0
BWX TECHNOLOGIES INC COM 05605H100 259,308 1,800 SH SOLE 1,800 0 0
GOGO INC COM 38046C109 1,468,000 100,000 SH SOLE 100,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,166,250 12,500 SH SOLE 12,500 0 0
CAESARS ENTERTAINMENT INC COM 12769G100 496,825 17,500 SH SOLE 17,500 0 0
SHELL PLC SPON ADS 780259305 549,198 7,800 SH SOLE 7,800 0 0
CONOCOPHILLIPS COM 20825C104 1,058,932 11,800 SH SOLE 11,800 0 0
ALPHABET INC CL A CAP STK CL A 02079K305 2,202,875 12,500 SH SOLE 12,500 0 0
RH COM 74967X103 945,050 5,000 SH SOLE 5,000 0 0
FIRST SOLAR INC COM 336433107 960,132 5,800 SH SOLE 5,800 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 111,900 10,000 SH SOLE 10,000 0 0
XCEL ENERGY INC COM 98389B100 272,400 4,000 SH SOLE 4,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 549,600 4,000 SH SOLE 4,000 0 0
LINEAGE INC COM 53566V106 870,400 20,000 SH SOLE 20,000 0 0
TECHNIPFMC PLC COM G87110105 440,832 12,800 SH SOLE 12,800 0 0
VIPER ENERGY INC CL A 927959106 1,021,884 26,800 SH SOLE 26,800 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 507,640 28,000 SH SOLE 28,000 0 0
EQT CORP COM 26884L109 793,152 13,600 SH SOLE 13,600 0 0
TARGA RESOURCES CORP COM 87612G101 522,240 3,000 SH SOLE 3,000 0 0
CHEVRON CORP COM 166764100 687,312 4,800 SH SOLE 4,800 0 0
EXXON MOBIL CORP COM 30231G102 215,600 2,000 SH SOLE 2,000 0 0
SOUTHERN CO, THE COM 842587107 532,614 5,800 SH SOLE 5,800 0 0
PG&E CORP COM 69331C108 635,664 45,600 SH SOLE 45,600 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 193,520 32,800 SH SOLE 32,800 0 0