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
AMAZON COM INC COM 023135106 10,080,268 48,400 SH SOLE N/A 48,400 0 0
AMAZON COM INC CALL 023135906 62,481,000 300,000 SH Call SOLE N/A 300,000 0 0
BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 3,386,520 92,000 SH SOLE N/A 92,000 0 0
CF INDUSTRIES HOLD CALL 125269900 31,434,264 242,100 SH Call SOLE N/A 242,100 0 0
INTREPID POTASH INC CALL 46121Y901 5,786,781 135,300 SH Call SOLE N/A 135,300 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 25,398,886 661,085 SH SOLE N/A 661,085 0 0
ISHARES TR PUT 464287955 35,960,000 145,000 SH Put SOLE N/A 145,000 0 0
LYONDELLBASELL INDUSTRIES NV CALL N53745900 27,084,272 336,200 SH Call SOLE N/A 336,200 0 0
MARATHON PETE CORP CALL 56585A902 40,778,060 167,000 SH Call SOLE N/A 167,000 0 0
MICROSOFT CORP CALL 594918904 19,433,925 52,500 SH Call SOLE N/A 52,500 0 0
MOSAIC CO CALL 61945C903 25,704,000 1,008,000 SH Call SOLE N/A 1,008,000 0 0
NUTRIEN LTD CALL 67077M908 53,327,582 706,700 SH Call SOLE N/A 706,700 0 0
PBF ENERGY INC CALL 69318G906 13,081,214 274,700 SH Call SOLE N/A 274,700 0 0
VALERO ENERGY CORP CALL 91913Y900 26,190,480 106,000 SH Call SOLE N/A 106,000 0 0
VANECK ETF TRUST CALL 92189F906 4,588,500 50,000 SH Call SOLE N/A 50,000 0 0