UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | ||