The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 5,057,500 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
CONTAINER STORE GROUP INC, THE | COM | 210751103 | 1,648,500 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 19,426,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,939,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ALPHABET INC CL A | CAP STK CL A | 02079K305 | 3,591,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
RH | COM | 74967X103 | 17,303,475 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC | COM | 12769G100 | 22,936,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
CNX RESOURCES CORP | COM | 12653C108 | 2,658,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 7,314,300 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 2,677,500 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
CONTAINER STORE GROUP INC, THE | COM | 210751103 | 706,500 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,475,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC | COM | 12769G100 | 10,194,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
RH | COM | 74967X103 | 7,415,775 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
ALPHABET INC CL A | CAP STK CL A | 02079K305 | 1,795,500 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CNX RESOURCES CORP | COM | 12653C108 | 1,329,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 3,657,150 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 492,760 | 38,800 | SH | SOLE | 38,800 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 271,988 | 38,800 | SH | SOLE | 38,800 | 0 | 0 | ||
BAKER HUGHES CO | CL A | 05722G100 | 404,608 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
BP PLC | SPONSORED ADR | 055622104 | 239,972 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 392,960 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 274,248 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 504,373 | 4,868 | SH | SOLE | 4,868 | 0 | 0 | ||
PIONEER NATURAL RESOURCES CO | COM | 723787107 | 207,180 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 282,776 | 2,080 | SH | SOLE | 2,080 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 206,818 | 1,088 | SH | SOLE | 1,088 | 0 | 0 | ||
KINROSS GOLD CORP | COM | 496902404 | 56,286 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
CANADIAN NATURAL RESOURCES LTD | COM | 136385101 | 213,788 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
DRIL-QUIP INC | COM | 262037104 | 232,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 588,681 | 2,188 | SH | SOLE | 2,188 | 0 | 0 | ||
PLUG POWER INC | COM NEW | 72919P202 | 205,722 | 19,800 | SH | SOLE | 19,800 | 0 | 0 | ||
TARGA RESOURCES CORP | COM | 87612G101 | 593,580 | 7,800 | SH | SOLE | 7,800 | 0 | 0 | ||
STEM INC | COM | 85859N102 | 233,376 | 40,800 | SH | SOLE | 40,800 | 0 | 0 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 341,040 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
EVGO INC | CL A COM | 30052F100 | 40,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 200,412 | 22,800 | SH | SOLE | 22,800 | 0 | 0 | ||
FLUENCE ENERGY INC | COM CL A | 34379V103 | 340,992 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
SHELL PLC | SPON ADS | 780259305 | 277,748 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | ||
FREYR BATTERY SA | SHS | L4135L100 | 231,880 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 140,288 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
ALTUS POWER INC | COM CL A | 02217A102 | 209,520 | 38,800 | SH | SOLE | 38,800 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 290,052 | 12,600 | SH | SOLE | 12,600 | 0 | 0 |