Greenland Capital Management 13F-HR Quarterly holdings report by institutional manager

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:	Oct 31, 2018
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
AERCAP HOLDINGS NV	SHS	N00985106	702,875	12,500	SH		SOLE		12,500	0	0
AEROVIRONMENT INC	COM	008073108	2,668,131	29,109	SH		SOLE		29,109	0	0
AES CORP	COM	00130H105	2,004,660	83,250	SH		SOLE		83,250	0	0
AGNC INVT CORP	COM	00123Q104	3,329,535	330,311	SH		SOLE		330,311	0	0
AIR LEASE CORP	CL A	00912X302	787,400	20,000	SH		SOLE		20,000	0	0
AIR PRODS & CHEMS INC	COM	009158106	2,495,855	8,690	SH		SOLE		8,690	0	0
AIR TRANSPORT SERVICES GRP I	COM	00922R105	1,162,918	55,829	SH		SOLE		55,829	0	0
ALCOA CORP	COM	013872106	6,289,517	147,780	SH		SOLE		147,780	0	0
ALEXANDRIA REAL ESTATE EQ IN	COM	015271109	941,925	7,500	SH		SOLE		7,500	0	0
ALGONQUIN PWR UTILS CORP	COM	015857105	1,680,000	200,000	SH	Call	SOLE		0	0	0
ALGONQUIN PWR UTILS CORP	COM	015857105	2,579,254	307,816	SH		SOLE		307,816	0	0
ALLEGIANT TRAVEL CO	COM	01748X102	1,103,760	12,000	SH		SOLE		12,000	0	0
ALLETE INC	COM NEW	018522300	836,810	13,000	SH		SOLE		13,000	0	0
ALLIANT ENERGY CORP	COM	018802108	9,227,840	172,806	SH		SOLE		172,806	0	0
ALLY FINL INC	COM	02005N100	1,069,739	41,967	SH		SOLE		41,967	0	0
ALPHABET INC	CAP STK CL A	02079K305	683,684	6,591	SH		SOLE		6,591	0	0
ALPHABET INC	CAP STK CL C	02079K107	1,531,816	14,729	SH		SOLE		14,729	0	0
AMAZON COM INC	COM	023135106	1,207,150	11,687	SH		SOLE		11,687	0	0
AMEREN CORP	COM	023608102	15,921,936	184,303	SH		SOLE		184,303	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	1,475,000	100,000	SH	Call	SOLE		0	0	0
AMERICAN HOMES 4 RENT	CL A	02665T306	823,833	26,195	SH		SOLE		26,195	0	0
AMERICOLD REALTY TRUST INC	COM	03064D108	1,280,250	45,000	SH		SOLE		45,000	0	0
ANSYS INC	COM	03662Q105	8,804,224	26,455	SH		SOLE		26,455	0	0
ANTERO MIDSTREAM CORP	COM	03676B102	265,922	25,350	SH		SOLE		25,350	0	0
ANTERO RESOURCES CORP	COM	03674X106	461,800	20,000	SH	Call	SOLE		0	0	0
ANTERO RESOURCES CORP	COM	03674X106	686,789	29,744	SH		SOLE		29,744	0	0
APPLIED MATLS INC	COM	038222105	3,797,044	30,913	SH		SOLE		30,913	0	0
ARCBEST CORP	COM	03937C105	3,618,058	39,148	SH		SOLE		39,148	0	0
ARK ETF TR	INNOVATION ETF	00214Q104	980,786	24,313	SH		SOLE		24,313	0	0
AT&T INC	COM	00206R102	1,234,830	64,147	SH		SOLE		64,147	0	0
ATI INC	COM	01741R102	4,365,302	110,626	SH		SOLE		110,626	0	0
ATLAS ENERGY SOLUTIONS INC	COM CLASS A	04930R107	972,447	57,102	SH		SOLE		57,102	0	0
AUTODESK INC	COM	052769106	859,909	4,131	SH		SOLE		4,131	0	0
AUTOLIV INC	COM	052800109	8,161,998	87,425	SH		SOLE		87,425	0	0
AVALONBAY CMNTYS INC	COM	053484101	3,613,290	21,500	SH		SOLE		21,500	0	0
AVISTA CORP	COM	05379B107	744,149	17,530	SH		SOLE		17,530	0	0
AXALTA COATING SYS LTD	COM	G0750C108	1,665,950	55,000	SH		SOLE		55,000	0	0
B & G FOODS INC NEW	COM	05508R106	1,580,612	101,778	SH		SOLE		101,778	0	0
BILL HOLDINGS INC	COM	090043100	814,240	10,035	SH		SOLE		10,035	0	0
BLOCK INC	CL A	852234103	762,839	11,112	SH		SOLE		11,112	0	0
BOEING CO	COM	097023105	9,283,828	43,703	SH		SOLE		43,703	0	0
BOOKING HOLDINGS INC	COM	09857L108	1,196,237	451	SH		SOLE		451	0	0
BORGWARNER INC	COM	099724106	10,936,257	222,689	SH		SOLE		222,689	0	0
BOSTON PROPERTIES INC	COM	101121101	1,396,296	25,800	SH	Call	SOLE		0	0	0
BP PLC	SPONSORED ADR	055622104	710,920	18,738	SH		SOLE		18,738	0	0
BRIGHTSPIRE CAPITAL INC	COM CL A	10949T109	6,342,500	1,075,000	SH		SOLE		1,075,000	0	0
BRIXMOR PPTY GROUP INC	COM	11120U105	9,576,873	445,022	SH		SOLE		445,022	0	0
BUNGE LIMITED	COM	G16962105	1,887,857	19,764	SH		SOLE		19,764	0	0
BUNGE LIMITED	COM	G16962105	3,820,800	40,000	SH	Call	SOLE		0	0	0
BWX TECHNOLOGIES INC	COM	05605H100	7,903,514	125,373	SH		SOLE		125,373	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	3,158,774	31,788	SH		SOLE		31,788	0	0
CAE INC	COM	124765108	222,378	9,848	SH		SOLE		9,848	0	0
CAL MAINE FOODS INC	COM NEW	128030202	10,290,410	169,000	SH	Put	SOLE		169,000	0	0
CANADIAN NAT RES LTD	COM	136385101	830,250	15,000	SH	Call	SOLE		0	0	0
CANADIAN NAT RES LTD	COM	136385101	2,673,894	48,385	SH		SOLE		48,385	0	0
CANADIAN NATL RY CO	COM	136375102	10,920,247	92,568	SH		SOLE		92,568	0	0
CASELLA WASTE SYS INC	CL A	147448104	826,600	10,000	SH		SOLE		10,000	0	0
CBRE GROUP INC	CL A	12504L109	3,058,020	42,000	SH		SOLE		42,000	0	0
CELSIUS HLDGS INC	COM NEW	15118V207	3,954,225	42,546	SH		SOLE		42,546	0	0
CEMEX SAB DE CV	SPON ADR NEW	151290889	3,105,266	561,531	SH		SOLE		561,531	0	0
CENOVUS ENERGY INC	COM	15135U109	517,633	29,709	SH		SOLE		29,709	0	0
CHART INDS INC	COM	16115Q308	525,928	4,194	SH		SOLE		4,194	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	571,773	3,628	SH		SOLE		3,628	0	0
CHENIERE ENERGY PARTNERS LP	COM UNIT	16411Q101	288,652	6,100	SH		SOLE		6,100	0	0
CLEARWAY ENERGY INC	CL C	18539C204	1,029,191	32,850	SH		SOLE		32,850	0	0
CLEVELAND-CLIFFS INC NEW	COM	185899101	5,959,560	325,126	SH		SOLE		325,126	0	0
COMCAST CORP NEW	CL A	20030N101	847,630	22,359	SH		SOLE		22,359	0	0
CONSOLIDATED EDISON INC	COM	209115104	5,726,806	59,860	SH		SOLE		59,860	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	5,445,388	69,368	SH		SOLE		69,368	0	0
CORPORATE OFFICE PPTYS TR	SH BEN INT	22002T108	1,659,700	70,000	SH		SOLE		70,000	0	0
CORTEVA INC	COM	22052L104	2,231,470	37,000	SH		SOLE		37,000	0	0
COUSINS PPTYS INC	COM NEW	222795502	4,169,100	195,000	SH		SOLE		195,000	0	0
CSX CORP	COM	126408103	14,026,890	468,500	SH		SOLE		468,500	0	0
CUBESMART	COM	229663109	2,079,900	45,000	SH		SOLE		45,000	0	0
CUMMINS INC	COM	231021106	10,496,148	43,939	SH		SOLE		43,939	0	0
D R HORTON INC	COM	23331A109	4,010,858	41,057	SH		SOLE		41,057	0	0
DANA INC	COM	235825205	251,606	16,718	SH		SOLE		16,718	0	0
DATADOG INC	CL A COM	23804L103	496,849	6,838	SH		SOLE		6,838	0	0
DEERE & CO	COM	244199105	825,760	2,000	SH		SOLE		2,000	0	0
DEVON ENERGY CORP NEW	COM	25179M103	3,002,944	59,335	SH		SOLE		59,335	0	0
DISNEY WALT CO	COM	254687106	1,014,517	10,132	SH		SOLE		10,132	0	0
DOMINION ENERGY INC	COM	25746U109	2,169,308	38,800	SH		SOLE		38,800	0	0
DOMINION ENERGY INC	COM	25746U109	11,182,000	200,000	SH	Call	SOLE		0	0	0
DOORDASH INC	CL A	25809K105	452,229	7,115	SH		SOLE		7,115	0	0
DOVER CORP	COM	260003108	4,634,778	30,504	SH		SOLE		30,504	0	0
DT MIDSTREAM INC	COMMON STOCK	23345M107	1,030,451	20,872	SH		SOLE		20,872	0	0
DUKE ENERGY CORP NEW	COM NEW	26441C204	9,660,409	100,139	SH		SOLE		100,139	0	0
DUN & BRADSTREET HLDGS INC	COM	26484T106	1,078,753	91,887	SH		SOLE		91,887	0	0
EASTGROUP PPTYS INC	COM	277276101	11,591,908	70,118	SH		SOLE		70,118	0	0
EASTMAN CHEM CO	COM	277432100	202,416	2,400	SH		SOLE		2,400	0	0
ECOLAB INC	COM	278865100	4,025,524	24,319	SH		SOLE		24,319	0	0
EDISON INTL	COM	281020107	7,360,913	104,277	SH		SOLE		104,277	0	0
EMERSON ELEC CO	COM	291011104	14,109,273	161,915	SH		SOLE		161,915	0	0
EMPIRE ST RLTY TR INC	CL A	292104106	713,900	110,000	SH		SOLE		110,000	0	0
ENBRIDGE INC	COM	29250N105	3,185,048	83,650	SH		SOLE		83,650	0	0
ENLINK MIDSTREAM LLC	COM UNIT REP LTD	29336T100	271,000	25,000	SH		SOLE		25,000	0	0
ENPHASE ENERGY INC	COM	29355A107	987,475	4,696	SH		SOLE		4,696	0	0
ENTERGY CORP NEW	COM	29364G103	6,259,694	58,100	SH		SOLE		58,100	0	0
EPR PPTYS	COM SH BEN INT	26884U109	616,115	16,171	SH		SOLE		16,171	0	0
EQT CORP	COM	26884L109	957,300	30,000	SH	Call	SOLE		0	0	0
EQT CORP	COM	26884L109	5,006,488	156,894	SH		SOLE		156,894	0	0
EQUITY LIFESTYLE PPTYS INC	COM	29472R108	2,013,900	30,000	SH		SOLE		30,000	0	0
EQUITY RESIDENTIAL	SH BEN INT	29476L107	2,820,000	47,000	SH		SOLE		47,000	0	0
ESSENTIAL PPTYS RLTY TR INC	COM	29670E107	5,268,449	212,010	SH		SOLE		212,010	0	0
ESSENTIAL UTILS INC	COM	29670G102	3,442,588	78,868	SH		SOLE		78,868	0	0
EURONAV NV	SHS	B38564108	4,966,482	295,800	SH	Call	SOLE		0	0	0
EURONAV NV	SHS	B38564108	6,219,839	370,449	SH		SOLE		370,449	0	0
EVERGY INC	COM	30034W106	9,587,711	156,867	SH		SOLE		156,867	0	0
EXXON MOBIL CORP	COM	30231G102	896,251	8,173	SH		SOLE		8,173	0	0
FIRST HORIZON CORPORATION	COM	320517105	682,930	38,410	SH		SOLE		38,410	0	0
FIRST INDL RLTY TR INC	COM	32054K103	1,596,000	30,000	SH		SOLE		30,000	0	0
FIVE9 INC	COM	338307101	638,899	8,838	SH		SOLE		8,838	0	0
FLOWERS FOODS INC	COM	343498101	4,969,817	181,314	SH		SOLE		181,314	0	0
FOCUS FINL PARTNERS INC	COM CL A	34417P100	780,592	15,049	SH		SOLE		15,049	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	3,643,895	89,071	SH		SOLE		89,071	0	0
FREYR BATTERY	SHS	L4135L100	3,097,338	348,407	SH		SOLE		348,407	0	0
FS KKR CAP CORP	COM	302635206	1,283,863	69,398	SH		SOLE		69,398	0	0
GAMING & LEISURE PPTYS INC	COM	36467J108	574,847	11,042	SH		SOLE		11,042	0	0
GENERAL DYNAMICS CORP	COM	369550108	5,419,759	23,749	SH		SOLE		23,749	0	0
GENERAL ELECTRIC CO	COM NEW	369604301	7,313,782	76,504	SH		SOLE		76,504	0	0
GETTY RLTY CORP NEW	COM	374297109	6,159,365	170,951	SH		SOLE		170,951	0	0
GITLAB INC	CLASS A COM	37637K108	1,277,748	37,263	SH		SOLE		37,263	0	0
GLOBAL PMTS INC	COM	37940X102	1,268,563	12,054	SH		SOLE		12,054	0	0
GLOBUS MED INC	CL A	379577208	455,386	8,040	SH		SOLE		8,040	0	0
GREEN PLAINS INC	COM	393222104	1,022,670	33,000	SH	Call	SOLE		0	0	0
GREEN PLAINS INC	COM	393222104	1,442,646	46,552	SH		SOLE		46,552	0	0
GRIFFON CORP	COM	398433102	1,275,727	39,854	SH		SOLE		39,854	0	0
GRIFFON CORP	COM	398433102	2,253,504	70,400	SH	Call	SOLE		0	0	0
HF SINCLAIR CORP	COM	403949100	1,209,500	25,000	SH	Call	SOLE		0	0	0
HF SINCLAIR CORP	COM	403949100	1,447,191	29,913	SH		SOLE		29,913	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	211,305	1,500	SH		SOLE		1,500	0	0
HOME DEPOT INC	COM	437076102	6,792,482	23,016	SH		SOLE		23,016	0	0
HORIZON THERAPEUTICS PUB L	SHS	G46188101	1,016,857	9,317	SH		SOLE		9,317	0	0
HOST HOTELS & RESORTS INC	COM	44107P104	1,077,885	65,366	SH		SOLE		65,366	0	0
HOWMET AEROSPACE INC	COM	443201108	13,195,289	311,430	SH		SOLE		311,430	0	0
HUBSPOT INC	COM	443573100	454,046	1,059	SH		SOLE		1,059	0	0
IAC INC	COM NEW	44891N208	3,238,106	62,754	SH		SOLE		62,754	0	0
IMPERIAL OIL LTD	COM NEW	453038408	2,032,400	40,000	SH	Call	SOLE		0	0	0
IMPERIAL OIL LTD	COM NEW	453038408	4,329,175	85,245	SH		SOLE		85,245	0	0
INGERSOLL RAND INC	COM	45687V106	10,578,229	181,819	SH		SOLE		181,819	0	0
INTUIT	COM	461202103	859,114	1,927	SH		SOLE		1,927	0	0
INVESCO EXCH TRADED FD TR II	SOLAR ETF	46138G706	513,678	6,617	SH		SOLE		6,617	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	516,055	1,608	SH		SOLE		1,608	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	2,246,510	7,000	SH	Put	SOLE		7,000	0	0
ISHARES TR	IBOXX INV CP ETF	464287242	1,370,125	12,500	SH		SOLE		12,500	0	0
ISHARES TR	MORTGE REL ETF	46435G342	548,184	25,100	SH	Put	SOLE		25,100	0	0
ISHARES TR	MORTGE REL ETF	46435G342	559,104	25,600	SH		SOLE		25,600	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	4,460,000	25,000	SH	Call	SOLE		0	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	3,998,790	47,100	SH	Call	SOLE		0	0	0
ISHARES TR	U.S. REAL ES ETF	464287739	6,792,000	80,000	SH	Put	SOLE		80,000	0	0
ITT INC	COM	45073V108	11,877,555	137,631	SH		SOLE		137,631	0	0
JETBLUE AWYS CORP	COM	477143101	168,255	23,112	SH		SOLE		23,112	0	0
KILROY RLTY CORP	COM	49427F108	1,134,000	35,000	SH		SOLE		35,000	0	0
KIMCO RLTY CORP	COM	49446R109	781,200	40,000	SH		SOLE		40,000	0	0
KOSMOS ENERGY LTD	COM	500688106	1,190,400	160,000	SH	Call	SOLE		0	0	0
KOSMOS ENERGY LTD	COM	500688106	2,730,413	366,991	SH		SOLE		366,991	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	3,186,741	16,239	SH		SOLE		16,239	0	0
LABORATORY CORP AMER HLDGS	COM NEW	50540R409	8,015,017	34,936	SH		SOLE		34,936	0	0
LAMAR ADVERTISING CO NEW	CL A	512816109	451,103	4,516	SH		SOLE		4,516	0	0
LEAR CORP	COM NEW	521865204	8,045,644	57,679	SH		SOLE		57,679	0	0
LEIDOS HOLDINGS INC	COM	525327102	920,600	10,000	SH		SOLE		10,000	0	0
LIBERTY BROADBAND CORP	COM SER C	530307305	2,419,791	29,618	SH		SOLE		29,618	0	0
LIBERTY MEDIA CORP DEL	COM A SIRIUSXM	531229409	1,062,729	37,833	SH		SOLE		37,833	0	0
LIBERTY MEDIA CORP DEL	COM C BRAVES GRP	531229888	1,545,765	45,882	SH		SOLE		45,882	0	0
LIFE STORAGE INC	COM	53223X107	2,388,460	18,220	SH		SOLE		18,220	0	0
LOCKHEED MARTIN CORP	COM	539830109	7,209,133	15,250	SH		SOLE		15,250	0	0
LOUISIANA PAC CORP	COM	546347105	453,792	8,371	SH		SOLE		8,371	0	0
LPL FINL HLDGS INC	COM	50212V100	810,410	4,004	SH		SOLE		4,004	0	0
LYONDELLBASELL INDUSTRIES N	SHS - A -	N53745100	1,439,991	15,337	SH		SOLE		15,337	0	0
MARRIOTT INTL INC NEW	CL A	571903202	830,200	5,000	SH		SOLE		5,000	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	4,901,674	13,488	SH		SOLE		13,488	0	0
MDU RES GROUP INC	COM	552690109	8,471,794	277,946	SH		SOLE		277,946	0	0
MEDICAL PPTYS TRUST INC	COM	58463J304	766,893	93,296	SH		SOLE		93,296	0	0
MERCADOLIBRE INC	COM	58733R102	1,041,267	790	SH		SOLE		790	0	0
MERCURY SYS INC	COM	589378108	213,784	4,182	SH		SOLE		4,182	0	0
META PLATFORMS INC	CL A	30303M102	883,366	4,168	SH		SOLE		4,168	0	0
MOBILEYE GLOBAL INC	COMMON CLASS A	60741F104	1,341,370	31,000	SH	Call	SOLE		0	0	0
MONGODB INC	CL A	60937P106	740,389	3,176	SH		SOLE		3,176	0	0
NATIONAL STORAGE AFFILIATES	COM SHS BEN IN	637870106	1,253,400	30,000	SH		SOLE		30,000	0	0
NAVIENT CORPORATION	COM	63938C108	788,259	49,297	SH		SOLE		49,297	0	0
NCINO INC	COM	63947X101	549,348	22,169	SH		SOLE		22,169	0	0
NCR CORP NEW	COM	62886E108	1,179,500	50,000	SH	Call	SOLE		0	0	0
NEW JERSEY RES CORP	COM	646025106	1,017,450	19,125	SH		SOLE		19,125	0	0
NEWMARK GROUP INC	CL A	65158N102	460,200	65,000	SH		SOLE		65,000	0	0
NEXTIER OILFIELD SOLUTIONS	COM	65290C105	1,021,289	128,464	SH		SOLE		128,464	0	0
NISOURCE INC	COM	65473P105	16,826,608	601,810	SH		SOLE		601,810	0	0
NORFOLK SOUTHN CORP	COM	655844108	3,051,528	14,394	SH		SOLE		14,394	0	0
NORTHERN OIL AND GAS INC MN	COM	665531307	5,310,431	174,973	SH		SOLE		174,973	0	0
NORTHROP GRUMMAN CORP	COM	666807102	11,430,802	24,757	SH		SOLE		24,757	0	0
NVIDIA CORPORATION	COM	67066G104	2,281,603	8,214	SH		SOLE		8,214	0	0
NVR INC	COM	62944T105	668,663	120	SH		SOLE		120	0	0
OAKTREE SPECIALTY LENDING CO	COM	67401P405	4,477,095	238,524	SH		SOLE		238,524	0	0
OCCIDENTAL PETE CORP	COM	674599105	12,081,578	193,522	SH		SOLE		193,522	0	0
OGE ENERGY CORP	COM	670837103	2,681,204	71,195	SH		SOLE		71,195	0	0
OMEGA HEALTHCARE INVS INC	COM	681936100	8,003,720	292,000	SH		SOLE		292,000	0	0
OMNICOM GROUP INC	COM	681919106	866,419	9,184	SH		SOLE		9,184	0	0
ONE GAS INC	COM	68235P108	1,200,335	15,150	SH		SOLE		15,150	0	0
OTIS WORLDWIDE CORP	COM	68902V107	3,881,809	45,993	SH		SOLE		45,993	0	0
OWL ROCK CAPITAL CORPORATION	COM	69121K104	7,099,430	563,000	SH		SOLE		563,000	0	0
PALO ALTO NETWORKS INC	COM	697435105	3,019,270	15,116	SH		SOLE		15,116	0	0
PAR PAC HOLDINGS INC	COM NEW	69888T207	766,412	26,247	SH		SOLE		26,247	0	0
PARKER-HANNIFIN CORP	COM	701094104	4,478,330	13,324	SH		SOLE		13,324	0	0
PARSONS CORP DEL	COM	70202L102	801,383	17,912	SH		SOLE		17,912	0	0
PATTERSON-UTI ENERGY INC	COM	703481101	610,178	52,152	SH		SOLE		52,152	0	0
PAYPAL HLDGS INC	COM	70450Y103	927,227	12,210	SH		SOLE		12,210	0	0
PBF ENERGY INC	CL A	69318G106	3,528,247	81,371	SH		SOLE		81,371	0	0
PEBBLEBROOK HOTEL TR	COM	70509V100	2,457,000	175,000	SH		SOLE		175,000	0	0
PERMIAN RESOURCES CORP	CLASS A COM	71424F105	344,537	32,813	SH		SOLE		32,813	0	0
PG&E CORP	COM	69331C108	8,015,097	495,677	SH		SOLE		495,677	0	0
PHILLIPS EDISON & CO INC	COMMON STOCK	71844V201	2,592,964	79,490	SH		SOLE		79,490	0	0
PINNACLE WEST CAP CORP	COM	723484101	7,852,684	99,100	SH		SOLE		99,100	0	0
PINTEREST INC	CL A	72352L106	259,065	9,500	SH		SOLE		9,500	0	0
PIONEER NAT RES CO	COM	723787107	5,106,000	25,000	SH	Call	SOLE		0	0	0
PPL CORP	COM	69351T106	12,487,353	449,347	SH		SOLE		449,347	0	0
PROFRAC HLDG CORP	CLASS A COM	74319N100	198,273	15,649	SH		SOLE		15,649	0	0
PROSHARES TR II	ULSHT BLOOMB GAS	74347Y813	249,812	69,200	SH	Call	SOLE		0	0	0
PUBLIC SVC ENTERPRISE GRP IN	COM	744573106	13,979,495	223,851	SH		SOLE		223,851	0	0
Q2 HLDGS INC	COM	74736L109	930,710	37,803	SH		SOLE		37,803	0	0
RANGE RES CORP	COM	75281A109	529,400	20,000	SH	Call	SOLE		0	0	0
RANGER OIL CORPORATION	CLASS A COM	70788V102	698,936	17,114	SH		SOLE		17,114	0	0
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	4,694,666	47,939	SH		SOLE		47,939	0	0
REGENCY CTRS CORP	COM	758849103	4,710,860	77,000	SH		SOLE		77,000	0	0
REPUBLIC SVCS INC	COM	760759100	5,205,970	38,500	SH		SOLE		38,500	0	0
RITCHIE BROS AUCTIONEERS	COM	767744105	939,762	16,695	SH		SOLE		16,695	0	0
ROPER TECHNOLOGIES INC	COM	776696106	13,030,322	29,568	SH		SOLE		29,568	0	0
RPM INTL INC	COM	749685103	410,028	4,700	SH		SOLE		4,700	0	0
RPT REALTY	SH BEN INT	74971D101	787,590	82,817	SH		SOLE		82,817	0	0
SABRA HEALTH CARE REIT INC	COM	78573L106	3,358,000	292,000	SH		SOLE		292,000	0	0
SABRE CORP	COM	78573M104	493,350	115,000	SH		SOLE		115,000	0	0
SALESFORCE INC	COM	79466L302	1,071,820	5,365	SH		SOLE		5,365	0	0
SBA COMMUNICATIONS CORP NEW	CL A	78410G104	10,286,158	39,400	SH		SOLE		39,400	0	0
SCHLUMBERGER LTD	COM STK	806857108	8,323,383	169,519	SH		SOLE		169,519	0	0
SEA LTD	SPONSORD ADS	81141R100	376,146	4,346	SH		SOLE		4,346	0	0
SEAGEN INC	COM	81181C104	323,952	1,600	SH		SOLE		1,600	0	0
SELECT SECTOR SPDR TR	FINANCIAL	81369Y605	816,610	25,400	SH	Call	SOLE		0	0	0
SEMPRA	COM	816851109	4,350,989	28,784	SH		SOLE		28,784	0	0
SENSATA TECHNOLOGIES HLDG PL	SHS	G8060N102	4,861,694	97,195	SH		SOLE		97,195	0	0
SERVICENOW INC	COM	81762P102	1,012,160	2,178	SH		SOLE		2,178	0	0
SHERWIN WILLIAMS CO	COM	824348106	899,080	4,000	SH		SOLE		4,000	0	0
SM ENERGY CO	COM	78454L100	2,895,270	102,815	SH		SOLE		102,815	0	0
SNOWFLAKE INC	CL A	833445109	645,241	4,182	SH		SOLE		4,182	0	0
SOUTHWEST AIRLS CO	COM	844741108	2,928,600	90,000	SH		SOLE		90,000	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	800,000	160,000	SH	Call	SOLE		0	0	0
SOUTHWESTERN ENERGY CO	COM	845467109	1,046,630	209,326	SH		SOLE		209,326	0	0
SPDR SER TR	S&P BIOTECH	78464A870	255,380	3,351	SH		SOLE		3,351	0	0
SPDR SER TR	S&P OILGAS EXP	78468R556	690,900	5,415	SH		SOLE		5,415	0	0
SPIRIT AEROSYSTEMS HLDGS INC	COM CL A	848574109	1,277,610	37,000	SH		SOLE		37,000	0	0
SPLUNK INC	COM	848637104	1,229,373	12,822	SH		SOLE		12,822	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	1,001,883	7,498	SH		SOLE		7,498	0	0
STAG INDL INC	COM	85254J102	1,589,540	47,000	SH		SOLE		47,000	0	0
STAR BULK CARRIERS CORP.	SHS PAR	Y8162K204	2,432,580	115,179	SH		SOLE		115,179	0	0
STAR BULK CARRIERS CORP.	SHS PAR	Y8162K204	5,280,000	250,000	SH	Call	SOLE		0	0	0
SUNCOR ENERGY INC NEW	COM	867224107	4,594,160	148,177	SH		SOLE		148,177	0	0
TARGA RES CORP	COM	87612G101	4,225,118	57,918	SH		SOLE		57,918	0	0
TECHNIPFMC PLC	COM	G87110105	4,044,058	296,268	SH		SOLE		296,268	0	0
TECK RESOURCES LTD	CL B	878742204	1,556,037	42,672	SH		SOLE		42,672	0	0
TERRENO RLTY CORP	COM	88146M101	259,757	4,021	SH		SOLE		4,021	0	0
TESLA INC	COM	88160R101	1,005,559	4,847	SH		SOLE		4,847	0	0
T-MOBILE US INC	COM	872590104	895,256	6,181	SH		SOLE		6,181	0	0
TOWER SEMICONDUCTOR LTD	SHS NEW	M87915274	598,445	14,091	SH		SOLE		14,091	0	0
TPI COMPOSITES INC	COM	87266J104	566,474	43,408	SH		SOLE		43,408	0	0
TRANSDIGM GROUP INC	COM	893641100	7,470,739	10,136	SH		SOLE		10,136	0	0
TRICON RESIDENTIAL INC	COM NPV	89612W102	232,500	30,000	SH		SOLE		30,000	0	0
TRINSEO PLC	SHS	G9059U107	1,474,721	70,730	SH		SOLE		70,730	0	0
TRIP COM GROUP LTD	ADS	89677Q107	396,703	10,531	SH		SOLE		10,531	0	0
TRIUMPH GROUP INC NEW	COM	896818101	185,672	16,020	SH		SOLE		16,020	0	0
TWILIO INC	CL A	90138F102	252,195	3,785	SH		SOLE		3,785	0	0
UDR INC	COM	902653104	10,265,000	250,000	SH		SOLE		250,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	872,955	4,500	SH		SOLE		4,500	0	0
VALARIS LIMITED	CL A	G9460G101	2,182,047	33,539	SH		SOLE		33,539	0	0
VALE S A	SPONSORED ADS	91912E105	5,240,948	332,126	SH		SOLE		332,126	0	0
VALERO ENERGY CORP	COM	91913Y100	1,116,800	8,000	SH		SOLE		8,000	0	0
VANECK ETF TRUST	SEMICONDUCTR ETF	92189F676	3,803,622	14,452	SH		SOLE		14,452	0	0
VENTAS INC	COM	92276F100	2,601,000	60,000	SH	Call	SOLE		0	0	0
VERIS RESIDENTIAL INC	COM	554489104	545,340	37,250	SH		SOLE		37,250	0	0
VICI PPTYS INC	COM	925652109	10,444,565	320,189	SH		SOLE		320,189	0	0
VICOR CORP	COM	925815102	217,755	4,639	SH		SOLE		4,639	0	0
VISTRA CORP	COM	92840M102	996,000	41,500	SH		SOLE		41,500	0	0
VORNADO RLTY TR	SH BEN INT	929042109	975,995	63,500	SH	Call	SOLE		0	0	0
VULCAN MATLS CO	COM	929160109	554,139	3,230	SH		SOLE		3,230	0	0
WABTEC	COM	929740108	808,480	8,000	SH		SOLE		8,000	0	0
WARNER BROS DISCOVERY INC	COM SER A	934423104	499,236	33,062	SH		SOLE		33,062	0	0
WEATHERFORD INTL PLC	ORD SHS	G48833118	3,679,878	62,003	SH		SOLE		62,003	0	0
WEC ENERGY GROUP INC	COM	92939U106	4,394,085	46,356	SH		SOLE		46,356	0	0
WELLTOWER INC	COM	95040Q104	552,371	7,705	SH		SOLE		7,705	0	0
WESTERN UN CO	COM	959802109	4,702,814	421,777	SH		SOLE		421,777	0	0
WESTLAKE CORPORATION	COM	960413102	1,623,720	14,000	SH		SOLE		14,000	0	0
WEWORK INC	CL A	96209A104	191,981	246,984	SH		SOLE		246,984	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	6,328,333	69,344	SH		SOLE		69,344	0	0
XCEL ENERGY INC	COM	98389B100	10,678,517	158,341	SH		SOLE		158,341	0	0
XPO INC	COM	983793100	4,466,000	140,000	SH		SOLE		140,000	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	563,990	7,638	SH		SOLE		7,638	0	0
ZSCALER INC	COM	98980G102	414,046	3,544	SH		SOLE		3,544	0	0