Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ALPHABET INC,GOOG,cap stk cl c,Sell,02079K107,390635000.0,135000.0,10.047 META PLATFORMS INC,FB,cl a,Sell,30303M102,369985000.0,1100000.0,9.516 MACYS INC,M,,Buy,55616P104,264317000.0,10096160.0,6.798 MICRON TECHNOLOGY INC,MU,, ,595112103,256163000.0,2750000.0,6.589 AMAZON COM INC,AMZN,, ,023135106,233404000.0,70000.0,6.003 OCCIDENTAL PETE CORP,OXY,,Sell,674599105,191334000.0,6600000.0,4.921 PG&E CORP,PCG,,Sell,69331C108,151750000.0,12500000.0,3.903 T-MOBILE US INC,TMUS,,Sell,872590104,147990000.0,1275992.0,3.806 GENERAL MTRS CO,GM,,New,37045V100,131918000.0,2250000.0,3.393 SELECT SECTOR SPDR TR,XLE,energy,Sell,81369Y506,119325000.0,2150000.0,3.069 D R HORTON INC,DHI,,Sell,23331A109,119295000.0,1100000.0,3.068 GOODYEAR TIRE & RUBR CO,GT,,Sell,382550101,109798000.0,5150000.0,2.824 EQT CORP,EQT,,Buy,26884L109,106648000.0,4889853.0,2.743 ENERGY TRANSFER L P,ET,,Buy,29273V100,101979000.0,12391098.0,2.623 MICROSOFT CORP,MSFT,, ,594918104,100055000.0,297500.0,2.573 SPDR SER TR,XOP,s&p oilgas exp,Sell,78468R556,95870000.0,1000000.0,2.466 MOSAIC CO NEW,MOS,,Buy,61945C103,94296000.0,2400000.0,2.425 UNITEDHEALTH GROUP INC,UNH,, ,91324P102,89883000.0,179000.0,2.312 PULTE GROUP INC,PHM,,Sell,745867101,82882000.0,1450000.0,2.132 KOHLS CORP,KSS,,Buy,500255104,81494000.0,1650000.0,2.096 FREEPORT-MCMORAN INC,FCX,cl b,Sell,35671D857,77201000.0,1850000.0,1.986 SYSCO CORP,SYY,, ,871829107,65982000.0,840000.0,1.697 CARMAX INC,KMX,, ,143130102,50985000.0,391500.0,1.311 ANTERO RESOURCES CORP,AR,, ,03674X106,49792000.0,2845263.0,1.281 ALIGHT INC,ALIT,,Sell,01626W101,46427000.0,4294795.0,1.194 ENTERPRISE PRODS PARTNERS L,EPD,, ,293792107,43077000.0,1961623.0,1.108 ALPS ETF TR,AMLP,alerian mlp, ,00162Q452,37815000.0,1155000.0,0.973 NORDSTROM INC,JWN,,New,655664100,30987000.0,1369907.0,0.797 CHESAPEAKE ENERGY CORP,CHK,,Sell,165167735,25808000.0,400000.0,0.664 CHESAPEAKE ENERGY CORP,CHKEZ,*w exp 99/99/999, ,165167172,24956000.0,694957.0,0.642 CHESAPEAKE ENERGY CORP,CHKEW,*w exp 99/99/999,Sell,165167164,23976000.0,600000.0,0.617 ISHARES INC,EWY,msci sth kor etf, ,464286772,23205000.0,298000.0,0.597 APA CORPORATION,APA,, ,03743Q108,21996000.0,818000.0,0.566 DICKS SPORTING GOODS INC,DKS,,New,253393102,20476000.0,178072.0,0.527 MPLX LP,MPLX,, ,55336V100,15378000.0,519706.0,0.396 ALTIMETER GROWTH CORP 2,AGCB,, ,G0371B109,14790000.0,1500000.0,0.38 WESTERN MIDSTREAM PARTNERS L,WES,, ,958669103,12585000.0,565117.0,0.324 CHESAPEAKE ENERGY CORP,CHKEL,*w exp 09/02/202, ,165167180,12501000.0,386087.0,0.322 ALLIANCE DATA SYSTEMS CORP,ADS,,Sell,018581108,10992000.0,165117.0,0.283 UBER TECHNOLOGIES INC,UBER,,Sell,90353T100,9434000.0,225000.0,0.243 GAP INC,GPS,,New,364760108,8720000.0,494032.0,0.224 PG&E CORP,PCGU,unit 99/99/9999, ,69331C140,8676000.0,75000.0,0.223 FOOT LOCKER INC,FL,,New,344849104,7240000.0,165938.0,0.186 TCV ACQUISITION CORP,TCVA,, ,G8704C124,5916000.0,600000.0,0.152 OVINTIV INC,OVV,,Exit,69047Q102,0.0,-125000.0,-0.098 DRAGONEER GROWTH OPPTY CORP,DGNS,,Exit,G28314105,0.0,-750000.0,-0.178 THE BEACHBODY COMPANY INC,BODY,,Exit,073463101,0.0,-2000000.0,-0.264 WALMART INC,WMT,,Exit,931142103,0.0,-100000.0,-0.332 E2OPEN PARENT HOLDINGS INC,ETWO,,Exit,29788T103,0.0,-2500000.0,-0.673 MASTERCARD INCORPORATED,MA,cl a,Exit,57636Q104,0.0,-132000.0,-1.093 VISA INC,V,,Exit,92826C839,0.0,-262500.0,-1.393 QUALCOMM INC,QCOM,,Exit,747525103,0.0,-490000.0,-1.505 PAYSAFE LIMITED,PSFE,ord,Exit,G6964L107,0.0,-8500000.0,-1.569 TWITTER INC,TWTR,,Exit,90184L102,0.0,-1235000.0,-1.776 ALIBABA GROUP HLDG LTD,BABA,sponsored ads,Exit,01609W102,0.0,-525000.0,-1.851 HCA HEALTHCARE INC,HCA,,Exit,40412C101,0.0,-387000.0,-2.237