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 |
AIR LEASE CORP | CL A | 00912X302 | 37,919,448 | 906,080 | SH | SOLE | 1 | 906,080 | 0 | 0 | |
ALGOMA STL GROUP INC | COM | 015658107 | 71,000 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 7,013,752 | 91,313 | SH | SOLE | 1 | 91,313 | 0 | 0 | |
ARCH RESOURCES INC | CL A | 03940R107 | 2,480,720 | 22,000 | SH | SOLE | 1 | 22,000 | 0 | 0 | |
AUTONATION INC | COM | 05329W102 | 9,876,600 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
AVIS BUDGET GROUP | COM | 053774105 | 15,092,220 | 66,000 | SH | SOLE | 1 | 66,000 | 0 | 0 | |
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 509,700 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
CHENIERE ENERGY INC | COM NEW | 16411R208 | 6,094,400 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
CHUBB LIMITED | COM | H1467J104 | 7,702,400 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
CONSTELLIUM SE | CL A SHS | F21107101 | 1,946,679 | 113,179 | SH | SOLE | 1 | 113,179 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 19,016,000 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | |
DEVON ENERGY CORP NEW | COM | 25179M103 | 9,668,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
FTAI AVIATION LTD | SHS | G3730V105 | 7,017,059 | 221,638 | SH | SOLE | 1 | 221,638 | 0 | 0 | |
GOLAR LNG LTD | SHS | G9456A100 | 16,136,000 | 800,000 | SH | SOLE | 1 | 800,000 | 0 | 0 | |
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 10,324,000 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,694,200 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 12,040,800 | 240,000 | SH | SOLE | 1 | 240,000 | 0 | 0 | |
MR COOPER GROUP INC | COM | 62482R107 | 6,583,200 | 130,000 | SH | SOLE | 1 | 130,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 2,202,450 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | |
SM ENERGY CO | COM | 78454L100 | 1,265,200 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 44,567,500 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | |
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 3,662,100 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 3,953,500 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 3,885,300 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | |
UNITED AIRLS HLDGS INC | COM | 910047109 | 2,469,150 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
US FOODS HLDG CORP | COM | 912008109 | 1,760,000 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
VERMILION ENERGY INC | COM | 923725105 | 7,470,000 | 600,000 | SH | SOLE | 1 | 600,000 | 0 | 0 | |
VISTRA CORP | COM | 92840M102 | 11,025,000 | 420,000 | SH | SOLE | 1 | 420,000 | 0 | 0 | |
XPO INC | COM | 983793100 | 4,425,000 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 |