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 |
ADTRAN INC | COM | 00738A106 | 1,313 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 5,222 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 1,156 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 15,367 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 12,235 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 5,024 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 2,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 5,381 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 4,946 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BALLARD PWR SYS INC NEW | COM | 058586108 | 1,054 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 2,199 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 4,473 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 1,396 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 909 | 500 | SH | SOLE | 500 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 4,878 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 3,981 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 30,611 | 1,630,000 | SH | SOLE | 1,630,000 | 0 | 0 | ||
DUOLINGO INC | CL A COM | 26603R106 | 333 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 3,360 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 8,163 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 1,405 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
INFINERA CORP | COM | 45667G103 | 416 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 12,531 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NEOPHOTONICS CORP | COM | 64051T100 | 261 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 10,986 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 4,586 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 2,995 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 3,341 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 11,608 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
QUANTUMSCAPE CORP | COM CL A | 74767V109 | 4,908 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 2,579 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 1,356 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 6,279 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
SPORTS ENTERTAINMENT ACQU CO | COM CL A | 84918M106 | 10,020 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SPORTS ENTERTAINMENT ACQU CO | *W EXP 10/30/202 | 84918M114 | 1,185 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 3,598 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 11,200 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 3,642 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 3,485 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 6,780 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 11,324 | 75,000 | SH | SOLE | 75,000 | 0 | 0 |