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 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 16,965 | 25,400 | SH | SOLE | 25,400 | 0 | 0 | ||
VALE S A | SPONSORED ADS | 91912E105 | 39,466 | 1,974,300 | SH | SOLE | 1,974,300 | 0 | 0 | ||
SHELL PLC | SPON ADS | 780259305 | 26,498 | 482,400 | SH | SOLE | 482,400 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 69,131 | 4,671,000 | SH | SOLE | 4,671,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 58,334 | 877,200 | SH | SOLE | 877,200 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 32,994 | 423,600 | SH | SOLE | 423,600 | 0 | 0 | ||
LUMINAR TECHNOLOGIES INC | COM CL A | 550424105 | 3,650 | 233,500 | SH | SOLE | 233,500 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 9,065 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 17,396 | 52,700 | SH | SOLE | 52,700 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 33,955 | 244,900 | SH | SOLE | 244,900 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 24,693 | 239,600 | SH | SOLE | 239,600 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 33,625 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 10,390 | 3,720 | SH | SOLE | 3,720 | 0 | 0 |