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 |
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 15,090 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 14,736 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 13,098 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 12,832 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 12,041 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 11,638 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 10,431 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 9,269 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 8,785 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 8,744 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 8,184 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 8,127 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,937 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,923 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 7,808 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 7,678 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 7,678 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 6,636 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 5,685 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 5,567 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PERSHING SQUARE TONTINE HLDG | COM CL A | 71531R109 | 5,117 | 224,815 | SH | SOLE | 224,815 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 4,817 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 4,390 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 2,789 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OSISKO GOLD ROYALTIES LTD | COM | 68827L101 | 4,110 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 5,019 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
KINROSS GOLD CORP | COM | 496902404 | 6,350 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
UNITED STATES STL CORP NEW | CALL | 912909908 | 1,210 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |