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 |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 14,393 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
ALCOA CORP | COM | 013872106 | 7,341 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K305 | 13,368 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 12,678 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
CANADIAN NATL RY CO | COM | 136375102 | 11,565 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
CANADIAN NAT RES LTD | COM | 136385101 | 18,270 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
CHENIERE ENERGY INC | COM NEW | 16411R208 | 9,767 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
CONSTELLIUM SE | CL A SHS | F21107101 | 6,573 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 8,377 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
DENBURY INC | COM | 24790A101 | 7,025 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 14,096 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
MOSAIC CO NEW | MOSAIC CO NEW | 61945C103 | 8,930 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 10,682 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
SCHNITZER STEEL INDS INC | CL A | 806882106 | 4,381 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 6,223 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
SUNCOR ENERGY INC NEW | COM | 867224107 | 20,740 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
WASTE CONNECTIONS INC | COM | 94106B101 | 12,593 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 |