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 |
|
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 |
ALCOA CORP | COM | 013872106 | 17,874 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 20,006 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 20,457 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CANADIAN NATL RY CO | COM | 136375102 | 12,286 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 30,700 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 7,974 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CORTEVA INC | COM | 22052L104 | 16,548 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 15,297 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 20,678 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 20,179 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 12,270 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 16,667 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NUTRIEN LTD | COM | 67077M108 | 15,040 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 24,333 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SCHNITZER STEEL INDS INC | CL A | 806882106 | 10,384 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 6,491 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SOUTHERN COPPER CORP | COM | 84265V105 | 6,171 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 13,344 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 2,381 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |