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 |
ALGOMA STL GROUP INC | COM | 015658107 | 3,864 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 22,600 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 50,721 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 9,625 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 18,648 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 5 | 10,000 | SH | Call | SOLE | 0 | 0 | 10,000 | |
DANAHER CORPORATION | COM | 235851102 | 19,372 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 26,711 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 16,670 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 8,199 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
HF SINCLAIR CORP | COM | 403949100 | 32,304 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 18,093 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
JACOBS SOLUTIONS INC | COM | 46982L108 | 16,274 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 23,290 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NUTRIEN LTD | COM | 67077M108 | 20,845 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 8,750 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
PHILLIPS 66 | COM | 718546104 | 8,072 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SCHNITZER STEEL INDS INC | CL A | 806882106 | 8,538 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 8,498 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
STEEL DYNAMICS INC | COM | 858119100 | 14,190 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 17,907 | 150,000 | SH | SOLE | 150,000 | 0 | 0 |