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 |
ALBEMARLE CORP | COM | 012653101 | 5,422,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 7,621,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 12,173,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 7,383,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CALIFORNIA RES CORP | COM STOCK | 13057Q305 | 13,053,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 4,609,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 14,996,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 10,776,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 12,392,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 10,617,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 6,259,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 10,719,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 8,702,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 11,771,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HF SINCLAIR CORP | COM | 403949100 | 5,189,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 15,795,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
IMPERIAL OIL LTD | COM NEW | 453038408 | 12,185,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
JACOBS SOLUTIONS INC | COM | 46982L108 | 12,007,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LITHIUM AMERS CORP NEW | COM NEW | 53680Q207 | 2,843,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 29,978,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 13,161,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NEXGEN ENERGY LTD | COM | 65340P106 | 2,215,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 11,382,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 10,688,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 8,999,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
RELIANCE STEEL & ALUMINUM CO | COM | 759509102 | 12,146,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
RIO TINTO PLC | SPONSORED ADR | 767204100 | 7,120,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 21,384,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SCHNITZER STEEL INDS INC | CL A | 806882106 | 9,195,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 5,824,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 3,589,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 15,865,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 11,346,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 10,604,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 13,256,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 12,520,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |