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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 10,132 | 132,500 | SH | SOLE | 132,500 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 6,153 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 3,354 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AUTOLIV INC | COM | 052800109 | 14,314 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 9,671 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
CANADIAN NATL RY CO | COM | 136375102 | 24,743 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 10,593 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
COPART INC | COM | 217204106 | 21,189 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 13,077 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 22,669 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 9,068 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
HEXCEL CORP NEW | COM | 428291108 | 13,078 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 17,828 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 9,436 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 8,899 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 12,151 | 251,100 | SH | SOLE | 251,100 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 20,423 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 22,742 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 11,056 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 12,635 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 1,559 | 210,150 | SH | SOLE | 210,150 | 0 | 0 | ||
PURECYCLE TECHNOLOGIES INC | COM | 74623V103 | 1,392 | 525,100 | SH | SOLE | 525,100 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 14,690 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 318 | 2,500 | SH | Put | SOLE | 2,500 | 0 | 0 | |
SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | 258 | 3,500 | SH | Put | SOLE | 3,500 | 0 | 0 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 23,511 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 9,431 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 11,298 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 24,150 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 21,884 | 675,000 | SH | SOLE | 675,000 | 0 | 0 |