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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 6,023,600 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 10,200,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 4,558,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 4,486,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 6,836,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 20,852,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 2,890,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BUNGE GLOBAL SA | COM SHS | H11356104 | 6,561,750 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 3,985,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 16,666,600 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 2,257,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 1,057,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 1,542,450 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 9,998,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 7,662,600 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 12,610,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 15,075,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 60,213,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 14,158,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 11,656,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 8,353,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 2,218,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 3,902,850 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 8,545,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 430,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 15,392,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 |