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 |
AERCAP HOLDINGS NV | SHS | N00985106 | 1,136,627 | 17,894 | SH | SOLE | 17,894 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,650,730 | 43,800 | SH | SOLE | 43,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,944,416 | 45,600 | SH | SOLE | 45,600 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 6,333,250 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 10,117,617 | 89,727 | SH | SOLE | 89,727 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 13,657,763 | 364,207 | SH | SOLE | 364,207 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 5,873,218 | 2,175 | SH | SOLE | 2,175 | 0 | 0 | ||
CARNIVAL CORP | COMMON STOCK | 143658300 | 5,970,993 | 317,100 | SH | SOLE | 317,100 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 12,607,431 | 78,900 | SH | SOLE | 78,900 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 7,021,054 | 46,082 | SH | SOLE | 46,082 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 13,629,856 | 158,009 | SH | SOLE | 158,009 | 0 | 0 | ||
EURONAV NV | SHS | B38564108 | 2,564,174 | 168,474 | SH | SOLE | 168,474 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 9,916,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 9,285,897 | 48,850 | SH | SOLE | 48,850 | 0 | 0 | ||
FRONTLINE PLC | COM | M46528101 | 7,116,663 | 489,791 | SH | SOLE | 489,791 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 4,207,530 | 307,568 | SH | SOLE | 307,568 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 8,582,042 | 74,900 | SH | SOLE | 74,900 | 0 | 0 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 5,628,364 | 82,600 | SH | SOLE | 82,600 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 11,159,962 | 94,600 | SH | SOLE | 94,600 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 5,230,497 | 18,226 | SH | SOLE | 18,226 | 0 | 0 | ||
NET POWER INC | *W EXP 06/08/202 | 64107A113 | 420,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 9,495,360 | 549,500 | SH | SOLE | 549,500 | 0 | 0 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 10,880,422 | 70,698 | SH | SOLE | 70,698 | 0 | 0 | ||
RH | COM | 74967X103 | 10,283,208 | 31,200 | SH | SOLE | 31,200 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 4,564,320 | 385,500 | SH | SOLE | 385,500 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 10,828,597 | 270,242 | SH | SOLE | 270,242 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 3,040,178 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 10,494,627 | 243,100 | SH | SOLE | 243,100 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 8,586,039 | 228,900 | SH | SOLE | 228,900 | 0 | 0 |