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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,589,750 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 6,127,184 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 2,487,316 | 98,003 | SH | SOLE | 98,003 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 15,995,450 | 93,727 | SH | SOLE | 93,727 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 12,310,197 | 364,207 | SH | SOLE | 364,207 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 7,015,986 | 2,275 | SH | SOLE | 2,275 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 13,850,928 | 81,900 | SH | SOLE | 81,900 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 11,232,505 | 67,682 | SH | SOLE | 67,682 | 0 | 0 | ||
EURONAV NV | SHS | B38564108 | 7,612,315 | 463,318 | SH | SOLE | 463,318 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 8,397,964 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 14,567,339 | 90,150 | SH | SOLE | 90,150 | 0 | 0 | ||
FRONTLINE PLC | COM | M46528101 | 9,198,275 | 489,791 | SH | SOLE | 489,791 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 9,498,608 | 764,168 | SH | SOLE | 764,168 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 9,447,445 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
MATSON INC | COM | 57686G105 | 4,347,280 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 11,355,743 | 37,826 | SH | SOLE | 37,826 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 6,030,825 | 19,100 | SH | SOLE | 19,100 | 0 | 0 | ||
NET POWER INC | *W EXP 06/08/202 | 64107A113 | 542,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
PEABODY ENERGY CORP | COM | 704551100 | 5,242,183 | 201,700 | SH | SOLE | 201,700 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 4,276,063 | 265,100 | SH | SOLE | 265,100 | 0 | 0 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 8,058,146 | 56,398 | SH | SOLE | 56,398 | 0 | 0 | ||
SAIA INC | COM | 78709Y105 | 5,302,045 | 13,300 | SH | SOLE | 13,300 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 4,700,178 | 102,200 | SH | SOLE | 102,200 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 7,434,672 | 228,900 | SH | SOLE | 228,900 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 14,675,648 | 455,200 | SH | SOLE | 455,200 | 0 | 0 | ||
XPO INC | COM | 983793100 | 14,498,972 | 194,200 | SH | SOLE | 194,200 | 0 | 0 |