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 |
|
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 |
EMERSON ELEC CO | COM | 291011104 | 3,856,280 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
ORION S.A. | COM | L72967109 | 3,927,840 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 1,107,054 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 4,076,520 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 3,067,260 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
TENARIS S A | SPONSORED ADS | 88031M109 | 2,356,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 |