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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 7,425,350 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,469,130 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,782,594 | 65,540 | SH | SOLE | 65,540 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 3,749,130 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 5,451,060 | 282,000 | SH | SOLE | 282,000 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 1,967,075 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 885,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
BALLARD PWR SYS INC NEW | COM | 058586108 | 50,868 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
BANK AMERICA CORP | COM | 060505104 | 7,638,466 | 230,630 | SH | SOLE | 230,630 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 4,520,235 | 263,820 | SH | SOLE | 263,820 | 0 | 0 | ||
C4 THERAPEUTICS INC | COM STK | 12529R107 | 501,500 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 5,151,127 | 44,703 | SH | SOLE | 44,703 | 0 | 0 | ||
DINE BRANDS GLOBAL INC | COM | 254423106 | 5,445,780 | 84,300 | SH | SOLE | 84,300 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 2,225,664 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 9,359,020 | 246,290 | SH | SOLE | 246,290 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 2,539,820 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | ||
HUNTINGTON INGALLS INDS INC | COM | 446413106 | 2,768,160 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 5,541,012 | 41,320 | SH | SOLE | 41,320 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 1,982,460 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
MAGNA INTL INC | COM | 559222401 | 5,540,152 | 98,441 | SH | SOLE | 98,441 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 5,929,625 | 111,250 | SH | SOLE | 111,250 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 3,741,040 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 4,145,111 | 34,445 | SH | SOLE | 34,445 | 0 | 0 | ||
MODINE MFG CO | COM | 607828100 | 762,942 | 38,416 | SH | SOLE | 38,416 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 5,422,576 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,068,940 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 2,564,917 | 36,014 | SH | SOLE | 36,014 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 3,045,338 | 27,700 | SH | SOLE | 27,700 | 0 | 0 | ||
RENT A CTR INC NEW | COM | 76009N100 | 3,592,215 | 159,300 | SH | SOLE | 159,300 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 1,069,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 3,532,248 | 23,700 | SH | SOLE | 23,700 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 975,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | 1,323,860 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 6,999,068 | 169,510 | SH | SOLE | 169,510 | 0 | 0 |