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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AERCAP HOLDINGS NV | SHS | N00985106 | 13,787,400 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 45,961,124 | 1,166,230 | SH | SOLE | 1 | 1,166,230 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 12,112,000 | 80,000 | SH | SOLE | 1 | 80,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 5,579,375 | 31,050 | SH | SOLE | 1 | 31,050 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 13,276,800 | 80,000 | SH | SOLE | 1 | 80,000 | 0 | 0 | ||
| CHUBB LIMITED | COM | H1467J104 | 7,286,300 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 4,550,000 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | ||
| CRH PLC | ORD | G25508105 | 7,662,200 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 10,131,750 | 285,000 | SH | SOLE | 1 | 285,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 16,496,800 | 680,000 | SH | SOLE | 1 | 680,000 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 4,678,800 | 210,000 | SH | SOLE | 1 | 210,000 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 2,464,000 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 10,927,210 | 37,000 | SH | SOLE | 1 | 37,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 3,026,800 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 1,606,800 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,888,000 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,739,960 | 4,000 | SH | SOLE | 1 | 4,000 | 0 | 0 | ||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 2,792,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 7,930,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 51,435,000 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 1,976,700 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 5,325,120 | 72,000 | SH | SOLE | 1 | 72,000 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 6,345,000 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 9,919,700 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 13,272,000 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | ||