The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AERCAP HOLDINGS NV | SHS | N00985106 | 16,512,900 | 190,000 | SH | SOLE | 1 | 190,000 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 56,233,899 | 1,093,194 | SH | SOLE | 1 | 1,093,194 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 1,124,500 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 3,311,600 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 3,306,420 | 27,000 | SH | SOLE | 1 | 27,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 3,280,500 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 14,515,200 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | ||
| CRH PLC | ORD | G25508105 | 19,408,500 | 225,000 | SH | SOLE | 1 | 225,000 | 0 | 0 | ||
| CROWN HLDGS INC | COM | 228368106 | 5,548,200 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 3,707,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 13,460,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 11,791,000 | 260,000 | SH | SOLE | 1 | 260,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 5,774,400 | 240,000 | SH | SOLE | 1 | 240,000 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 14,584,100 | 145,000 | SH | SOLE | 1 | 145,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,102,000 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 1,504,300 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 589,450 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 8,830,000 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 61,716,000 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 715,377 | 50,700 | SH | SOLE | 1 | 50,700 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 24,418,800 | 510,000 | SH | SOLE | 1 | 510,000 | 0 | 0 | ||
| VERMILION ENERGY INC | COM | 923725105 | 2,177,000 | 175,000 | SH | SOLE | 1 | 175,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 24,342,675 | 349,500 | SH | SOLE | 1 | 349,500 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 10,236,000 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | ||