The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
Kenvue Inc COM 49177J102   55,649,993 2,771,414 SH   SOLE 0 2,771,414 0 0
TECK RESOURCES-B CL B 878742204   53,354,857 1,238,219 SH   SOLE 0 1,238,219 0 0
CME Group Inc COM 12572Q105   42,788,415 213,707 SH   SOLE 0 213,707 0 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107   35,123,608 516,220 SH   SOLE 0 516,220 0 0
AMAZON.COM INC COM 023135106   32,474,965 255,467 SH   SOLE 0 255,467 0 0
Walt Disney Co/The COM 254687106   24,913,473 307,384 SH   SOLE 0 307,384 0 0
Meta Platforms Inc CL A 30303M102   23,551,474 78,450 SH   SOLE 0 78,450 0 0
SCHLUMBERGER LTD COM STK 806857108   22,974,689 394,077 SH   SOLE 0 394,077 0 0
Spotify Technology SA SHS L8681T102   15,292,349 98,890 SH   SOLE 0 98,890 0 0
PINTEREST INC -A CL A 72352L106   15,886,909 587,751 SH   SOLE 0 587,751 0 0
Arch Resources Inc CL A 03940R107   14,396,194 84,356 SH   SOLE 0 84,356 0 0
IAC Inc COM NEW 44891N208   13,948,203 276,805 SH   SOLE 0 276,805 0 0
L3Harris Technologies Inc COM 502431109   13,133,697 75,429 SH   SOLE 0 75,429 0 0
ConocoPhillips COM 20825C104   13,098,572 109,337 SH   SOLE 0 109,337 0 0
MP Materials Corp COM CL A 553368101   7,484,048 391,835 SH   SOLE 0 391,835 0 0
Constellation Brands Inc CL A 21036P108   6,283,250 25,000 SH   SOLE 0 25,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   5,321,400 60,000 SH   SOLE 0 60,000 0 0
Opthea Ltd ADR SPONSORED ADS 68386J208   5,044,809 2,895,987 SH   SOLE 0 2,895,987 0 0
Iris Energy Ltd ORDINARY SHARES Q4982L109   4,825,348 1,300,633 SH   SOLE 0 1,300,633 0 0
PEABODY ENERGY COM 704551100   4,536,320 174,541 SH   SOLE 0 174,541 0 0
THERMO FISHER COM 883556102   4,293,333 8,482 SH   SOLE 0 8,482 0 0
WARRIOR MET COAL COM 93627C101   4,026,074 78,819 SH   SOLE 0 78,819 0 0
ALCOA CORP COM 013872106   3,680,274 126,644 SH   SOLE 0 126,644 0 0
UNITEDHEALTH GRP COM 91324P102   3,667,982 7,275 SH   SOLE 0 7,275 0 0
Metals Acquisition Ltd ORD SHS G60409110   3,638,385 303,705 SH   SOLE 0 303,705 0 0
Ramaco Resources Inc COM CL A 75134P600   3,087,838 280,968 SH   SOLE 0 280,968 0 0
Eli Lilly & Co COM 532457108   2,793,076 5,200 SH   SOLE 0 5,200 0 0
Angi Inc COM CL A NEW 00183L102   2,718,842 1,373,153 SH   SOLE 0 1,373,153 0 0
INTUITIVE SURGIC COM NEW 46120E602   2,104,488 7,200 SH   SOLE 0 7,200 0 0
American Airlines Group Inc COM 02376R102   1,493,825 116,614 SH   SOLE 0 116,614 0 0
CAMECO CORP COM 13321L108   1,189,200 30,000 SH   SOLE 0 30,000 0 0
Roivant Sciences Ltd SHS G76279101   1,168,000 100,000 SH   SOLE 0 100,000 0 0
AdvisorShares Pure US Cannabis PURE US CANNABIS 00768Y453   865,063 108,950 SH   SOLE 0 108,950 0 0
Driven Brands Holdings Inc COM 26210V102   629,500 50,000 SH   SOLE 0 50,000 0 0
Marriott International Inc/MD CL A 571903202   540,540 2,750 SH   SOLE 0 2,750 0 0
Ramaco Resources Inc COM CL A 75134P600   487,066 40,827 SH   SOLE 0 40,827 0 0
Vertiv Holdings Co COM CL A 92537N108   409,200 11,000 SH   SOLE 0 11,000 0 0
Vicarious Surgical Inc COM CL A 92561V109   389,862 660,000 SH   SOLE 0 660,000 0 0
Celsius Holdings Inc COM NEW 15118V207   360,360 2,100 SH   SOLE 0 2,100 0 0
RLX Technology Inc SPONSORED ADS 74969N103   234,540 155,325 SH   SOLE 0 155,325 0 0
Mawson Infrastructure Group Inc COM 57778N307   167,657 305,109 SH   SOLE 0 305,109 0 0