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
ALASKA AIR GROUP INC COM 011659109 BBG001S5NLG6 428,747 10,218 SH   SOLE   10,218 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 416,439 1,884 SH   SOLE   1,884 0 0
ALCOA CORP COM 013872106 BBG00B3T3HF1 1,574,720 37,000 SH   SOLE   37,000 0 0
ALLEGION PLC ORD SHS G0176J109 BBG003PS7JW0 430,015 4,029 SH   SOLE   4,029 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1,695,986 16,350 SH   SOLE   16,350 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,237,414 11,980 SH   SOLE   11,980 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 4,814,425 250,100 SH   SOLE   250,100 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 660,981 22,903 SH   SOLE   22,903 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3,832,400 134,000 SH   SOLE   134,000 0 0
BERKLEY W R CORP COM 084423102 BBG001S5P463 416,644 6,692 SH   SOLE   6,692 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 405,152 5,461 SH   SOLE   5,461 0 0
BROWN & BROWN INC COM 115236101 BBG001S5XFN0 398,265 6,936 SH   SOLE   6,936 0 0
CATALENT INC COM 148806102 BBG005XR47N7 657,100 10,000 SH   SOLE   10,000 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 6,125,405 84,500 SH   SOLE   84,500 0 0
CHEMOURS CO COM 163851108 BBG005H82GC1 239,520 8,000 SH   SOLE   8,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 2,769,985 36,428 SH   SOLE   36,428 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 224,191 2,239 SH   SOLE   2,239 0 0
DOLLAR GEN CORP NEW COM 256677105 BBG001T5BM30 431,653 2,051 SH   SOLE   2,051 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 4,363,654 170,722 SH   SOLE   170,722 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 469,926 1,022 SH   SOLE   1,022 0 0
ENPHASE ENERGY INC COM 29355A107 BBG001V28NC6 483,644 2,300 SH   SOLE   2,300 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 490,681 5,057 SH   SOLE   5,057 0 0
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 415,090 1,000 SH   SOLE   1,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 613,650 15,000 SH   SOLE   15,000 0 0
GEN DIGITAL INC COM 668771108 BBG001S5QG38 616,284 35,914 SH   SOLE   35,914 0 0
INCYTE CORP COM 45337C102 BBG001S8Q6N2 466,720 6,458 SH   SOLE   6,458 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 430,435 2,777 SH   SOLE   2,777 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2,931,975 22,500 SH   SOLE   22,500 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG001SJCGP9 555,254 9,665 SH   SOLE   9,665 0 0
M & T BK CORP COM 55261F104 BBG001S7S2B4 538,065 4,500 SH   SOLE   4,500 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 230,340 6,000 SH   SOLE   6,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,437,310 11,500 SH   SOLE   11,500 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 3,379,100 56,001 SH   SOLE   56,001 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 339,512 7,400 SH   SOLE   7,400 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 6,203,400 84,000 SH   SOLE   84,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 395,213 1,300 SH   SOLE   1,300 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 493,610 6,500 SH   SOLE   6,500 0 0
PFIZER INC COM 717081103 BBG001S5V466 816,000 20,000 SH   SOLE   20,000 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 BBG001SZV282 656,000 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,806,760 22,000 SH   SOLE   22,000 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 BBG0120WN0W2 115,300 20,516 SH   SOLE   20,516 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 314,280 6,000 SH   SOLE   6,000 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 597,630 1,286 SH   SOLE   1,286 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 2,387,910 41,500 SH   SOLE   41,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 588,751 1,937 SH   SOLE   1,937 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,325,500 25,000 SH   SOLE   25,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 274,390 2,300 SH   SOLE   2,300 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 398,371 1,559 SH   SOLE   1,559 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 885,750 15,000 SH   SOLE   15,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 4,917,960 342,000 SH   SOLE   342,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 427,950 13,500 SH   SOLE   13,500 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 960,300 45,000 SH   SOLE   45,000 0 0
UNITED RENTALS INC COM 911363109 BBG001SBGZ25 422,276 1,067 SH   SOLE   1,067 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1,406,340 36,162 SH   SOLE   36,162 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 4,178,366 276,713 SH   SOLE   276,713 0 0