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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,492,250 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 211,395 1,500 SH   SOLE   1,500 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 1,899,250 12,500 SH   SOLE   12,500 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 322,920 9,000 SH   SOLE   9,000 0 0
APTIV PLC SHS G6095L109 BBG001TRL2T7 707,442 7,885 SH   SOLE   7,885 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 492,781 6,635 SH   SOLE   6,635 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 3,822,249 227,786 SH   SOLE   227,786 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 3,232,320 96,000 SH   SOLE   96,000 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 6,725,700 84,600 SH   SOLE   84,600 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 298,320 2,000 SH   SOLE   2,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 453,000 10,000 SH   SOLE   10,000 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 2,858,750 125,000 SH   SOLE   125,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 249,950 2,500 SH   SOLE   2,500 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 2,399,860 13,930 SH   SOLE   13,930 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 532,125 12,500 SH   SOLE   12,500 0 0
HUMANA INC COM 444859102 BBG001S5S1X6 446,823 976 SH   SOLE   976 0 0
JABIL INC COM 466313103 BBG001S7RB70 254,800 2,000 SH   SOLE   2,000 0 0
LKQ CORP COM 501889208 BBG001SCCPJ1 245,306 5,133 SH   SOLE   5,133 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 3,787,372 10,700 SH   SOLE   10,700 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,693,785 55,001 SH   SOLE   55,001 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 488,852 1,300 SH   SOLE   1,300 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 214,380 6,000 SH   SOLE   6,000 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 4,619,060 82,000 SH   SOLE   82,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 303,465 1,468 SH   SOLE   1,468 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 259,641 4,228 SH   SOLE   4,228 0 0
PFIZER INC COM 717081103 BBG001S5V466 518,220 18,000 SH   SOLE   18,000 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 4,049,640 28,000 SH   SOLE   28,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 446,470 1,438 SH   SOLE   1,438 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,875,300 28,500 SH   SOLE   28,500 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 601,253 20,819 SH   SOLE   20,819 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 6,032,000 58,000 SH   SOLE   58,000 0 0
THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 209,615 700 SH   SOLE   700 0 0
TRIMBLE INC COM 896239100 BBG001S5SZP0 266,000 5,000 SH   SOLE   5,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 495,600 35,000 SH   SOLE   35,000 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 2,008,500 65,000 SH   SOLE   65,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG001SQ87W0 371,340 9,000 SH   SOLE   9,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 6,942,907 184,162 SH   SOLE   184,162 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 4,298,374 377,713 SH   SOLE   377,713 0 0
WYNN RESORTS LTD COM 983134107 BBG001SJZ2V8 637,770 7,000 SH   SOLE   7,000 0 0