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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101 12,580 66,935 SH   SOLE   66,935 0 0
ALPHABET INC CAP STK CL C 02079K107 52,605 25,430 SH   SOLE   25,430 0 0
AMBARELLA INC SHS G037AX101 6,068 60,442 SH   SOLE   60,442 0 0
APPLIED MATLS INC COM 038222105 8,110 60,700 SH   SOLE   60,700 0 0
CENOVUS ENERGY INC COM 15135U109 4,915 653,634 SH   SOLE   653,634 0 0
CENTURY ALUM CO COM 156431108 9,723 550,550 SH   SOLE   550,550 0 0
CIMAREX ENERGY CO COM 171798101 4,712 79,339 SH   SOLE   79,339 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 80,176 3,986,891 SH   SOLE   3,986,891 0 0
COMCAST CORP NEW CL A 20030N101 22,542 416,595 SH   SOLE   416,595 0 0
DISH NETWORK CORPORATION CL A 25470M109 82,206 2,270,887 SH   SOLE   2,270,887 0 0
DISNEY WALT CO COM 254687106 7,322 39,680 SH   SOLE   39,680 0 0
EQT CORP COM 26884L109 28,279 1,521,998 SH   SOLE   1,521,998 0 0
FISERV INC COM 337738108 11,621 97,621 SH   SOLE   97,621 0 0
GENERAL MTRS CO COM 37045V100 31,171 542,474 SH   SOLE   542,474 0 0
GOPRO INC CL A 38268T103 3,930 337,588 SH   SOLE   337,588 0 0
II-VI INC COM 902104108 7,733 113,100 SH   SOLE   113,100 0 0
JD.COM INC SPON ADR CL A 47215P106 8,011 95,000 SH   SOLE   95,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,648 32,715 SH   SOLE   32,715 0 0
MEDTRONIC PLC SHS G5960L103 13,701 115,982 SH   SOLE   115,982 0 0
MERCADOLIBRE INC COM 58733R102 7,802 5,300 SH   SOLE   5,300 0 0
MICRON TECHNOLOGY INC COM 595112103 7,710 87,400 SH   SOLE   87,400 0 0
MICROSOFT CORP COM 594918104 48,229 204,559 SH   SOLE   204,559 0 0
NEWMONT CORP COM 651639106 12,649 209,877 SH   SOLE   209,877 0 0
OCCIDENTAL PETE CORP COM 674599105 19,699 740,019 SH   SOLE   740,019 0 0
SONY CORP SPONSORED ADR 835699307 11,358 107,142 SH   SOLE   107,142 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,296 138,167 SH   SOLE   138,167 0 0
TECK RESOURCES LTD CL B 878742204 29,180 1,521,395 SH   SOLE   1,521,395 0 0
VISA INC COM CL A 92826C839 19,026 89,860 SH   SOLE   89,860 0 0
VONTIER CORPORATION COM 928881101 19,006 627,890 SH   SOLE   627,890 0 0