The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APA CORPORATION | COM | 03743Q108 | 3,797 | 177,200 | SH | SOLE | 177,200 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 7,463 | 3,144 | SH | SOLE | 3,144 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 10,092 | 124,100 | SH | SOLE | 124,100 | 0 | 0 | ||
CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 37,354 | 1,885,593 | SH | SOLE | 1,885,593 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 19,760 | 556,455 | SH | SOLE | 556,455 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 17,196 | 181,644 | SH | SOLE | 181,644 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 36,182 | 832,542 | SH | SOLE | 832,542 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 12,028 | 116,745 | SH | SOLE | 116,745 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 9,402 | 103,166 | SH | SOLE | 103,166 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 7,751 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 29,032 | 981,481 | SH | SOLE | 981,481 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 16,066 | 184,392 | SH | SOLE | 184,392 | 0 | 0 | ||
PEABODY ENGR CORP | COM | 704551100 | 10,366 | 700,900 | SH | SOLE | 700,900 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 8,822 | 52,980 | SH | SOLE | 52,980 | 0 | 0 | ||
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 2,974 | 57,100 | SH | SOLE | 57,100 | 0 | 0 | ||
TELLURIAN INC NEW | COM | 87968A104 | 4,850 | 1,240,386 | SH | SOLE | 1,240,386 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 16,642 | 4,391,086 | SH | SOLE | 4,391,086 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 3,581 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 18,625 | 554,327 | SH | SOLE | 554,327 | 0 | 0 |