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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 3,748,314 | 137,100 | SH | SOLE | 137,100 | 0 | 0 | |||
COMMERCIAL METALS CO | COM | 201723103 | 2,859,438 | 54,300 | SH | SOLE | 54,300 | 0 | 0 | |||
EQT CORP | COM | 26884L109 | 3,549,231 | 86,293 | SH | SOLE | 86,293 | 0 | 0 | |||
IVANHOE ELECTRIC INC | COM | 46578C108 | 3,828,088 | 293,565 | SH | SOLE | 293,565 | 0 | 0 | |||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 4,802,283 | 53,335 | SH | SOLE | 53,335 | 0 | 0 | |||
TRANSOCEAN LTD | REG SHS | H8817H100 | 6,678,728 | 952,743 | SH | SOLE | 952,743 | 0 | 0 | |||
TRANSOCEAN LTD | REG SHS | H8817H100 | 13,835,637 | 1,973,700 | SH | Call | SOLE | 1,973,700 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 5,472,707 | 12,288 | SH | SOLE | 12,288 | 0 | 0 | |||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 5,165,891 | 411,953 | SH | SOLE | 411,953 | 0 | 0 |