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
ADVANCED MICRO DEVICES INC COM 007903107 20,265 656,052 SH   SOLE   656,052 0 0
BOEING CO COM 097023105 20,157 54,200 SH   SOLE   54,200 0 0
CATERPILLAR INC DEL COM 149123101 17,109 112,200 SH   SOLE   112,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,698 167,700 SH   SOLE   167,700 0 0
GRAFTECH INTL LTD COM 384313508 10,606 543,603 SH   SOLE   543,603 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 28,633 304,285 SH   SOLE   304,285 0 0
MICRON TECHNOLOGY INC COM 595112103 28,909 639,152 SH   SOLE   639,152 0 0
NETAPP INC COM 64110D104 20,519 238,900 SH   SOLE   238,900 0 0
NORTHROP GRUMMAN CORP COM 666807102 20,343 64,100 SH   SOLE   64,100 0 0
SALESFORCE COM INC COM 79466L302 8,190 51,500 SH   SOLE   51,500 0 0
SERVICENOW INC COM 81762P102 19,583 100,100 SH   SOLE   100,100 0 0
SHOPIFY INC CL A 82509L107 28,403 172,705 SH   SOLE   172,705 0 0
SPLUNK INC COM 848637104 18,729 154,900 SH   SOLE   154,900 0 0
WESTLAKE CHEM CORP COM 960413102 15,699 188,900 SH   SOLE   188,900 0 0
WORLDPAY INC CL A 981558109 20,173 199,200 SH   SOLE   199,200 0 0
XPO LOGISTICS INC COM 983793100 28,577 250,300 SH   SOLE   250,300 0 0