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 1,343 14,300 SH   SOLE   14,300 0 0
AIRBNB INC COM CL A 009066101 9,097 59,400 SH   SOLE   59,400 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 3,970 38,100 SH   SOLE   38,100 0 0
APPLE INC COM 037833100 274 2,000 SH   SOLE   2,000 0 0
BARRICK GOLD CORPORATION COM 067901108 840 40,600 SH   SOLE   40,600 0 0
CARLOTZ INC COM CL A 142552108 1,515 277,500 SH   SOLE   277,500 0 0
CATERPILLAR INC COM 149123101 5,506 25,300 SH   SOLE   25,300 0 0
CITIGROUP INC COM NEW 172967424 6,686 94,500 SH   SOLE   94,500 0 0
AMYRIS INC COM NEW 03236M200 1,080 66,000 SH   SOLE   66,000 0 0
AVANTOR INC COM 05352A100 4,712 132,700 SH   SOLE   132,700 0 0
CHEWY INC CL A 16679L109 7,652 96,000 SH   SOLE   96,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,433 146,400 SH   SOLE   146,400 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,507 25,050 SH   SOLE   25,050 0 0
JPMORGAN CHASE & CO COM 46625H100 9,286 59,700 SH   SOLE   59,700 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 1,621 109,200 SH   SOLE   109,200 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 4,503 205,900 SH   SOLE   205,900 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 6,584 293,800 SH   SOLE   293,800 0 0