The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CENOVUS ENERGY INC | COM | 15135U109 | 50,367,915 | 3,025,100 | SH | SOLE | 3,025,100 | 0 | 0 | |||
| CRH PLC | ORD | G25508105 | 41,921,057 | 606,146 | SH | SOLE | 606,146 | 0 | 0 | |||
| NEXGEN ENERGY LTD | COM | 65340P106 | 3,629,500 | 518,500 | SH | SOLE | 518,500 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 21,753,951 | 511,016 | SH | SOLE | 511,016 | 0 | 0 | |||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 35,532,192 | 278,400 | SH | SOLE | 278,400 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 37,985,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ATI INC | COM | 01741R102 | 10,003,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| VALERO ENERGY CORP | COM | 91913Y100 | 19,916,000 | 153,200 | SH | SOLE | 153,200 | 0 | 0 | |||
| CAMECO CORP | COM | 13321L108 | 6,589,990 | 152,900 | SH | SOLE | 152,900 | 0 | 0 | |||
| EATON CORP PLC | SHS | G29183103 | 36,534,802 | 151,710 | SH | SOLE | 151,710 | 0 | 0 | |||
| STEEL DYNAMICS INC | COM | 858119100 | 15,164,040 | 128,400 | SH | SOLE | 128,400 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 34,507,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 37,604,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ROBLOX CORP | CL A | 771049103 | 4,572,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MCKESSON CORP | COM | 58155Q103 | 34,723,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| FRANCO NEV CORP | COM | 351858105 | 8,166,697 | 73,700 | SH | SOLE | 73,700 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 6,482,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 15,794,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 6,132,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||