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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
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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
BLACKBERRY LTD COM 09228F103   233,606,699 42,243,526 SH   SOLE   42,243,526 0 0
CUMMINS INC COM 231021106   77,496,302 316,105 SH   SOLE   316,105 0 0
FISKER INC CL A COM STK 33813J106   108,712,128 19,275,200 SH   SOLE   19,275,200 0 0
HUNTSMAN CORP COM 447011107   29,271,144 1,083,314 SH   SOLE   1,083,314 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   32,660,605 11,500,213 SH   SOLE   11,500,213 0 0
LI AUTO INC SPONSORED ADS 50202M102   32,386,770 922,700 SH   SOLE   922,700 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   97,134,393 4,806,254 SH   SOLE   4,806,254 0 0
ON SEMICONDUCTOR CORP COM 682189105   79,378,157 839,270 SH   SOLE   839,270 0 0
QUALCOMM INC COM 747525103   94,175,758 791,127 SH   SOLE   791,127 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   87,886,169 1,758,075 SH   SOLE   1,758,075 0 0
VISTEON CORP COM NEW 92839U206   101,131,885 704,212 SH   SOLE   704,212 0 0