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 3,441 45,000 SH   SOLE   45,000 0 0
AIR PRODS & CHEMS INC COM 009158106 9,619 40,000 SH   SOLE   40,000 0 0
AIRBNB INC COM CL A 009066101 267 3,000 SH   SOLE   3,000 0 0
ALCOA CORP COM 013872106 4,558 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,094 500 SH   SOLE   500 0 0
AMAZON COM INC COM 023135106 1,062 10,000 SH   SOLE   10,000 0 0
ANALOG DEVICES INC COM 032654105 584 4,000 SH   SOLE   4,000 0 0
APTIV PLC SHS G6095L109 668 7,500 SH   SOLE   7,500 0 0
ARAMARK COM 03852U106 1,072 35,000 SH   SOLE   35,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,331 150,000 SH   SOLE   150,000 0 0
BLOCK INC CL A 852234103 615 10,000 SH   SOLE   10,000 0 0
BUNGE LIMITED COM G16962105 4,535 50,000 SH   SOLE   50,000 0 0
CHEVRON CORP NEW COM 166764100 9,411 65,000 SH   SOLE   65,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,765 9,000 SH   SOLE   9,000 0 0
CIENA CORP COM NEW 171779309 1,600 35,000 SH   SOLE   35,000 0 0
CONSTELLIUM SE CL A SHS F21107101 10,766 815,000 SH   SOLE   815,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,724 85,000 SH   SOLE   85,000 0 0
EATON CORP PLC SHS G29183103 1,890 15,000 SH   SOLE   15,000 0 0
ENPHASE ENERGY INC COM 29355A107 12,691 65,000 SH   SOLE   65,000 0 0
EQT CORP COM 26884L109 3,440 100,000 SH   SOLE   100,000 0 0
GREEN PLAINS INC COM 393222104 12,770 470,000 SH   SOLE   470,000 0 0
HONEYWELL INTL INC COM 438516106 1,738 10,000 SH   SOLE   10,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 979 60,000 SH   SOLE   60,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,758 72,500 SH   SOLE   72,500 0 0
MARRIOTT INTL INC NEW CL A 571903202 340 2,500 SH   SOLE   2,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 501 11,500 SH   SOLE   11,500 0 0
META PLATFORMS INC CL A 30303M102 806 5,000 SH   SOLE   5,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,343 150,000 SH   SOLE   150,000 0 0
MOSAIC CO NEW COM 61945C103 3,542 75,000 SH   SOLE   75,000 0 0
NIKE INC CL B 654106103 1,022 10,000 SH   SOLE   10,000 0 0
QUALCOMM INC COM 747525103 766 6,000 SH   SOLE   6,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 215 25,000 SH   SOLE   25,000 0 0
SALESFORCE INC COM 79466L302 825 5,000 SH   SOLE   5,000 0 0
SHOPIFY INC CL A 82509L107 625 20,000 SH   SOLE   20,000 0 0
SNAP INC CL A 83304A106 657 50,000 SH   SOLE   50,000 0 0
SUPER GROUP SGHC LIMITED *W EXP 99/99/999 G8588X111 312 499,500 SH   SOLE   499,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,138 300,000 SH   SOLE   300,000 0 0
VISTEON CORP COM NEW 92839U206 1,036 10,000 SH   SOLE   10,000 0 0
WOLFSPEED INC COM 977852102 635 10,000 SH   SOLE   10,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 312 5,000 SH   SOLE   5,000 0 0