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 6,336 100,000 SH   SOLE   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106 16,291 70,000 SH   SOLE   70,000 0 0
ALCOA CORP COM 013872106 10,940 325,000 SH   SOLE   325,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 400 5,000 SH   SOLE   5,000 0 0
AMAZON COM INC COM 023135106 3,955 35,000 SH   SOLE   35,000 0 0
ARAMARK COM 03852U106 780 25,000 SH   SOLE   25,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 7,336 350,000 SH   SOLE   350,000 0 0
BUNGE LIMITED COM G16962105 3,303 40,000 SH   SOLE   40,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 8,265 5,500 SH   SOLE   5,500 0 0
CONSTELLIUM SE CL A SHS F21107101 8,264 815,000 SH   SOLE   815,000 0 0
DISNEY WALT CO COM 254687106 1,887 20,000 SH   SOLE   20,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 4,536 90,000 SH   SOLE   90,000 0 0
EATON CORP PLC SHS G29183103 3,334 25,000 SH   SOLE   25,000 0 0
ELECTRONIC ARTS INC COM 285512109 3,182 27,500 SH   SOLE   27,500 0 0
GREEN PLAINS INC COM 393222104 13,663 470,000 SH   SOLE   470,000 0 0
HONEYWELL INTL INC COM 438516106 2,922 17,500 SH   SOLE   17,500 0 0
JPMORGAN CHASE & CO COM 46625H100 1,045 10,000 SH   SOLE   10,000 0 0
KIRBY CORP COM 497266106 1,215 20,000 SH   SOLE   20,000 0 0
LAUDER ESTEE COS INC CL A 518439104 4,318 20,000 SH   SOLE   20,000 0 0
LENNAR CORP CL A 526057104 1,491 20,000 SH   SOLE   20,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1,085 75,000 SH   SOLE   75,000 0 0
LUMENTUM HLDGS INC COM 55024U109 4,114 60,000 SH   SOLE   60,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,073 25,000 SH   SOLE   25,000 0 0
MATCH GROUP INC NEW COM 57667L107 358 7,500 SH   SOLE   7,500 0 0
META PLATFORMS INC CL A 30303M102 8,141 60,000 SH   SOLE   60,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,458 150,000 SH   SOLE   150,000 0 0
NIKE INC CL B 654106103 1,247 15,000 SH   SOLE   15,000 0 0
NUCOR CORP COM 670346105 1,070 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104 1,214 10,000 SH   SOLE   10,000 0 0
PALO ALTO NETWORKS INC COM 697435105 901 5,500 SH   SOLE   5,500 0 0
PIONEER NAT RES CO COM 723787107 1,083 5,000 SH   SOLE   5,000 0 0
PLUG POWER INC COM NEW 72919P202 6,303 300,000 SH   SOLE   300,000 0 0
SALESFORCE INC COM 79466L302 1,438 10,000 SH   SOLE   10,000 0 0
SUPER GROUP SGHC LIMITED *W EXP 99/99/999 G8588X111 350 499,500 SH   SOLE   499,500 0 0
THE TRADE DESK INC COM CL A 88339J105 5,975 100,000 SH   SOLE   100,000 0 0
TJX COS INC NEW COM 872540109 1,864 30,000 SH   SOLE   30,000 0 0
TWITTER INC COM 90184L102 2,192 50,000 SH   SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,938 375,000 SH   SOLE   375,000 0 0
UNITED RENTALS INC COM 911363109 1,351 5,000 SH   SOLE   5,000 0 0
VISA INC COM CL A 92826C839 888 5,000 SH   SOLE   5,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,912 70,000 SH   SOLE   70,000 0 0
WYNN RESORTS LTD COM 983134107 8,824 140,000 SH   SOLE   140,000 0 0