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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 1,960,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG001S5NSB6 | 7,898,275 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | BBG00B3T3HF1 | 2,340,800 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ARCONIC CORPORATION | COM | 03966V107 | BBG00R45JYC6 | 1,311,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BAKER HUGHES COMPANY | CL A | 05722G100 | BBG00GBVBK60 | 4,761,900 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 2,746,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 2,001,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | BBG001SJ9BG4 | 1,910,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 1,708,290 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 1,550,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 2,254,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | BBG004K5PKF9 | 12,758,800 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | BBG001SB7RP8 | 1,460,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 3,504,550 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 827,650 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 1,636,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | BBG001SPVM17 | 14,565,300 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | BBG001S8L5H6 | 739,380 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | BBG001STBM75 | 1,274,665 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | BBG00VT0KP47 | 9,597,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 5,298,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| RH | COM | 74967X103 | BBG002293Q93 | 852,425 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | BBG001S5TTY3 | 817,150 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG004DW5NC7 | 838,950 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | BBG00629NGW8 | 1,218,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 5,547,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | BBG001V05C73 | 1,570,500 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||