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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | 4,251,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| ALCOA CORP | COM | 013872106 | 10,171,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,966,625 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 6,991,600 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| AMERICAN EXPRESS CO | COM | 025816109 | 1,864,875 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | |||
| APTIV PLC | SHS | G6095L109 | 3,204,175 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 2,943,600 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 6,357,600 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| BOEING CO | COM | 097023105 | 3,641,920 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 7,392,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| BUNGE LIMITED | COM | G16962105 | 6,765,625 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| CONSTELLIUM SE | CL A SHS | F21107101 | 15,197,000 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | |||
| DARLING INGREDIENTS INC | COM | 237266101 | 4,176,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 12,157,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 7,960,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 932,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| GREEN PLAINS INC | COM | 393222104 | 14,207,200 | 472,000 | SH | SOLE | 472,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 15,997,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 1,590,050 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 14,259,975 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | |||
| MORGAN STANLEY | COM NEW | 617446448 | 5,308,550 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 10,874,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 1,689,375 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| PIONEER NAT RES CO | COM | 723787107 | 6,886,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 954,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 545,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 1,527,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,748,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| WOLFSPEED INC | COM | 977852102 | 3,429,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 2,772,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| XYLEM INC | COM | 98419M100 | 1,365,450 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||