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
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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   6,023,600 22,000 SH   SOLE   22,000 0 0
ALCOA CORP COM 013872106   10,200,000 300,000 SH   SOLE   300,000 0 0
AMAZON COM INC COM 023135106   4,558,200 30,000 SH   SOLE   30,000 0 0
APTIV PLC SHS G6095L109   4,486,000 50,000 SH   SOLE   50,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   6,836,000 200,000 SH   SOLE   200,000 0 0
BOEING CO COM 097023105   20,852,800 80,000 SH   SOLE   80,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,890,500 50,000 SH   SOLE   50,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   6,561,750 65,000 SH   SOLE   65,000 0 0
COLGATE PALMOLIVE CO COM 194162103   3,985,500 50,000 SH   SOLE   50,000 0 0
CONSTELLIUM SE CL A SHS F21107101   16,666,600 835,000 SH   SOLE   835,000 0 0
DISNEY WALT CO COM 254687106   2,257,250 25,000 SH   SOLE   25,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,057,500 30,000 SH   SOLE   30,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   1,542,450 65,000 SH   SOLE   65,000 0 0
EXXON MOBIL CORP COM 30231G102   9,998,000 100,000 SH   SOLE   100,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,662,600 180,000 SH   SOLE   180,000 0 0
GREEN PLAINS INC COM 393222104   12,610,000 500,000 SH   SOLE   500,000 0 0
INTEL CORP COM 458140100   15,075,000 300,000 SH   SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   60,213,000 300,000 SH   SOLE   300,000 0 0
META PLATFORMS INC CL A 30303M102   14,158,400 40,000 SH   SOLE   40,000 0 0
MORGAN STANLEY COM NEW 617446448   11,656,250 125,000 SH   SOLE   125,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   8,353,000 100,000 SH   SOLE   100,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   2,218,500 150,000 SH   SOLE   150,000 0 0
SHIFT4 PMTS INC CL A 82452J109   3,902,850 52,500 SH   SOLE   52,500 0 0
TARGET CORP COM 87612E106   8,545,200 60,000 SH   SOLE   60,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   430,200 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,392,500 250,000 SH   SOLE   250,000 0 0