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 |
| ALLY FINL INC | COM | 02005N100 | BBG001LYYYZ9 | 19,077,300 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 7,546,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 18,554,250 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | BBG000BCD5L1 | 25,892,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 25,159,680 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HV48 | 11,692,800 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 11,282,997,400 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 9,537,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | BBG000BQQJR0 | 7,636,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 14,965,500 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CH10 | 16,707,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 81,152,376 | 13,991,789 | SH | SOLE | 13,991,789 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 17,510,325 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 22,201,500 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 23,217,560 | 227,000 | SH | SOLE | 227,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | BBG000BPD257 | 14,514,500 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 16,995,300 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG000BQLY10 | 6,280,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 1,933,655 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||