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
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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
BEYOND MEAT INC BOND 08862EAB5   5,184,000 21,600,000 PRN   SOLE   21,600,000 0 0
CANADIAN PACIFIC KANSAS CITY COMMON STOCK 13646K108   50,785,920 576,000 SH   SOLE   576,000 0 0
CORTEVA INC COMMON STOCK 22052L104   23,750,154 411,900 SH   SOLE   411,900 0 0
COUPANG INC CL A 22266T109   40,169,820 2,258,000 SH   SOLE   2,258,000 0 0
FREYR BATTERY COMMON 035834F10   2,856,000 1,700,000 SH   SOLE   1,700,000 0 0
THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102   51,383,985 88,500 SH   SOLE   88,500 0 0
LENNAR CORP CL A 526057104   102,861,238 598,100 SH Call SOLE   598,100 0 0
GOLAR LNG LTD SHARES G9456A100   25,952,400 1,080,000 SH   SOLE   1,080,000 0 0
MASTERCARD INCORPORATED CLASS A 57636Q104   64,974,994 135,100 SH   SOLE   135,100 0 0
INTERCONTINENTAL EXCHANGE IN COMMON STOCK 45866F104   54,092,368 393,800 SH   SOLE   393,800 0 0
ANALOG DEVICES INC COMMON STOCK 032654105   24,263,925 122,700 SH   SOLE   122,700 0 0
AMAZON COM INC COMMON STOCK 023135106   54,792,960 304,000 SH   SOLE   304,000 0 0
KBR INC COMMON STOCK 48242W106   39,348,970 618,500 SH   SOLE   618,500 0 0
CAMECO CORP COMMON STOCK 13321L108   21,660,000 500,000 SH Call SOLE   500,000 0 0