The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALBEMARLE CORP | COM | 012653101 | 13,982 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 7,304 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 12,081 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 4,135 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CATERPILLAR INC DEL | COM | 149123101 | 7,157 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,281 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
CIENA CORP COM | NEW | 171779309 | 4,186 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 1,439 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 22,177 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 4,537 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 9,286 | 1,655,000 | SH | SOLE | 1,655,000 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 4,105 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 1,337 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 7,611 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,581 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 3,158 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,885 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 5,410 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 1,328 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 5,727 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 3,782 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 6,611 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 9,461 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
RALPH LAUREN CORP CL | CL A | 751212101 | 1,465 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC COM CL | COM CL A | 848574109 | 1,458 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TEREX CORP NEW | COM | 880779103 | 4,244 | 142,500 | SH | SOLE | 142,500 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,974 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,171 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
WESTLAKE CHEM CORP | COM | 960413102 | 2,455 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 2,777 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 8,799 | 90,000 | SH | SOLE | 90,000 | 0 | 0 |