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 |
|
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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 467 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 642 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 908 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 246 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 3,981 | 187,500 | SH | SOLE | 187,500 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 285 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 882 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,963 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 2,588 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 1,772 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 3,540 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 8,623 | 1,655,000 | SH | SOLE | 1,655,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 2,136 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 1,169 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 1,002 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 312 | 38,600 | SH | SOLE | 38,600 | 0 | 0 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 1,081 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 464 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 5,704 | 320,101 | SH | SOLE | 320,101 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 955 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 861 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,810 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 4,507 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 595 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 1,318 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 1,251 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,792 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 480 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
VOYA FINL INC | COM | 929089100 | 608 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 4,404 | 56,500 | SH | SOLE | 56,500 | 0 | 0 |