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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 1,151 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 1,745 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 2,686 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 10,371 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 7,406 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 13,243 | 1,687,000 | SH | SOLE | 1,687,000 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 2,723 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 6,620 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FUELCELL ENERGY INC | COM | 35952H601 | 214 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 5,918 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,512 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
HUBBELL INC | COM | 443510607 | 2,395 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 1,036 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 869 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 4,320 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 596 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 2,719 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 4,596 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,652 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 3,419 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 8,532 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,905 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
SNAP ON INC | COM | 83304A106 | 1,828 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 2,755 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 1,780 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,384 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 667 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 2,423 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
VOYA FINL INC | COM | 929089100 | 3,834 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
WAL-MART STORES INC | COM | 931142103 | 6,296 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 7,181 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |