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 | 16,514 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 4,406 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 11,254 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 9,747 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 2,267 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 6,038 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 9,790 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
BALLARD PWR SYS INC NEW | COM | 058586108 | 2,434 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 7,134 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 684 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 12,650 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 24,255 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 571 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 2,074 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 2,638 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 1,473 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 575 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 4,602 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 1,670 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
HCI GROUP INC | COM | 40416E103 | 131 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
HUBBELL INC | COM | 443510607 | 3,738 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
INFINERA CORP | COM | 45667G103 | 337 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 956 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 13,703 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 5,388 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 9,594 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 3,219 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
NEOPHOTONICS CORP | COM | 64051T100 | 179 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 1,540 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 2,961 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 1,377 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 13,259 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
QUANTUMSCAPE CORP | COM CL A | 74767V109 | 5,594 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 1,232 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,568 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 1,569 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SPORTS ENTERTAINMENT ACQU CO | COM CL A | 84918M106 | 9,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SPORTS ENTERTAINMENT ACQU CO | *W EXP 10/30/202 | 84918M114 | 550 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 636 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 928 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 6,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 2,148 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
VIACOMCBS INC | CL B | 92556H206 | 3,383 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VOYA FINANCIAL INC | COM | 929089100 | 4,137 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 2,507 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 12,390 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |