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 |
ALBEMARLE CORP | COM | 012653101 | 18,422 | 83,300 | SH | SOLE | 83,300 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 8,463 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 5,231 | 43,700 | SH | SOLE | 43,700 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 13,864 | 153,600 | SH | SOLE | 153,600 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 12,483 | 155,300 | SH | SOLE | 155,300 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 26,895 | 64,736 | SH | SOLE | 64,736 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 16,218 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 38,280 | 463,500 | SH | SOLE | 463,500 | 0 | 0 | ||
FORD MTR CO DEL | COM | 345370860 | 5,917 | 349,900 | SH | SOLE | 349,900 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 24,604 | 562,500 | SH | SOLE | 562,500 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 16,355 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 13,343 | 60,070 | SH | SOLE | 60,070 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 13,208 | 25,900 | SH | SOLE | 25,900 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 8,607 | 78,871 | SH | SOLE | 78,871 | 0 | 0 |