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 |
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 18,865 | 243,100 | SH | SOLE | 243,100 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 12,627 | 140,600 | SH | SOLE | 140,600 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 25,076 | 83,736 | SH | SOLE | 83,736 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 6,193 | 83,100 | SH | SOLE | 83,100 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 34,890 | 407,400 | SH | SOLE | 407,400 | 0 | 0 | ||
FORD MTR CO DEL | COM | 345370860 | 21,559 | 1,937,000 | SH | SOLE | 1,937,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 22,683 | 714,200 | SH | SOLE | 714,200 | 0 | 0 | ||
GOGORO INC | ORDINARY SHARES | G9491K105 | 5,738 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
REPUBLIC SVCS INC | COM | 760759100 | 14,041 | 107,290 | SH | SOLE | 107,290 | 0 | 0 | ||
SHELL PLC | SPON ADS | 780259305 | 14,850 | 284,000 | SH | SOLE | 284,000 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 11,960 | 43,700 | SH | SOLE | 43,700 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 6,128 | 9,100 | SH | SOLE | 9,100 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 18,285 | 35,600 | SH | SOLE | 35,600 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 4,950 | 47,787 | SH | SOLE | 47,787 | 0 | 0 | ||
WOLFSPEED INC | COM | 977852102 | 9,016 | 142,100 | SH | SOLE | 142,100 | 0 | 0 |