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 |
APPLIED MATLS INC | COM | 038222105 | 27,404,061 | 189,595 | SH | SOLE | 189,595 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 10,815,331 | 26,692 | SH | SOLE | 26,692 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 17,295,886 | 161,267 | SH | SOLE | 161,267 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 12,180,294 | 315,879 | SH | SOLE | 315,879 | 0 | 0 | ||
LIVENT CORP | COM | 53814L108 | 9,715,048 | 354,176 | SH | SOLE | 354,176 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 14,094,230 | 223,328 | SH | SOLE | 223,328 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 18,330,247 | 53,827 | SH | SOLE | 53,827 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 7,378,315 | 17,442 | SH | SOLE | 17,442 | 0 | 0 | ||
REPUBLIC SVCS INC | COM | 760759100 | 29,394,395 | 191,907 | SH | SOLE | 191,907 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 26,701,918 | 264,585 | SH | SOLE | 264,585 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 5,110,076 | 206,301 | SH | SOLE | 206,301 | 0 | 0 | ||
VISTRA CORP | COM | 92840M102 | 5,074,571 | 193,317 | SH | SOLE | 193,317 | 0 | 0 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 14,212,289 | 81,953 | SH | SOLE | 81,953 | 0 | 0 | ||
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 7,389,720 | 154,629 | SH | SOLE | 154,629 | 0 | 0 |