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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,531,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 21,578,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 4,656,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 2,953,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 5,027,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 5,089,700 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 9,977,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 9,018,685 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 3,180,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 9,641,450 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 5,320,150 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 3,088,350 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 1,527,250 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 1,523,625 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,750,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 14,335,000 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 6,202,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 5,430,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 6,430,950 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 1,275,300 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 9,288,720 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 2,925,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 10,960,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 2,848,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 3,298,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 6,563,700 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 2,511,950 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 1,579,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 9,561,200 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 2,740,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 4,123,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 |