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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 5,990,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 6,786,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 3,062,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
BAKER HUGHES COMPANY | CL A | 05722G100 | 11,853,750 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
BUNGE LIMITED | COM | G16962105 | 14,624,250 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 2,082,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 2,139,000 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 615,325 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 14,362,000 | 835,000 | SH | SOLE | 835,000 | 0 | 0 | ||
DARLING INGREDIENTS INC | COM | 237266101 | 7,016,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 669,600 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 7,176,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,000,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 15,152,800 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 3,112,500 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 11,704,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 2,160,180 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 946,250 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 12,555,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 717,450 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 640,500 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 2,784,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 10,359,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 965,250 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 1,726,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 10,557,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 1,178,850 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
XYLEM INC | COM | 98419M100 | 2,252,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 |