The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AERCAP HOLDINGS NV | SHS | N00985106 | 28,510,192 | 383,614 | SH | SOLE | 1 | 383,614 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 53,337,489 | 1,271,757 | SH | SOLE | 1 | 1,271,757 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 931,900 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 2,252,700 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 2,658,900 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | 3,367,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 17,071,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| CRH PLC | ORD | G25508105 | 15,215,200 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 13,920,000 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 4,490,000 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 12,069,750 | 525,000 | SH | SOLE | 1 | 525,000 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 2,289,050 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 12,427,500 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 10,590,750 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 1,041,920 | 16,000 | SH | SOLE | 1 | 16,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 1,689,900 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,971,320 | 6,000 | SH | SOLE | 1 | 6,000 | 0 | 0 | ||
| PACIRA BIOSCIENCES INC | COM | 695127100 | 3,036,600 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | ||
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | 10,132,000 | 745,000 | SH | SOLE | 1 | 745,000 | 0 | 0 | ||
| SEADRILL 2021 LTD | COM | G7997W102 | 2,836,800 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 57,351,000 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 1,538,400 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | ||
| THE CIGNA GROUP | COM | 125523100 | 2,395,600 | 8,000 | SH | SOLE | 1 | 8,000 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 8,252,000 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | ||
| VERMILION ENERGY INC | COM | 923725105 | 1,447,200 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 15,408,000 | 400,000 | SH | SOLE | 1 | 400,000 | 0 | 0 | ||