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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALBEMARLE CORP | COM | 012653101 | 2,338 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 6,856 | 137,700 | SH | SOLE | 137,700 | 0 | 0 | ||
| DIGITALBRIDGE GROUP INC | CL A COM | 25401T108 | 15,827 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| ENOVIX CORPORATION | COM | 293594107 | 5,320 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 6,260 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FREYR BATTERY | SHS | L4135L100 | 2,236 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIVENT CORP | COM | 53814L108 | 3,048 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 4,375 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,346 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 3,396 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||