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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 15,479,100 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | |||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 10,288,220 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | |||
| AIR PRODS & CHEMS INC | COM | 009158106 | 18,618,400 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
| ALBEMARLE CORP | COM | 012653101 | 10,402,560 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
| ALEXANDER & BALDWIN INC | COM NEW | 014491104 | 2,377,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 4,317,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 19,585,360 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
| APA CORPORATION | COM | 03743Q108 | 6,458,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 269,220 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 17,043,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| AVALONBAY CMNTYS INC | COM | 053484101 | 11,233,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 10,929,600 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| BIRCHCLIFF ENERGY LTD | COM | 090697103 | 9,156,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
| BOSTON PPTYS INC | COM | 101121101 | 4,210,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| BP PLC | SPONSORED ADR | 055622104 | 5,664,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 35,720,000 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
| CAMECO CORP | COM | 13321L108 | 21,550,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| CANADIAN NAT RES LTD | COM | 136385101 | 10,483,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 14,230,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| CENTERSPACE | COM | 15202L107 | 11,640,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CHEVRON CORP | COM NEW | 166764100 | 22,374,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| CONOCOPHILLIPS | COM | 20825C104 | 17,410,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| COSTCO WHSL CORP NEW | COM NEW | 22160K105 | 37,624,560 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | |||
| DEVON ENERGY CORPORATION | COM NEW | 25179M103 | 15,855,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| DIGITAL RLTY TR INC | COM | 253868103 | 10,093,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 6,320,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| ESSEX PPTY TR INC | COM | 297178105 | 14,876,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| EXXON MOBIL CORP | COM | 30231G102 | 14,997,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| FEDERAL RLTY INVT TR | SH BEN INT NEW | 313745101 | 10,305,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| FEDEX CORP | COM | 31428X106 | 17,201,960 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
| FLUOR CORP NEW | COM NEW | 343412102 | 7,246,450 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 93,654,000 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | |||
| HF SINCLAIR CORPORATION | COM | 403949100 | 12,225,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| HIGHWOODS PPTYS INC | COM | 431284108 | 3,444,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 19,121,620 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 10,803,750 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | |||
| IPG PHOTONICS CORP | COM | 44980X109 | 8,031,960 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | |||
| KIMCO RLTY CORP | COM | 49446R109 | 6,393,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| LENNAR CORP | CL A | 526057104 | 19,375,200 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| LOCKHEED MARTIN CORP | COM | 539830109 | 30,820,320 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 63,712,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| MORGAN STANLEY | COM NEW | 617446448 | 17,251,250 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| MURPHY OIL CORP | COM | 626717102 | 14,931,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| NUCOR CORP | COM | 670346105 | 22,625,200 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| NUTRIEN LTD | COM | 67077M108 | 8,167,850 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| NVIDIA CORP | COM | 67066G104 | 63,883,380 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | |||
| OCCIDENTAL PETE CORP | COM | 674599105 | 10,747,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| OCCIDENTAL PETROLEUM CORP WARRANT | EXP 08/03/2027 | 674599162 | 3,893,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| OUTFRONT MEDIA INC | COM | 69007J106 | 5,584,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| OVINTIV INC | COM | 69047Q102 | 8,344,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 27,042,750 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | |||
| PARKER HANNIFIN CORP | COM | 701094104 | 33,631,100 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||
| PERSONALIS INC | COM | 71535D106 | 651,000 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | |||
| PHILLIPS 66 | COM | 718546104 | 9,985,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| PROLOGIS INC | COM | 74340W103 | 19,995,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| REGENCY CTRS CORP | COM | 758849103 | 8,375,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 11,913,600 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| RYDER SYS INC | COM | 783549108 | 9,204,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM NEW | 808513105 | 12,728,000 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 14,264,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SOUTH32 LTD | ADR | 84473L105 | 5,634,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| STATE STREET CORPORATION | COM | 857477103 | 4,260,300 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| TEXAS PACIFIC LAND CORP | COM | 88262P102 | 86,484,750 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 15,325,740 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 12,929,700 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| UDR INC | COM | 902653104 | 4,786,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| UMH PPTYS INC | COM | 903002103 | 3,830,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| VALE SA | ADR | 91912E105 | 3,172,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| VIPER ENERGY INC | CL A | 927959106 | 5,491,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 13,798,550 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | |||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 2,825,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| WEYERHAEUSER CO | COM | 962166104 | 5,215,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| WILLIAMS SONOMA INC | COM | 969904101 | 12,106,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 6,377,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||