The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALCOA CORP COM 013872106 1,153 50,000 SH   SOLE   50,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 788 5,000 SH   SOLE   5,000 0 0
ANALOG DEVICES INC COM 032654105 2,955 20,000 SH   SOLE   20,000 0 0
AERCAP HOLDINGS NV SHS N00985106 2,279 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 6,514 2,000 SH   SOLE   2,000 0 0
ANTHEM INC COM 036752103 4,816 15,000 SH   SOLE   15,000 0 0
AIR PRODS & CHEMS INC COM 009158106 15,027 55,000 SH   SOLE   55,000 0 0
BANK AMER CORP COM 060505104 6,062 200,000 SH   SOLE   200,000 0 0
BALLARD PWR SYS INC NEW COM 058586108 3,510 150,000 SH   SOLE   150,000 0 0
CONSTELLIUM SE CL A SHS F21107101 24,133 1,725,000 SH   SOLE   1,725,000 0 0
DICKS SPORTING GOODS INC COM 253393102 4,497 80,000 SH   SOLE   80,000 0 0
DOLLAR TREE INC COM 256746108 4,862 45,000 SH   SOLE   45,000 0 0
EATON CORP PLC SHS G29183103 3,604 30,000 SH   SOLE   30,000 0 0
F5 NETWORKS INC COM 315616102 2,639 15,000 SH   SOLE   15,000 0 0
GENERAL MTRS CO COM 37045V100 2,082 50,000 SH   SOLE   50,000 0 0
GENTEX CORP COM 371901109 1,018 30,000 SH   SOLE   30,000 0 0
HUBBELL INC COM 443510607 4,312 27,500 SH   SOLE   27,500 0 0
COCA COLA CO COM 191216100 7,403 135,000 SH   SOLE   135,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,024 300,000 SH   SOLE   300,000 0 0
LUMENTUM HLDGS INC COM 55024U109 9,480 100,000 SH   SOLE   100,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,375 30,000 SH   SOLE   30,000 0 0
MONDELEZ INTL INC CL A 609207105 3,801 65,000 SH   SOLE   65,000 0 0
MAGNA INTL INC COM 559222401 779 11,000 SH   SOLE   11,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,363 75,000 SH   SOLE   75,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,279 90,000 SH   SOLE   90,000 0 0
MORGAN STANLEY COM NEW 617446448 13,706 200,000 SH   SOLE   200,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,514 50,000 SH   SOLE   50,000 0 0
PFIZER INC COM 717081103 1,564 42,500 SH   SOLE   42,500 0 0
PTC INC COM 69370C100 2,392 20,000 SH   SOLE   20,000 0 0
PIONEER NAT RES CO COM 723787107 3,417 30,000 SH   SOLE   30,000 0 0
QUALCOMM INC COM 747525103 11,426 75,000 SH   SOLE   75,000 0 0
QORVO INC COM 74736K101 4,988 30,000 SH   SOLE   30,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 8,581 120,000 SH   SOLE   120,000 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 1,493 125,000 SH   SOLE   125,000 0 0
SPORTS ENTERTAINMENT ACQU CO COM CL A 84918M106 10,120 1,000,000 SH   SOLE   1,000,000 0 0
SPORTS ENTERTAINMENT ACQU CO *W EXP 10/30/2025 84918M114 675 500,000 SH   SOLE   500,000 0 0
SNAP ON INC COM 83304A106 3,004 60,000 SH   SOLE   60,000 0 0
STEEL DYNAMICS INC COM 858119100 2,212 60,000 SH   SOLE   60,000 0 0
TARGET CORP COM 87612E106 7,944 45,000 SH   SOLE   45,000 0 0
TWITTER INC COM 90184L102 8,935 165,000 SH   SOLE   165,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,785 35,000 SH   SOLE   35,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 7,578 45,000 SH   SOLE   45,000 0 0
VISTEON CORP COM NEW 92839U206 628 5,000 SH   SOLE   5,000 0 0
VOYA FINL INC COM 929089100 8,822 150,000 SH   SOLE   150,000 0 0
WYNN RESORTS LTD COM 983134107 9,026 80,000 SH   SOLE   80,000 0 0
XILINX INC COM 983919101 14,177 100,000 SH   SOLE   100,000 0 0