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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 281,918 1,300 SH   SOLE   1,300 0 0
ALCOA CORP COM 013872106 BBG00B3T3HF1 1,318,630 29,000 SH   SOLE   29,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2,766,011 31,350 SH   SOLE   31,350 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 670,320 7,980 SH   SOLE   7,980 0 0
APPLE INC COM 037833100 BBG001S5N8V8 451,637 3,476 SH   SOLE   3,476 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 394,388 3,250 SH   SOLE   3,250 0 0
AT&T INC COM 00206R102 BBG001S5VWH2 4,291,371 233,100 SH   SOLE   233,100 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 448,488 2,400 SH   SOLE   2,400 0 0
BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK60 924,378 31,303 SH   SOLE   31,303 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 4,306,097 130,015 SH   SOLE   130,015 0 0
BAXTER INTL INC COM 071813109 BBG001S5P1K3 372,897 7,316 SH   SOLE   7,316 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG001S5Q6V9 447,520 4,000 SH   SOLE   4,000 0 0
CATALENT INC COM 148806102 BBG005XR47N7 225,050 5,000 SH   SOLE   5,000 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 6,816,000 80,000 SH   SOLE   80,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 220,415 650 SH   SOLE   650 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 719,854 7,628 SH   SOLE   7,628 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 346,873 250 SH   SOLE   250 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 349,700 10,000 SH   SOLE   10,000 0 0
COOPER COS INC COM NEW 216648402 BBG001S5Q1H6 398,457 1,205 SH   SOLE   1,205 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 476,586 1,044 SH   SOLE   1,044 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 215,285 3,500 SH   SOLE   3,500 0 0
DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XV6 4,420,200 166,800 SH   SOLE   166,800 0 0
EXPEDIA GROUP INC COM NEW 30212P303 BBG001SP8VM0 438,000 5,000 SH   SOLE   5,000 0 0
FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 401,210 1,000 SH   SOLE   1,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 570,000 15,000 SH   SOLE   15,000 0 0
GENERAC HLDGS INC COM 368736104 BBG001T5VGH6 322,515 3,204 SH   SOLE   3,204 0 0
HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 333,471 20,777 SH   SOLE   20,777 0 0
ILLUMINA INC COM 452327109 BBG001SF4NY1 404,400 2,000 SH   SOLE   2,000 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 3,017,250 22,500 SH   SOLE   22,500 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DS1 222,400 20,000 SH   SOLE   20,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 219,681 3,150 SH   SOLE   3,150 0 0
MATCH GROUP INC NEW COM 57667L107 BBG00VT0KP47 248,940 6,000 SH   SOLE   6,000 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2,731,718 22,700 SH   SOLE   22,700 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 5,622,750 112,500 SH   SOLE   112,500 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 324,638 7,400 SH   SOLE   7,400 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 6,134,520 84,000 SH   SOLE   84,000 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 201,568 3,200 SH   SOLE   3,200 0 0
PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 403,403 1,300 SH   SOLE   1,300 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 462,930 6,500 SH   SOLE   6,500 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,088,860 19,000 SH   SOLE   19,000 0 0
RESMED INC COM 761152107 BBG001SBGRC2 208,130 1,000 SH   SOLE   1,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 347,130 9,500 SH   SOLE   9,500 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 517,101 3,900 SH   SOLE   3,900 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 524,165 1,350 SH   SOLE   1,350 0 0
SHELL PLC SPON ADS 780259305 BBG0147BN6H1 1,509,175 26,500 SH   SOLE   26,500 0 0
SOUTHWEST AIRLS CO COM 844741108 BBG001S5SXC9 215,488 6,400 SH   SOLE   6,400 0 0
SVB FINANCIAL GROUP COM 78486Q101 BBG001S5W3B1 437,266 1,900 SH   SOLE   1,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,191,840 16,000 SH   SOLE   16,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 239,499 2,300 SH   SOLE   2,300 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 931,200 15,000 SH   SOLE   15,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 4,825,920 352,000 SH   SOLE   352,000 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 BBG001SFMFS5 598,750 125,000 SH   SOLE   125,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 259,665 10,500 SH   SOLE   10,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 242,783 6,162 SH   SOLE   6,162 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 1,627,839 171,713 SH   SOLE   171,713 0 0
WELLTOWER INC COM 95040Q104 BBG001S5RTQ4 360,525 5,500 SH   SOLE   5,500 0 0