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 |
| ALCOA CORP | COM | 013872106 | 96,818 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 45,792 | 291,000 | SH | SOLE | 291,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 32,559 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 21,752 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 21,680 | 2,786,651 | SH | SOLE | 2,786,651 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 12,863 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||