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 | 107,404 | 1,192,985 | SH | SOLE | 1,192,985 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 54,622 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 49,610 | 1,310,000 | SH | SOLE | 1,310,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 38,354 | 291,000 | SH | SOLE | 291,000 | 0 | 0 | ||
| RENEW ENERGY GLOBAL PLC | CL A SHS | G7500M104 | 22,906 | 2,786,651 | SH | SOLE | 2,786,651 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 13,965 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| PEABODY ENGR CORP | COM | 704551100 | 8,586 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PROPERTYGURU GROUP LTD | ORD SHS | G7258M108 | 6,072 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| GREENLIGHT BIOSCIENCS HLDS P | COMMON STOCK | 39536G105 | 4,645 | 482,385 | SH | SOLE | 482,385 | 0 | 0 | ||