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 17,874 300,000 SH   SOLE   300,000 0 0
AMAZON COM INC COM 023135106 20,006 6,000 SH   SOLE   6,000 0 0
APPLIED MATLS INC COM 038222105 20,457 130,000 SH   SOLE   130,000 0 0
CANADIAN NATL RY CO COM 136375102 12,286 100,000 SH   SOLE   100,000 0 0
CENOVUS ENERGY INC COM 15135U109 30,700 2,500,000 SH   SOLE   2,500,000 0 0
CHART INDS INC COM 16115Q308 7,974 50,000 SH   SOLE   50,000 0 0
CORTEVA INC COM 22052L104 16,548 350,000 SH   SOLE   350,000 0 0
EXXON MOBIL CORP COM 30231G102 15,297 250,000 SH   SOLE   250,000 0 0
LOWES COS INC COM 548661107 20,678 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104 20,179 60,000 SH   SOLE   60,000 0 0
MORGAN STANLEY COM NEW 617446448 12,270 125,000 SH   SOLE   125,000 0 0
NIKE INC CL B 654106103 16,667 100,000 SH   SOLE   100,000 0 0
NUTRIEN LTD COM 67077M108 15,040 200,000 SH   SOLE   200,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 24,333 150,000 SH   SOLE   150,000 0 0
SCHNITZER STEEL INDS INC CL A 806882106 10,384 200,000 SH   SOLE   200,000 0 0
SERVICENOW INC COM 81762P102 6,491 10,000 SH   SOLE   10,000 0 0
SOUTHERN COPPER CORP COM 84265V105 6,171 100,000 SH   SOLE   100,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,344 20,000 SH   SOLE   20,000 0 0
UNITED STATES STL CORP NEW COM 912909108 2,381 100,000 SH   SOLE   100,000 0 0