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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 15,947 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 13,504 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K305 | 16,688 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,299 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| ARCONIC CORPORATION | COM | 03966V107 | 7,686 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 50,040 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 13,865 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 14,980 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 14,541 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| HF SINCLAIR CORPORATION | COM | 403949100 | 13,947 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 21,442 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 18,499 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MOSAIC CO NEW | MOSAIC CO NEW | 61945C103 | 13,300 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| OSISKO GOLD ROYALTIES LTD | COM | 68827L101 | 6,565 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 8,639 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SCHNITZER STEEL INDS INC | CL A | 806882106 | 7,791 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 22,582 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 14,136 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 17,719 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435207 | 4,506 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 15,096 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||