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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV COM N00985106   11,133 149,804 SH   SOLE   149,804 0 0
ALLSTATE CORP COM 020002101   4,199 30,000 SH   SOLE   30,000 0 0
ALPHABET INC COM 02079K107   7,751 55,000 SH   SOLE   55,000 0 0
AMAZON COM INC COM 023135106   10,256 67,500 SH   SOLE   67,500 0 0
API GROUP CORP COM 00187Y100   9,169 265,000 SH   SOLE   265,000 0 0
APPLIED MATLS INC COM 038222105   4,052 25,000 SH   SOLE   25,000 0 0
ASCENDIS PHARMA A/S COM 04351P101   4,585 36,400 SH   SOLE   36,400 0 0
AUGMEDIX INC COM 05105P107   1,547 264,389 SH   SOLE   264,389 0 0
AUTOLIV INC COM 052800109   5,168 46,899 SH   SOLE   46,899 0 0
BOEING CO COM 097023105   5,213 20,000 SH   SOLE   20,000 0 0
CAMECO CORP COM 13321L108   3,663 85,000 SH   SOLE   85,000 0 0
CHEVRON CORP NEW COM 166764100   1,773 11,888 SH   SOLE   11,888 0 0
CRANE COMPANY COM 224408104   4,135 35,000 SH   SOLE   35,000 0 0
CROWN HLDGS INC COM 228368106   3,684 40,000 SH   SOLE   40,000 0 0
DELL TECHNOLOGIES INC COM 24703L202   3,060 40,000 SH   SOLE   40,000 0 0
DENTSPLY SIRONA INC COM 24906P109   1,780 50,000 SH   SOLE   50,000 0 0
FREEPORT-MCMORAN INC COM 35671D857   1,703 40,000 SH   SOLE   40,000 0 0
FTAI AVIATION LTD COM G3730V105   5,038 108,582 SH   SOLE   108,582 0 0
GENERAL ELECTRIC CO COM 369604301   3,829 30,000 SH   SOLE   30,000 0 0
GENERAL MTRS CO COM 37045V100   3,592 100,000 SH   SOLE   100,000 0 0
KLAVIYO INC COM 49845K101   1,389 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107   3,543 72,000 SH   SOLE   72,000 0 0
META PLATFORMS INC COM 30303M102   7,964 22,500 SH   SOLE   22,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101   3,887 87,000 SH   SOLE   87,000 0 0
OPTION CARE HEALTH INC COM 68404L201   2,695 80,000 SH   SOLE   80,000 0 0
PG&E CORP COM 69331C108   2,704 150,000 SH   SOLE   150,000 0 0
PROGRESSIVE CORP COM 743315103   3,186 20,000 SH   SOLE   20,000 0 0
QUALCOMM INC COM 747525103   4,339 30,000 SH   SOLE   30,000 0 0
SCHLUMBERGER LTD COM 806857108   3,383 65,000 SH   SOLE   65,000 0 0
SCHWAB CHARLES CORP COM 808513105   4,472 65,000 SH   SOLE   65,000 0 0
SHIFT4 PMTS INC COM 82452J109   1,487 20,000 SH   SOLE   20,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM 848574109   2,542 80,000 SH   SOLE   80,000 0 0
SPLUNK INC COM 848637104   6,856 45,000 SH   SOLE   45,000 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   2,190 60,000 SH   SOLE   60,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,948 7,500 SH   SOLE   7,500 0 0
YANDEX N V COM N97284108   0 52,044 SH   SOLE   52,044 0 0
ZILLOW GROUP INC COM 98954M200   3,472 60,000 SH   SOLE   60,000 0 0