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
ARCHER DANIELS MIDLAND CO COM 039483102 18,865 243,100 SH   SOLE   243,100 0 0
CONOCOPHILLIPS COM 20825C104 12,627 140,600 SH   SOLE   140,600 0 0
DEERE & CO COM 244199105 25,076 83,736 SH   SOLE   83,736 0 0
DEXCOM INC COM 252131107 6,193 83,100 SH   SOLE   83,100 0 0
EXXON MOBIL CORP COM 30231G102 34,890 407,400 SH   SOLE   407,400 0 0
FORD MTR CO DEL COM 345370860 21,559 1,937,000 SH   SOLE   1,937,000 0 0
GENERAL MTRS CO COM 37045V100 22,683 714,200 SH   SOLE   714,200 0 0
GOGORO INC ORDINARY SHARES G9491K105 5,738 750,000 SH   SOLE   750,000 0 0
REPUBLIC SVCS INC COM 760759100 14,041 107,290 SH   SOLE   107,290 0 0
SHELL PLC SPON ADS 780259305 14,850 284,000 SH   SOLE   284,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 11,960 43,700 SH   SOLE   43,700 0 0
TESLA INC COM 88160R101 6,128 9,100 SH   SOLE   9,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 18,285 35,600 SH   SOLE   35,600 0 0
VISTEON CORP COM NEW 92839U206 4,950 47,787 SH   SOLE   47,787 0 0
WOLFSPEED INC COM 977852102 9,016 142,100 SH   SOLE   142,100 0 0