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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| FIRST SOLAR INC | COM | 336433107 | 10,585,440 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
| HERC HLDGS INC | COM | 42704L104 | 8,632,840 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | |||
| HUBBELL INC | COM | 443510607 | 4,303,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| POWELL INDS INC | COM | 739128106 | 36,272,390 | 119,000 | SH | SOLE | 119,000 | 0 | 0 | |||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 4,656,657 | 13,100 | SH | SOLE | 13,100 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 24,137,600 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||