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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,560 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 1,508 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 14,995 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 6,580 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BAKER HUGHES COMPANY | CL A | 05722G100 | 6,372 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 2,061 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 2,373 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| BP PLC | SPONSORED ADR | 055622104 | 14,700 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 1,108 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 7,910 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 1,213 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CONSTELLIUM SE | CL A SHS | F21107101 | 14,670 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 12,509 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 3,035 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 15,134 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| F5 INC | COM | 315616102 | 5,224 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 14,265 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 2,470 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 11,224 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,340 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 10,114 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| PLUG POWER INC | COM NEW | 72919P202 | 8,583 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| QUANTUMSCAPE CORP | COM CL A | 74767V109 | 1,999 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 1,206 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 2,123 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 1,620 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 45,164 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| SUPER GROUP SGHC LIMITED | *W EXP 99/99/999 | G8588X111 | 1,436 | 499,500 | SH | SOLE | 499,500 | 0 | 0 | ||
| SWEETGREEN INC | COM CL A | 87043Q108 | 320 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 2,567 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 10,704 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 1,637 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 2,277 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||