0001172661-23-003498.txt : 20231026 0001172661-23-003498.hdr.sgml : 20231026 20231026094628 ACCESSION NUMBER: 0001172661-23-003498 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231026 EFFECTIVENESS DATE: 20231026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Zenyatta Capital Management LP CENTRAL INDEX KEY: 0001887163 IRS NUMBER: 871824808 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21557 FILM NUMBER: 231347761 BUSINESS ADDRESS: STREET 1: 850 NEW BURTON ROAD STREET 2: SUITE 201 CITY: DOVER STATE: DE ZIP: 19904 BUSINESS PHONE: 203-292-2800 MAIL ADDRESS: STREET 1: 1960 BRONSON ROAD CITY: FAIRFIELD STATE: CT ZIP: 06824 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001887163 XXXXXXXX 09-30-2023 09-30-2023 false Zenyatta Capital Management LP

1960 Bronson Road Fairfield CT 06824

13F HOLDINGS REPORT 028-21557 000316397 801-122311 N Darek Rybicki 203-292-2841 /s/ Darek Rybicki Fairfield CT 10-26-2023 0 31 184130170 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 4251000 15000 SH SOLE 15000 0 0 ALCOA CORP COM 013872106 10171000 350000 SH SOLE 350000 0 0 ALPHABET INC CAP STK CL C 02079K107 2966625 22500 SH SOLE 22500 0 0 AMAZON COM INC COM 023135106 6991600 55000 SH SOLE 55000 0 0 AMERICAN EXPRESS CO COM 025816109 1864875 12500 SH SOLE 12500 0 0 APTIV PLC SHS G6095L109 3204175 32500 SH SOLE 32500 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 2943600 55000 SH SOLE 55000 0 0 BAKER HUGHES COMPANY CL A 05722G100 6357600 180000 SH SOLE 180000 0 0 BOEING CO COM 097023105 3641920 19000 SH SOLE 19000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 7392000 140000 SH SOLE 140000 0 0 BUNGE LIMITED COM G16962105 6765625 62500 SH SOLE 62500 0 0 CONSTELLIUM SE CL A SHS F21107101 15197000 835000 SH SOLE 835000 0 0 DARLING INGREDIENTS INC COM 237266101 4176000 80000 SH SOLE 80000 0 0 DISNEY WALT CO COM 254687106 12157500 150000 SH SOLE 150000 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 7960000 400000 SH SOLE 400000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 932250 25000 SH SOLE 25000 0 0 GREEN PLAINS INC COM 393222104 14207200 472000 SH SOLE 472000 0 0 INTEL CORP COM 458140100 15997500 450000 SH SOLE 450000 0 0 LAUDER ESTEE COS INC CL A 518439104 1590050 11000 SH SOLE 11000 0 0 META PLATFORMS INC CL A 30303M102 14259975 47500 SH SOLE 47500 0 0 MORGAN STANLEY COM NEW 617446448 5308550 65000 SH SOLE 65000 0 0 NVIDIA CORPORATION COM 67066G104 10874750 25000 SH SOLE 25000 0 0 PINTEREST INC CL A 72352L106 1689375 62500 SH SOLE 62500 0 0 PIONEER NAT RES CO COM 723787107 6886500 30000 SH SOLE 30000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 954600 15000 SH SOLE 15000 0 0 SHOPIFY INC CL A 82509L107 545700 10000 SH SOLE 10000 0 0 SNOWFLAKE INC CL A 833445109 1527700 10000 SH SOLE 10000 0 0 UBER TECHNOLOGIES INC COM 90353T100 5748750 125000 SH SOLE 125000 0 0 WOLFSPEED INC COM 977852102 3429000 90000 SH SOLE 90000 0 0 WYNN RESORTS LTD COM 983134107 2772300 30000 SH SOLE 30000 0 0 XYLEM INC COM 98419M100 1365450 15000 SH SOLE 15000 0 0