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
ADVANCED MICRO DEVICES INC COM 007903107   4,512,250 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106   4,509,500 25,000 SH   SOLE   25,000 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,281,500 12,500 SH   SOLE   12,500 0 0
COLGATE PALMOLIVE CO COM 194162103   1,575,875 17,500 SH   SOLE   17,500 0 0
CONSTELLIUM SE CL A SHS F21107101   18,461,850 835,000 SH   SOLE   835,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,086,900 90,000 SH   SOLE   90,000 0 0
GREEN PLAINS INC COM 393222104   11,560,000 500,000 SH   SOLE   500,000 0 0
INTEL CORP COM 458140100   2,208,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   485,580 1,000 SH   SOLE   1,000 0 0
MORGAN STANLEY COM NEW 617446448   3,295,600 35,000 SH   SOLE   35,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   706,200 60,000 SH   SOLE   60,000 0 0
PVH CORPORATION COM 693656100   3,796,470 27,000 SH   SOLE   27,000 0 0
SHIFT4 PMTS INC CL A 82452J109   5,946,300 90,000 SH   SOLE   90,000 0 0
THE TRADE DESK INC COM CL A 88339J105   6,556,500 75,000 SH   SOLE   75,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   485,100 30,000 SH   SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   769,900 10,000 SH   SOLE   10,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,196,000 100,000 SH   SOLE   100,000 0 0