0001104659-23-058306.txt : 20230510 0001104659-23-058306.hdr.sgml : 20230510 20230510150107 ACCESSION NUMBER: 0001104659-23-058306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Settian Capital LP CENTRAL INDEX KEY: 0001911113 IRS NUMBER: 825493299 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22063 FILM NUMBER: 23905793 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 212-554-2394 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911113 XXXXXXXX 03-31-2023 03-31-2023 false Settian Capital LP

767 Fifth Avenue 21st Floor New York NY 10153

13F HOLDINGS REPORT 028-22063 000297691 802-113823 N Karl K. Segerberg 212-259-0803 /s/ Karl K. Segerberg New York NY 05-10-2023 0 35 119895471 INFORMATION TABLE 2 infotable.xml APA CORPORATION COM 03743Q108 2069844 57400 SH SOLE 57400 0 0 APPLE INC COM 037833100 11691410 70900 SH SOLE 70900 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 9727167 46300 SH SOLE 46300 0 0 CAMECO CORP COM 13321L108 3352377 128100 SH SOLE 128100 0 0 CARDINAL HEALTH INC COM 14149Y108 604000 8000 SH SOLE 8000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 6193680 39300 SH SOLE 39300 0 0 CHESAPEAKE ENERGY CORP COM 165167735 1688088 22200 SH SOLE 22200 0 0 CHEVRON CORP NEW COM 166764100 2218976 13600 SH SOLE 13600 0 0 THE CIGNA GROUP COM 125523100 3424102 13400 SH SOLE 13400 0 0 DAVITA INC COM 23918K108 2027750 25000 SH SOLE 25000 0 0 DEVON ENERGY CORP NEW COM 25179M103 2459646 48600 SH SOLE 48600 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2054584 15200 SH SOLE 15200 0 0 EXTRA SPACE STORAGE INC COM 30225T102 1368612 8400 SH SOLE 8400 0 0 EXXON MOBIL CORP COM 30231G102 5428170 49500 SH SOLE 49500 0 0 FRANCO NEV CORP COM 351858105 2143260 14700 SH SOLE 14700 0 0 HUMANA INC COM 444859102 4466232 9200 SH SOLE 9200 0 0 MASTERCARD INCORPORATED COM 57636Q104 15226879 41900 SH SOLE 41900 0 0 MCKESSON CORP COM 58155Q103 1780250 5000 SH SOLE 5000 0 0 MICROSOFT CORP COM 594918104 6155205 21350 SH SOLE 21350 0 0 NETFLIX INC COM 64110L106 2072880 6000 SH SOLE 6000 0 0 NEWMONT CORP COM 651639106 2053938 41900 SH SOLE 41900 0 0 NUTRIEN LTD COM 67077M108 2215500 30000 SH SOLE 30000 0 0 OCCIDENTAL PETE CORP COM 674599105 1311030 21000 SH SOLE 21000 0 0 POOL CORP COM 73278L105 1977591 5775 SH SOLE 5775 0 0 PROGRESSIVE CORP COM 743315103 2002840 14000 SH SOLE 14000 0 0 PUBLIC STORAGE COM 74460D109 3474610 11500 SH SOLE 11500 0 0 QUANTA SVCS INC COM 74762E102 1666400 10000 SH SOLE 10000 0 0 S&P GLOBAL INC COM 78409V104 2558883 7422 SH SOLE 7422 0 0 SANMINA CORPORATION COM 801056102 609900 10000 SH SOLE 10000 0 0 HERSHEY CO COM 427866108 2137044 8400 SH SOLE 8400 0 0 MOSAIC CO NEW COM 61945C103 2661040 58000 SH SOLE 58000 0 0 TRACTOR SUPPLY CO COM 892356106 1480752 6300 SH SOLE 6300 0 0 TYLER TECHNOLOGIES INC COM 902252105 1817530 5125 SH SOLE 5125 0 0 VERISK ANALYTICS INC COM 92345Y106 1755519 9150 SH SOLE 9150 0 0 VISA INC COM CL A 92826C839 6019782 26700 SH SOLE 26700 0 0