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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 11,130,206 | 73,100 | SH | SOLE | 73,100 | 0 | 0 | |||
| ARCH RESOURCES INC | CL A | 03940R107 | 18,538,283 | 115,295 | SH | SOLE | 115,295 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830104 | 31,062,770 | 621,007 | SH | SOLE | 621,007 | 0 | 0 | |||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 24,302,482 | 1,487,300 | SH | SOLE | 1,487,300 | 0 | 0 | |||
| CHEMOURS CO | COM | 163851108 | 6,593,046 | 251,068 | SH | SOLE | 251,068 | 0 | 0 | |||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 17,383,081 | 107,782 | SH | SOLE | 107,782 | 0 | 0 | |||
| CORE & MAIN INC | CL A | 21874C102 | 35,661,025 | 622,900 | SH | SOLE | 622,900 | 0 | 0 | |||
| FRONTLINE PLC | COM | M46528101 | 29,654,982 | 1,268,391 | SH | SOLE | 1,268,391 | 0 | 0 | |||
| GE VERNOVA LLC | COM | 36828A101 | 16,232,225 | 118,700 | SH | SOLE | 118,700 | 0 | 0 | |||
| MATSON INC | COM | 57686G105 | 17,390,978 | 154,724 | SH | SOLE | 154,724 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 11,508,246 | 23,700 | SH | SOLE | 23,700 | 0 | 0 | |||
| NET POWER INC | *W EXP 06/08/202 | 64107A113 | 362,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| PG&E CORP | COM | 69331C108 | 16,889,052 | 1,007,700 | SH | SOLE | 1,007,700 | 0 | 0 | |||
| REGAL REXNORD CORPORATION | COM | 758750103 | 28,905,690 | 160,498 | SH | SOLE | 160,498 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 32,018,070 | 563,500 | SH | SOLE | 563,500 | 0 | 0 | |||
| ULTA BEAUTY INC | COM | 90384S303 | 22,431,552 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 30,576,350 | 439,000 | SH | SOLE | 439,000 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 22,858,583 | 379,900 | SH | SOLE | 379,900 | 0 | 0 | |||
| WARRIOR MET COAL INC | COM | 93627C101 | 6,695,210 | 110,300 | SH | SOLE | 110,300 | 0 | 0 | |||
| XPO INC | COM | 983793100 | 27,041,848 | 221,600 | SH | SOLE | 221,600 | 0 | 0 | |||