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
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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
Home Depot Inc/The COM 437076102   6,883,822 18,000 SH   SOLE   18,000 0 0
Microsoft Corp COM 594918104   6,855,131 17,500 SH   SOLE   17,500 0 0
Marathon Petroleum Corp COM 56585A102   6,841,279 45,000 SH   SOLE   45,000 0 0
Walmart Inc COM 931142103   5,954,612 65,000 SH   SOLE   65,000 0 0
American Tower Corp COM 03027X100   5,676,674 25,000 SH   SOLE   25,000 0 0
Eli Lilly & Co COM 532457108   5,601,974 6,500 SH   SOLE   6,500 0 0
DR Horton Inc COM 23331A109   5,306,438 40,000 SH   SOLE   40,000 0 0
Uber Technologies Inc COM 90353T100   4,941,941 65,000 SH   SOLE   65,000 0 0
Southern Co/The COM 842587107   4,797,519 50,000 SH   SOLE   50,000 0 0
Amazon.com Inc COM 023135106   4,467,093 22,500 SH   SOLE   22,500 0 0
NextEra Energy Inc COM 65339F101   4,438,449 60,000 SH   SOLE   60,000 0 0
Citigroup Inc COM NEW 172967424   3,703,925 50,000 SH   SOLE   50,000 0 0
GE HealthCare Technologies Inc COMMON STOCK 36266G107   3,368,855 40,000 SH   SOLE   40,000 0 0
Robinhood Markets Inc COM CL A 770700102   3,040,151 70,000 SH   SOLE   70,000 0 0
Deutsche Bank AG NAMEN AKT D18190898   2,984,010 120,000 SH   SOLE   120,000 0 0
MercadoLibre Inc COM 58733R102   2,850,043 1,400 SH   SOLE   1,400 0 0
Freeport-McMoRan Inc CL B 35671D857   2,370,428 60,000 SH   SOLE   60,000 0 0