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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hours per response: 23.8
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
ALCOA CORP COM 013872106   5,404,762 120,000 SH   SOLE   120,000 0 0
AMAZON COM INC COM 023135106   12,495,720 37,318 SH   SOLE   37,318 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   7,945,850 164,855 SH   SOLE   164,855 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,155,785 58,822 SH   SOLE   58,822 0 0
BROADCOM INC COM 11135F101   6,310,668 15,000 SH   SOLE   15,000 0 0
CAMECO CORP COM 13321L108   5,488,738 48,447 SH   SOLE   48,447 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   5,535,517 10,348 SH   SOLE   10,348 0 0
CONSTELLATION ENERGY CORP COM 21037T109   6,767,517 13,738 SH   SOLE   13,738 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   11,323,110 150,852 SH   SOLE   150,852 0 0
D R HORTON INC COM 23331A109   5,698,886 28,963 SH   SOLE   28,963 0 0
ELI LILLY & CO COM 532457108   7,845,270 6,594 SH   SOLE   6,594 0 0
ENTERGY CORP NEW COM 29364G103   10,456,856 82,427 SH   SOLE   82,427 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,483,036 113,100 SH   SOLE   113,100 0 0
JPMORGAN CHASE & CO. COM 46625H100   10,822,510 24,459 SH   SOLE   24,459 0 0
KINDER MORGAN INC DEL COM 49456B101   8,876,987 197,830 SH   SOLE   197,830 0 0
LENNAR CORP CL A 526057104   6,159,181 36,484 SH   SOLE   36,484 0 0
MARATHON PETE CORP COM 56585A102   11,145,494 43,962 SH   SOLE   43,962 0 0
MICROSOFT CORP COM 594918104   11,332,172 14,927 SH   SOLE   14,927 0 0
MOODYS CORP COM 615369105   3,827,763 5,000 SH   SOLE   5,000 0 0
OKLO INC COM CL A 02156V109   1,594,587 18,660 SH   SOLE   18,660 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   3,983,424 376,072 SH   SOLE   376,072 0 0
PFIZER INC COM 717081103   7,115,468 192,329 SH   SOLE   192,329 0 0
PG&E CORP COM 69331C108   3,507,638 164,864 SH   SOLE   164,864 0 0
ROBINHOOD MKTS INC COM CL A 770700102   7,859,661 55,000 SH   SOLE   55,000 0 0
RTX CORPORATION COM 75513E101   6,123,391 27,476 SH   SOLE   27,476 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   7,042,125 40,000 SH   SOLE   40,000 0 0
SOUTHERN CO COM 842587107   5,415,896 38,642 SH   SOLE   38,642 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,205,615 57,624 SH   SOLE   57,624 0 0
WELLS FARGO CO NEW COM 949746101   6,719,955 54,954 SH   SOLE   54,954 0 0