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
JPMorgan Chase & Co Common Stock 46625H100   10,726,479 22,500 SH   SOLE   0 0 0
Pfizer Inc Common Stock 717081103   9,627,447 250,000 SH   SOLE   0 0 0
Delta Air Lines Inc Common Stock 247361702   9,434,746 110,000 SH   SOLE   0 0 0
Microsoft Corp Common Stock 594918104   9,393,788 12,000 SH   SOLE   0 0 0
Wheaton Precious Metals Corp Common Stock 962879102   9,296,758 55,000 SH   SOLE   0 0 0
Uber Technologies Inc Common Stock 90353T100   8,884,153 60,000 SH   SOLE   0 0 0
Entergy Corp Common Stock 29364G103   8,450,691 60,000 SH   SOLE   0 0 0
BAE Systems PLC Common Stock 05523R107   8,359,287 49,507 SH   SOLE   0 0 0
RTX Corp Common Stock 75513E101   7,586,942 30,000 SH   SOLE   0 0 0
Marathon Petroleum Corp Common Stock 56585A102   7,282,551 25,000 SH   SOLE   0 0 0
Futu Holdings Ltd Common Stock 36118L106   7,228,180 27,500 SH   SOLE   0 0 0
CRH PLC Common Stock G25508105   6,795,511 37,500 SH   SOLE   0 0 0
Shopify Inc Common Stock 82509L107   6,738,155 30,000 SH   SOLE   0 0 0
Allegion plc Common Stock G0176J109   6,701,050 25,000 SH   SOLE   0 0 0
Hubbell Inc Common Stock 443510607   6,503,590 10,000 SH   SOLE   0 0 0
Dow Inc Common Stock 260557103   6,411,320 185,000 SH   SOLE   0 0 0
TSMC Common Stock 874039100   6,331,671 15,000 SH   SOLE   0 0 0
Lennar Corp Common Stock 526057104   6,191,038 32,500 SH   SOLE   0 0 0
Robinhood Markets Inc Common Stock 770700102   5,950,956 27,500 SH   SOLE   0 0 0
Novo Nordisk A/S Common Stock 670100205   5,870,626 70,000 SH   SOLE   0 0 0
Cameco Corp Common Stock 13321L108   5,703,469 45,000 SH   SOLE   0 0 0
ArcelorMittal SA Common Stock 03938L203   5,463,614 100,000 SH   SOLE   0 0 0
NexGen Energy Ltd Common Stock 65340P106   5,410,716 400,000 SH   SOLE   0 0 0
Merck & Co Inc Common Stock 58933Y105   5,073,982 40,000 SH   SOLE   0 0 0
Airbus SE Common Stock 009279100   4,399,607 50,000 SH   SOLE   0 0 0
Freeport-McMoRan Inc Common Stock 35671D857   3,496,635 58,989 SH   SOLE   0 0 0
Circle Internet Group Inc Common Stock 172573107   3,206,045 16,000 SH   SOLE   0 0 0