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 |
| ALLY FINL INC | COM | 02005N100 | BBG001LYYYZ9 | 16,727,300 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 13,682,625 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 21,234,700 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | BBG000BCD5L1 | 23,776,570 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 29,639,280 | 436,000 | SH | SOLE | 436,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HV48 | 20,681,600 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 12,157,417,278 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 9,189,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 13,452,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| H & E EQUIPMENT SERVICES INC | COM | 404030108 | BBG000K1ZZY1 | 8,538,472 | 175,400 | SH | SOLE | 175,400 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 220,500,000 | 30,000,000 | SH | SOLE | 30,000,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 23,363,100 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | BBG000DMBZW1 | 10,543,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | BBG000PTLK19 | 13,152,575 | 120,500 | SH | SOLE | 120,500 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 18,892,300 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 22,038,940 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
| TALOS ENERGY INC | COM | 87484T108 | BBG00JPH4HT0 | 10,350,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 2,658,182 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||