BEYOND MEAT INC BOND 08862EAB5 5184000 21600000 PRN SOLE 21600000 0 0 CANADIAN PACIFIC KANSAS CITY COMMON STOCK 13646K108 50785920 576000 SH SOLE 576000 0 0 CORTEVA INC COMMON STOCK 22052L104 23750154 411900 SH SOLE 411900 0 0 COUPANG INC CL A 22266T109 40169820 2258000 SH SOLE 2258000 0 0 FREYR BATTERY COMMON 035834F10 2856000 1700000 SH SOLE 1700000 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 51383985 88500 SH SOLE 88500 0 0 LENNAR CORP CL A 526057104 102861238 598100 SH Call SOLE 598100 0 0 GOLAR LNG LTD SHARES G9456A100 25952400 1080000 SH SOLE 1080000 0 0 MASTERCARD INCORPORATED CLASS A 57636Q104 64974994 135100 SH SOLE 135100 0 0 INTERCONTINENTAL EXCHANGE IN COMMON STOCK 45866F104 54092368 393800 SH SOLE 393800 0 0 ANALOG DEVICES INC COMMON STOCK 032654105 24263925 122700 SH SOLE 122700 0 0 AMAZON COM INC COMMON STOCK 023135106 54792960 304000 SH SOLE 304000 0 0 KBR INC COMMON STOCK 48242W106 39348970 618500 SH SOLE 618500 0 0 CAMECO CORP COMMON STOCK 13321L108 21660000 500000 SH Call SOLE 500000 0 0