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
Estimated average burden
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
ACTIVISION BLIZZARD INC COM 00507V109   7,210,980 97,000 SH   SOLE   97,000 0 0
ALPHABET INC CAP STK CL A 02079K305   12,677,451 132,540 SH   SOLE   132,540 0 0
APPLIED MATLS INC COM 038222105   3,154,305 38,500 SH   SOLE   38,500 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   4,675,560 282,000 SH   SOLE   282,000 0 0
ARVINAS INC COM 04335A105   2,558,175 57,500 SH   SOLE   57,500 0 0
AUTOZONE INC COM 053332102   4,069,667 1,900 SH   SOLE   1,900 0 0
BAKER HUGHES COMPANY CL A 05722G100   3,144,000 150,000 SH   SOLE   150,000 0 0
BALLARD PWR SYS INC NEW COM 058586108   1,813,323 290,959 SH   SOLE   290,959 0 0
BARRICK GOLD CORP COM 067901108   4,124,550 263,820 SH   SOLE   263,820 0 0
BK OF AMERICA CORP COM 060505104   6,965,026 230,630 SH   SOLE   230,630 0 0
C4 THERAPEUTICS INC COM STK 12529R107   745,450 85,000 SH   SOLE   85,000 0 0
CHART INDS INC COM 16115Q308   5,383,573 29,203 SH   SOLE   29,203 0 0
CROCS INC COM 227046109   1,905,315 27,750 SH   SOLE   27,750 0 0
DINE BRANDS GLOBAL INC COM 254423106   4,277,588 67,300 SH   SOLE   67,300 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,370,906 306,290 SH   SOLE   306,290 0 0
GENERAL MTRS CO COM 37045V100   2,422,795 75,500 SH   SOLE   75,500 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   2,658,000 12,000 SH   SOLE   12,000 0 0
JPMORGAN CHASE & CO COM 46625H100   4,317,940 41,320 SH   SOLE   41,320 0 0
LUMENTUM HLDGS INC COM 55024U109   2,605,660 38,000 SH   SOLE   38,000 0 0
MAGNA INTL INC COM 559222401   4,748,666 98,441 SH   SOLE   98,441 0 0
MALIBU BOATS INC COM CL A 56117J100   4,091,148 85,250 SH   SOLE   85,250 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,145,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   4,673,498 34,445 SH   SOLE   34,445 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   4,821,934 45,400 SH   SOLE   45,400 0 0
NEWELL BRANDS INC COM 651229106   2,759,943 198,700 SH   SOLE   198,700 0 0
PAYPAL HLDGS INC COM 70450Y103   3,099,725 36,014 SH   SOLE   36,014 0 0
PULTE GROUP INC COM 745867101   2,667,375 71,130 SH   SOLE   71,130 0 0
QUALCOMM INC COM 747525103   3,129,546 27,700 SH   SOLE   27,700 0 0
RENT A CTR INC NEW COM 76009N100   2,789,343 159,300 SH   SOLE   159,300 0 0
SCHLUMBERGER LTD COM STK 806857108   4,308,000 120,000 SH   SOLE   120,000 0 0
TARGET CORP COM 87612E106   5,000,743 33,700 SH   SOLE   33,700 0 0
TECHNIPFMC PLC COM G87110105   4,314,600 510,000 SH   SOLE   510,000 0 0
V F CORP COM 918204108   2,111,347 70,590 SH   SOLE   70,590 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   1,077,440 37,000 SH   SOLE   37,000 0 0
WELLS FARGO CO NEW COM 949746101   6,817,692 169,510 SH   SOLE   169,510 0 0