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
ABERCROMBIE & FITCH CO CL A 002896207   23,836,302 170,381 SH   SOLE   170,381 0 0
AERCAP HOLDINGS NV SHS N00985106   114,179,750 1,205,445 SH   SOLE   1,205,445 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   14,318,638 120,578 SH   SOLE   120,578 0 0
ALLSTATE CORP COM 020002101   11,147,627 58,780 SH   SOLE   58,780 0 0
BOSTON SCIENTIFIC CORP COM 101137107   25,868,976 308,699 SH   SOLE   308,699 0 0
BROADCOM INC COM 11135F101   57,814,755 335,158 SH   SOLE   335,158 0 0
CAMECO CORP COM 13321L108   27,066,070 566,710 SH   SOLE   566,710 0 0
CARETRUST REIT INC COM 14174T107   8,424,780 273,000 SH   SOLE   273,000 0 0
CATALENT INC COM 148806102   24,798,509 409,419 SH   SOLE   409,419 0 0
CENTURY ALUM CO COM 156431108   24,486,802 1,508,737 SH   SOLE   1,508,737 0 0
COHERENT CORP COM 19247G107   72,325,351 813,467 SH   SOLE   813,467 0 0
CONSTELLATION ENERGY CORP COM 21037T109   275,034,855 1,057,745 SH   SOLE   1,057,745 0 0
COREBRIDGE FINL INC COM 21871X109   54,747,200 1,877,476 SH   SOLE   1,877,476 0 0
CURTISS WRIGHT CORP COM 231561101   10,115,106 30,774 SH   SOLE   30,774 0 0
DANAHER CORPORATION COM 235851102   52,329,758 188,223 SH   SOLE   188,223 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   189,296,209 3,727,037 SH   SOLE   3,727,037 0 0
EQT CORP COM 26884L109   48,816,901 1,332,339 SH   SOLE   1,332,339 0 0
GE VERNOVA INC COM 36828A101   267,934,514 1,050,806 SH   SOLE   1,050,806 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   53,126,429 108,141 SH   SOLE   108,141 0 0
IONIS PHARMACEUTICALS INC COM 462222100   959,036 23,940 SH   SOLE   23,940 0 0
IQVIA HLDGS INC COM 46266C105   39,253,133 165,646 SH   SOLE   165,646 0 0
KINDER MORGAN INC DEL COM 49456B101   168,147,026 7,611,907 SH   SOLE   7,611,907 0 0
MARKETAXESS HLDGS INC COM 57060D108   42,967,302 167,710 SH   SOLE   167,710 0 0
META PLATFORMS INC CL A 30303M102   123,427,223 215,616 SH   SOLE   215,616 0 0
NATERA INC COM 632307104   144,734,426 1,140,090 SH   SOLE   1,140,090 0 0
NVIDIA CORPORATION COM 67066G104   49,161,948 404,825 SH   SOLE   404,825 0 0
SIMON PPTY GROUP INC NEW COM 828806109   53,114,873 314,252 SH   SOLE   314,252 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   147,885,930 401,286 SH   SOLE   401,286 0 0
TECK RESOURCES LTD CL B 878742204   55,830,194 1,068,725 SH   SOLE   1,068,725 0 0
TESLA INC COM 88160R101   196,046,685 749,328 SH   SOLE   749,328 0 0
UNITED AIRLS HLDGS INC COM 910047109   242,226,547 4,245,120 SH   SOLE   4,245,120 0 0
UNITED STATES STL CORP NEW COM 912909108   91,712,052 2,595,869 SH   SOLE   2,595,869 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   185,491,743 1,864,426 SH   SOLE   1,864,426 0 0
VISTRA CORP COM 92840M102   309,421,761 2,610,273 SH   SOLE   2,610,273 0 0
WILLIAMS COS INC COM 969457100   136,460,541 2,989,278 SH   SOLE   2,989,278 0 0
SPDR GOLD TR GOLD SHS 78463V107   607,650,000 2,500,000 SH Call SOLE   2,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   860,640,000 1,500,000 SH Put SOLE   1,500,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   263,040,000 2,000,000 SH Put SOLE   2,000,000 0 0
TESLA INC COM 88160R101   261,630,000 1,000,000 SH Call SOLE   1,000,000 0 0