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   7,770,670 97,000 SH   SOLE   97,000 0 0
ALPHABET INC CAP STK CL A 02079K305   18,292,939 6,577 SH   SOLE   6,577 0 0
APPLIED MATLS INC COM 038222105   5,074,300 38,500 SH   SOLE   38,500 0 0
ARCIMOTO INC COM 039587100   886,216 134,072 SH   SOLE   134,072 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   3,178,140 282,000 SH   SOLE   282,000 0 0
ARVINAS INC COM 04335A105   3,869,750 57,500 SH   SOLE   57,500 0 0
AUTOZONE INC COM 053332102   3,884,702 1,900 SH   SOLE   1,900 0 0
BAKER HUGHES COMPANY CL A 05722G100   1,456,400 40,000 SH   SOLE   40,000 0 0
BALLARD PWR SYS INC NEW COM 058586108   3,423,719 290,959 SH   SOLE   290,959 0 0
BARRICK GOLD CORP COM 067901108   6,501,152 263,820 SH   SOLE   263,820 0 0
BATH & BODY WORKS INC COM 070830104   2,151,000 45,000 SH   SOLE   45,000 0 0
BK OF AMERICA CORP COM 060505104   9,506,569 230,630 SH   SOLE   230,630 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,089,680 56,000 SH   SOLE   56,000 0 0
C4 THERAPEUTICS INC COM STK 12529R107   2,062,100 85,000 SH   SOLE   85,000 0 0
CHART INDS INC COM 16115Q308   1,718,215 10,003 SH   SOLE   10,003 0 0
FREEPORT-MCMORAN INC CL B 35671D857   15,234,865 306,290 SH   SOLE   306,290 0 0
GENERAL MTRS CO COM 37045V100   3,302,370 75,500 SH   SOLE   75,500 0 0
JPMORGAN CHASE & CO COM 46625H100   5,632,742 41,320 SH   SOLE   41,320 0 0
MAGNA INTL INC COM 559222401   6,328,513 98,441 SH   SOLE   98,441 0 0
MALIBU BOATS INC COM CL A 56117J100   3,335,575 57,500 SH   SOLE   57,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,585,500 50,000 SH   SOLE   50,000 0 0
MCDONALDS CORP COM 580135101   6,058,360 24,500 SH   SOLE   24,500 0 0
META PLATFORMS INC CL A 30303M102   7,659,190 34,445 SH   SOLE   34,445 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   4,256,250 45,400 SH   SOLE   45,400 0 0
NEWELL BRANDS INC COM 651229106   4,254,167 198,700 SH   SOLE   198,700 0 0
NVIDIA CORPORATION COM 67066G104   4,447,618 16,300 SH   SOLE   16,300 0 0
PAYPAL HLDGS INC COM 70450Y103   4,165,019 36,014 SH   SOLE   36,014 0 0
PULTE GROUP INC COM 745867101   2,980,347 71,130 SH   SOLE   71,130 0 0
QUALCOMM INC COM 747525103   4,233,114 27,700 SH   SOLE   27,700 0 0
RENT A CTR INC NEW COM 76009N100   3,375,460 134,000 SH   SOLE   134,000 0 0
TARGET CORP COM 87612E106   7,151,814 33,700 SH   SOLE   33,700 0 0
TECHNIPFMC PLC COM G87110105   2,211,600 285,000 SH   SOLE   285,000 0 0
TJX COS INC NEW COM 872540109   5,585,476 92,200 SH   SOLE   92,200 0 0
V F CORP COM 918204108   4,013,747 70,590 SH   SOLE   70,590 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   1,900,320 37,000 SH   SOLE   37,000 0 0
WELLS FARGO CO NEW COM 949746101   4,822,255 99,510 SH   SOLE   99,510 0 0