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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | COM | 02079K305 | 5,360,550 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,748,525 | 91,250 | SH | SOLE | 91,250 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 3,222,760 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM | 24703L202 | 30,008,906 | 69,552 | SH | SOLE | 69,552 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 7,333,928 | 177,491 | SH | SOLE | 177,491 | 0 | 0 | ||
| FREEPORT MCMORAN INC | COM | 35671D857 | 33,190,512 | 527,755 | SH | SOLE | 527,755 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 167,372,050 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| MOSAIC CO | COM | 61945C103 | 423,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 28,786,115 | 170,802 | SH | SOLE | 170,802 | 0 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 4,670,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 12,482,755 | 870,485 | SH | SOLE | 870,485 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 5,639,760 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 29,697,448 | 411,550 | SH | SOLE | 411,550 | 0 | 0 | ||