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 |
| ADVANCED ENERGY INDS INC | COM | 007973100 | 23,954,700 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ARCELORMITTAL | NY REGISTRY SH | 03938L203 | 9,877,520 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 70,364,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 140,992,902 | 405,992 | SH | SOLE | 405,992 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 139,858,760 | 2,434,867 | SH | SOLE | 2,434,867 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 127,236,615 | 2,203,613 | SH | SOLE | 2,203,613 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 156,886,137 | 1,710,863 | SH | SOLE | 1,710,863 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 115,708,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EPAM SYSTEMS INC | COM | 29414B104 | 11,919,600 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FRONTLINE PLC | COM | M46528101 | 141,988,454 | 2,881,844 | SH | SOLE | 2,881,844 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 49,568,054 | 52,150 | SH | SOLE | 52,150 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 26,160,960 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 10,204,700 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 149,288,053 | 377,543 | SH | SOLE | 377,543 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 148,875,028 | 711,946 | SH | SOLE | 711,946 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 119,196,716 | 2,269,117 | SH | SOLE | 2,269,117 | 0 | 0 | ||
| PHILLIPS 66 | COM | 718546104 | 146,309,225 | 573,065 | SH | SOLE | 573,065 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 4,237,650 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 44,100,100 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| TOYOTA MOTOR CORP | ADS | 892331307 | 6,774,700 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 143,857,575 | 371,140 | SH | SOLE | 371,140 | 0 | 0 | ||