The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ABB LTD | SPONSORED ADR | 000375204 | 457,050 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 418,500 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
AECOM | COM | 00766T100 | 769,320 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
AGNICO EAGLE MINES LTD | COM | 008474108 | 578,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ALTAIR ENGR INC | COM CL A | 021369103 | 312,850 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 544,500 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
BENTLEY SYS INC | COM CL B | 08265T208 | 938,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BLACKSTONE GROUP INC | COM | 09260D107 | 782,565 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 739,200 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 1,055,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 267,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 1,080,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHENIERE ENERGY PARTNERS LP | COM UNIT | 16411Q101 | 1,026,160 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 545,625 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
CLEARSIGN TECHNOLOGIES CORP | COM | 185064102 | 284,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 902,842 | 41,320 | SH | SOLE | 41,320 | 0 | 0 | ||
DIANA SHIPPING INC | COM | Y2066G104 | 149,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
EMCOR GROUP INC | COM | 29084Q100 | 1,121,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
EXTERRAN CORP | COM | 30227H106 | 436,800 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 692,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
GENCO SHIPPING & TRADING LTD | SHS | Y2685T131 | 201,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
HUB GROUP INC | CL A | 443320106 | 740,080 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 588,245 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 376,035 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
IRON MTN INC NEW | COM | 46284V101 | 555,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 337,650 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 672,420 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 931,320 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 943,080 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 970,750 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
NAVIGATOR HLDGS LTD | SHS | Y62132108 | 801,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
NEWELL BRANDS INC | COM | 651229106 | 1,205,100 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
NEWMONT CORP | COM | 651639106 | 602,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 1,026,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PARTY CITY HOLDCO INC | COM | 702149105 | 435,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
PIONEER NAT RES CO | COM | 723787107 | 397,685 | 2,504 | SH | SOLE | 2,504 | 0 | 0 | ||
PROSHARES TR | ULTSHRT QQQ | 74347G739 | 326,625 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
PROSHARES TR | ULTRASHRT S&P500 | 74347B383 | 806,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 530,360 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
STAR BULK CARRIERS CORP. | SHS PAR | Y8162K204 | 220,200 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
STERICYCLE INC | COM | 858912108 | 675,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
URBAN OUTFITTERS INC | COM | 917047102 | 557,850 | 15,000 | SH | SOLE | 15,000 | 0 | 0 |