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
AERCAP HOLDINGS NV SHS N00985106   22,768,128 390,400 SH   SOLE   390,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   49,823,704 565,600 SH   SOLE   565,600 0 0
ALLOVIR INC COM 019818103   14,152,880 2,758,846 SH   SOLE   2,758,846 0 0
ALPHABET INC CAP STK CL C 02079K107   89,457,586 1,008,200 SH   SOLE   1,008,200 0 0
ALPHABET INC CAP STK CL A 02079K305   23,508,001 266,440 SH   SOLE   266,440 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   37,394,652 2,678,700 SH   SOLE   2,678,700 0 0
AMERICAN EXPRESS CO COM 025816109   11,317,650 76,600 SH   SOLE   76,600 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   5,840,294 91,555 SH   SOLE   91,555 0 0
AVROBIO INC COM 05455M100   2,359,598 3,309,859 SH   SOLE   3,309,859 0 0
BAIDU INC SPON ADR REP A 056752108   38,686,404 338,227 SH   SOLE   338,227 0 0
BANK AMERICA CORP COM 060505104   2,083,248 62,900 SH   SOLE   62,900 0 0
BATH & BODY WORKS INC COM 070830104   35,869,568 851,200 SH   SOLE   851,200 0 0
BERRY GLOBAL GROUP INC COM 08579W103   105,134,664 1,739,776 SH   SOLE   1,739,776 0 0
BRINKER INTL INC COM 109641100   19,174,719 600,900 SH   SOLE   600,900 0 0
CABOT CORP COM 127055101   5,276,951 78,949 SH   SOLE   78,949 0 0
CELANESE CORP DEL COM 150870103   133,152,571 1,302,353 SH   SOLE   1,302,353 0 0
CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103   288,889 310,800 SH   SOLE   310,800 0 0
CRESCENT PT ENERGY CORP COM 22576C101   13,179,435 1,848,600 SH   SOLE   1,848,600 0 0
D R HORTON INC COM 23331A109   3,975,644 44,600 SH   SOLE   44,600 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   177,430,856 5,399,600 SH   SOLE   5,399,600 0 0
DOLE PLC ORD SHS G27907107   15,921,458 1,649,892 SH   SOLE   1,649,892 0 0
ELECTRONIC ARTS INC COM 285512109   2,849,238 23,320 SH   SOLE   23,320 0 0
EQUITABLE HLDGS INC COM 29452E101   45,231,200 1,576,000 SH   SOLE   1,576,000 0 0
ERO COPPER CORP COM 296006109   83,185,961 6,046,825 SH   SOLE   6,046,825 0 0
FIRST FNDTN INC COM 32026V104   48,270,519 3,368,494 SH   SOLE   3,368,494 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   8,395,170 147,000 SH   SOLE   147,000 0 0
FORWARD INDS INC N Y COM NEW 349862300   88,862 82,932 SH   SOLE   82,932 0 0
GAIA INC NEW CL A 36269P104   810,661 340,614 SH   SOLE   340,614 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   45,652,371 132,950 SH   SOLE   132,950 0 0
GRAN TIERRA ENERGY INC COM 38500T101   22,448,000 22,530,309 SH   SOLE   22,530,309 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   21,627,000 972,000 SH   SOLE   972,000 0 0
HUDBAY MINERALS INC COM 443628102   159,793,950 31,653,920 SH   SOLE   31,653,920 0 0
HUNTSMAN CORP COM 447011107   67,559,580 2,458,500 SH   SOLE   2,458,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   91,941,040 3,248,800 SH   SOLE   3,248,800 0 0
LENNAR CORP CL A 526057104   2,135,800 23,600 SH   SOLE   23,600 0 0
LIBERTY ENERGY INC COM CL A 53115L104   2,417,094 150,974 SH   SOLE   150,974 0 0
MARINEMAX INC COM 567908108   6,481,272 207,600 SH   SOLE   207,600 0 0
MARVELL TECHNOLOGY INC COM 573874104   207,424 5,600 SH   SOLE   5,600 0 0
MASTERBRAND INC COMMON STOCK 57638P104   1,109,850 147,000 SH   SOLE   147,000 0 0
META PLATFORMS INC CL A 30303M102   19,904,236 165,400 SH   SOLE   165,400 0 0
MOHAWK INDS INC COM 608190104   27,026,968 264,400 SH   SOLE   264,400 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   10,900,000 1,000,000 SH   SOLE   1,000,000 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105   8,739,404 506,926 SH   SOLE   506,926 0 0
NUTRIEN LTD COM 67077M108   47,089,744 644,800 SH   SOLE   644,800 0 0
OBSIDIAN ENERGY LTD COM 674482203   1,195,266 180,010 SH   SOLE   180,010 0 0
ORION ENGINEERED CARBONS S A COM L72967109   10,080,460 566,000 SH   SOLE   566,000 0 0
PVH CORPORATION COM 693656100   56,824,950 805,000 SH   SOLE   805,000 0 0
RAIN ONCOLOGY INC COM 75082Q105   5,170,064 646,258 SH   SOLE   646,258 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   7,266,341 371,300 SH   SOLE   371,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100   49,789,600 732,200 SH   SOLE   732,200 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   37,779,942 725,700 SH   SOLE   725,700 0 0
SYNCHRONY FINANCIAL COM 87165B103   22,985,570 699,500 SH   SOLE   699,500 0 0
TAPESTRY INC COM 876030107   29,934,688 786,100 SH   SOLE   786,100 0 0
TD SYNNEX CORPORATION COM 87162W100   39,853,968 420,800 SH   SOLE   420,800 0 0
TRAVEL PLUS LEISURE CO COM 894164102   132,919,732 3,651,641 SH   SOLE   3,651,641 0 0
UBER TECHNOLOGIES INC COM 90353T100   54,863,505 2,218,500 SH   SOLE   2,218,500 0 0
VEECO INSTRS INC DEL COM 922417100   10,930,242 588,280 SH   SOLE   588,280 0 0
VIMEO INC COMMON STOCK 92719V100   4,438,135 1,293,917 SH   SOLE   1,293,917 0 0
VMWARE INC CL A COM 928563402   14,211,925 115,770 SH   SOLE   115,770 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   27,651,558 2,916,831 SH   SOLE   2,916,831 0 0
WESCO INTL INC COM 95082P105   111,953,840 894,200 SH   SOLE   894,200 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   17,647,471 586,100 SH   SOLE   586,100 0 0