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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | $167.4M | 145000 | 47.83% |
| 2 | FREEPORT MCMORAN INC | $33.2M | 527755 | 9.48% |
| 3 | DELL TECHNOLOGIES INC | $30.0M | 69552 | 8.58% |
| 4 | UBER TECHNOLOGIES INC | $29.7M | 411550 | 8.49% |
| 5 | NEUROCRINE BIOSCIENCES INC | $28.8M | 170802 | 8.23% |
| 6 | AMAZON COM INC | $21.7M | 91250 | 6.22% |
| 7 | PROPETRO HLDG CORP | $12.5M | 870485 | 3.57% |
| 8 | DEVON ENERGY CORP NEW | $7.3M | 177491 | 2.10% |
| 9 | SALESFORCE INC | $5.6M | 36000 | 1.61% |
| 10 | ALPHABET INC | $5.4M | 15000 | 1.53% |
| 11 | NEWMONT CORP | $4.7M | 50000 | 1.33% |
| 12 | CONOCOPHILLIPS | $3.2M | 31000 | 0.92% |
| 13 | MOSAIC CO | $424K | 20000 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.