Q1 2023 Holdings
Filed 2023-05-10 | 9 holdings | $66.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Suncor Energy Inc New(SU) | COM | 867224107 | $14.1M | 454,000 | 21.3% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $13.7M | 30,400 | 20.7% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $7.9M | 363,551 | 12.0% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $7.8M | 166,747 | 11.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $7.1M | 34,400 | 10.8% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $6.8M | 175,000 | 10.2% |
| Cameco Corp(CCJ) | COM | 13321L108 | $4.6M | 175,000 | 6.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.6M | 35,000 | 5.5% |
| Lauder Estee COS IncPut | CL A | 518439954 | $578.0K | 400 | 0.9% |