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 |
| ALCOA CORP | COM | 013872106 | 7,908 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 9,135 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ARCONIC CORPORATION | COM | 03966V107 | 4,191 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 9,723 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| CHAMPIONX CORPORATION | COM | 15872M104 | 3,675 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 10,809 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FORTERRA INC | COM | 34960W106 | 5,437 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 5,396 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 17,629 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 3,314 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 5,194 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||