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 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 28,587 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 22,704 | 545,778 | SH | SOLE | 545,778 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 30,456 | 503,905 | SH | SOLE | 503,905 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 03/01/202 | 165167180 | 6,696 | 398,596 | SH | SOLE | 398,596 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 99/99/999 | 165167172 | 14,163 | 717,473 | SH | SOLE | 717,473 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 99/99/999 | 165167164 | 13,315 | 645,725 | SH | SOLE | 645,725 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 27,140 | 625,488 | SH | SOLE | 625,488 | 0 | 0 | ||
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 18,200 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 8,172 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 33,428 | 442,580 | SH | SOLE | 442,580 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 18,550 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 13,483 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 18,073 | 1,255,939 | SH | SOLE | 1,255,939 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 31,299 | 1,314,000 | SH | SOLE | 1,314,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 26,285 | 764,100 | SH | SOLE | 764,100 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 20,912 | 1,170,900 | SH | SOLE | 1,170,900 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 120,172 | 7,341,000 | SH | SOLE | 7,341,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 44,719 | 919,200 | SH | SOLE | 919,200 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 13,477 | 180,272 | SH | SOLE | 180,272 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 43,245 | 2,352,806 | SH | SOLE | 2,352,806 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 64,037 | 3,499,305 | SH | SOLE | 3,499,305 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 72,090 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||