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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
ADIENT PLC ORD SHS G0084W101   3,530,883 97,109 SH   SOLE   97,109 0 0
AERCAP HOLDINGS NV SHS N00985106   6,459,003 86,908 SH   SOLE   86,908 0 0
ALCOA CORP COM 013872106   4,403,102 129,503 SH   SOLE   129,503 0 0
ANTERO RESOURCES CORP COM 03674X106   3,308,649 145,884 SH   SOLE   145,884 0 0
APA CORPORATION COM 03743Q108   3,825,274 106,613 SH   SOLE   106,613 0 0
ARCBEST CORP COM 03937C105   4,099,882 34,106 SH   SOLE   34,106 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   4,434,206 156,189 SH   SOLE   156,189 0 0
CANADIAN NAT RES LTD COM 136385101   2,707,680 41,326 SH   SOLE   41,326 0 0
CHEMOURS CO COM 163851108   3,237,297 102,641 SH   SOLE   102,641 0 0
CITIGROUP INC COM NEW 172967424   4,728,622 91,925 SH   SOLE   91,925 0 0
CONOCOPHILLIPS COM 20825C104   3,393,074 29,233 SH   SOLE   29,233 0 0
DANA INC COM 235825205   2,183,654 149,463 SH   SOLE   149,463 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,693,581 81,536 SH   SOLE   81,536 0 0
EQT CORP COM 26884L109   2,977,400 77,015 SH   SOLE   77,015 0 0
LEAR CORP COM NEW 521865204   2,924,883 20,713 SH   SOLE   20,713 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,972,684 52,300 SH   SOLE   52,300 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   2,751,669 129,247 SH   SOLE   129,247 0 0
NABORS INDUSTRIES LTD SHS G6359F137   2,479,430 30,374 SH   SOLE   30,374 0 0
NEWELL BRANDS INC COM 651229106   969,704 111,717 SH   SOLE   111,717 0 0
NOV INC COM 62955J103   3,724,077 183,633 SH   SOLE   183,633 0 0
ONEMAIN HLDGS INC COM 68268W103   5,400,438 109,765 SH   SOLE   109,765 0 0
RANGE RES CORP COM 75281A109   2,230,735 73,283 SH   SOLE   73,283 0 0
SYLVAMO CORP COMMON STOCK 871332102   4,836,697 98,487 SH   SOLE   98,487 0 0
SYNCHRONY FINANCIAL COM 87165B103   3,070,400 80,398 SH   SOLE   80,398 0 0
VALARIS LTD CL A G9460G101   3,906,639 56,973 SH   SOLE   56,973 0 0