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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 10,898 | 239,100 | SH | SOLE | 1 | 239,100 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,256 | 3,000 | SH | SOLE | 1 | 3,000 | 0 | 0 | |
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 6,733 | 85,016 | SH | SOLE | 1 | 85,016 | 0 | 0 | |
| BAUSCH HEALTH COS INC | COM | 071734107 | 6,604 | 317,500 | SH | SOLE | 1 | 317,500 | 0 | 0 | |
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 10,676 | 190,000 | SH | SOLE | 1 | 190,000 | 0 | 0 | |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 14,079 | 345,000 | SH | SOLE | 1 | 345,000 | 0 | 0 | |
| BUNGE LIMITED | COM | G16962105 | 20,330 | 310,000 | SH | SOLE | 1 | 310,000 | 0 | 0 | |
| CF INDS HLDGS INC | COM | 125269100 | 11,214 | 289,700 | SH | SOLE | 1 | 289,700 | 0 | 0 | |
| CIT GROUP INC | COM NEW | 125581801 | 7,164 | 199,548 | SH | SOLE | 1 | 199,548 | 0 | 0 | |
| CNX RES CORP | COM | 12653C108 | 14,240 | 1,318,511 | SH | SOLE | 1 | 1,318,511 | 0 | 0 | |
| CORTEVA INC | COM | 22052L104 | 3,025 | 78,114 | SH | SOLE | 1 | 78,114 | 0 | 0 | |
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 10,347 | 65,000 | SH | SOLE | 1 | 65,000 | 0 | 0 | |
| DEVON ENERGY CORP NEW | COM | 25179M103 | 5,024 | 317,800 | SH | SOLE | 1 | 317,800 | 0 | 0 | |
| FISERV INC | COM | 337738108 | 11,090 | 97,400 | SH | SOLE | 1 | 97,400 | 0 | 0 | |
| FLEX LNG LTD | SHS | G35947202 | 12,586 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 7,156 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| GANNETT CO INC | COM | 36472T109 | 634 | 188,597 | SH | SOLE | 1 | 188,597 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 16,665 | 85,000 | SH | SOLE | 1 | 85,000 | 0 | 0 | |
| JAWS ACQUISITION CORP | UNIT 99/99/9999 | G50744120 | 3,688 | 275,000 | SH | SOLE | 1 | 275,000 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 5,618 | 35,000 | SH | SOLE | 1 | 35,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 2,275 | 55,000 | SH | SOLE | 1 | 55,000 | 0 | 0 | |
| NEWMONT CORP | COM | 651639106 | 5,929 | 99,000 | SH | SOLE | 1 | 99,000 | 0 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 13,198 | 351,466 | SH | SOLE | 1 | 351,466 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 963 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 1,128 | 15,000 | SH | SOLE | 1 | 15,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 41,023 | 230,000 | SH | SOLE | 1 | 230,000 | 0 | 0 | |
| TEEKAY CORPORATION | NOTE 5.000% 1/1 | 87900YAE3 | 14,114 | 16,184,000 | PRN | SOLE | 1 | 16,184,000 | 0 | 0 | |
| TEEKAY LNG PARTNERS L P | PRTNRSP UNITS | Y8564M105 | 9,395 | 819,780 | SH | SOLE | 1 | 819,780 | 0 | 0 | |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 8,868 | 475,000 | SH | SOLE | 1 | 475,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 12,607 | 105,761 | SH | SOLE | 1 | 105,761 | 0 | 0 | |