The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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
2U INC COM 90214J101 763 31,800 SH   SOLE   31,800 0 0
3M CO COM 88579Y101 10,762 61,000 SH   SOLE   61,000 0 0
ABB LTD ADR 000375204 7,734 321,059 SH   SOLE   321,059 0 0
ADECOAGRO SA COM L00849106 1,346 160,837 SH   SOLE   160,837 0 0
AECOM COM 00766T100 77,613 1,799,515 SH   SOLE   1,799,515 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 76,034 323,562 SH   SOLE   323,562 0 0
AMEREN CORPORATION COM 023608102 17,540 228,384 SH   SOLE   228,384 0 0
APACHE CORP COM 037411105 972 38,000 SH   SOLE   38,000 0 0
ARCELORMITTAL SA NY REGISTRY SH 03938L203 39,625 2,259,144 SH   SOLE   2,259,144 0 0
ARCH COAL INC - A COM 039380407 26,039 362,969 SH   SOLE   362,969 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 11,594 151,492 SH   SOLE   151,492 0 0
ATMOS ENERGY CORP COM 049560105 24,029 214,809 SH   SOLE   214,809 0 0
AVANGRID INC COM 05351W103 4,525 88,441 SH   SOLE   88,441 0 0
BAYTEX ENERGY CORP COM 07317Q105 20,508 14,246,192 SH   SOLE   14,246,192 0 0
BERRY GLOBAL GROUP INC COM 08579W103 72,214 1,520,609 SH   SOLE   1,520,609 0 0
BRIGHAM MINERALS INC-CL A COM 10918L103 821 38,271 SH   SOLE   38,271 0 0
BUNGE LTD COM G16962105 6,215 108,000 SH   SOLE   108,000 0 0
CABOT OIL & GAS CORP COM 127097103 871 50,000 SH   SOLE   50,000 0 0
CALLAWAY GOLF COMPANY COM 131193104 1,306 61,600 SH   SOLE   61,600 0 0
CANADIAN SOLAR INC COM 136635109 24,124 1,091,605 SH   SOLE   1,091,605 0 0
CATERPILLAR INC COM 149123101 9,075 61,452 SH   SOLE   61,452 0 0
CENOVUS ENERGY INC COM 15135U109 76,707 7,548,682 SH   SOLE   7,548,682 0 0
CMS ENERGY CORP COM 125896100 50,441 802,684 SH   SOLE   802,684 0 0
COHERENT INC COM 192479103 1,447 8,700 SH   SOLE   8,700 0 0
COMMERCIAL METALS CO COM 201723103 213 9,581 SH   SOLE   9,581 0 0
COVETRUS INC COM 22304C100 10,503 795,718 SH   SOLE   795,718 0 0
CURO GROUP HOLDINGS CORP COM 23131L107 10,081 827,697 SH   SOLE   827,697 0 0
DEERE & CO COM 244199105 8,958 51,700 SH   SOLE   51,700 0 0
DIAMOND OFFSHORE DRILLING COM 25271C102 16,353 2,274,437 SH   SOLE   2,274,437 0 0
DTE ENERGY COMPANY COM 233331107 39,302 302,625 SH   SOLE   302,625 0 0
DYNATRACE INC COM 268150109 13,365 528,278 SH   SOLE   528,278 0 0
ECOLAB INC COM 278865100 24,030 124,512 SH   SOLE   124,512 0 0
EMERSON ELECTRIC CO COM 291011104 7,317 95,945 SH   SOLE   95,945 0 0
ENPHASE ENERGY INC COM 29355A107 13,129 502,457 SH   SOLE   502,457 0 0
EQT CORP COM 26884L109 273 25,000 SH   SOLE   25,000 0 0
FERRO CORP COM 315405100 25,070 1,690,519 SH   SOLE   1,690,519 0 0
FIRST SOLAR INC COM 336433107 31,212 557,748 SH   SOLE   557,748 0 0
FIRSTENERGY CORP COM 337932107 115,234 2,371,073 SH   SOLE   2,371,073 0 0
FORTIVE CORP COM 34959J108 48,194 630,900 SH   SOLE   630,900 0 0
GRAN TIERRA ENERGY INC COM 38500T101 21,612 16,728,949 SH   SOLE   16,728,949 0 0
GREEN PLAINS INC COM 393222104 2,097 135,931 SH   SOLE   135,931 0 0
GULFPORT ENERGY CORP COM 402635304 10,150 3,338,900 SH   SOLE   3,338,900 0 0
FULLER H B CO COM 359694106 56,155 1,088,914 SH   SOLE   1,088,914 0 0
HECLA MINING CO COM 422704106 12,204 3,600,000 SH   SOLE   3,600,000 0 0
INGREDION INC COM 457187102 930 10,000 SH   SOLE   10,000 0 0
JINKOSOLAR HOLDING CO ADR 47759T100 19,793 880,096 SH   SOLE   880,096 0 0
KARUNA THERAPEUTICS INC COM 48576A100 7,016 93,131 SH   SOLE   93,131 0 0
KNIGHT-SWIFT TRANSPORTATION COM 499049104 20,508 572,216 SH   SOLE   572,216 0 0
KRONOS WORLDWIDE INC COM 50105F105 30,097 2,246,034 SH   SOLE   2,246,034 0 0
LAREDO PETROLEUM INC COM 516806106 10,219 3,560,524 SH   SOLE   3,560,524 0 0
LINDE PLC COM G5494J103 25,080 117,800 SH   SOLE   117,800 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 11,191 122,833 SH   SOLE   122,833 0 0
MARATHON PETROLEUM CORP COM 56585A102 60,947 1,011,569 SH   SOLE   1,011,569 0 0
MRC GLOBAL INC COM 55345K103 7,152 524,313 SH   SOLE   524,313 0 0
NEW ORIENTAL ED & TECH GR ADR 647581107 1,588 13,100 SH   SOLE   13,100 0 0
NEXTERA ENERGY INC COM 65339F101 41,751 172,410 SH   SOLE   172,410 0 0
NOBLE CORP PLC SHS G65431101 4,299 3,523,758 SH   SOLE   3,523,758 0 0
NUTRIEN LTD COM 67077M108 5,948 124,152 SH   SOLE   124,152 0 0
NVENT ELECTRIC PLC SHS G6700G107 10,103 394,945 SH   SOLE   394,945 0 0
OASIS PETROLEUM INC COM 674215108 3,692 1,132,364 SH   SOLE   1,132,364 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 21,663 1,145,597 SH   SOLE   1,145,597 0 0
PBF ENERGY INC-CLASS A COM 69318G106 6,523 207,933 SH   SOLE   207,933 0 0
PDC ENERGY INC COM 69327R101 262 10,000 SH   SOLE   10,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 1,514 10,000 SH   SOLE   10,000 0 0
POLYONE CORPORATION COM 73179P106 14,889 404,700 SH   SOLE   404,700 0 0
PPL CORP COM 69351T106 18,328 510,824 SH   SOLE   510,824 0 0
QUANTA SERVICES INC COM 74762E102 3,676 90,300 SH   SOLE   90,300 0 0
RAMACO RESOURCES INC COM 75134P303 223 62,381 SH   SOLE   62,381 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 26,304 219,638 SH   SOLE   219,638 0 0
RIO TINTO PLC ADR 767204100 5,283 89,000 SH   SOLE   89,000 0 0
RYDER SYSTEM INC COM 783549108 48,244 888,315 SH   SOLE   888,315 0 0
RYERSON HOLDING CORP COM 783754104 89 7,500 SH   SOLE   7,500 0 0
SANDERSON FARMS INC COM 800013104 3,804 21,585 SH   SOLE   21,585 0 0
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 667 25,000 SH   SOLE   25,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 6,340 395,000 SH   SOLE   395,000 0 0
SRC ENERGY INC COM 78470V108 906 220,000 SH   SOLE   220,000 0 0
STANTEC INC COM 85472N109 34,309 1,214,371 SH   SOLE   1,214,371 0 0
TENARIS SA ADR 88031M109 537 23,700 SH   SOLE   23,700 0 0
TRANSOCEAN LTD SHS H8817H100 76,755 11,156,310 SH   SOLE   11,156,310 0 0
TRICIDA INC COM 89610F101 5,254 139,209 SH   SOLE   139,209 0 0
TRONOX HOLDINGS PLC- A SHS G9087Q102 37,719 3,302,849 SH   SOLE   3,302,849 0 0
TYSON FOODS INC CL A 902494103 1,530 16,804 SH   SOLE   16,804 0 0
UNITED RENTALS INC COM 911363109 6,901 41,379 SH   SOLE   41,379 0 0
UNITED TECHNOLOGIES CORP COM 913017109 31,167 208,111 SH   SOLE   208,111 0 0
VALARIS PLC COM G9402V109 242,602 36,982,076 SH   SOLE   36,982,076 0 0
VENATOR MATERIALS PLC SHS G9329Z100 4,349 1,135,638 SH   SOLE   1,135,638 0 0
VISTRA ENERGY CORP COM 92840M102 59,112 2,571,191 SH   SOLE   2,571,191 0 0
WPX ENERGY INC COM 98212B103 30,119 2,192,100 SH   SOLE   2,192,100 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,094 35,600 SH   SOLE   35,600 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 22,959 300,000 SH Call SOLE   300,000 0 0
TRINITY INDUSTRIES INC COM 896522109 1,108 50,000 SH Call SOLE   50,000 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103 346,933 1,077,900 SH Put SOLE   1,077,900 0 0
VISTRA ENERGY CORP - CW24 *W EXP 02/02/202 92840M128 383 176,593 SH   SOLE   176,593 0 0
NRG ENERGY INC DBCV 2.750% 6/0 629377CG5 44,216 39,000,000 PRN   SOLE   39,000,000 0 0