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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ASHLAND GLOBAL HOLDINGS INCCOM04418610413,066184,236SH SOLE 184,23600
HB FULLER COCOM3596941064,897106,975SH SOLE 106,97500
ENERPLUS CORPCOM2927661027,5104,037,684SH SOLE 4,037,68400
CANADIAN NATURAL RESOURCESCOM13638510121,0661,315,789SH SOLE 1,315,78900
BANK OF NEW YORK MELLON CORPCOM0640581008,448246,000SH SOLE 246,00000
BUNGE LTDCOMG1696210512,734278,635SH SOLE 278,63500
UNITED STATES STEEL CORPCOM9129091083,487475,023SH SOLE 475,02300
CALLAWAY GOLF COMPANYCOM13119310492548,328SH SOLE 48,32800
ATLAS AIR WORLDWIDE HOLDINGSCOM0491642053,61559,363SH SOLE 59,36300
STEEL DYNAMICS INCCOM8581191001,72860,345SH SOLE 60,34500
NRG ENERGY INCCOM62937750822,543733,332SH SOLE 733,33200
ALBANY INTL CORP-CL ACOM01234810877915,736SH SOLE 15,73600
BAYTEX ENERGY CORPCOM07317Q1055,07014,378,882SH SOLE 14,378,88200
FERRO CORPCOM3154051006,477522,334SH SOLE 522,33400
KRONOS WORLDWIDE INCCOM50105F1055,063393,701SH SOLE 393,70100
KAYNE ANDERSON ENERGY INFRASCOM4866061061,823456,838SH SOLE 456,83800
AARON'S HOLDINGS CO INCCOM00258R1093,92269,237SH SOLE 69,23700
FUELCELL ENERGY INCCOM35952H6017,0633,300,525SH SOLE 3,300,52500
DARLING INGREDIENTS INCCOM2372661019,468262,769SH SOLE 262,76900
CRESCENT POINT ENERGY CORPCOM22576C10110,8528,894,778SH SOLE 8,894,77800
GOLAR LNG LTDCOMG9456A10049181,168SH SOLE 81,16800
COHERENT INCCOM1924791034,24338,248SH SOLE 38,24800
CANADIAN SOLAR INCCOM13663510921,860622,805SH SOLE 622,80500
AECOMCOM00766T1007,456178,210SH SOLE 178,21000
CENOVUS ENERGY INCCOM15135U10924,5586,313,131SH SOLE 6,313,13100
VERMILION ENERGY INCCOM92372510541,654SH SOLE 1,65400
KAYNE ANDERSON NEXTGEN ENERGCOM48661E108491121,805SH SOLE 121,80500
TRONOX HOLDINGS PLC- ACOMG9087Q1027,476949,910SH SOLE 949,91000
ENPHASE ENERGY INCCOM29355A10729,393355,893SH SOLE 355,89300
BERRY GLOBAL GROUP INCCOM08579W1036,302130,420SH SOLE 130,42000
2U INCCOM90214J1012,70179,766SH SOLE 79,76600
INTERNATIONAL GAME TECHNOLOGCOMG4863A1085,508494,911SH SOLE 494,91100
CHEMOURS CO/THECOM1638511085,117244,738SH SOLE 244,73800
WAVE LIFE SCIENCES LTDCOMY953081057,603895,553SH SOLE 895,55300
VISTRA CORPCOM92840M10211,760623,545SH SOLE 623,54500
ARCH RESOURCES INCCOM03940R10730,818725,470SH SOLE 725,47000
SONOS INCCOM83570H1081,600105,397SH SOLE 105,39700
SUNNOVA ENERGY INTERNATIONALCOM86745K1041,01733,433SH SOLE 33,43300
BATTALION OIL CORPCOM07134L10748,5966,151,448SH SOLE 6,151,44800
1LIFE HEALTHCARE INCCOM68269G1073,970140,000SH SOLE 140,00000
IAC/INTERACTIVECORPCOM44891N1092,22818,602SH SOLE 18,60200
BIGCOMMERCE HOLDINGS-SER 1COM08975P1088,722104,700SH SOLE 104,70000
SPDR S&P 500 ETF TRUSTETF78462F1035211,557SH SOLE 1,55700
VISTRA CORP - CW24*W EXP 02/02/20292840M128100176,593SH SOLE 176,59300
NRG ENERGY INCDBCV 2.750% 6/0629377CG540,39439,000,000PRN SOLE 39,000,00000
DAQO NEW ENERGY CORP-ADRCOM23703Q2032,70520,000SHPutSOLE 20,00000
UNITED STATES STEEL CORPCOM23703Q2031,468200,000SHCallSOLE 200,00000
SPDR S&P 500 ETF TRUSTETF78462F1035,02315,000SHPutSOLE 15,00000