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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCBEST CORP COM 03937C105   2,510,755 24,700 SH   SOLE   0 0 0
ARCH RESOURCES INC CL A 03940R107   5,546,450 32,500 SH   SOLE   0 0 0
BUCKLE INC/THE COM 118440106   15,912,472 476,564 SH   SOLE   0 0 0
CEDAR FAIR LP DEPOSITORY UNIT 150185106   14,024,480 379,040 SH   SOLE   0 0 0
CINEMARK HOLDINGS INC COM 17243V102   10,551,250 575,000 SH   SOLE   0 0 0
DIREXION DLY S&P 500 BULL 3X DRX S&P500BULL 25459W862   1,564,000 20,000 SH   SOLE   0 0 0
ERO COPPER CORP COM 296006109   31,661,432 1,836,510 SH   SOLE   0 0 0
HARLEY-DAVIDSON INC COM 412822108   2,251,386 68,100 SH   SOLE   0 0 0
HESS CORRP COM 42809H107   3,136,500 20,500 SH   SOLE   0 0 0
ISHARES 20 PLUS YEAR TREASURY 20 YR TR BD ETF 464287432   2,305,940 26,000 SH   SOLE   0 0 0
LIBERTY ENERGY INC COM CL A 53115L104   5,852,320 316,000 SH   SOLE   0 0 0
MACY'S INC COM CL A 55616P104   928,800 80,000 SH   SOLE   0 0 0
MARATHON OIL CORP COM 565849106   2,942,500 110,000 SH   SOLE   0 0 0
NVIDIA CORP COM 67066G104   608,986 1,400 SH   SOLE   0 0 0
TECK RESOURCES LTD-CLS A CL A 878742303   5,597,391 129,900 SH   SOLE   0 0 0
TECK RESOURCES LTD-CLS B CL B 878742204   6,248,050 145,000 SH   SOLE   0 0 0
UNIFI INC COM NEW 904677200   142,000 20,000 SH   SOLE   0 0 0
VALE SA-SP ADR SPONSORED ADS 91912E105   2,680,000 200,000 SH   SOLE   0 0 0