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
ERO COPPER CORP COM 296006109   19,971,973 1,648,581 SH   SOLE   0 0 0
ERO COPPER CORP CALL 296006109   207,653 1,320 SH   SOLE   0 0 0
ABERCROMBIE & FITCH CO CL A 002896207   8,697,245 113,883 SH   SOLE   0 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L023   538,889 18,679 SH   SOLE   0 0 0
TECK RESOURCES LTD CL B 878742204   15,810,620 434,000 SH   SOLE   0 0 0
DIREXION SHS ETF TR DAILY SMCAP BULLX3 25459W847   1,995,532 68,200 SH   SOLE   0 0 0
HUNTSMAN CORP COM 447011107   5,049,042 319,762 SH   SOLE   0 0 0
HUNTSMAN CORP CALL 447011107   400,614 2,020 SH   SOLE   0 0 0
SCHLUMBERGER LTD COM STK 806857108   1,045,000 25,000 SH   SOLE   0 0 0
BUCKLE INC COM 118440106   16,554,240 432,000 SH   SOLE   0 0 0
BUCKLE INC CALL 118440106   17,142 80 SH   SOLE   0 0 0
CONOCOPHILLIPS COM 20825C104   2,625,500 25,000 SH   SOLE   0 0 0
NEW GOLD INC CDA COM 644535106   3,710,000 1,000,000 SH   SOLE   0 0 0
ACADEMT SPORTS & OUTDOORS INC COM 00402L107   13,917,937 305,151 SH   SOLE   0 0 0
WEST FRASIER TIMBER CO LTD COM 952845105   8,749,610 113,900 SH   SOLE   0 0 0
CENTURY ALUM CO COM 156431108   17,300,778 932,154 SH   SOLE   0 0 0
NEWMONT CORP COM 651587107   3,138,200 65,000 SH   SOLE   0 0 0
VAIL RESORTS INC COM 91879Q109   1,120,140 7,000 SH   SOLE   0 0 0