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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
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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
ABERCROMBIE & FITCH CO CL A CL A 002896207   6,972,325 81,500 SH   SOLE   0 0 0
ARCBEST CORP COM 03937C105   4,611,420 66,000 SH   SOLE   0 0 0
ACADEMY SPORTS & OUTDOORS INC COM 00402L107   16,112,192 322,115 SH   SOLE   0 0 0
ACADEMY SPORTS & OUTDOORS INC CALL 00402L107   3,751,500 75,000 SH   SOLE   0 0 0
BUCKLE INC COM 118440106   13,961,080 238,000 SH   SOLE   0 0 0
CELANESE CORP DEL COM 150870103   631,200 15,000 SH   SOLE   0 0 0
CENTURY ALUM CO COM 156431108   20,229,040 689,000 SH   SOLE   0 0 0
ERO COPPER CORP COM 296006109   31,308,103 1,546,400 SH   SOLE   0 0 0
ERO COPPER CORP CALL 296006109   325,703 161,000 SH   SOLE   0 0 0
FLUOR CORP NEW COM 343412102   2,133,706 50,718 SH   SOLE   0 0 0
HALLIBURTON CO COM 406216101   2,091,000 85,000 SH   SOLE   0 0 0
HUNTSMAN CORP COM 447011107   10,731,100 1,195,000 SH   SOLE   0 0 0
HUNTSMAN CORP CALL 447011107   4,813,280 536,000 SH   SOLE   0 0 0
IVANHOE MINES LTD COM CL A CL A 45679R104   5,723,281 539,900 SH   SOLE   0 0 0
ARCELORMITTAL SA NY REGISTRY SH 03938L023   4,701,498 131,000 SH   SOLE   0 0 0
NEW GOLD INC CDA COM 644535106   6,462,000 900,000 SH   SOLE   0 0 0
NINTENDO LTD UNSPON ADS UNSPONS ADR 654445303   1,173,700 55,000 SH   SOLE   0 0 0
OLIN CORP COM PAR $1 COM PAR $1 680665205   2,998,800 120,000 SH   SOLE   0 0 0
WESTLAKE CORPORATION COM 960413102   8,861,900 115,000 SH   SOLE   0 0 0