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
B2GOLD CORP COM 11777Q209 23,786 8,501,162 SH   SOLE   8,501,162 0 0
BRUNSWICK CORP COM 117043109 66,666 1,324,580 SH   SOLE   1,324,580 0 0
CATERPILLAR INC DEL COM 149123101 155,378 1,146,784 SH   SOLE   1,146,784 0 0
CSX CORP COM 126408103 88,463 1,182,339 SH   SOLE   1,182,339 0 0
D R HORTON INC COM 23331A109 22,232 537,255 SH   SOLE   537,255 0 0
DIREXION SHS ETF TR DAILY JR BULL 3X 25460E851 1,939 197,680 SH   SOLE   197,680 0 0
DIREXION SHS ETF TR OIL GAS BL 3X SH 25490K356 36,502 3,285,519 SH   SOLE   3,285,519 0 0
FLUOR CORP NEW COM 343412102 20,181 548,404 SH   SOLE   548,404 0 0
HARLEY DAVIDSON INC COM 412822108 22,685 636,153 SH   SOLE   636,153 0 0
HARLEY DAVIDSON INC COM 412822108 86 2,400 SH Call SOLE   2,400 0 0
HERC HLDGS INC COM 42704L104 6,760 173,419 SH   SOLE   173,419 0 0
HESS CORP COM 42809H107 140,964 2,340,424 SH   SOLE   2,340,424 0 0
HOME DEPOT INC COM 437076102 50,468 263,006 SH   SOLE   263,006 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 101,332 3,100,720 SH   SOLE   3,100,720 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 24,897 1,592,928 SH   SOLE   1,592,928 0 0
LANDSTAR SYS INC COM 515098101 25,012 228,651 SH   SOLE   228,651 0 0
LEAR CORP COM NEW 521865204 40,885 301,267 SH   SOLE   301,267 0 0
MARINEMAX INC COM 567908108 13,844 722,532 SH   SOLE   722,532 0 0
MICROSOFT CORP COM 594918104 21,275 180,386 SH   SOLE   180,386 0 0
MOHAWK INDS INC COM 608190104 111,682 885,310 SH   SOLE   885,310 0 0
NORFOLK SOUTHERN CORP COM 655844108 109,399 585,367 SH   SOLE   585,367 0 0
NVR INC COM 62944T105 144,908 52,370 SH   SOLE   52,370 0 0
OSHKOSH CORP COM 688239201 1,732 23,051 SH   SOLE   23,051 0 0
PIONEER NAT RES CO COM 723787107 8,985 59,000 SH   SOLE   59,000 0 0
QUALCOMM INC COM 747525103 9,553 167,502 SH   SOLE   167,502 0 0
RIO TINTO PLC SPONSORED ADR 767204100 167,112 2,839,620 SH   SOLE   2,839,620 0 0
ROKU INC COM CL A 77543R102 12,863 199,390 SH   SOLE   199,390 0 0
STANLEY BLACK & DECKER INC COM 854502101 22,770 167,217 SH   SOLE   167,217 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 23,895 3,631,526 SH   SOLE   3,631,526 0 0
TECK RESOURCES LTD CL B 878742204 316,367 13,648,268 SH   SOLE   13,648,268 0 0
UNIFI INC COM NEW 904677200 30,574 1,580,040 SH   SOLE   1,580,040 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,261 29,188 SH   SOLE   29,188 0 0
UNITED RENTALS INC COM 911363109 5,798 50,751 SH   SOLE   50,751 0 0
URBAN OUTFITTERS INC COM 917047102 6,465 218,128 SH   SOLE   218,128 0 0
VALERO ENERGY CORP NEW COM 91913Y100 31,956 376,706 SH   SOLE   376,706 0 0
WARRIOR MET COAL INC COM 93627C101 44,607 1,467,341 SH   SOLE   1,467,341 0 0