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
ABERCROMBIE & FITCH CO CL A 002896207 23,382 1,457,709 SH   SOLE   1,457,709 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,230 250,868 SH   SOLE   250,868 0 0
CATERPILLAR INC DEL COM 149123101 109,033 800,009 SH   SOLE   800,009 0 0
D R HORTON INC COM 23331A109 63,113 1,463,325 SH   SOLE   1,463,325 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 2,120 7,550 SH   SOLE   7,550 0 0
GENERAL DYNAMICS CORP COM 369550108 94,759 521,171 SH   SOLE   521,171 0 0
HARLEY DAVIDSON INC COM 412822108 22,892 638,919 SH   SOLE   638,919 0 0
HERC HLDGS INC COM 42704L104 9,823 214,343 SH   SOLE   214,343 0 0
HESS CORP COM 42809H107 110,157 1,732,847 SH   SOLE   1,732,847 0 0
ITT INC COM 45073V108 212 3,237 SH   SOLE   3,237 0 0
KIRBY CORP COM 497266106 63,505 803,858 SH   SOLE   803,858 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 100,142 3,049,359 SH   SOLE   3,049,359 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 28,165 1,230,464 SH   SOLE   1,230,464 0 0
LEAR CORP COM NEW 521865204 44,409 318,872 SH   SOLE   318,872 0 0
MOHAWK INDS INC COM 608190104 96,513 654,460 SH   SOLE   654,460 0 0
NAVISTAR INTL CORP NEW COM 63934E108 2,322 67,397 SH   SOLE   67,397 0 0
NORFOLK SOUTHERN CORP COM 655844108 128,376 644,038 SH   SOLE   644,038 0 0
NVR INC COM 62944T105 132,185 39,221 SH   SOLE   39,221 0 0
QUALCOMM INC COM 747525103 29,749 391,078 SH   SOLE   391,078 0 0
RIO TINTO PLC SPONSORED ADR 767204100 178,422 2,862,080 SH   SOLE   2,862,080 0 0
RIO TINTO PLC SPONSORED ADR 767204100 9,775 156,800 SH Call SOLE   156,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 429,011 1,464,200 SH Call SOLE   1,464,200 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 127,710 4,500,000 SH Call SOLE   4,500,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 36,770 3,810,325 SH   SOLE   3,810,325 0 0
TECK RESOURCES LTD CL B 878742204 258,225 11,197,958 SH   SOLE   11,197,958 0 0
TECK RESOURCES LTD CL B 878742204 6,766 293,400 SH Call SOLE   293,400 0 0
UNIFI INC COM NEW 904677200 28,709 1,580,040 SH   SOLE   1,580,040 0 0
UNITED RENTALS INC COM 911363109 30,936 233,254 SH   SOLE   233,254 0 0
VULCAN MATLS CO COM 929160109 9,606 69,955 SH   SOLE   69,955 0 0
WARRIOR MET COAL INC COM 93627C101 37,633 1,440,792 SH   SOLE   1,440,792 0 0