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 6,425 411,830 SH   SOLE   411,830 0 0
ALCOA CORP COM 013872106 17,329 863,442 SH   SOLE   863,442 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,842 624,159 SH   SOLE   624,159 0 0
CATERPILLAR INC DEL COM 149123101 18,116 143,421 SH   SOLE   143,421 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 2,095 35,900 SH   SOLE   35,900 0 0
CONTINENTAL RESOURCES INC COM 212015101 37,572 1,220,281 SH   SOLE   1,220,281 0 0
D R HORTON INC COM 23331A109 74,488 1,413,170 SH   SOLE   1,413,170 0 0
GENERAL DYNAMICS CORP COM 369550108 80,568 440,911 SH   SOLE   440,911 0 0
GREENBRIER COS INC COM 393657101 4,840 160,684 SH   SOLE   160,684 0 0
HALLIBURTON CO COM 406216101 6,014 319,070 SH   SOLE   319,070 0 0
HERC HLDGS INC COM 42704L104 6,442 138,504 SH   SOLE   138,504 0 0
HESS CORP COM 42809H107 109,862 1,816,507 SH   SOLE   1,816,507 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 1,942 14,600 SH   SOLE   14,600 0 0
KB HOME COM 48666K109 23,112 679,777 SH   SOLE   679,777 0 0
KIRBY CORP COM 497266106 25,961 315,975 SH   SOLE   315,975 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 97,633 2,689,592 SH   SOLE   2,689,592 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 7,530 404,961 SH   SOLE   404,961 0 0
LEAR CORP COM NEW 521865204 2,163 18,350 SH   SOLE   18,350 0 0
LOUISIANA PAC CORP COM 546347105 84,319 3,430,371 SH   SOLE   3,430,371 0 0
MERITAGE HOMES CORP COM 59001A102 15,545 220,966 SH   SOLE   220,966 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,890 67,250 SH   SOLE   67,250 0 0
NORFOLK SOUTHERN CORP COM 655844108 21,389 119,053 SH   SOLE   119,053 0 0
NVR INC COM 62944T105 136,248 36,652 SH   SOLE   36,652 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 3,395 19,973 SH   SOLE   19,973 0 0
PACCAR INC COM 693718108 9,229 131,821 SH   SOLE   131,821 0 0
QUALCOMM INC COM 747525103 52,034 682,144 SH   SOLE   682,144 0 0
RIO TINTO PLC SPONSORED ADR 767204100 110,072 2,113,107 SH   SOLE   2,113,107 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 34,710 3,446,882 SH   SOLE   3,446,882 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,972 151,368 SH   SOLE   151,368 0 0
TECK RESOURCES LTD CL B 878742204 209,140 12,886,036 SH   SOLE   12,886,036 0 0
TRINITY INDS INC COM 896522109 984 50,000 SH   SOLE   50,000 0 0
UNIFI INC COM NEW 904677200 35,549 1,621,740 SH   SOLE   1,621,740 0 0
UNITED PARCEL SERVICE INC CL B 911312106 86,094 718,525 SH   SOLE   718,525 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 8,912 758,500 SH Call SOLE   758,500 0 0
VULCAN MATLS CO COM 929160109 5,930 39,206 SH   SOLE   39,206 0 0
WARRIOR MET COAL INC COM 93627C101 7,434 380,817 SH   SOLE   380,817 0 0
WYNN RESORTS LTD COM 983134107 6,821 62,737 SH   SOLE   62,737 0 0