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
ADIENT PLC ORD SHS G0084W101 10,403 600,269 SH   SOLE   600,269 0 0
ALASKA AIR GROUP INC COM 011659109 9,835 268,484 SH   SOLE   268,484 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,413 257,620 SH   SOLE   257,620 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 6,927 71,078 SH   SOLE   71,078 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 20,076 329,652 SH   SOLE   329,652 0 0
CENTURY ALUM CO COM 156431108 5,515 774,640 SH   SOLE   774,640 0 0
CINEMARK HLDGS INC COM 17243V102 15,629 1,562,949 SH   SOLE   1,562,949 0 0
CUMMINS INC COM 231021106 27,249 129,042 SH   SOLE   129,042 0 0
DARDEN RESTAURANTS INC COM 237194105 15,924 158,072 SH   SOLE   158,072 0 0
FEDEX CORP COM 31428X106 43,444 172,727 SH   SOLE   172,727 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,044 161,012 SH   SOLE   161,012 0 0
FREEPORT-MCMORAN INC CL B 35671D857 25,268 1,615,600 SH Call SOLE   1,615,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857 24,302 1,553,816 SH   SOLE   1,553,816 0 0
HARLEY DAVIDSON INC COM 412822108 84,424 3,440,244 SH   SOLE   3,440,244 0 0
HARLEY DAVIDSON INC COM 412822108 10,690 435,600 SH Call SOLE   435,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 69,460 250,000 SH Call SOLE   250,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 73,013 403,764 SH   SOLE   403,764 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 15,579 319,697 SH   SOLE   319,697 0 0
KIRKLANDS INC COM 497498105 5,455 664,385 SH   SOLE   664,385 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 41,787 1,026,716 SH   SOLE   1,026,716 0 0
LITHIA MTRS INC CL A 536797103 28,106 123,305 SH   SOLE   123,305 0 0
LOUISIANA PAC CORP COM 546347105 59,909 2,030,110 SH   SOLE   2,030,110 0 0
MOHAWK INDS INC COM 608190104 11,821 121,131 SH   SOLE   121,131 0 0
NORFOLK SOUTHN CORP COM 655844108 20,295 94,843 SH   SOLE   94,843 0 0
NVR INC COM 62944T105 84,296 20,645 SH   SOLE   20,645 0 0
PFIZER INC COM 717081103 5,798 157,976 SH   SOLE   157,976 0 0
PROSHARES TR II ULTRA SILVER NEW 74347W353 8,998 215,413 SH   SOLE   215,413 0 0
RIO TINTO PLC SPONSORED ADR 767204100 52,396 867,622 SH   SOLE   867,622 0 0
ROCKET COS INC COM CL A 77311W101 26,596 1,334,464 SH   SOLE   1,334,464 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 14,576 1,308,434 SH   SOLE   1,308,434 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 15,782 777,446 SH   SOLE   777,446 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 20,601 2,990,051 SH   SOLE   2,990,051 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,670 94,843 SH   SOLE   94,843 0 0
TECK COMINCO LTD A SHARES CL A 878742303 1,813 116,289 SH   SOLE   116,289 0 0
TECK RESOURCES LTD CL B 878742204 18,845 1,353,816 SH   SOLE   1,353,816 0 0
THOR INDS INC COM 885160101 9,023 94,717 SH   SOLE   94,717 0 0
TOLL BROTHERS INC COM 889478103 10,197 209,547 SH   SOLE   209,547 0 0
UNIFI INC COM NEW 904677200 21,176 1,649,240 SH   SOLE   1,649,240 0 0
VALE S A SPONSORED ADS 91912E105 19,709 1,862,809 SH   SOLE   1,862,809 0 0
WARRIOR MET COAL INC COM 93627C101 2,562 150,000 SH   SOLE   150,000 0 0
WESTROCK CO COM 96145D105 3,474 100,000 SH   SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107 19,467 271,092 SH   SOLE   271,092 0 0