The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 2,333 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALASKA AIR GROUP INC | COM | 011659109 | 2,741 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ARCBEST CORP | COM | 03937C105 | 2,182 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 3,273 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 9,121 | 288,100 | SH | SOLE | 288,100 | 0 | 0 | ||
| CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 2,683 | 65,200 | SH | SOLE | 65,200 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 9,892 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| CINEMARK HLDGS INC | COM | 17243V102 | 2,513 | 207,500 | SH | SOLE | 207,500 | 0 | 0 | ||
| DANAOS CORPORATION | SHS | Y1968P121 | 6,938 | 124,599 | SH | SOLE | 124,599 | 0 | 0 | ||
| DIREXION SHS ETF TR | OIL GAS BL 2X SH | 25460G500 | 4,230 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| DIREXION SHS ETF TR | DRX S&P500BULL | 25459W862 | 16,342 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| ERO COPPER CORP | COM | 296006109 | 10,991 | 992,198 | SH | SOLE | 992,198 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 29,379 | 842,297 | SH | SOLE | 842,297 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | 5,994 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| HIBBETT INC | COM | 428567101 | 2,192 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| INVESCO DB US DLR INDEX TR | BULLISH FD | 46141D203 | 10,929 | 362,500 | SH | Put | SOLE | 362,500 | 0 | 0 | |
| MERITAGE HOMES CORP | COM | 59001A102 | 3,514 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 1,176 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 2,415 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 2,373 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 6,772 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| TECK COMINCO LTD A SHARES | CL A | 878742303 | 3,877 | 120,090 | SH | SOLE | 120,090 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 1,680 | 55,250 | SH | SOLE | 55,250 | 0 | 0 | ||
| UNIFI INC | COM NEW | 904677200 | 2,656 | 279,240 | SH | SOLE | 279,240 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 1,332 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||