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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCBEST CORP COM 03937C105   8,995,587 128,435 SH   SOLE   128,435 0 0
ARCH RESOURCES INC CL A CL A 03940R107   8,281,820 58,000 SH   SOLE   58,000 0 0
BANK AMERICA CORP COM 060505104   3,312,000 100,000 SH   SOLE   100,000 0 0
BUCKLE INC COM 118440106   6,108,645 134,700 SH   SOLE   134,700 0 0
CHESAPEAKE ENERGY CORP COM 165167735   10,040,968 106,400 SH   SOLE   106,400 0 0
CINEMARK HLDGS INC COM 17243V102   8,486,800 980,000 SH   SOLE   980,000 0 0
CINEMARK HLDGS INC CALL 17243V902   2,056,750 237,500 SH   SOLE   237,500 0 0
CONOCOPHILLIPS COM 20825C104   7,003,890 59,355 SH   SOLE   59,355 0 0
DANAOS CORPORATION SHS Y1968P121   6,382,392 121,200 SH   SOLE   121,200 0 0
BRP INC COM SUN VTG SUN VTG 05577W200   4,368,286 57,300 SH   SOLE   57,300 0 0
EOG RES INC COM 26875P101   4,610,912 35,600 SH   SOLE   35,600 0 0
ERO COPPER CORP COM 296006109   12,782,498 928,580 SH   SOLE   928,580 0 0
EXPEDIA GROUP INC COM NEW COM NEW 30212P303   7,008,000 80,000 SH   SOLE   80,000 0 0
FLUOR CORP NEW COM 343412102   1,282,420 37,000 SH   SOLE   37,000 0 0
TECHNIPFMC PLC COM G87110105   1,685,877 138,300 SH   SOLE   138,300 0 0
CEDAR FAIR L P DEPOSITRY UNIT DEPOSITRY UNIT 150185106   6,265,656 151,564 SH   SOLE   151,564 0 0
DIREXION SHS ETF TR OIL GAS BL 2X SH OIL GAS BL 2X SH 25460G500   7,128,030 49,000 SH   SOLE   49,000 0 0
HESS CORP COM 42809H107   6,084,078 42,900 SH   SOLE   42,900 0 0
HARLEY DAVIDSON INC COM 412822108   36,741,827 883,217 SH   SOLE   883,217 0 0
OLIN CORP COM PAR $1 COM PAR $1 680665205   6,100,859 115,241 SH   SOLE   115,241 0 0
RIO TINTO PLC SPONSORED ADR SPONSORED ADR 767204100   2,018,520 28,350 SH   SOLE   28,350 0 0
SEAWORLD ENTMT INC COM 81282V100   3,796,749 70,954 SH   SOLE   70,954 0 0
DIREXION SHS ETF TR DRX S&P500BULL DRX S&P500BULL 25459W862   6,639,559 106,900 SH   SOLE   106,900 0 0
TECK RESOURCES LTD CL B CL B 878742204   4,765,320 126,000 SH   SOLE   126,000 0 0
TECK RESOURCES LTD CL A CL A 878742303   4,223,306 110,700 SH   SOLE   110,700 0 0
UNIFI INC COM NEW COM NEW 904677200   1,334,550 155,000 SH   SOLE   155,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK COMMON STOCK 926400102   1,610,100 45,000 SH   SOLE   45,000 0 0