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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ANTERO MIDSTREAM CORPCOM03676B10211,7391,300,000SH SOLE 000
ANTERO RESOURCES CORPCOM03674X1066,120600,000SH SOLE 000
ARCONIC CORPORATIONCOM03966V10713,203520,000SH SOLE 000
ATLAS AIR WORLDWIDE HLDGS INCOM NEW04916420512,088200,000SH SOLE 000
BUNGE LIMITEDCOMG1696210515,854200,000SH SOLE 000
CF INDS HLDGS INCCOM1252691003,85785,000SH SOLE 000
CHEMOURS COCOM16385110812,978465,000SH SOLE 000
DANA INCCOM23582520516,423675,000SH SOLE 000
DARLING INGREDIENTS INCCOM23726610122,074300,000SH SOLE 000
MOSAIC CO NEWCOM61945C10312,960410,000SH SOLE 000
NEXSTAR MEDIA GROUP INCCL A65336K10311,23480,000SH SOLE 000
RAYONIER ADVANCED MATLS INCCOM75508B1049,0701,000,000SH SOLE 000
SUNRUN INCCOM86771W10560510,000SH SOLE 000