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 |
| ARCHAEA ENERGY INC | COM CL A | 03940F103 | 14,807 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | ||
| ARCONIC CORPORATION | COM | 03966V107 | 17,165 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 18,824 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 18,403 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 15,605 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| DANA INC | COM | 235825205 | 15,404 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 7,620 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| KAISER ALUMINUM CORP | COM PAR $0.01 | 483007704 | 7,609 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 5,746 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 16,109 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 12,078 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| RESOLUTE FST PRODS INC | COM | 76117W109 | 13,132 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 343 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||