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 3,689 83,468 SH   SOLE   83,468 0 0
AERCAP HOLDINGS NV SHS N00985106 5,093 86,707 SH   SOLE   86,707 0 0
ALCOA CORP COM 013872106 5,035 154,973 SH   SOLE   154,973 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2,339 80,183 SH   SOLE   80,183 0 0
ARK ETF TR PUT 00214Q954 308 19,800 SH Put SOLE   19,800 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 2,494 103,672 SH   SOLE   103,672 0 0
CANADIAN NAT RES LTD COM 136385101 4,198 136,001 SH   SOLE   136,001 0 0
CHEMOURS CO COM 163851108 2,533 90,758 SH   SOLE   90,758 0 0
CITIGROUP INC COM NEW 172967424 2,059 28,302 SH   SOLE   28,302 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 1,338 30,314 SH   SOLE   30,314 0 0
CONOCOPHILLIPS COM 20825C104 2,893 54,618 SH   SOLE   54,618 0 0
DANA INC COM 235825205 1,464 60,169 SH   SOLE   60,169 0 0
DOMTAR CORP COM NEW 257559203 2,776 75,132 SH   SOLE   75,132 0 0
EQT CORP COM 26884L109 2,906 156,410 SH   SOLE   156,410 0 0
FEDEX CORP COM 31428X106 2,564 9,026 SH   SOLE   9,026 0 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 1,711 224,492 SH   SOLE   224,492 0 0
LEAR CORP COM NEW 521865204 2,148 11,850 SH   SOLE   11,850 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,639 15,749 SH   SOLE   15,749 0 0
MAGNA INTL INC COM 559222401 1,368 15,543 SH   SOLE   15,543 0 0
NABORS INDUSTRIES LTD SHS G6359F137 835 8,937 SH   SOLE   8,937 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 1,742 468,309 SH   SOLE   468,309 0 0
NOV INC COM 62955J103 2,146 156,420 SH   SOLE   156,420 0 0
POPULAR INC COM NEW 733174700 2,457 34,943 SH   SOLE   34,943 0 0
RANGE RES CORP COM 75281A109 1,968 190,508 SH   SOLE   190,508 0 0
VIATRIS INC COM 92556V106 1,606 114,958 SH   SOLE   114,958 0 0
WELLS FARGO CO NEW COM 949746101 2,287 58,543 SH   SOLE   58,543 0 0
YELLOW CORP COM 985510106 2,168 246,620 SH   SOLE   246,620 0 0