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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADIENT PLC | ORD SHS | G0084W101 | 3,820,913 | 93,284 | SH | SOLE | 93,284 | 0 | 0 | |||
| AERCAP HOLDINGS NV | SHS | N00985106 | 7,085,036 | 126,001 | SH | SOLE | 126,001 | 0 | 0 | |||
| ALCOA CORP | COM | 013872106 | 5,389,203 | 126,626 | SH | SOLE | 126,626 | 0 | 0 | |||
| ANTERO RESOURCES CORP | COM | 03674X106 | 2,923,702 | 126,622 | SH | SOLE | 126,622 | 0 | 0 | |||
| APA CORPORATION | COM | 03743Q108 | 3,973,884 | 110,202 | SH | SOLE | 110,202 | 0 | 0 | |||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 5,796,504 | 192,447 | SH | SOLE | 192,447 | 0 | 0 | |||
| CANADIAN NAT RES LTD | COM | 136385101 | 4,134,202 | 74,692 | SH | SOLE | 74,692 | 0 | 0 | |||
| CHEMOURS CO | COM | 163851108 | 4,930,549 | 164,681 | SH | SOLE | 164,681 | 0 | 0 | |||
| CITIGROUP INC | COM NEW | 172967424 | 5,697,463 | 121,507 | SH | SOLE | 121,507 | 0 | 0 | |||
| CONOCOPHILLIPS | COM | 20825C104 | 3,813,533 | 38,439 | SH | SOLE | 38,439 | 0 | 0 | |||
| DANA INC | COM | 235825205 | 3,597,522 | 239,038 | SH | SOLE | 239,038 | 0 | 0 | |||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 4,325,080 | 85,459 | SH | SOLE | 85,459 | 0 | 0 | |||
| EQT CORP | COM | 26884L109 | 2,963,258 | 92,863 | SH | SOLE | 92,863 | 0 | 0 | |||
| LEAR CORP | COM NEW | 521865204 | 3,797,197 | 27,222 | SH | SOLE | 27,222 | 0 | 0 | |||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 5,430,410 | 57,838 | SH | SOLE | 57,838 | 0 | 0 | |||
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 3,868,078 | 176,786 | SH | SOLE | 176,786 | 0 | 0 | |||
| NABORS INDUSTRIES LTD | SHS | G6359F137 | 1,911,671 | 15,681 | SH | SOLE | 15,681 | 0 | 0 | |||
| NEXTIER OILFIELD SOLUTIONS | COM | 65290C105 | 1,996,142 | 251,087 | SH | SOLE | 251,087 | 0 | 0 | |||
| NOV INC | COM | 62955J103 | 2,810,151 | 151,818 | SH | SOLE | 151,818 | 0 | 0 | |||
| ONEMAIN HLDGS INC | COM | 68268W103 | 4,285,669 | 115,579 | SH | SOLE | 115,579 | 0 | 0 | |||
| RANGE RES CORP | COM | 75281A109 | 3,314,838 | 125,230 | SH | SOLE | 125,230 | 0 | 0 | |||
| SYLVAMO CORP | COMMON STOCK | 871332102 | 3,883,388 | 83,947 | SH | SOLE | 83,947 | 0 | 0 | |||
| VALARIS LIMITED | CL A | G9460G101 | 4,129,488 | 63,472 | SH | SOLE | 63,472 | 0 | 0 | |||
| YELLOW CORP | COM | 985510106 | 2,076,154 | 1,022,736 | SH | SOLE | 1,022,736 | 0 | 0 | |||