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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101   2,991,013 81,499 SH   SOLE   81,499 0 0
AERCAP HOLDINGS NV SHS N00985106   5,879,825 93,822 SH   SOLE   93,822 0 0
ALCOA CORP COM 013872106   3,763,357 129,503 SH   SOLE   129,503 0 0
ANTERO RESOURCES CORP COM 03674X106   3,213,666 126,622 SH   SOLE   126,622 0 0
APA CORPORATION COM 03743Q108   3,246,695 78,995 SH   SOLE   78,995 0 0
ARCBEST CORP COM 03937C105   1,935,111 19,037 SH   SOLE   19,037 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   3,909,411 156,189 SH   SOLE   156,189 0 0
CANADIAN NAT RES LTD COM 136385101   2,672,552 41,326 SH   SOLE   41,326 0 0
CHEMOURS CO COM 163851108   2,879,080 102,641 SH   SOLE   102,641 0 0
CITIGROUP INC COM NEW 172967424   3,780,875 91,925 SH   SOLE   91,925 0 0
CONOCOPHILLIPS COM 20825C104   4,009,347 33,467 SH   SOLE   33,467 0 0
DANA INC COM 235825205   2,092,191 142,617 SH   SOLE   142,617 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,376,349 70,783 SH   SOLE   70,783 0 0
EQT CORP COM 26884L109   3,125,269 77,015 SH   SOLE   77,015 0 0
LEAR CORP COM NEW 521865204   2,779,685 20,713 SH   SOLE   20,713 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,952,810 52,300 SH   SOLE   52,300 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   2,961,049 129,247 SH   SOLE   129,247 0 0
NABORS INDUSTRIES LTD SHS G6359F137   3,179,598 25,821 SH   SOLE   25,821 0 0
NEWELL BRANDS INC COM 651229106   925,918 102,538 SH   SOLE   102,538 0 0
NOV INC COM 62955J103   3,837,930 183,633 SH   SOLE   183,633 0 0
ONEMAIN HLDGS INC COM 68268W103   4,400,479 109,765 SH   SOLE   109,765 0 0
RANGE RES CORP COM 75281A109   2,375,102 73,283 SH   SOLE   73,283 0 0
SYLVAMO CORP COMMON STOCK 871332102   4,788,054 108,968 SH   SOLE   108,968 0 0
SYNCHRONY FINANCIAL COM 87165B103   1,479,924 48,411 SH   SOLE   48,411 0 0
VALARIS LTD CL A G9460G101   4,271,836 56,973 SH   SOLE   56,973 0 0