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
CANADA GOOSE HLDGS INC COM 135086106 232 10,000 SH   SOLE   10,000 0 0
CHAMPIONX CORP COM 15872M104 488 50,000 SH   SOLE   50,000 0 0
CHEWY INC CL A 16679L109 402 9,000 SH   SOLE   9,000 0 0
CIVEO CORP COM 17878Y108 1,850 3,000,000 SH   SOLE   3,000,000 0 0
COMMERCIAL VEH GROUP INC COM 202608105 1,445 500,000 SH   SOLE   500,000 0 0
HALLADOR ENERGY COMPANY COM 40609P105 66 100,000 SH   SOLE   100,000 0 0
LGI HOMES INC COM 50187T106 1,233 14,004 SH   SOLE   14,004 0 0
LUCKIN COFFEE INC ADR 54951l109 117 50,000 SH   SOLE   50,000 0 0
MODINE MFG CO COM 607828100 5,520 1,000,000 SH   SOLE   1,000,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 184 15,000 SH   SOLE   15,000 0 0
NOBLE CORP PLC COM G65431101 16 50,000 SH   SOLE   50,000 0 0
OCEANEERING INTL INC COM 675232102 192 30,000 SH   SOLE   30,000 0 0
PEABODY ENERGY CORP COM 704551100 144 50,000 SH   SOLE   50,000 0 0
SUPERIOR INDS INTL INC COM 868168105 2,040 1,200,000 SH   SOLE   1,200,000 0 0
TECK RES LTD CL B 878742204 521 50,000 SH   SOLE   50,000 0 0
TIDEWATER INC COM 88642R109 280 50,000 SH   SOLE   50,000 0 0
WEATHERFORD INTL COM G48833118 59 30,000 SH   SOLE   30,000 0 0