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
AIR PRODS & CHEMS INC COM 009158106 10,147 75,000 SH   SOLE 1 75,000 0 0
AIR PRODS & CHEMS INC COM 009158106 527 3,892 SH   SOLE   3,892 0 0
ALBEMARLE CORP COM 012653101 26,410 250,000 SH   SOLE 1 250,000 0 0
ALBEMARLE CORP COM 012653101 1,370 12,972 SH   SOLE   12,972 0 0
ALCOA CORP COM 013872106 58,480 1,700,000 SH Call SOLE 1 1,700,000 0 0
ALCOA CORP COM 013872106 37,523 1,090,773 SH   SOLE 1 1,090,773 0 0
ALCOA CORP COM 013872106 3,031 88,100 SH Call SOLE   88,100 0 0
ALCOA CORP COM 013872106 1,947 56,604 SH   SOLE   56,604 0 0
AMBARELLA INC SHS G037AX101 35,128 642,071 SH   SOLE 1 642,071 0 0
AMBARELLA INC SHS G037AX101 1,823 33,317 SH   SOLE   33,317 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,355 363,000 SH   OTR 2 363,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 35,232 832,909 SH   SOLE 1 832,909 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,828 43,223 SH   SOLE   43,223 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 4,175 500,000 SH   SOLE 1 500,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 217 25,948 SH   SOLE   25,948 0 0
BANK AMER CORP COM 060505104 30,667 1,300,000 SH   SOLE 1 1,300,000 0 0
BANK AMER CORP COM 060505104 1,591 67,463 SH   SOLE   67,463 0 0
BOYD GAMING CORP COM 103304101 11,005 500,000 SH   SOLE 1 500,000 0 0
BOYD GAMING CORP COM 103304101 571 25,946 SH   SOLE   25,946 0 0
CATERPILLAR INC DEL COM 149123101 83,484 900,000 SH   SOLE 1 900,000 0 0
CATERPILLAR INC DEL COM 149123101 4,332 46,701 SH   SOLE   46,701 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 16,646 913,104 SH   OTR 2 913,104 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 56,877 3,119,967 SH   SOLE 1 3,119,967 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 3,283 180,102 SH   SOLE   180,102 0 0
CF INDS HLDGS INC COM 125269100 22,209 756,700 SH Put SOLE 1 756,700 0 0
CF INDS HLDGS INC COM 125269100 537 18,300 SH Put SOLE   18,300 0 0
CHEMOURS CO COM 163851108 13,475 350,000 SH   SOLE 1 350,000 0 0
CHEMOURS CO COM 163851108 699 18,161 SH   SOLE   18,161 0 0
CSX CORP COM 126408103 33,749 725,000 SH   SOLE 1 725,000 0 0
CSX CORP COM 126408103 1,751 37,621 SH   SOLE   37,621 0 0
CUMMINS INC COM 231021106 83,160 550,000 SH   SOLE 1 550,000 0 0
CUMMINS INC COM 231021106 4,315 28,536 SH   SOLE   28,536 0 0
DANA INCORPORATED COM 235825205 9,562 495,194 SH   SOLE 1 495,194 0 0
DANA INCORPORATED COM 235825205 496 25,697 SH   SOLE   25,697 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 12,074 150,000 SH   SOLE 1 150,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 627 7,784 SH   SOLE   7,784 0 0
EASTMAN CHEM CO COM 277432100 16,160 200,000 SH Put SOLE 1 200,000 0 0
EASTMAN CHEM CO COM 277432100 388 4,800 SH Put SOLE   4,800 0 0
GENERAL DYNAMICS CORP COM 369550108 42,120 225,000 SH   SOLE 1 225,000 0 0
GENERAL DYNAMICS CORP COM 369550108 2,186 11,676 SH   SOLE   11,676 0 0
GENERAL MTRS CO COM 37045V100 71,877 2,032,734 SH   SOLE 1 2,032,734 0 0
GENERAL MTRS CO COM 37045V100 3,728 105,437 SH   SOLE   105,437 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 48,878 1,750,000 SH   SOLE 1 1,750,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 2,536 90,809 SH   SOLE   90,809 0 0
HUNTSMAN CORP COM 447011107 12,270 500,000 SH   SOLE 1 500,000 0 0
HUNTSMAN CORP COM 447011107 637 25,947 SH   SOLE   25,947 0 0
KAYNE ANDERSON ACQUISITION UNIT 06/30/2022 48661U201 19,051 1,901,331 SH   SOLE 1 1,901,331 0 0
KAYNE ANDERSON ACQUISITION UNIT 06/30/2022 48661U201 989 98,669 SH   SOLE   98,669 0 0
LAS VEGAS SANDS CORP COM 517834107 11,414 200,000 SH   SOLE 1 200,000 0 0
LAS VEGAS SANDS CORP COM 517834107 592 10,378 SH   SOLE   10,378 0 0
LOCKHEED MARTIN CORP COM 539830109 26,760 100,000 SH   SOLE 1 100,000 0 0
LOCKHEED MARTIN CORP COM 539830109 1,389 5,190 SH   SOLE   5,190 0 0
LOWES COS INC COM 548661107 43,525 529,441 SH   SOLE 1 529,441 0 0
LOWES COS INC COM 548661107 2,258 27,472 SH   SOLE   27,472 0 0
MARTIN MARIETTA MATLS INC COM 573284106 17,199 78,802 SH   SOLE 1 78,802 0 0
MARTIN MARIETTA MATLS INC COM 573284106 893 4,090 SH   SOLE   4,090 0 0
MASCO CORP COM 574599106 44,531 1,310,126 SH   SOLE 1 1,310,126 0 0
MASCO CORP COM 574599106 2,311 67,986 SH   SOLE   67,986 0 0
METHANEX CORP COM 59151K108 14,070 300,000 SH Call SOLE 1 300,000 0 0
METHANEX CORP COM 59151K108 338 7,200 SH Call SOLE   7,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,850 250,000 SH   SOLE 1 250,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 355 12,973 SH   SOLE   12,973 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 18,009 355,000 SH   SOLE 1 355,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 934 18,421 SH   SOLE   18,421 0 0
RAYTHEON CO COM NEW 755111507 36,600 240,000 SH   SOLE 1 240,000 0 0
RAYTHEON CO COM NEW 755111507 1,899 12,453 SH   SOLE   12,453 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 24,006 300,000 SH   SOLE 1 300,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,245 15,564 SH   SOLE   15,564 0 0
SANCHEZ ENERGY CORP COM 79970Y105 4,770 500,000 SH Call SOLE 1 500,000 0 0
SANCHEZ ENERGY CORP COM 79970Y105 19,796 2,075,000 SH   SOLE 1 2,075,000 0 0
SANCHEZ ENERGY CORP COM 79970Y105 247 25,900 SH Call SOLE   25,900 0 0
SANCHEZ ENERGY CORP COM 79970Y105 1,027 107,676 SH   SOLE   107,676 0 0
SCANA CORP NEW COM 80589M102 16,338 250,000 SH Put SOLE 1 250,000 0 0
SCANA CORP NEW COM 80589M102 392 6,000 SH Put SOLE   6,000 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 19,850 1,901,331 SH   SOLE 1 1,901,331 0 0
SILVER RUN ACQUISITION UNIT 99/99/9999 82812A202 1,030 98,669 SH   SOLE   98,669 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 18,450 536,794 SH   SOLE 1 536,794 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 957 27,855 SH   SOLE   27,855 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 56,160 1,500,000 SH   SOLE 1 1,500,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 2,914 77,841 SH   SOLE   77,841 0 0
STEEL DYNAMICS INC COM 858119100 19,118 550,000 SH   SOLE 1 550,000 0 0
STEEL DYNAMICS INC COM 858119100 992 28,540 SH   SOLE   28,540 0 0
TARGA RES CORP COM 87612G101 23,795 397,253 SH   SOLE 1 397,253 0 0
TARGA RES CORP COM 87612G101 1,235 20,613 SH   SOLE   20,613 0 0
TESLA INC COM 88160R101 33,259 119,507 SH   SOLE 1 119,507 0 0
TESLA INC COM 88160R101 1,725 6,199 SH   SOLE   6,199 0 0
TEXTRON INC COM 883203101 76,144 1,600,000 SH   SOLE 1 1,600,000 0 0
TEXTRON INC COM 883203101 3,951 83,027 SH   SOLE   83,027 0 0
UNIVAR INC COM 91336L107 33,651 1,097,557 SH   SOLE 1 1,097,557 0 0
UNIVAR INC COM 91336L107 1,746 56,957 SH   SOLE   56,957 0 0
VERSUM MATLS INC COM 92532W103 14,477 473,116 SH   SOLE 1 473,116 0 0
VERSUM MATLS INC COM 92532W103 751 24,551 SH   SOLE   24,551 0 0
VULCAN MATLS CO COM 929160109 15,199 126,151 SH   OTR 2 126,151 0 0
VULCAN MATLS CO COM 929160109 54,216 450,000 SH   SOLE 1 450,000 0 0
VULCAN MATLS CO COM 929160109 2,813 23,351 SH   SOLE   23,351 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 10,235 1,539,030 SH   OTR 2 1,539,030 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 19,950 3,000,000 SH Call SOLE 1 3,000,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 93,100 14,000,000 SH   SOLE 1 14,000,000 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 1,034 155,500 SH Call SOLE   155,500 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 4,831 726,502 SH   SOLE   726,502 0 0
WESTLAKE CHEM CORP COM 960413102 52,386 793,132 SH   SOLE 1 793,132 0 0
WESTLAKE CHEM CORP COM 960413102 2,718 41,156 SH   SOLE   41,156 0 0