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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AERCAP HOLDINGS NVSHSN0098510615,771346,000SH SOLE 346,00000
ARAMARKCOM03852U10640,4041,050,000SHCallSOLE 1,050,00000
ARCH RESOURCES INCCL A03940R10722,366511,000SH SOLE 511,00000
ATLAS AIR WORLDWIDE HLDGS INCOM NEW04916420526,670489,000SH SOLE 489,00000
CANOPY GROWTH CORPCOM1380351008,131330,000SH SOLE 330,00000
CEDAR FAIR L PDEPOSITRY UNIT15018510614,949380,000SH SOLE 380,00000
CENOVUS ENERGY INCCOM15135U10912,6842,100,000SH SOLE 2,100,00000
DIAMONDBACK ENERGY INCCOM25278X10910,164210,000SH SOLE 210,00000
ENERSYSCOM29275Y1023,32240,000SH SOLE 40,00000
HYATT HOTELS CORPCOM CL A44857910223,760320,000SHCallSOLE 320,00000
INGEVITY CORPCOM45688C10736,729485,000SH SOLE 485,00000
LAUREATE EDUCATION INCCL A51861320315,6191,072,712SH SOLE 1,072,71200
LSB INDS INCCOM5021601042,897854,500SH SOLE 854,50000
MASONITE INTL CORPCOM57538510912,784130,000SH SOLE 130,00000
MERCER INTL INCCOM58805610113,5111,318,110SH SOLE 1,318,11000
OVINTIV INCCOM69047Q10232,0232,230,000SH SOLE 2,230,00000
PDC ENERGY INCCOM69327R10117,430849,000SH SOLE 849,00000
SABRE CORPCOM78573M10418,9321,575,000SH SOLE 1,575,00000
SCIPLAY CORPORATIONCL A8090871096,925500,000SH SOLE 500,00000
SIBANYE STILLWATER LTDSPONSORED ADR82575P10720,6731,301,000SH SOLE 1,301,00000
SIX FLAGS ENTMT CORP NEWCOM83001A10222,847670,000SH SOLE 670,00000
SM ENERGY COCOM78454L10054,5418,911,964SH SOLE 8,911,96400
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A84857410926,894688,000SH SOLE 688,00000
TRIUMPH GROUP INC NEWCOM89681810129,5512,352,806SH SOLE 2,352,80600
TRONOX HOLDINGS PLCSHSG9087Q10251,6093,530,000SH SOLE 3,530,00000
WESTERN DIGITAL CORP.COM95810210537,111670,000SH SOLE 670,00000
WESTERN DIGITAL CORP.COM958102105111,0622,005,100SHCallSOLE 2,005,10000