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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALCOA CORP | COM | 013872106 | 39,886 | 815,000 | SH | SOLE | 815,000 | 0 | 0 | ||
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 21,161 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 65,115 | 702,050 | SH | SOLE | 702,050 | 0 | 0 | ||
| CENTURY ALUM CO | COM | 156431108 | 14,526 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 19,185 | 311,500 | SH | SOLE | 311,500 | 0 | 0 | ||
| COMSTOCK RES INC | COM | 205768302 | 16,043 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 15,565 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 14,813 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 12,213 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 50,671 | 709,980 | SH | SOLE | 709,980 | 0 | 0 | ||
| KOSMOS ENERGY LTD | COM | 500688106 | 11,840 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806205 | 57,884 | 714,000 | SH | SOLE | 714,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 29,223 | 1,720,000 | SH | SOLE | 1,720,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 16,556 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 9,867 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 88,513 | 2,692,000 | SH | SOLE | 2,692,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 55,193 | 1,249,000 | SH | SOLE | 1,249,000 | 0 | 0 | ||
| TENNECO INC | CL A VTG COM STK | 880349105 | 6,207 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 32,085 | 314,000 | SH | SOLE | 314,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 45,610 | 2,448,206 | SH | SOLE | 2,448,206 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 52,381 | 2,125,000 | SH | SOLE | 2,125,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 39,339 | 697,000 | SH | SOLE | 697,000 | 0 | 0 | ||