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
VENATOR MATLS PLC SHS G9329Z100 2,010 705,241 SH   SOLE   705,241 0 0
JETBLUE AWYS CORP COM 477143101 7,645 500,000 SH   SOLE   500,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,375 240,000 SH   SOLE   240,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 10,703 225,000 SH   SOLE   225,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,476 205,000 SH   SOLE   205,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,048 201,823 SH   SOLE   201,823 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,832 160,000 SH   SOLE   160,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,599 120,000 SH   SOLE   120,000 0 0
OLIN CORP COM PAR $1 680665205 4,825 100,000 SH   SOLE   100,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 554 100,000 SH   SOLE   100,000 0 0
WESTLAKE CHEM CORP COM 960413102 7,291 80,000 SH   SOLE   80,000 0 0
ALASKA AIR GROUP INC COM 011659109 4,395 75,000 SH   SOLE   75,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,196 75,000 SH   SOLE   75,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,849 75,000 SH   SOLE   75,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,760 70,000 SH   SOLE   70,000 0 0
COMMERCIAL METALS CO COM 201723103 2,076 68,170 SH   SOLE   68,170 0 0
GENERAL ELECTRIC CO COM NEW 369604301 6,955 67,500 SH   SOLE   67,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 1,301 60,000 SH   SOLE   60,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,768 60,000 SH   SOLE   60,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 915 55,000 SH   SOLE   55,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,026 50,000 SH   SOLE   50,000 0 0
PEABODY ENGR CORP COM 704551100 740 50,000 SH   SOLE   50,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 4,298 50,000 SH   SOLE   50,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,210 50,000 SH   SOLE   50,000 0 0
TECK RESOURCES LTD CL B 878742204 1,246 50,000 SH   SOLE   50,000 0 0
PACTIV EVERGREEN INC COM 69526K105 563 45,000 SH   SOLE   45,000 0 0
FORTIVE CORP COM 34959J108 2,933 41,567 SH   SOLE   41,567 0 0
ALCOA CORP COM 013872106 1,958 40,000 SH   SOLE   40,000 0 0
OCCIDENTAL PETE CORP COM 674599105 1,183 40,000 SH   SOLE   40,000 0 0
CHEMOURS CO COM 163851108 1,147 39,453 SH   SOLE   39,453 0 0
AXALTA COATING SYS LTD COM G0750C108 1,037 35,525 SH   SOLE   35,525 0 0
HUNTSMAN CORP COM 447011107 1,036 35,000 SH   SOLE   35,000 0 0
BOEING CO COM 097023105 7,148 32,500 SH   SOLE   32,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 6,150 31,463 SH   SOLE   31,463 0 0
ALTO INGREDIENTS INC COM 021513106 148 30,000 SH   SOLE   30,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108 1,606 30,000 SH   SOLE   30,000 0 0
CF INDS HLDGS INC COM 125269100 1,675 30,000 SH   SOLE   30,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 571 30,000 SH   SOLE   30,000 0 0
MP MATERIALS CORP COM CL A 553368101 967 30,000 SH   SOLE   30,000 0 0
APTIV PLC SHS G6095L109 4,469 30,000 SH   SOLE   30,000 0 0
AAR CORP COM 000361105 959 29,586 SH   SOLE   29,586 0 0
MOSAIC CO NEW COM 61945C103 982 27,495 SH   SOLE   27,495 0 0
APA CORPORATION COM 03743Q108 536 25,000 SH   SOLE   25,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 395 25,000 SH   SOLE   25,000 0 0
HOWMET AEROSPACE INC COM 443201108 780 25,000 SH   SOLE   25,000 0 0
OIL STS INTL INC COM 678026105 160 25,000 SH   SOLE   25,000 0 0
XPO LOGISTICS INC COM 983793100 1,990 25,000 SH   SOLE   25,000 0 0
CABOT OIL & GAS CORP COM 127097103 435 20,000 SH   SOLE   20,000 0 0
EASTMAN CHEM CO COM 277432100 2,015 20,000 SH   SOLE   20,000 0 0
HUBBELL INC COM 443510607 3,613 20,000 SH   SOLE   20,000 0 0
KRATON CORP COM 50077C106 913 20,000 SH   SOLE   20,000 0 0
LANDSTAR SYS INC COM 515098101 3,156 20,000 SH   SOLE   20,000 0 0
ORIGIN MATERIALS INC COM 68622D106 136 20,000 SH   SOLE   20,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 3,940 20,000 SH   SOLE   20,000 0 0
VULCAN MATLS CO COM 929160109 3,383 20,000 SH   SOLE   20,000 0 0
XL FLEET CORP COM CL A 9837FR100 123 20,000 SH   SOLE   20,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,140 16,770 SH   SOLE   16,770 0 0
INTREPID POTASH INC COM 46121Y201 484 15,674 SH   SOLE   15,674 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 300 15,000 SH   SOLE   15,000 0 0
MIDDLEBY CORP COM 596278101 2,558 15,000 SH   SOLE   15,000 0 0
PIEDMONT LITHIUM INC COM 72016P105 720 13,221 SH   SOLE   13,221 0 0
BARRICK GOLD CORP COM 067901108 181 10,000 SH   SOLE   10,000 0 0
JELD-WEN HLDG INC COM 47580P103 250 10,000 SH   SOLE   10,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 223 10,000 SH   SOLE   10,000 0 0
SUMMIT MATLS INC CL A 86614U100 320 10,000 SH   SOLE   10,000 0 0
WESCO INTL INC COM 95082P105 1,153 10,000 SH   SOLE   10,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 185 10,000 SH   SOLE   10,000 0 0
ECOLAB INC COM 278865100 1,669 8,000 SH   SOLE   8,000 0 0
NLIGHT INC COM 65487K100 211 7,500 SH   SOLE   7,500 0 0
ALBEMARLE CORP COM 012653101 1,314 6,000 SH   SOLE   6,000 0 0
AMETEK INC COM 031100100 620 5,000 SH   SOLE   5,000 0 0
CMC MATERIALS INC COM 12571T100 616 5,000 SH   SOLE   5,000 0 0
DEERE & CO COM 244199105 1,675 5,000 SH   SOLE   5,000 0 0
HARSCO CORP COM 415864107 85 5,000 SH   SOLE   5,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,123 5,000 SH   SOLE   5,000 0 0
SAIA INC COM 78709Y105 595 2,500 SH   SOLE   2,500 0 0
UNITED STATES STL CORP NEW CALL 912909908 3,296 150,000 SH Call SOLE   150,000 0 0
TRONOX HOLDINGS PLC CALL G9087Q902 2,465 100,000 SH Call SOLE   100,000 0 0
TRONOX HOLDINGS PLC PUT G9087Q952 2,465 100,000 SH Put SOLE   100,000 0 0
PARKER-HANNIFIN CORP COM 701094104 140 500 SH   SOLE   500 0 0