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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALASKA AIR GROUP INC COM 011659109   414 10,339 SH   SOLE   10,339 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   254 20,000 SH   SOLE   20,000 0 0
AXALTA COATING SYS LTD COM G0750C108   233 10,525 SH   SOLE   10,525 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477   923 40,000 SH   SOLE   40,000 0 0
BOEING CO COM 097023105   479 3,500 SH   SOLE   3,500 0 0
CARNIVAL CORP COMMON STOCK 143658300   1,471 170,000 SH   SOLE   170,000 0 0
CARNIVAL CORP PUT 143658950   1,297,500 150,000 SH Put SOLE   150,000 0 0
CARNIVAL CORP CALL 143658900   865,000 100,000 SH Call SOLE   100,000 0 0
CARNIVAL CORP CALL 143658900   432,500 50,000 SH Call SOLE   50,000 0 0
COMMERCIAL METALS CO COM 201723103   331 10,000 SH   SOLE   10,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,738 60,000 SH   SOLE   60,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   474 5,000 SH   SOLE   5,000 0 0
FUELCELL ENERGY INC COM 35952H601   38 10,000 SH   SOLE   10,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   321 30,000 SH   SOLE   30,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   215 15,000 SH   SOLE   15,000 0 0
JETBLUE AWYS CORP COM 477143101   335 40,000 SH   SOLE   40,000 0 0
MOSAIC CO NEW COM 61945C103   236 5,000 SH   SOLE   5,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   445 40,000 SH   SOLE   40,000 0 0
OLIN CORP COM PAR $1 680665205   463 10,000 SH   SOLE   10,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   3,106 199,983 SH   SOLE   199,983 0 0
ORION ENGINEERED CARBONS S A PUT L72967959   1,553,000 100,000 SH Put SOLE   100,000 0 0
PACTIV EVERGREEN INC COM 69526K105   199 20,000 SH   SOLE   20,000 0 0
RAMACO RES INC COM 75134P303   132 10,000 SH   SOLE   10,000 0 0
STANDARD LITHIUM LTD COM 853606101   106 25,000 SH   SOLE   25,000 0 0
TECHNIPFMC PLC COM G87110105   135 20,000 SH   SOLE   20,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   83 25,000 SH   SOLE   25,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   411 15,000 SH   SOLE   15,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   465 2,000 SH   SOLE   2,000 0 0
VENATOR MATLS PLC SHS G9329Z100   1,654 795,241 SH   SOLE   795,241 0 0
XL FLEET CORP COM CL A 9837FR100   23 20,000 SH   SOLE   20,000 0 0