The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,791 | 23,000 | SH | SOLE | 1 | 23,000 | 0 | 0 | |
AIR LEASE CORP | CL A | 00912X302 | 19,055 | 570,000 | SH | SOLE | 1 | 570,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 4,375 | 2,000 | SH | SOLE | 1 | 2,000 | 0 | 0 | |
ANTERO RESOURCES CORP | COM | 03674X106 | 28,045 | 915,000 | SH | SOLE | 1 | 915,000 | 0 | 0 | |
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 14,544 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
ARCH RESOURCES INC | CL A | 03940R107 | 4,150 | 29,000 | SH | SOLE | 1 | 29,000 | 0 | 0 | |
AVIS BUDGET GROUP | COM | 053774105 | 4,412 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | |
BERRY GLOBAL GROUP INC | COM | 08579W103 | 11,474 | 210,000 | SH | SOLE | 1 | 210,000 | 0 | 0 | |
BOA ACQUISITION CORP | UNIT 99/99/9999 | 05601A208 | 4,905 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,685 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 6,645 | 173,500 | SH | SOLE | 1 | 173,500 | 0 | 0 | |
CF INDS HLDGS INC | COM | 125269100 | 2,572 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | COM | 165167735 | 38,523 | 475,000 | SH | SOLE | 1 | 475,000 | 0 | 0 | |
CROWN HLDGS INC | COM | 228368106 | 11,060 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 11,492 | 396,700 | SH | SOLE | 1 | 396,700 | 0 | 0 | |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 2,423 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
GLOBAL BUSINESS TRAVEL GROUP | COM CL A | 37890B100 | 327 | 51,826 | SH | SOLE | 1 | 51,826 | 0 | 0 | |
GOLAR LNG LTD | SHS | G9456A100 | 18,200 | 800,000 | SH | SOLE | 1 | 800,000 | 0 | 0 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 7,723 | 26,000 | SH | SOLE | 1 | 26,000 | 0 | 0 | |
HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 10,296 | 650,000 | SH | SOLE | 1 | 650,000 | 0 | 0 | |
KB HOME | COM | 48666K109 | 8,538 | 300,000 | SH | SOLE | 1 | 300,000 | 0 | 0 | |
LITHIA MTRS INC | COM | 536797103 | 6,601 | 24,020 | SH | SOLE | 1 | 24,020 | 0 | 0 | |
MGIC INVT CORP WIS | COM | 552848103 | 2,772 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | |
MR COOPER GROUP INC | COM | 62482R107 | 17,268 | 470,000 | SH | SOLE | 1 | 470,000 | 0 | 0 | |
NUTRIEN LTD | COM | 67077M108 | 3,985 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 3,144 | 45,000 | SH | SOLE | 1 | 45,000 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 1,337 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 33,692 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
UNITED AIRLS HLDGS INC | COM | 910047109 | 5,313 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | |
US FOODS HLDG CORP | COM | 912008109 | 4,295 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
VALERO ENERGY CORP | COM | 91913Y100 | 1,063 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 3,890 | 120,000 | SH | SOLE | 1 | 120,000 | 0 | 0 | |
XPO LOGISTICS INC | COM | 983793100 | 3,371 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 |