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 |
ARCBEST CORP | COM | 03937C105 | 2,510,755 | 24,700 | SH | SOLE | 0 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 5,546,450 | 32,500 | SH | SOLE | 0 | 0 | 0 | ||
BUCKLE INC/THE | COM | 118440106 | 15,912,472 | 476,564 | SH | SOLE | 0 | 0 | 0 | ||
CEDAR FAIR LP | DEPOSITORY UNIT | 150185106 | 14,024,480 | 379,040 | SH | SOLE | 0 | 0 | 0 | ||
CINEMARK HOLDINGS INC | COM | 17243V102 | 10,551,250 | 575,000 | SH | SOLE | 0 | 0 | 0 | ||
DIREXION DLY S&P 500 BULL 3X | DRX S&P500BULL | 25459W862 | 1,564,000 | 20,000 | SH | SOLE | 0 | 0 | 0 | ||
ERO COPPER CORP | COM | 296006109 | 31,661,432 | 1,836,510 | SH | SOLE | 0 | 0 | 0 | ||
HARLEY-DAVIDSON INC | COM | 412822108 | 2,251,386 | 68,100 | SH | SOLE | 0 | 0 | 0 | ||
HESS CORRP | COM | 42809H107 | 3,136,500 | 20,500 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES 20 PLUS YEAR TREASURY | 20 YR TR BD ETF | 464287432 | 2,305,940 | 26,000 | SH | SOLE | 0 | 0 | 0 | ||
LIBERTY ENERGY INC | COM CL A | 53115L104 | 5,852,320 | 316,000 | SH | SOLE | 0 | 0 | 0 | ||
MACY'S INC | COM CL A | 55616P104 | 928,800 | 80,000 | SH | SOLE | 0 | 0 | 0 | ||
MARATHON OIL CORP | COM | 565849106 | 2,942,500 | 110,000 | SH | SOLE | 0 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 608,986 | 1,400 | SH | SOLE | 0 | 0 | 0 | ||
TECK RESOURCES LTD-CLS A | CL A | 878742303 | 5,597,391 | 129,900 | SH | SOLE | 0 | 0 | 0 | ||
TECK RESOURCES LTD-CLS B | CL B | 878742204 | 6,248,050 | 145,000 | SH | SOLE | 0 | 0 | 0 | ||
UNIFI INC | COM NEW | 904677200 | 142,000 | 20,000 | SH | SOLE | 0 | 0 | 0 | ||
VALE SA-SP ADR | SPONSORED ADS | 91912E105 | 2,680,000 | 200,000 | SH | SOLE | 0 | 0 | 0 |