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 |
| AMERICAN EAGLE OUTFITTERS INC | COM | 02553E106 | 5,821,400 | 260,000 | SH | SOLE | 0 | 0 | 0 | ||
| ARCBEST CORP | COM | 03937C105 | 3,687,300 | 34,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 6,365,700 | 165,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALPHA METALLURGICAL RESOURCES INC | COM | 020764106 | 1,180,900 | 5,000 | SH | SOLE | 0 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 16,049,050 | 365,000 | SH | SOLE | 0 | 0 | 0 | ||
| CENTURY ALUM CO | COM | 156431108 | 14,671,920 | 904,000 | SH | SOLE | 0 | 0 | 0 | ||
| DENISON MINES CORP | COM | 248356107 | 1,076,040 | 588,000 | SH | SOLE | 0 | 0 | 0 | ||
| ERO COPPER CORP | COM | 296006109 | 65,723,837 | 2,209,610 | SH | SOLE | 0 | 0 | 0 | ||
| RIO TINTO PLC | SPONSORED ADR | 767204100 | 4,255,966 | 59,800 | SH | SOLE | 0 | 0 | 0 | ||
| DIREXION SHS ETF TR OIL GAS BL 2X SH | OIL GAS BL 2X SH | 25460G500 | 7,065,936 | 250,654 | SH | SOLE | 0 | 0 | 0 | ||
| LIBERTY ENERGY INC COM CL A | COM CL A | 53115L104 | 6,681,500 | 350,000 | SH | SOLE | 0 | 0 | 0 | ||
| NEW GOLD INC CDA | COM | 644535106 | 2,923,200 | 1,015,000 | SH | SOLE | 0 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 6,040,800 | 144,000 | SH | SOLE | 0 | 0 | 0 | ||
| VALE S A SPONSORED ADS | SPONSORED ADS | 91912E105 | 1,868,800 | 160,000 | SH | SOLE | 0 | 0 | 0 | ||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 15,812,400 | 120,000 | SH | SOLE | 0 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 5,286,622 | 45,100 | SH | SOLE | 0 | 0 | 0 | ||