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 |
VENATOR MATLS PLC | SHS | G9329Z100 | 2,014 | 608,515 | SH | SOLE | 608,515 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 5,400 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 5,656 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
WELBILT INC | COM | 949090104 | 3,984 | 301,822 | SH | SOLE | 301,822 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 2,618 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 5,315 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 8,157 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 3,249 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 2,264 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 3,052 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
DOMTAR CORP | COM NEW | 257559203 | 3,482 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
KRATON CORPORATION | COM | 50077C106 | 2,918 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
UNITED AIRLS HLDGS INC | COM | 910047109 | 4,325 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,793 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
GRAFTECH INTL LTD | COM | 384313508 | 959 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 1,841 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
TRONOX HOLDINGS PLC | SHS | G9087Q102 | 1,170 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
AAR CORP | COM | 000361105 | 2,883 | 79,586 | SH | SOLE | 79,586 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 1,834 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
ALASKA AIR GROUP INC | COM | 011659109 | 3,640 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 1,760 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
NUTRIEN LTD | COM | 67077M108 | 3,371 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 3,047 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 941 | 67,229 | SH | SOLE | 67,229 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 2,161 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
PACIFIC ETHANOL INC | COM | 69423U305 | 272 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 9,633 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 992 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
HOWMET AEROSPACE INC | COM | 443201108 | 1,142 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LOUISIANA PAC CORP | COM | 546347105 | 1,487 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 5,157 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SWITCHBACK ENERGY ACQUISTN C | COM CL A | 87105M102 | 1,603 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | 1,341 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 448 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 807 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
FUELCELL ENERGY INC | COM | 35952H601 | 335 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LITHIUM AMERS CORP NEW | COM NEW | 53680Q207 | 377 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 602 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
VALE S A | SPONSORED ADS | 91912E105 | 503 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
HEICO CORP NEW | COM | 422806109 | 3,641 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
ARCONIC CORPORATION | COM | 03966V107 | 745 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 1,934 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ELEMENT SOLUTIONS INC | COM | 28618M106 | 399 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 875 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 3,904 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 1,833 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 3,568 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 443 | 15,525 | SH | SOLE | 15,525 | 0 | 0 | ||
CF INDS HLDGS INC | COM | 125269100 | 581 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
NORBORD INC | COM NEW | 65548P403 | 647 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
AGCO CORP | COM | 001084102 | 1,031 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 228 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CMC MATERIALS INC | COM | 12571T100 | 1,513 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 146 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 548 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 1,088 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 254 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 1,201 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
AIR TRANSPORT SERVICES GRP I | COM | 00922R105 | 235 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 2,043 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
HARSCO CORP | COM | 415864107 | 90 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
TAYLOR MORRISON HOME CORP | COM | 87724P106 | 128 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
WOODWARD INC | COM | 980745103 | 608 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
MP MATERIALS CORP | COM CL A | 553368101 | 114 | 3,544 | SH | SOLE | 3,544 | 0 | 0 | ||
COMPASS MINERALS INTL INC | COM | 20451N101 | 132 | 2,135 | SH | SOLE | 2,135 | 0 | 0 | ||
BEACON ROOFING SUPPLY INC | COM | 073685109 | 26 | 638 | SH | SOLE | 638 | 0 | 0 |