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 |
GENERAL ELECTRIC CO | COM | 369604103 | 13,460 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
VENATOR MATLS PLC | SHS | G9329Z100 | 2,964 | 625,241 | SH | SOLE | 625,241 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 7,546 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 7,848 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
HUNTSMAN CORP | COM | 447011107 | 7,956 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 5,697 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
UNITED AIRLS HLDGS INC | COM | 910047109 | 12,811 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 4,925 | 186,823 | SH | SOLE | 186,823 | 0 | 0 | ||
CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 3,989 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
LIVENT CORP | COM | 53814L108 | 3,485 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 5,425 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
AAR CORP | COM | 000361105 | 5,796 | 149,586 | SH | SOLE | 149,586 | 0 | 0 | ||
TRONOX HOLDINGS PLC | SHS | G9087Q102 | 3,259 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 4,417 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 4,421 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 4,975 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
NUTRIEN LTD | COM | 67077M108 | 6,667 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 3,235 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
SABRE CORP | COM | 78573M104 | 1,248 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SPIRIT AIRLS INC | COM | 848577102 | 3,044 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 2,160 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
WESTLAKE CHEM CORP | COM | 960413102 | 7,207 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
AERCAP HOLDINGS NV | SHS | N00985106 | 4,097 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
COMMERCIAL METALS CO | COM | 201723103 | 2,304 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HAWAIIAN HOLDINGS INC | COM | 419879101 | 1,828 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,398 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 2,174 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CHEMOURS CO | COM | 163851108 | 2,243 | 64,453 | SH | SOLE | 64,453 | 0 | 0 | ||
AIR LEASE CORP | CL A | 00912X302 | 2,504 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
MP MATERIALS CORP | COM CL A | 553368101 | 2,212 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 907 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INTREPID POTASH INC | COM | 46121Y201 | 1,593 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 1,564 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
APA CORPORATION | COM | 03743Q108 | 973 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 3,514 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
WOODWARD INC | COM | 980745103 | 5,530 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
INTERNATIONAL PAPER CO | COM | 460146103 | 2,452 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 8,385 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ECOLAB INC | COM | 278865100 | 7,209 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
VANECK VECTORS ETF TR | OIL SVCS ETF | 92189H607 | 7,663 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ALTO INGREDIENTS INC | COM | 021513106 | 183 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LOUISIANA PAC CORP | COM | 546347105 | 1,809 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 1,814 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PLUG POWER INC | COM NEW | 72919P202 | 1,026 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CONSTELLIUM SE | CL A SHS | F21107101 | 516 | 27,229 | SH | SOLE | 27,229 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 4,212 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 4,093 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
OIL STS INTL INC | COM | 678026105 | 196 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
OLIN CORP | COM PAR $1 | 680665205 | 925 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ORIGIN MATERIALS INC | COM | 68622D106 | 164 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PQ GROUP HLDGS INC | COM | 73943T103 | 307 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 697 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 2,260 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 6,380 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
XL FLEET CORP | COM CL A | 9837FR100 | 167 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 2,057 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 3,032 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 1,298 | 16,770 | SH | SOLE | 16,770 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 473 | 15,525 | SH | SOLE | 15,525 | 0 | 0 | ||
CMC MATERIALS INC | COM | 12571T100 | 2,261 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
NLIGHT INC | COM | 65487K100 | 544 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 3,981 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 3,839 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 6,797 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
WEST FRASER TIMBER CO LTD | COM | 952845105 | 726 | 10,125 | SH | SOLE | 10,125 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 207 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 263 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NORDSON CORP | COM | 655663102 | 2,195 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
WEYERHAEUSER CO MTN BE | COM NEW | 962166104 | 344 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 221 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SAIA INC | COM | 78709Y105 | 1,571 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
HARSCO CORP | COM | 415864107 | 102 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
TAYLOR MORRISON HOME CORP | COM | 87724P106 | 132 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
CARNIVAL CORP | PUT | 143658950 | 26,360 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 |