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 |
ARCH RESOURCES INC | CL A | 03940R107 | 5,731,262 | 43,597 | SH | SOLE | 43,597 | 0 | 0 | ||
ARCONIC CORPORATION | COM | 03966V107 | 2,179,057 | 83,075 | SH | SOLE | 83,075 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 10,238,998 | 279,907 | SH | SOLE | 279,907 | 0 | 0 | ||
CALLON PETE CO DEL | COM | 13123X508 | 3,367,140 | 100,692 | SH | SOLE | 100,692 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 8,915,940 | 71,100 | SH | SOLE | 71,100 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 10,619,403 | 67,382 | SH | SOLE | 67,382 | 0 | 0 | ||
DENBURY INC | COM | 24790A101 | 13,031,370 | 148,709 | SH | SOLE | 148,709 | 0 | 0 | ||
EURONAV NV | SHS | B38564108 | 1,754,118 | 104,474 | SH | SOLE | 104,474 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 4,230,375 | 19,450 | SH | SOLE | 19,450 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 3,758,643 | 94,700 | SH | SOLE | 94,700 | 0 | 0 | ||
FRONTLINE PLC | COM | M46528101 | 8,110,939 | 489,791 | SH | SOLE | 489,791 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 4,583,390 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,588,794 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 8,801,808 | 93,200 | SH | SOLE | 93,200 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 11,392,835 | 53,755 | SH | SOLE | 53,755 | 0 | 0 | ||
PBF ENERGY INC | CL A | 69318G106 | 6,553,691 | 151,146 | SH | SOLE | 151,146 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 7,753,515 | 479,500 | SH | SOLE | 479,500 | 0 | 0 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 6,994,000 | 49,698 | SH | SOLE | 49,698 | 0 | 0 | ||
RICE ACQUISITION CORP II | *W EXP 99/99/999 | G75529126 | 183,100 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SCORPIO TANKERS INC | SHS | Y7542C130 | 7,911,555 | 140,500 | SH | SOLE | 140,500 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 7,824,628 | 198,142 | SH | SOLE | 198,142 | 0 | 0 |