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 | 18,800,172 | 113,295 | SH | SOLE | 113,295 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 27,696,074 | 641,707 | SH | SOLE | 641,707 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 8,841,568 | 188,600 | SH | SOLE | 188,600 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 14,234,141 | 83,382 | SH | SOLE | 83,382 | 0 | 0 | ||
CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 6,205,638 | 303,900 | SH | SOLE | 303,900 | 0 | 0 | ||
CORE & MAIN INC | CL A | 21874C102 | 13,084,758 | 323,800 | SH | SOLE | 323,800 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 23,374,428 | 92,400 | SH | SOLE | 92,400 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 17,994,646 | 104,450 | SH | SOLE | 104,450 | 0 | 0 | ||
FRONTLINE PLC | COM | M46528101 | 21,206,705 | 1,057,691 | SH | SOLE | 1,057,691 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 10,591,673 | 739,642 | SH | SOLE | 739,642 | 0 | 0 | ||
MATSON INC | COM | 57686G105 | 7,014,400 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 13,344,292 | 37,700 | SH | SOLE | 37,700 | 0 | 0 | ||
NET POWER INC | *W EXP 06/08/202 | 64107A113 | 275,000 | 125,000 | SH | SOLE | 0 | 0 | 0 | ||
PG&E CORP | COM | 69331C108 | 26,814,216 | 1,487,200 | SH | SOLE | 1,487,200 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 13,724,880 | 63,600 | SH | SOLE | 63,600 | 0 | 0 | ||
REGAL REXNORD CORPORATION | COM | 758750103 | 20,174,830 | 136,298 | SH | SOLE | 136,298 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 20,454,261 | 401,300 | SH | SOLE | 401,300 | 0 | 0 | ||
VALVOLINE INC | COM | 92047W101 | 5,262,440 | 140,033 | SH | SOLE | 140,033 | 0 | 0 | ||
WARRIOR MET COAL INC | COM | 93627C101 | 6,724,991 | 110,300 | SH | SOLE | 110,300 | 0 | 0 | ||
XPO INC | COM | 983793100 | 19,409,944 | 221,600 | SH | SOLE | 221,600 | 0 | 0 |