The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO CORP COM 001084102   1,352,000 10,000 SH   SOLE   10,000 0 0
ALCOA CORP COM 013872106   1,276,800 30,000 SH   SOLE   30,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   2,802,500 190,000 SH   SOLE   190,000 0 0
APA CORPORATION COM 03743Q108   540,900 15,000 SH   SOLE   15,000 0 0
ARCH RESOURCES INC CL A 03940R107   262,920 2,000 SH   SOLE   2,000 0 0
ARCONIC CORPORATION COM 03966V107   655,750 25,000 SH   SOLE   25,000 0 0
AXALTA COATING SYS LTD COM G0750C108   924,602 30,525 SH   SOLE   30,525 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   1,044,158 23,250 SH   SOLE   23,250 0 0
BARNES GROUP INC COM 067806109   1,007,000 25,000 SH   SOLE   25,000 0 0
BOEING CO COM 097023105   1,593,225 7,500 SH   SOLE   7,500 0 0
CABOT CORP COM 127055101   2,988,960 39,000 SH   SOLE   39,000 0 0
CANADIAN PAC RY LTD COM 13645T100   769,400 10,000 SH   SOLE   10,000 0 0
CARNIVAL CORP PUT 143658950   2,032,000 200,000 SH Put SOLE   200,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   2,283,750 225,000 SH   SOLE   225,000 0 0
CENTURY ALUM CO COM 156431108   250,000 25,000 SH   SOLE   25,000 0 0
CF INDS HLDGS INC COM 125269100   289,960 4,000 SH   SOLE   4,000 0 0
CHEMOURS CO COM 163851108   1,047,900 35,000 SH   SOLE   35,000 0 0
CNH INDL N V SHS N20944109   763,500 50,000 SH   SOLE   50,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   857,250 25,000 SH   SOLE   25,000 0 0
DEERE & CO COM 244199105   2,064,400 5,000 SH   SOLE   5,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   1,676,160 48,000 SH   SOLE   48,000 0 0
ECOLAB INC COM 278865100   2,482,950 15,000 SH   SOLE   15,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   630,695 6,500 SH   SOLE   6,500 0 0
FORTIVE CORP COM 34959J108   2,385,950 35,000 SH   SOLE   35,000 0 0
FUELCELL ENERGY INC COM 35952H601   28,500 10,000 SH   SOLE   10,000 0 0
GENERAC HLDGS INC COM 368736104   756,070 7,000 SH   SOLE   7,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   826,500 75,000 SH   SOLE   75,000 0 0
HONEYWELL INTL INC COM 438516106   4,300,200 22,500 SH   SOLE   22,500 0 0
IDEX CORP COM 45167R104   1,155,150 5,000 SH   SOLE   5,000 0 0
INTREPID POTASH INC COM 46121Y201   552,000 20,000 SH   SOLE   20,000 0 0
IPG PHOTONICS CORP COM 44980X109   1,233,100 10,000 SH   SOLE   10,000 0 0
LEAR CORP COM NEW 521865204   1,394,900 10,000 SH   SOLE   10,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   544,000 25,000 SH   SOLE   25,000 0 0
LUCID GROUP INC COM 549498103   80,400 10,000 SH   SOLE   10,000 0 0
MAGNA INTL INC COM 559222401   1,071,400 20,000 SH   SOLE   20,000 0 0
NORDSON CORP COM 655663102   2,222,600 10,000 SH   SOLE   10,000 0 0
NORFOLK SOUTHN CORP COM 655844108   1,060,000 5,000 SH   SOLE   5,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,815,750 135,000 SH   SOLE   135,000 0 0
NUTRIEN LTD COM 67077M108   2,954,000 40,000 SH   SOLE   40,000 0 0
O-I GLASS INC COM 67098H104   567,750 25,000 SH   SOLE   25,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   862,040 33,041 SH   SOLE   33,041 0 0
PACTIV EVERGREEN INC COM 69526K105   2,160,000 270,000 SH   SOLE   270,000 0 0
PPG INDS INC COM 693506107   5,209,620 39,000 SH   SOLE   39,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   490,000 70,000 SH   SOLE   70,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,958,600 20,000 SH   SOLE   20,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   100,000 20,000 SH   SOLE   20,000 0 0
SPRUCE POWER HOLDING CORP COM CL A 9837FR100   16,400 20,000 SH   SOLE   20,000 0 0
STANDARD LITHIUM LTD COM 853606101   95,000 25,000 SH   SOLE   25,000 0 0
TECK RESOURCES LTD CL B 878742204   1,095,000 30,000 SH   SOLE   30,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   190,800 30,000 SH   SOLE   30,000 0 0
TREX CO INC COM 89531P105   486,700 10,000 SH   SOLE   10,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   405,650 35,000 SH   SOLE   35,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,228,900 155,000 SH   SOLE   155,000 0 0
UNION PAC CORP COM 907818108   1,006,300 5,000 SH   SOLE   5,000 0 0
VALE S A SPONSORED ADS 91912E105   867,900 55,000 SH   SOLE   55,000 0 0
VENATOR MATLS PLC SHS G9329Z100   321,914 795,241 SH   SOLE   795,241 0 0
VULCAN MATLS CO COM 929160109   343,120 2,000 SH   SOLE   2,000 0 0
WOODWARD INC COM 980745103   973,700 10,000 SH   SOLE   10,000 0 0
XPO INC COM 983793100   797,500 25,000 SH   SOLE   25,000 0 0