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
Estimated average burden
hours per response: 23.8
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
ADIENT PLC ORD SHS G0084W101   574,800 15,000 SH   SOLE   15,000 0 0
ALBEMARLE CORP COM 012653101   1,759,734 7,888 SH   SOLE   7,888 0 0
ALCOA CORP COM 013872106   1,017,900 30,000 SH   SOLE   30,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   5,830,500 325,000 SH   SOLE   325,000 0 0
AMERICAN AIRLS GROUP INC PUT 02376R952   3,588,000 200,000 SH   SOLE   200,000 0 0
APA CORPORATION COM 03743Q108   1,537,650 45,000 SH   SOLE   45,000 0 0
APTIV PLC SHS G6095L109   4,350,361 42,613 SH   SOLE   42,613 0 0
AXALTA COATING SYS LTD COM G0750C108   2,313,925 70,525 SH   SOLE   70,525 0 0
AZEK CO INC CL A 05478C105   1,211,600 40,000 SH   SOLE   40,000 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   1,581,250 63,250 SH   SOLE   63,250 0 0
BOEING CO COM 097023105   5,279,000 25,000 SH   SOLE   25,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   3,012,800 160,000 SH   SOLE   160,000 0 0
CENTURY ALUM CO COM 156431108   218,000 25,000 SH   SOLE   25,000 0 0
CF INDS HLDGS INC COM 125269100   694,200 10,000 SH   SOLE   10,000 0 0
CHEMOURS CO COM 163851108   737,800 20,000 SH   SOLE   20,000 0 0
COMMERCIAL METALS CO COM 201723103   3,686,200 70,000 SH   SOLE   70,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   510,000 15,000 SH   SOLE   15,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   1,933,600 40,000 SH   SOLE   40,000 0 0
ECOLAB INC COM 278865100   4,667,250 25,000 SH   SOLE   25,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   768,000 40,000 SH   SOLE   40,000 0 0
EMERSON ELEC CO COM 291011104   2,259,750 25,000 SH   SOLE   25,000 0 0
ENTEGRIS INC COM 29362U104   1,108,200 10,000 SH   SOLE   10,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   711,035 6,500 SH   SOLE   6,500 0 0
FLOWSERVE CORP COM 34354P105   2,229,000 60,000 SH   SOLE   60,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   483,500 50,000 SH   SOLE   50,000 0 0
FUELCELL ENERGY INC COM 35952H601   21,600 10,000 SH   SOLE   10,000 0 0
GENERAC HLDGS INC COM 368736104   1,640,430 11,000 SH   SOLE   11,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   3,146,400 230,000 SH   SOLE   230,000 0 0
HEICO CORP NEW COM 422806109   2,654,100 15,000 SH   SOLE   15,000 0 0
HERC HLDGS INC COM 42704L104   2,737,000 20,000 SH   SOLE   20,000 0 0
HEXCEL CORP NEW COM 428291108   3,801,000 50,000 SH   SOLE   50,000 0 0
HONEYWELL INTL INC COM 438516106   2,075,000 10,000 SH   SOLE   10,000 0 0
INTREPID POTASH INC COM 46121Y201   226,900 10,000 SH   SOLE   10,000 0 0
JETBLUE AWYS CORP COM 477143101   3,101,000 350,000 SH   SOLE   350,000 0 0
JETBLUE AWYS CORP PUT 477143951   1,772,000 200,000 SH   SOLE   200,000 0 0
LEAR CORP COM NEW 521865204   4,361,193 30,381 SH   SOLE   30,381 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207   909,450 45,000 SH   SOLE   45,000 0 0
LIVENT CORP COM 53814L108   5,486,000 200,000 SH   SOLE   200,000 0 0
LOUISIANA PAC CORP COM 546347105   1,499,600 20,000 SH   SOLE   20,000 0 0
LUCID GROUP INC COM 549498103   68,900 10,000 SH   SOLE   10,000 0 0
MAGNA INTL INC COM 559222401   3,950,800 70,000 SH   SOLE   70,000 0 0
MASTEC INC COM 576323109   589,850 5,000 SH   SOLE   5,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   384,200 10,000 SH   SOLE   10,000 0 0
MOSAIC CO NEW COM 61945C103   525,000 15,000 SH   SOLE   15,000 0 0
NORDSON CORP COM 655663102   3,102,250 12,500 SH   SOLE   12,500 0 0
NORFOLK SOUTHN CORP COM 655844108   1,133,800 5,000 SH   SOLE   5,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   2,938,950 135,000 SH   SOLE   135,000 0 0
ORION S.A. COM L72967109   276,730 13,041 SH   SOLE   13,041 0 0
PACTIV EVERGREEN INC COM 69526K105   2,346,700 310,000 SH   SOLE   310,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   577,100 10,000 SH   SOLE   10,000 0 0
PPG INDS INC COM 693506107   3,707,500 25,000 SH   SOLE   25,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   416,500 25,000 SH   SOLE   25,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   120,200 20,000 SH   SOLE   20,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   2,773,050 95,000 SH   SOLE   95,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC PUT 848574959   2,627,100 90,000 SH   SOLE   90,000 0 0
SPRUCE POWER HOLDING CORP COM CL A 9837FR100   16,236 20,000 SH   SOLE   20,000 0 0
STANDARD LITHIUM LTD COM 853606101   112,500 25,000 SH   SOLE   25,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   1,405,650 15,000 SH   SOLE   15,000 0 0
TECK RESOURCES LTD CL B 878742204   1,263,000 30,000 SH   SOLE   30,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,472,100 210,000 SH   SOLE   210,000 0 0
TREX CO INC COM 89531P105   1,639,000 25,000 SH   SOLE   25,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   1,051,450 85,000 SH   SOLE   85,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   1,271,000 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108   1,023,100 5,000 SH   SOLE   5,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,097,400 20,000 SH   SOLE   20,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,289,437 15,000 SH   SOLE   15,000 0 0
WESTROCK CO COM 96145D105   290,700 10,000 SH   SOLE   10,000 0 0
WOODWARD INC COM 980745103   3,270,025 27,500 SH   SOLE   27,500 0 0
XYLEM INC COM 98419M100   2,252,400 20,000 SH   SOLE   20,000 0 0