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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASHLAND GLOBAL COM 044186104 21,827 275,597 SH   SOLE   275,597 0 0
ATLAS AIR WORLDWIDE HOLDINGS COM 049164205 2,593 47,549 SH   SOLE   47,549 0 0
CANADIAN SOLAR COM 136635109 7,703 150,338 SH   SOLE   150,338 0 0
COHERENT COM 192479103 2,312 15,413 SH   SOLE   15,413 0 0
COMMUNITY HEALTH SYSTEMS COM 203668108 9,476 1,275,391 SH   SOLE   1,275,391 0 0
CROWN HOLDINGS COM 228368106 1,581 15,778 SH   SOLE   15,778 0 0
FERRO COM 315405100 11,972 818,287 SH   SOLE   818,287 0 0
GRAFTECH INTERNATIONAL COM 384313508 1,571 147,347 SH   SOLE   147,347 0 0
NRG ENERGY COM 629377508 19,176 510,668 SH   SOLE   510,668 0 0
OMEROS COM 682143102 4,732 331,278 SH   SOLE   331,278 0 0
RODGERS SILICON VALLEY UNT COM 774873202 3,536 264,843 SH   SOLE   264,843 0 0
SOCIEDAD QUIMICA ADR REP 1 SRS B COM 833635105 9,313 189,712 SH   SOLE   189,712 0 0
US STEEL COM 912909108 1,936 115,473 SH   SOLE   115,473 0 0
AECOM COM 00766T100 21,085 423,569 SH   SOLE   423,569 0 0
ARCH RESOURCES CL A COM 03940R107 37,271 851,512 SH   SOLE   851,512 0 0
ARRAY TECHNOLOGIES COM 04271T100 11,629 269,574 SH   SOLE   269,574 0 0
BARCLAYS IPTH SRS B S&P SHRT TRM ETN ETF 06746P621 4,198 250,000 SH   SOLE   250,000 0 0
BATTALION OIL COM 07134L107 51,057 6,151,448 SH   SOLE   6,151,448 0 0
BERRY GLOBAL GROUP COM 08579W103 12,954 230,540 SH   SOLE   230,540 0 0
CONTEXTLOGIC CL A COM 21077C107 11,125 609,909 SH   SOLE   609,909 0 0
ENPHASE ENERGY COM 29355A107 14,336 81,703 SH   SOLE   81,703 0 0
LI AUTO ADR COM 50202M102 53,461 1,854,345 SH   SOLE   1,854,345 0 0
MARINUS PHARMACEUTICALS COM 56854Q200 4,331 355,000 SH   SOLE   355,000 0 0
PHATHOM PHARMACEUTICALS COM 71722W107 4,216 126,903 SH   SOLE   126,903 0 0
PROG HOLDINGS COM 74319R101 19,818 367,887 SH   SOLE   367,887 0 0
SONOS COM 83570H108 3,852 164,679 SH   SOLE   164,679 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 9,953 220,544 SH   SOLE   220,544 0 0
2U COM 90214J101 2,582 64,533 SH   SOLE   64,533 0 0
BUNGE COM G16962105 502 7,656 SH   SOLE   7,656 0 0
GOLAR LNG COM G9456A100 3,022 313,456 SH   SOLE   313,456 0 0
TRONOX HOLDINGS COM G9087Q102 9,485 648,742 SH   SOLE   648,742 0 0
FIRST SOLAR COM 336433107 18,261 184,600 SH Call SOLE   184,600 0 0
WARRIOR MET COAL COM 93627C901 34,112 1,600,000 SH Call SOLE   1,600,000 0 0
SONOS COM 83570H108 2,339 100,000 SH Call SOLE   100,000 0 0
SPDR S&P METALS & MINING ETF ETF 78464A755 1,672 50,000 SH Call SOLE   50,000 0 0