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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
VENATOR MATLS PLC SHS G9329Z100 1,576 885,241 SH   SOLE   885,241 0 0
ORION ENGINEERED CARBONS S A COM L72967109 10,620 665,000 SH   SOLE   665,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 4,159 367,121 SH   SOLE   367,121 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,073 355,000 SH   SOLE   355,000 0 0
SABRE CORP COM 78573M104 2,916 255,122 SH   SOLE   255,122 0 0
CARNIVAL CORP COMMON STOCK 143658300 3,842 190,000 SH   SOLE   190,000 0 0
SPIRIT AIRLS INC COM 848577102 3,499 160,000 SH   SOLE   160,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,646 145,000 SH   SOLE   145,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 571 125,000 SH   SOLE   125,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 2,407 110,000 SH   SOLE   110,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 1,971 90,000 SH   SOLE   90,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 1,696 85,706 SH   SOLE   85,706 0 0
CNH INDL N V SHS N20944109 1,269 80,000 SH   SOLE   80,000 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 1,928 75,000 SH   SOLE   75,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,770 70,000 SH   SOLE   70,000 0 0
COTERRA ENERGY INC COM 127097103 1,618 60,000 SH   SOLE   60,000 0 0
AXALTA COATING SYS LTD COM G0750C108 1,365 55,525 SH   SOLE   55,525 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 1,761 55,000 SH   SOLE   55,000 0 0
WESTROCK CO COM 96145D105 2,587 55,000 SH   SOLE   55,000 0 0
LIVENT CORP COM 53814L108 1,402 53,776 SH   SOLE   53,776 0 0
ALGOMA STL GROUP INC COM 015658107 563 50,000 SH   SOLE   50,000 0 0
GRAFTECH INTL LTD COM 384313508 481 50,000 SH   SOLE   50,000 0 0
NOV INC COM 62955J103 981 50,000 SH   SOLE   50,000 0 0
RAMACO RES INC COM 75134P303 790 50,000 SH   SOLE   50,000 0 0
STANDARD LITHIUM LTD COM 853606101 440 50,000 SH   SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,784 50,000 SH   SOLE   50,000 0 0
CHEMOURS CO COM 163851108 1,557 49,453 SH   SOLE   49,453 0 0
PACTIV EVERGREEN INC COM 69526K105 453 45,000 SH   SOLE   45,000 0 0
COMMERCIAL METALS CO COM 201723103 1,797 43,170 SH   SOLE   43,170 0 0
AMERICAN VANGUARD CORP COM 030371108 813 40,000 SH   SOLE   40,000 0 0
LYFT INC CL A COM 55087P104 1,536 40,000 SH   SOLE   40,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 320 40,000 SH   SOLE   40,000 0 0
AAR CORP COM 000361105 1,695 35,000 SH   SOLE   35,000 0 0
CHART INDS INC COM 16115Q308 6,012 35,000 SH   SOLE   35,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,741 35,000 SH   SOLE   35,000 0 0
KB HOME COM 48666K109 1,133 35,000 SH   SOLE   35,000 0 0
OLIN CORP COM PAR $1 680665205 1,830 35,000 SH   SOLE   35,000 0 0
NLIGHT INC COM 65487K100 564 32,500 SH   SOLE   32,500 0 0
ALTO INGREDIENTS INC COM 021513106 205 30,000 SH   SOLE   30,000 0 0
BOEING CO COM 097023105 5,745 30,000 SH   SOLE   30,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,207 30,000 SH   SOLE   30,000 0 0
EMERSON ELEC CO COM 291011104 2,942 30,000 SH   SOLE   30,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 2,745 30,000 SH   SOLE   30,000 0 0
LOUISIANA PAC CORP COM 546347105 1,864 30,000 SH   SOLE   30,000 0 0
U S SILICA HLDGS INC COM 90346E103 560 30,000 SH   SOLE   30,000 0 0
UNITED STATES STL CORP NEW COM 912909108 1,132 30,000 SH   SOLE   30,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,151 30,000 SH   SOLE   30,000 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 623 28,635 SH   SOLE   28,635 0 0
FLOWSERVE CORP COM 34354P105 898 25,000 SH   SOLE   25,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 962 25,000 SH   SOLE   25,000 0 0
OIL STS INTL INC COM 678026105 174 25,000 SH   SOLE   25,000 0 0
SMITH A O CORP COM 831865209 1,597 25,000 SH   SOLE   25,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,222 25,000 SH   SOLE   25,000 0 0
FERROGLOBE PLC SHS G33856108 193 25,000 SH   SOLE   25,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 1,439 22,923 SH   SOLE   22,923 0 0
CLEARWATER PAPER CORP COM 18538R103 561 20,000 SH   SOLE   20,000 0 0
CORTEVA INC COM 22052L104 1,150 20,000 SH   SOLE   20,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 443 20,000 SH   SOLE   20,000 0 0
MERCURY SYS INC COM 589378108 1,289 20,000 SH   SOLE   20,000 0 0
ORIGIN MATERIALS INC COM 68622D106 132 20,000 SH   SOLE   20,000 0 0
PLUG POWER INC COM NEW 72919P202 572 20,000 SH   SOLE   20,000 0 0
XL FLEET CORP COM CL A 9837FR100 40 20,000 SH   SOLE   20,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 428 20,000 SH   SOLE   20,000 0 0
SYLVAMO CORP COMMON STOCK 871332102 605 18,182 SH   SOLE   18,182 0 0
ALLEGIANT TRAVEL CO COM 01748X102 2,858 17,600 SH   SOLE   17,600 0 0
MIDDLEBY CORP COM 596278101 2,541 15,500 SH   SOLE   15,500 0 0
HONEYWELL INTL INC COM 438516106 2,919 15,000 SH   SOLE   15,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 4,238 15,000 SH   SOLE   15,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,542 15,000 SH   SOLE   15,000 0 0
APTIV PLC SHS G6095L109 1,496 12,500 SH   SOLE   12,500 0 0
BARRICK GOLD CORP COM 067901108 245 10,000 SH   SOLE   10,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 580 10,000 SH   SOLE   10,000 0 0
ECOLAB INC COM 278865100 1,766 10,000 SH   SOLE   10,000 0 0
ENTEGRIS INC COM 29362U104 1,313 10,000 SH   SOLE   10,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,957 10,000 SH   SOLE   10,000 0 0
FUELCELL ENERGY INC COM 35952H601 58 10,000 SH   SOLE   10,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 197 10,000 SH   SOLE   10,000 0 0
JELD-WEN HLDG INC COM 47580P103 203 10,000 SH   SOLE   10,000 0 0
MAGNA INTL INC COM 559222401 643 10,000 SH   SOLE   10,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,800 10,000 SH   SOLE   10,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 856 10,000 SH   SOLE   10,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 72 10,000 SH   SOLE   10,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 272 10,000 SH   SOLE   10,000 0 0
WESTLAKE CORPORATION COM 960413102 1,234 10,000 SH   SOLE   10,000 0 0
WOODWARD INC COM 980745103 1,249 10,000 SH   SOLE   10,000 0 0
EATON CORP PLC SHS G29183103 1,518 10,000 SH   SOLE   10,000 0 0
TRINSEO PLC SHS G9059U107 479 10,000 SH   SOLE   10,000 0 0
PIEDMONT LITHIUM INC COM 72016P105 600 8,221 SH   SOLE   8,221 0 0
ALBEMARLE CORP COM 012653101 1,548 7,000 SH   SOLE   7,000 0 0
ARCH RESOURCES INC CL A 03940R107 962 7,000 SH   SOLE   7,000 0 0
CATERPILLAR INC COM 149123101 1,115 5,003 SH   SOLE   5,003 0 0
ALASKA AIR GROUP INC COM 011659109 290 5,000 SH   SOLE   5,000 0 0
CMC MATERIALS INC COM 12571T100 927 5,000 SH   SOLE   5,000 0 0
HARSCO CORP COM 415864107 61 5,000 SH   SOLE   5,000 0 0
HOWMET AEROSPACE INC COM 443201108 180 5,000 SH   SOLE   5,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,047 5,000 SH   SOLE   5,000 0 0
AMERICAN AIRLS GROUP INC PUT 02376R952 7,300 400,000 SH Put SOLE   400,000 0 0
ORION ENGINEERED CARBONS S A PUT L72967959 4,791 300,000 SH Put SOLE   300,000 0 0
FRONTIER GROUP HLDGS INC PUT 35909R958 3,399 300,000 SH Put SOLE   300,000 0 0
CARNIVAL CORP PUT 143658950 4,044 200,000 SH Put SOLE   200,000 0 0
CARNIVAL CORP PUT 143658950 4,044 200,000 SH Put SOLE   200,000 0 0
GOODYEAR TIRE & RUBR CO PUT 382550951 2,858 200,000 SH Put SOLE   200,000 0 0
GOODYEAR TIRE & RUBR CO PUT 382550951 2,858 200,000 SH Put SOLE   200,000 0 0
AMERICAN AIRLS GROUP INC PUT 02376R952 1,825 100,000 SH Put SOLE   100,000 0 0
DELTA AIR LINES INC DEL PUT 247361952 3,957 100,000 SH Put SOLE   100,000 0 0
DELTA AIR LINES INC DEL PUT 247361952 1,979 50,000 SH Put SOLE   50,000 0 0
DELTA AIR LINES INC DEL PUT 247361952 1,979 50,000 SH Put SOLE   50,000 0 0