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
ARCH COAL INC CL A 039380407 31,834 337,900 SH   SOLE   337,900 0 0
AVIS BUDGET GROUP INC COM 053774105 27,249 775,000 SH   SOLE   775,000 0 0
F M C CORP COM NEW 302491303 53,465 644,541 SH   SOLE   644,541 0 0
GREENLANE HLDGS INC CL A 395330103 1,822 190,000 SH   SOLE   190,000 0 0
LAUREATE EDUCATION INC CL A 518613203 46,266 2,945,000 SH   SOLE   2,945,000 0 0
LENNAR CORP CL A 526057104 12,115 250,000 SH   SOLE   250,000 0 0
LSB INDS INC COM 502160104 3,723 954,500 SH   SOLE   954,500 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 16,625 3,500,000 SH   SOLE   3,500,000 0 0
TALEND S A ADS 874224207 29,634 767,911 SH   SOLE   767,911 0 0
TRIUMPH GROUP INC NEW COM 896818101 56,814 2,480,977 SH   SOLE   2,480,977 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 52,037 4,071,772 SH   SOLE   4,071,772 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 51,120 2,000,000 SH Call SOLE   2,000,000 0 0
WESTERN DIGITAL CORP COM 958102105 159,293 3,350,000 SH Call SOLE   3,350,000 0 0
WESTERN DIGITAL CORP COM 958102105 36,376 765,000 SH   SOLE   765,000 0 0
WPX ENERGY INC COM 98212B103 25,898 2,250,000 SH   SOLE   2,250,000 0 0