The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ARCH COAL INC | CL A | 039380407 | 28,545 | 397,900 | SH | SOLE | 397,900 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 60,345 | 604,541 | SH | SOLE | 604,541 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 19,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 7,023 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 58,440 | 3,318,545 | SH | SOLE | 3,318,545 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 368 | 5,100 | SH | SOLE | 5,100 | 0 | 0 | ||
| MCDERMOTT INTL INC | COM | 580037703 | 677 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 44,405 | 1,740,000 | SH | SOLE | 1,740,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 17,122 | 602,875 | SH | SOLE | 602,875 | 0 | 0 | ||
| SCIPLAY CORP | CL A | 809087109 | 8,603 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 40,713 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 22,593 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 39,028 | 997,911 | SH | SOLE | 997,911 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 18,850 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 54,482 | 2,155,977 | SH | SOLE | 2,155,977 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 1,203 | 47,600 | SH | Call | SOLE | 47,600 | 0 | 0 | |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 16,683 | 1,460,865 | SH | SOLE | 1,460,865 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 900 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 41,763 | 658,000 | SH | SOLE | 658,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 155,324 | 2,447,200 | SH | Call | SOLE | 2,447,200 | 0 | 0 | |
| WPX ENERGY INC | COM | 98212B103 | 20,376 | 1,483,000 | SH | SOLE | 1,483,000 | 0 | 0 | ||