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 | 15,620 | 540,500 | SH | SOLE | 540,500 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 7,901 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 4,080 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 8,745 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 3,930 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 94,925 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 6,750 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 29,369 | 834,356 | SH | SOLE | 834,356 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 29,833 | 2,838,545 | SH | SOLE | 2,838,545 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 2,004 | 954,500 | SH | SOLE | 954,500 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 3,829 | 80,700 | SH | SOLE | 80,700 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 22,265 | 1,190,000 | SH | SOLE | 1,190,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 6,220 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SCIPLAY CORP | CL A | 809087109 | 6,668 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 6,608 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 22,092 | 923,200 | SH | SOLE | 923,200 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 7,669 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 13,990 | 623,711 | SH | SOLE | 623,711 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 9,261 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,618 | 42,530 | SH | SOLE | 42,530 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 16,045 | 2,373,477 | SH | SOLE | 2,373,477 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 17,207 | 3,455,266 | SH | SOLE | 3,455,266 | 0 | 0 | ||
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 23,443 | 834,282 | SH | SOLE | 834,282 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 13,322 | 320,083 | SH | SOLE | 320,083 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 4,518 | 1,481,154 | SH | SOLE | 1,481,154 | 0 | 0 | ||