The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 RESOURCES INC | CL A | 03940R107 | 20,769 | 731,047 | SH | SOLE | 731,047 | 0 | 0 | ||
| ATKORE INTL GROUP INC | COM | 047649108 | 10,256 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 27,270 | 633,744 | SH | SOLE | 633,744 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 26,105 | 5,590,000 | SH | SOLE | 5,590,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 12,797 | 306,000 | SH | SOLE | 306,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 40,444 | 769,345 | SH | SOLE | 769,345 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 19,733 | 1,980,245 | SH | SOLE | 1,980,245 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 1,107 | 954,500 | SH | SOLE | 954,500 | 0 | 0 | ||
| MASONITE INTL CORP NEW | COM | 575385109 | 6,277 | 80,700 | SH | SOLE | 80,700 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 26,612 | 1,342,000 | SH | SOLE | 1,342,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 49,044 | 2,680,000 | SH | Call | SOLE | 2,680,000 | 0 | 0 | |
| PDC ENERGY INC | COM | 69327R101 | 4,914 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| SCIPLAY CORP | CL A | 809087109 | 15,572 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 14,792 | 1,710,000 | SH | SOLE | 1,710,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 28,469 | 1,189,200 | SH | SOLE | 1,189,200 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 15,584 | 449,636 | SH | SOLE | 449,636 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 22,799 | 2,188,000 | SH | SOLE | 2,188,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 24,768 | 56,030 | SH | SOLE | 56,030 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 17,851 | 1,981,259 | SH | SOLE | 1,981,259 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 24,045 | 3,330,264 | SH | SOLE | 3,330,264 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 24,406 | 3,380,300 | SH | Call | SOLE | 3,380,300 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 17,601 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 30,720 | 1,200,000 | SH | Call | SOLE | 1,200,000 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 5,964 | 135,083 | SH | SOLE | 135,083 | 0 | 0 | ||
| WPX ENERGY INC | COM | 98212B103 | 11,759 | 1,843,154 | SH | SOLE | 1,843,154 | 0 | 0 | ||