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 |
| ARAMARK | COM | 03852U106 | 27,773 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
| ARAMARK | COM | 03852U106 | 9,794 | 370,300 | SH | SOLE | 370,300 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 31,775 | 748,000 | SH | SOLE | 748,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 31,303 | 514,000 | SH | SOLE | 514,000 | 0 | 0 | ||
| CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 1,748 | 62,277 | SH | SOLE | 62,277 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 17,078 | 320,000 | SH | Call | SOLE | 320,000 | 0 | 0 | |
| INGEVITY CORP | COM | 45688C107 | 34,559 | 699,000 | SH | SOLE | 699,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 19,362 | 1,458,000 | SH | SOLE | 1,458,000 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 1,546 | 954,500 | SH | SOLE | 954,500 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 9,840 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NORTONLIFELOCK INC | COM | 668771108 | 23,341 | 1,120,000 | SH | SOLE | 1,120,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 16,411 | 1,324,000 | SH | SOLE | 1,324,000 | 0 | 0 | ||
| SCIPLAY CORP | CL A | 809087109 | 8,110 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 13,970 | 1,254,000 | SH | SOLE | 1,254,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 10,375 | 6,525,000 | SH | SOLE | 6,525,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 19,941 | 1,054,500 | SH | SOLE | 1,054,500 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 3,954 | 101,288 | SH | SOLE | 101,288 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 37,417 | 2,688,000 | SH | SOLE | 2,688,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,955 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 16,574 | 2,546,000 | SH | SOLE | 2,546,000 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 21,495 | 2,731,200 | SH | SOLE | 2,731,200 | 0 | 0 | ||
| VORNADO RLTY TR | SH BEN INT | 929042109 | 29,665 | 880,000 | SH | Call | SOLE | 880,000 | 0 | 0 | |
| WELLS FARGO CO NEW | COM | 949746101 | 71,941 | 3,060,000 | SH | Call | SOLE | 3,060,000 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 36,378 | 995,300 | SH | Call | SOLE | 995,300 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 33,005 | 903,000 | SH | SOLE | 903,000 | 0 | 0 | ||