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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 15,771 | 346,000 | SH | SOLE | 346,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 40,404 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 22,366 | 511,000 | SH | SOLE | 511,000 | 0 | 0 | ||
| ATLAS AIR WORLDWIDE HLDGS IN | COM NEW | 049164205 | 26,670 | 489,000 | SH | SOLE | 489,000 | 0 | 0 | ||
| CANOPY GROWTH CORP | COM | 138035100 | 8,131 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 14,949 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 12,684 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 10,164 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| ENERSYS | COM | 29275Y102 | 3,322 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 23,760 | 320,000 | SH | Call | SOLE | 320,000 | 0 | 0 | |
| INGEVITY CORP | COM | 45688C107 | 36,729 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 15,619 | 1,072,712 | SH | SOLE | 1,072,712 | 0 | 0 | ||
| LSB INDS INC | COM | 502160104 | 2,897 | 854,500 | SH | SOLE | 854,500 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 12,784 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 13,511 | 1,318,110 | SH | SOLE | 1,318,110 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 32,023 | 2,230,000 | SH | SOLE | 2,230,000 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 17,430 | 849,000 | SH | SOLE | 849,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 18,932 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | ||
| SCIPLAY CORPORATION | CL A | 809087109 | 6,925 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 20,673 | 1,301,000 | SH | SOLE | 1,301,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 22,847 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 54,541 | 8,911,964 | SH | SOLE | 8,911,964 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 26,894 | 688,000 | SH | SOLE | 688,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 29,551 | 2,352,806 | SH | SOLE | 2,352,806 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 51,609 | 3,530,000 | SH | SOLE | 3,530,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 37,111 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 111,062 | 2,005,100 | SH | Call | SOLE | 2,005,100 | 0 | 0 | |