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 |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 14,225 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | ||
| ARCH RESOURCES INC | CL A | 03940R107 | 44,732 | 785,050 | SH | SOLE | 785,050 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 09/02/202 | 165167180 | 5,788 | 277,447 | SH | SOLE | 277,447 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | *W EXP 99/99/999 | 165167172 | 13,249 | 555,982 | SH | SOLE | 555,982 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 30,840 | 594,000 | SH | SOLE | 594,000 | 0 | 0 | ||
| ENERPLUS CORP | COM | 292766102 | 12,942 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| INGEVITY CORP | COM | 45688C107 | 57,764 | 709,980 | SH | SOLE | 709,980 | 0 | 0 | ||
| KOSMOS ENERGY LTD | COM | 500688106 | 18,290 | 5,286,000 | SH | SOLE | 5,286,000 | 0 | 0 | ||
| LAREDO PETROLEUM INC | COM | 516806205 | 38,044 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 24,957 | 1,720,000 | SH | SOLE | 1,720,000 | 0 | 0 | ||
| MASONITE INTL CORP | COM | 575385109 | 12,409 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 73,254 | 2,327,728 | SH | SOLE | 2,327,728 | 0 | 0 | ||
| PDC ENERGY INC | COM | 69327R101 | 5,885 | 128,517 | SH | SOLE | 128,517 | 0 | 0 | ||
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 18,610 | 1,112,400 | SH | SOLE | 1,112,400 | 0 | 0 | ||
| SM ENERGY CO | COM | 78454L100 | 40,684 | 1,651,813 | SH | SOLE | 1,651,813 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 47,379 | 1,004,000 | SH | SOLE | 1,004,000 | 0 | 0 | ||
| TFI INTL INC | COM | 87241L109 | 25,544 | 280,114 | SH | SOLE | 280,114 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 45,239 | 2,180,206 | SH | SOLE | 2,180,206 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 62,454 | 2,788,110 | SH | SOLE | 2,788,110 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 73,020 | 1,026,000 | SH | SOLE | 1,026,000 | 0 | 0 | ||