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 |
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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 |
ADIENT PLC | ORD SHS | G0084W101 | 5,650 | 118,000 | SH | SOLE | NONE | 118,000 | 0 | 0 | |
ALGOMA STL GROUP INC | COM | 015658107 | 44,222 | 4,090,873 | SH | SOLE | NONE | 4,090,873 | 0 | 0 | |
ALPHA METALLURGICAL RESOUR I | COM | 020764106 | 17,885 | 292,963 | SH | SOLE | NONE | 292,963 | 0 | 0 | |
ARCH RESOURCES INC | CL A | 03940R107 | 72,147 | 790,050 | SH | SOLE | NONE | 790,050 | 0 | 0 | |
CONTEXTLOGIC INC | COM CL A | 21077C107 | 10,160 | 3,267,000 | SH | SOLE | NONE | 3,267,000 | 0 | 0 | |
FREEPORT-MCMORAN INC | CL B | 35671D857 | 133,536 | 3,200,000 | SH | Put | SOLE | NONE | 3,200,000 | 0 | 0 |
GLOBAL PMTS INC | COM | 37940X102 | 67,320 | 498,005 | SH | SOLE | NONE | 498,005 | 0 | 0 | |
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 24,906 | 1,168,200 | SH | SOLE | NONE | 1,168,200 | 0 | 0 | |
GROUPON INC | COM NEW | 399473206 | 16,027 | 692,000 | SH | SOLE | NONE | 692,000 | 0 | 0 | |
INGEVITY CORP | COM | 45688C107 | 57,719 | 805,000 | SH | SOLE | NONE | 805,000 | 0 | 0 | |
KOSMOS ENERGY LTD | COM | 500688106 | 36,071 | 10,425,000 | SH | SOLE | NONE | 10,425,000 | 0 | 0 | |
LAMB WESTON HLDGS INC | COM | 513272104 | 23,324 | 368,000 | SH | SOLE | NONE | 368,000 | 0 | 0 | |
LAREDO PETROLEUM INC | COM | 516806205 | 38,767 | 644,718 | SH | SOLE | NONE | 644,718 | 0 | 0 | |
LAUREATE EDUCATION INC | COMMON STOCK | 518613203 | 21,053 | 1,720,000 | SH | SOLE | NONE | 1,720,000 | 0 | 0 | |
LENDINGTREE INC NEW | COM | 52603B107 | 7,880 | 64,272 | SH | SOLE | NONE | 64,272 | 0 | 0 | |
MASONITE INTL CORP | COM | 575385109 | 21,349 | 181,000 | SH | SOLE | NONE | 181,000 | 0 | 0 | |
NORTONLIFELOCK INC | COM | 668771108 | 10,132 | 390,000 | SH | SOLE | NONE | 390,000 | 0 | 0 | |
OVINTIV INC | COM | 69047Q102 | 53,206 | 1,578,800 | SH | SOLE | NONE | 1,578,800 | 0 | 0 | |
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 19,124 | 310,000 | SH | SOLE | NONE | 310,000 | 0 | 0 | |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 63,041 | 1,463,000 | SH | SOLE | NONE | 1,463,000 | 0 | 0 | |
TFI INTL INC | COM | 87241L109 | 40,584 | 362,000 | SH | SOLE | NONE | 362,000 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 8,451 | 310,000 | SH | SOLE | NONE | 310,000 | 0 | 0 | |
TRIUMPH GROUP INC NEW | COM | 896818101 | 46,292 | 2,498,206 | SH | SOLE | NONE | 2,498,206 | 0 | 0 | |
TRONOX HOLDINGS PLC | SHS | G9087Q102 | 45,176 | 1,880,000 | SH | SOLE | NONE | 1,880,000 | 0 | 0 | |
WESTERN DIGITAL CORP. | COM | 958102105 | 52,364 | 803,000 | SH | SOLE | NONE | 803,000 | 0 | 0 |