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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 3,801 | 90,000 | SH | SOLE | 1 | 90,000 | 0 | 0 | |
| AIR LEASE CORP | CL A | 00912X302 | 21,397 | 690,000 | SH | SOLE | 1 | 690,000 | 0 | 0 | |
| ALBEMARLE CORP | COM | 012653101 | 5,289 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,981 | 31,000 | SH | SOLE | 1 | 31,000 | 0 | 0 | |
| ANTERO RESOURCES CORP | COM | 03674X106 | 21,371 | 700,000 | SH | SOLE | 1 | 700,000 | 0 | 0 | |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 3,255 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
| BOA ACQUISITION CORP | COM CL A | 05601A109 | 4,970 | 500,000 | SH | SOLE | 1 | 500,000 | 0 | 0 | |
| BOA ACQUISITION CORP | *W EXP 02/22/202 | 05601A117 | 38 | 166,666 | SH | SOLE | 1 | 166,666 | 0 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 42,395 | 450,000 | SH | SOLE | 1 | 450,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 12,627 | 450,000 | SH | SOLE | 1 | 450,000 | 0 | 0 | |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 2,409 | 20,000 | SH | SOLE | 1 | 20,000 | 0 | 0 | |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,367 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
| GOLAR LNG LTD | SHS | G9456A100 | 16,073 | 645,000 | SH | SOLE | 1 | 645,000 | 0 | 0 | |
| HELMERICH & PAYNE INC | COM | 423452101 | 4,621 | 125,000 | SH | SOLE | 1 | 125,000 | 0 | 0 | |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 9,768 | 600,000 | SH | SOLE | 1 | 600,000 | 0 | 0 | |
| LITHIA MTRS INC | COM | 536797103 | 4,939 | 23,020 | SH | SOLE | 1 | 23,020 | 0 | 0 | |
| MP MATERIALS CORP | COM CL A | 553368101 | 1,911 | 70,000 | SH | SOLE | 1 | 70,000 | 0 | 0 | |
| MR COOPER GROUP INC | COM | 62482R107 | 19,440 | 480,000 | SH | SOLE | 1 | 480,000 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 574 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | |
| NUTRIEN LTD | COM | 67077M108 | 5,003 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 5,052 | 200,000 | SH | SOLE | 1 | 200,000 | 0 | 0 | |
| RYDER SYS INC | COM | 783549108 | 377 | 5,000 | SH | SOLE | 1 | 5,000 | 0 | 0 | |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 3,630 | 40,000 | SH | SOLE | 1 | 40,000 | 0 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 41,761 | 270,000 | SH | SOLE | 1 | 270,000 | 0 | 0 | |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 3,095 | 60,000 | SH | SOLE | 1 | 60,000 | 0 | 0 | |
| VERMILION ENERGY INC | COM | 923725105 | 4,820 | 225,000 | SH | SOLE | 1 | 225,000 | 0 | 0 | |
| WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 971378104 | 2,017 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | |
| XPO LOGISTICS INC | COM | 983793100 | 1,959 | 44,000 | SH | SOLE | 1 | 44,000 | 0 | 0 | |