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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 3,899,250 | 75,000 | SH | SOLE | 1 | 75,000 | 0 | 0 | ||
| AIR LEASE CORP | CL A | 00912X302 | 27,278,200 | 710,000 | SH | SOLE | 1 | 710,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,436,500 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 10,730,000 | 100,000 | SH | SOLE | 1 | 100,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 5,910,168 | 36,053 | SH | SOLE | 1 | 36,053 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 29,254,700 | 310,000 | SH | SOLE | 1 | 310,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 5,257,600 | 160,000 | SH | SOLE | 1 | 160,000 | 0 | 0 | ||
| DIAMOND OFFSHORE DRILLING IN | COM | 25271C201 | 3,640,000 | 350,000 | SH | SOLE | 1 | 350,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 6,839,000 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 2,035,500 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | ||
| FTAI AVIATION LTD | SHS | G3730V105 | 513,600 | 30,000 | SH | SOLE | 1 | 30,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 993,200 | 10,000 | SH | SOLE | 1 | 10,000 | 0 | 0 | ||
| GOLAR LNG LTD | SHS | G9456A100 | 18,232,000 | 800,000 | SH | SOLE | 1 | 800,000 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 2,478,500 | 50,000 | SH | SOLE | 1 | 50,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 3,385,800 | 220,000 | SH | SOLE | 1 | 220,000 | 0 | 0 | ||
| MARATHON PETE CORP | COM | 56585A102 | 12,220,950 | 105,000 | SH | SOLE | 1 | 105,000 | 0 | 0 | ||
| MR COOPER GROUP INC | COM | 62482R107 | 23,476,050 | 585,000 | SH | SOLE | 1 | 585,000 | 0 | 0 | ||
| NOBLE CORP PLC | ORD SHS A | G65431127 | 5,656,500 | 150,000 | SH | SOLE | 1 | 150,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | 12,780,250 | 175,000 | SH | SOLE | 1 | 175,000 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 476,750 | 25,000 | SH | SOLE | 1 | 25,000 | 0 | 0 | ||
| RXO INC | COMMON STOCK | 74982T103 | 4,300,000 | 250,000 | SH | SOLE | 1 | 250,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 55,981,200 | 330,000 | SH | SOLE | 1 | 330,000 | 0 | 0 | ||