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 |
| ARCBEST CORP | COM | 03937C105 | 7,948,120 | 86,000 | SH | SOLE | 0 | 0 | 0 | |||
| ARCH RESOURCES INC CL A | CL A | 03940R107 | 4,469,640 | 34,000 | SH | SOLE | 0 | 0 | 0 | |||
| ALASKA AIR GROUP | COM | 011659109 | 2,098,000 | 50,000 | SH | SOLE | 0 | 0 | 0 | |||
| BUCKLE INC | COM | 118440106 | 7,138,000 | 200,000 | SH | SOLE | 0 | 0 | 0 | |||
| CEDAR FAIR L P DEPOSITRY UNIT | DEPOSITRY UNIT | 150185106 | 8,224,200 | 180,000 | SH | SOLE | 0 | 0 | 0 | |||
| CINEMARK HLDGS INC | COM | 17243V102 | 5,916,000 | 400,000 | SH | SOLE | 0 | 0 | 0 | |||
| DIAMONDBACK ENERGY | COM | 25278X109 | 3,379,250 | 25,000 | SH | SOLE | 0 | 0 | 0 | |||
| ERO COPPER CORP | COM | 296006109 | 20,090,732 | 1,135,800 | SH | SOLE | 0 | 0 | 0 | |||
| EXPEDIA GROUP INC COM NEW | COM NEW | 30212P303 | 6,792,100 | 70,000 | SH | SOLE | 0 | 0 | 0 | |||
| HILTON GRAND VCATIONS INC | COM | 43283X105 | 1,777,200 | 40,000 | SH | SOLE | 0 | 0 | 0 | |||
| LIBERTY ENERGY INC | COM CL A | 53115L104 | 2,241,750 | 175,000 | SH | SOLE | 0 | 0 | 0 | |||
| DIREXION SHS ETF TR OIL GAS BL 2X SH | OIL GAS BL 2X SH | 25460G500 | 2,397,330 | 19,500 | SH | SOLE | 0 | 0 | 0 | |||
| HESS CORP | COM | 42809H107 | 9,263,800 | 70,000 | SH | SOLE | 0 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 11,391,000 | 300,000 | SH | SOLE | 0 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 3,747,900 | 13,000 | SH | SOLE | 0 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 1,287,510 | 21,000 | SH | SOLE | 0 | 0 | 0 | |||
| TECK RESOURCES LTD CL B | CL B | 878742204 | 6,570,000 | 180,000 | SH | SOLE | 0 | 0 | 0 | |||
| TECK RESOURCES LTD CL A | CL A | 878742303 | 6,581,261 | 111,200 | SH | SOLE | 0 | 0 | 0 | |||
| UNIFI INC COM NEW | COM NEW | 904677200 | 1,094,780 | 134,000 | SH | SOLE | 0 | 0 | 0 | |||
| VAIL RESORTS INC | COM | 91879Q109 | 4,673,600 | 20,000 | SH | SOLE | 0 | 0 | 0 | |||