The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 14,503 883,249 SH   SOLE   883,249 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,405 410,500 SH   SOLE   410,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 18,392 427,433 SH   SOLE   427,433 0 0
BARCLAYS BK PLC IPTH SR B S&P 06746P621 6,860 202,074 SH   SOLE   202,074 0 0
BRP INC COM SUN VTG 05577W200 13,513 317,762 SH   SOLE   317,762 0 0
CANADIAN PAC RY LTD COM 13645T100 1,532 6,000 SH   SOLE   6,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,276 102,429 SH   SOLE   102,429 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 3,807 138,444 SH   SOLE   138,444 0 0
CENTURY ALUM CO COM 156431108 4,635 650,067 SH   SOLE   650,067 0 0
CERENCE INC COM 156727109 7,000 171,400 SH   SOLE   171,400 0 0
CINEMARK HLDGS INC COM 17243V102 10,710 927,297 SH   SOLE   927,297 0 0
CUMMINS INC COM 231021106 21,886 126,317 SH   SOLE   126,317 0 0
DARDEN RESTAURANTS INC COM 237194105 26,591 350,948 SH   SOLE   350,948 0 0
DICKS SPORTING GOODS INC COM 253393102 8,439 204,533 SH   SOLE   204,533 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,843 1,628,600 SH Call SOLE   1,628,600 0 0
GENERAL MTRS CO COM 37045V100 1,762 69,631 SH   SOLE   69,631 0 0
HARLEY DAVIDSON INC COM 412822108 91,620 3,854,432 SH   SOLE   3,854,432 0 0
HARLEY DAVIDSON INC COM 412822108 6,078 255,700 SH Call SOLE   255,700 0 0
HESS CORP COM 42809H107 22,006 424,751 SH   SOLE   424,751 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 45,159 302,492 SH   SOLE   302,492 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 4,561 110,600 SH   SOLE   110,600 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 29,641 710,633 SH   SOLE   710,633 0 0
LITHIA MTRS INC CL A 536797103 26,827 177,277 SH   SOLE   177,277 0 0
LOUISIANA PAC CORP COM 546347105 60,468 2,357,441 SH   SOLE   2,357,441 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 17,022 207,059 SH   SOLE   207,059 0 0
MICRON TECHNOLOGY INC COM 595112103 12,375 240,202 SH   SOLE   240,202 0 0
NORFOLK SOUTHERN CORP COM 655844108 22,887 130,360 SH   SOLE   130,360 0 0
NVR INC COM 62944T105 77,910 23,908 SH   SOLE   23,908 0 0
QUALCOMM INC COM 747525103 31,684 347,378 SH   SOLE   347,378 0 0
RIO TINTO PLC SPONSORED ADR 767204100 87,386 1,555,464 SH   SOLE   1,555,464 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 29,524 1,536,912 SH   SOLE   1,536,912 0 0
SKECHERS U S A INC CL A 830566105 8,208 261,559 SH   SOLE   261,559 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 15,584 2,361,179 SH   SOLE   2,361,179 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,679 141,000 SH   SOLE   141,000 0 0
TARGET CORP COM 87612E106 12,245 102,105 SH   SOLE   102,105 0 0
TECK COMINCO LTD A SHARES CL A 878742303 890 74,989 SH   SOLE   74,989 0 0
TECK RESOURCES LTD CL B 878742204 30,191 2,897,420 SH   SOLE   2,897,420 0 0
TJX COS INC NEW COM 872540109 7,720 152,691 SH   SOLE   152,691 0 0
TOLL BROTHERS INC COM 889478103 16,657 511,100 SH   SOLE   511,100 0 0
UNIFI INC COM NEW 904677200 21,242 1,649,240 SH   SOLE   1,649,240 0 0
WABTEC COM 929740108 6,676 115,962 SH   SOLE   115,962 0 0
WYNN RESORTS LTD COM 983134107 4,481 60,151 SH   SOLE   60,151 0 0