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
BRP INC COM SUN VTG 05577W200 615 10,000 SH   SOLE   10,000 0 0
BUCKLE INC COM 118440106 5,538 200,000 SH   SOLE   200,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 13,219 163,000 SH   SOLE   163,000 0 0
CONOCOPHILLIPS COM 20825C104 4,895 54,500 SH   SOLE   54,500 0 0
DANAOS CORPORATION SHS Y1968P121 8,815 139,700 SH   SOLE   139,700 0 0
ERO COPPER CORP COM 296006109 8,234 975,098 SH   SOLE   975,098 0 0
HARLEY DAVIDSON INC COM 412822108 21,371 675,000 SH   SOLE   675,000 0 0
HESS CORP COM 42809H107 4,767 45,000 SH   SOLE   45,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 2,571 55,534 SH   SOLE   55,534 0 0
LOUISIANA PAC CORP COM 546347105 1,730 33,000 SH   SOLE   33,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 4,786 10,000 SH   SOLE   10,000 0 0
NVR INC COM 62944T105 2,402 600 SH   SOLE   600 0 0
RIO TINTO PLC SPONSORED ADR 767204100 8,388 137,500 SH   SOLE   137,500 0 0
TECK COMINCO LTD A SHARES CL A 878742303 3,548 115,000 SH   SOLE   115,000 0 0
UNIFI INC COM NEW 904677200 3,757 267,240 SH   SOLE   267,240 0 0
VALARIS LIMITED CL A G9460G101 2,323 55,000 SH   SOLE   55,000 0 0
VALE S A SPONSORED ADS 91912E105 3,658 250,000 SH   SOLE   250,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 4,604 60,000 SH   SOLE   60,000 0 0