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 2,230 46,571 SH   SOLE   46,571 0 0
AERCAP HOLDINGS NV SHS N00985106 6,159 94,151 SH   SOLE   94,151 0 0
ALCOA CORP COM 013872106 6,184 103,788 SH   SOLE   103,788 0 0
ANTERO RESOURCES CORP COM 03674X106 1,913 109,290 SH   SOLE   109,290 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,050 95,807 SH   SOLE   95,807 0 0
ARK ETF TR PUT 00214Q954 48 10,000 SH Put SOLE   10,000 0 0
ARK ETF TR PUT 00214Q954 69 20,000 SH Put SOLE   20,000 0 0
ARK ETF TR PUT 00214Q954 211 20,000 SH Put SOLE   20,000 0 0
ARK ETF TR PUT 00214Q954 52 10,000 SH Put SOLE   10,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 4,878 114,201 SH   SOLE   114,201 0 0
CANADIAN NAT RES LTD COM 136385101 4,174 98,789 SH   SOLE   98,789 0 0
CHEMOURS CO COM 163851108 2,596 77,354 SH   SOLE   77,354 0 0
CITIGROUP INC COM NEW 172967424 2,983 49,389 SH   SOLE   49,389 0 0
CONOCOPHILLIPS COM 20825C104 5,304 73,481 SH   SOLE   73,481 0 0
DANA INC COM 235825205 1,778 77,925 SH   SOLE   77,925 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,211 118,306 SH   SOLE   118,306 0 0
DOW INC COM 260557103 2,103 37,076 SH   SOLE   37,076 0 0
EQT CORP COM 26884L109 2,803 128,532 SH   SOLE   128,532 0 0
FORD MTR CO DEL COM 345370860 1,865 89,798 SH   SOLE   89,798 0 0
LEAR CORP COM NEW 521865204 1,736 9,489 SH   SOLE   9,489 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,229 35,005 SH   SOLE   35,005 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 4,230 224,162 SH   SOLE   224,162 0 0
NABORS INDUSTRIES LTD SHS G6359F137 725 8,937 SH   SOLE   8,937 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 2,163 609,387 SH   SOLE   609,387 0 0
NOV INC COM 62955J103 2,054 151,607 SH   SOLE   151,607 0 0
POPULAR INC COM NEW 733174700 2,398 29,227 SH   SOLE   29,227 0 0
RANGE RES CORP COM 75281A109 2,484 139,324 SH   SOLE   139,324 0 0
STEEL DYNAMICS INC COM 858119100 1,230 19,819 SH   SOLE   19,819 0 0
SYLVAMO CORP COMMON STOCK 871332102 1,480 53,059 SH   SOLE   53,059 0 0
VIATRIS INC COM 92556V106 1,022 75,510 SH   SOLE   75,510 0 0
YELLOW CORP COM 985510106 2,227 176,855 SH   SOLE   176,855 0 0