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 3,510 86,084 SH   SOLE   86,084 0 0
AERCAP HOLDINGS NV SHS N00985106 7,048 140,171 SH   SOLE   140,171 0 0
ALCOA CORP COM 013872106 7,665 85,141 SH   SOLE   85,141 0 0
ANTERO RESOURCES CORP COM 03674X106 3,337 109,290 SH   SOLE   109,290 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,149 98,379 SH   SOLE   98,379 0 0
ARK ETF TR PUT 00214Q954 9 10,000 SH Put SOLE   10,000 0 0
ARK ETF TR PUT 00214Q954 183 10,000 SH Put SOLE   10,000 0 0
ARK ETF TR PUT 00214Q954 50 10,000 SH Put SOLE   10,000 0 0
ARK ETF TR PUT 00214Q954 44 10,000 SH Put SOLE   10,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 2,506 56,020 SH   SOLE   56,020 0 0
CANADIAN NAT RES LTD COM 136385101 4,933 79,584 SH   SOLE   79,584 0 0
CHEMOURS CO COM 163851108 4,635 147,225 SH   SOLE   147,225 0 0
CITIGROUP INC COM NEW 172967424 3,104 58,125 SH   SOLE   58,125 0 0
CONOCOPHILLIPS COM 20825C104 4,540 45,397 SH   SOLE   45,397 0 0
DANA INC COM 235825205 2,411 137,210 SH   SOLE   137,210 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,364 90,714 SH   SOLE   90,714 0 0
DOW INC COM 260557103 2,404 37,731 SH   SOLE   37,731 0 0
EQT CORP COM 26884L109 3,845 111,741 SH   SOLE   111,741 0 0
FORD MTR CO DEL COM 345370860 3,289 194,519 SH   SOLE   194,519 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 35 11,500 SH Put SOLE   11,500 0 0
LEAR CORP COM NEW 521865204 1,766 12,387 SH   SOLE   12,387 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,529 34,325 SH   SOLE   34,325 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 4,860 205,509 SH   SOLE   205,509 0 0
NABORS INDUSTRIES LTD SHS G6359F137 1,709 11,188 SH   SOLE   11,188 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 4,469 483,631 SH   SOLE   483,631 0 0
NOV INC COM 62955J103 4,212 214,803 SH   SOLE   214,803 0 0
POPULAR INC COM NEW 733174700 2,389 29,227 SH   SOLE   29,227 0 0
RANGE RES CORP COM 75281A109 3,226 106,196 SH   SOLE   106,196 0 0
SYLVAMO CORP COMMON STOCK 871332102 2,906 87,313 SH   SOLE   87,313 0 0
VALARIS LIMITED CL A G9460G101 2,434 46,844 SH   SOLE   46,844 0 0
YELLOW CORP COM 985510106 2,410 343,805 SH   SOLE   343,805 0 0