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 3,150 106,299 SH   SOLE   106,299 0 0
AERCAP HOLDINGS NV SHS N00985106 6,905 168,668 SH   SOLE   168,668 0 0
ALCOA CORP COM 013872106 5,310 116,488 SH   SOLE   116,488 0 0
AMAZON COM INC PUT 023135956 572 10,000 SH Put SOLE   10,000 0 0
ANTERO RESOURCES CORP COM 03674X106 4,602 150,137 SH   SOLE   150,137 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,226 186,989 SH   SOLE   186,989 0 0
BOEING CO PUT 097023955 208 6,000 SH Put SOLE   6,000 0 0
CANADIAN NAT RES LTD COM 136385101 4,272 79,584 SH   SOLE   79,584 0 0
CHEMOURS CO COM 163851108 3,647 113,885 SH   SOLE   113,885 0 0
CITIGROUP INC COM NEW 172967424 2,673 58,125 SH   SOLE   58,125 0 0
CONOCOPHILLIPS COM 20825C104 4,146 46,169 SH   SOLE   46,169 0 0
DANA INC COM 235825205 2,445 173,758 SH   SOLE   173,758 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,041 91,468 SH   SOLE   91,468 0 0
DOW INC COM 260557103 2,502 48,474 SH   SOLE   48,474 0 0
EQT CORP COM 26884L109 2,906 84,484 SH   SOLE   84,484 0 0
FORD MTR CO DEL COM 345370860 2,612 234,697 SH   SOLE   234,697 0 0
GENERAL MTRS CO COM 37045V100 2,469 77,732 SH   SOLE   77,732 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 214 7,500 SH Put SOLE   7,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 245 10,000 SH Put SOLE   10,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 217 8,000 SH Put SOLE   8,000 0 0
LEAR CORP COM NEW 521865204 3,535 28,078 SH   SOLE   28,078 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,103 35,477 SH   SOLE   35,477 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 3,886 185,133 SH   SOLE   185,133 0 0
NABORS INDUSTRIES LTD SHS G6359F137 1,498 11,188 SH   SOLE   11,188 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105 3,107 326,699 SH   SOLE   326,699 0 0
NOV INC COM 62955J103 3,630 214,687 SH   SOLE   214,687 0 0
POPULAR INC COM NEW 733174700 2,248 29,227 SH   SOLE   29,227 0 0
RANGE RES CORP COM 75281A109 3,151 127,298 SH   SOLE   127,298 0 0
SYLVAMO CORP COMMON STOCK 871332102 3,065 93,796 SH   SOLE   93,796 0 0
VALARIS LIMITED CL A G9460G101 2,861 67,735 SH   SOLE   67,735 0 0
YELLOW CORP COM 985510106 2,713 926,005 SH   SOLE   926,005 0 0