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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101   3,279,662 94,542 SH   SOLE   94,542 0 0
AERCAP HOLDINGS NV SHS N00985106   7,579,267 129,960 SH   SOLE   129,960 0 0
ALCOA CORP COM 013872106   5,646,601 124,183 SH   SOLE   124,183 0 0
ANTERO RESOURCES CORP COM 03674X106   4,360,045 140,692 SH   SOLE   140,692 0 0
APA CORPORATION COM 03743Q108   4,200,313 89,981 SH   SOLE   89,981 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   5,095,280 194,328 SH   SOLE   194,328 0 0
CANADIAN NAT RES LTD COM 136385101   3,977,392 71,626 SH   SOLE   71,626 0 0
CHEMOURS CO COM 163851108   5,042,532 164,681 SH   SOLE   164,681 0 0
CITIGROUP INC COM NEW 172967424   4,956,710 109,589 SH   SOLE   109,589 0 0
CITIZENS FINL GROUP INC COM 174610105   3,905,661 99,204 SH   SOLE   99,204 0 0
CONOCOPHILLIPS COM 20825C104   4,333,196 36,722 SH   SOLE   36,722 0 0
DANA INC COM 235825205   2,991,579 197,725 SH   SOLE   197,725 0 0
DEVON ENERGY CORP NEW COM 25179M103   5,184,555 84,288 SH   SOLE   84,288 0 0
EQT CORP COM 26884L109   2,817,227 83,276 SH   SOLE   83,276 0 0
FEDEX CORP COM 31428X106   1,266,785 7,314 SH   SOLE   7,314 0 0
FORD MTR CO DEL COM 345370860   2,553,483 219,560 SH   SOLE   219,560 0 0
LEAR CORP COM NEW 521865204   2,914,470 23,500 SH   SOLE   23,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,819,144 58,041 SH   SOLE   58,041 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   3,927,641 167,490 SH   SOLE   167,490 0 0
NABORS INDUSTRIES LTD SHS G6359F137   2,305,240 14,885 SH   SOLE   14,885 0 0
NEXTIER OILFIELD SOLUTIONS COM 65290C105   2,747,606 297,360 SH   SOLE   297,360 0 0
NOV INC COM 62955J103   4,102,608 196,391 SH   SOLE   196,391 0 0
ONEMAIN HLDGS INC COM 68268W103   1,894,406 56,872 SH   SOLE   56,872 0 0
RANGE RES CORP COM 75281A109   3,481,383 139,144 SH   SOLE   139,144 0 0
SYLVAMO CORP COMMON STOCK 871332102   5,274,882 108,559 SH   SOLE   108,559 0 0
VALARIS LIMITED CL A G9460G101   4,122,183 60,961 SH   SOLE   60,961 0 0
YELLOW CORP COM 985510106   2,457,890 979,239 SH   SOLE   979,239 0 0