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
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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   3,574,643 93,284 SH   SOLE   93,284 0 0
AERCAP HOLDINGS NV SHS N00985106   6,434,131 101,293 SH   SOLE   101,293 0 0
ALCOA CORP COM 013872106   3,397,648 100,137 SH   SOLE   100,137 0 0
ANTERO RESOURCES CORP COM 03674X106   2,916,105 126,622 SH   SOLE   126,622 0 0
APA CORPORATION COM 03743Q108   3,571,756 104,529 SH   SOLE   104,529 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   4,751,747 173,802 SH   SOLE   173,802 0 0
CANADIAN NAT RES LTD COM 136385101   2,499,857 44,434 SH   SOLE   44,434 0 0
CHEMOURS CO COM 163851108   3,786,426 102,641 SH   SOLE   102,641 0 0
CITIGROUP INC COM NEW 172967424   4,145,211 90,035 SH   SOLE   90,035 0 0
CONOCOPHILLIPS COM 20825C104   3,467,516 33,467 SH   SOLE   33,467 0 0
DANA INC COM 235825205   2,424,489 142,617 SH   SOLE   142,617 0 0
DEVON ENERGY CORP NEW COM 25179M103   3,904,180 80,765 SH   SOLE   80,765 0 0
EQT CORP COM 26884L109   3,167,627 77,015 SH   SOLE   77,015 0 0
LEAR CORP COM NEW 521865204   3,465,871 24,144 SH   SOLE   24,144 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   4,802,709 52,300 SH   SOLE   52,300 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   3,694,827 176,786 SH   SOLE   176,786 0 0
NABORS INDUSTRIES LTD SHS G6359F137   2,402,128 25,821 SH   SOLE   25,821 0 0
NOV INC COM 62955J103   3,392,925 211,529 SH   SOLE   211,529 0 0
ONEMAIN HLDGS INC COM 68268W103   4,700,476 107,587 SH   SOLE   107,587 0 0
RANGE RES CORP COM 75281A109   3,085,648 104,954 SH   SOLE   104,954 0 0
SYLVAMO CORP COMMON STOCK 871332102   3,900,108 96,418 SH   SOLE   96,418 0 0
VALARIS LIMITED CL A G9460G101   3,994,293 63,472 SH   SOLE   63,472 0 0
YELLOW CORP COM 985510106   561,178 814,836 SH   SOLE   814,836 0 0