The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 2,991,013 | 81,499 | SH | SOLE | 81,499 | 0 | 0 | |||
AERCAP HOLDINGS NV | SHS | N00985106 | 5,879,825 | 93,822 | SH | SOLE | 93,822 | 0 | 0 | |||
ALCOA CORP | COM | 013872106 | 3,763,357 | 129,503 | SH | SOLE | 129,503 | 0 | 0 | |||
ANTERO RESOURCES CORP | COM | 03674X106 | 3,213,666 | 126,622 | SH | SOLE | 126,622 | 0 | 0 | |||
APA CORPORATION | COM | 03743Q108 | 3,246,695 | 78,995 | SH | SOLE | 78,995 | 0 | 0 | |||
ARCBEST CORP | COM | 03937C105 | 1,935,111 | 19,037 | SH | SOLE | 19,037 | 0 | 0 | |||
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 3,909,411 | 156,189 | SH | SOLE | 156,189 | 0 | 0 | |||
CANADIAN NAT RES LTD | COM | 136385101 | 2,672,552 | 41,326 | SH | SOLE | 41,326 | 0 | 0 | |||
CHEMOURS CO | COM | 163851108 | 2,879,080 | 102,641 | SH | SOLE | 102,641 | 0 | 0 | |||
CITIGROUP INC | COM NEW | 172967424 | 3,780,875 | 91,925 | SH | SOLE | 91,925 | 0 | 0 | |||
CONOCOPHILLIPS | COM | 20825C104 | 4,009,347 | 33,467 | SH | SOLE | 33,467 | 0 | 0 | |||
DANA INC | COM | 235825205 | 2,092,191 | 142,617 | SH | SOLE | 142,617 | 0 | 0 | |||
DEVON ENERGY CORP NEW | COM | 25179M103 | 3,376,349 | 70,783 | SH | SOLE | 70,783 | 0 | 0 | |||
EQT CORP | COM | 26884L109 | 3,125,269 | 77,015 | SH | SOLE | 77,015 | 0 | 0 | |||
LEAR CORP | COM NEW | 521865204 | 2,779,685 | 20,713 | SH | SOLE | 20,713 | 0 | 0 | |||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 4,952,810 | 52,300 | SH | SOLE | 52,300 | 0 | 0 | |||
MAGNOLIA OIL & GAS CORP | CL A | 559663109 | 2,961,049 | 129,247 | SH | SOLE | 129,247 | 0 | 0 | |||
NABORS INDUSTRIES LTD | SHS | G6359F137 | 3,179,598 | 25,821 | SH | SOLE | 25,821 | 0 | 0 | |||
NEWELL BRANDS INC | COM | 651229106 | 925,918 | 102,538 | SH | SOLE | 102,538 | 0 | 0 | |||
NOV INC | COM | 62955J103 | 3,837,930 | 183,633 | SH | SOLE | 183,633 | 0 | 0 | |||
ONEMAIN HLDGS INC | COM | 68268W103 | 4,400,479 | 109,765 | SH | SOLE | 109,765 | 0 | 0 | |||
RANGE RES CORP | COM | 75281A109 | 2,375,102 | 73,283 | SH | SOLE | 73,283 | 0 | 0 | |||
SYLVAMO CORP | COMMON STOCK | 871332102 | 4,788,054 | 108,968 | SH | SOLE | 108,968 | 0 | 0 | |||
SYNCHRONY FINANCIAL | COM | 87165B103 | 1,479,924 | 48,411 | SH | SOLE | 48,411 | 0 | 0 | |||
VALARIS LTD | CL A | G9460G101 | 4,271,836 | 56,973 | SH | SOLE | 56,973 | 0 | 0 |