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
ACUITY BRANDS INC COM 00508Y102 26,400 150,000 SH   SOLE 1 150,000 0 0
ACUITY BRANDS INC COM 00508Y102 1,658 9,418 SH   SOLE   9,418 0 0
ACUITY BRANDS INC COM 00508Y102 11,581 65,800 SH Call SOLE 1 65,800 0 0
ACUITY BRANDS INC COM 00508Y102 722 4,100 SH Call SOLE   4,100 0 0
AIR PRODS & CHEMS INC COM 009158106 19,238 117,250 SH   OTR 2 117,250 0 0
AIR PRODS & CHEMS INC COM 009158106 49,224 300,000 SH   SOLE 1 300,000 0 0
AIR PRODS & CHEMS INC COM 009158106 3,081 18,780 SH   SOLE   18,780 0 0
ALBEMARLE CORP COM 012653101 22,906 179,109 SH   SOLE 1 179,109 0 0
ALBEMARLE CORP COM 012653101 1,438 11,242 SH   SOLE   11,242 0 0
AMBARELLA INC SHS G037AX101 42,661 726,147 SH   SOLE 1 726,147 0 0
AMBARELLA INC SHS G037AX101 2,678 45,584 SH   SOLE   45,584 0 0
AMBARELLA INC SHS G037AX101 29,375 500,000 SH Call SOLE 1 500,000 0 0
AMBARELLA INC SHS G037AX101 1,845 31,400 SH Call SOLE   31,400 0 0
ANADARKO PETE CORP COM 032511107 34,866 650,000 SH   SOLE 1 650,000 0 0
ANADARKO PETE CORP COM 032511107 2,200 41,015 SH   SOLE   41,015 0 0
APTIV PLC SHS G6095L109 40,294 475,000 SH   SOLE 1 475,000 0 0
APTIV PLC SHS G6095L109 2,526 29,783 SH   SOLE   29,783 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 15,964 494,100 SH   SOLE 1 494,100 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 973 30,119 SH   SOLE   30,119 0 0
BOYD GAMING CORP COM 103304101 23,474 669,736 SH   SOLE 1 669,736 0 0
BOYD GAMING CORP COM 103304101 1,471 41,974 SH   SOLE   41,974 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 33,660 1,700,000 SH   SOLE 1 1,700,000 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,107 106,414 SH   SOLE   106,414 0 0
DEERE & CO COM 244199105 56,687 362,197 SH   SOLE 1 362,197 0 0
DEERE & CO COM 244199105 3,552 22,692 SH   SOLE   22,692 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 43,068 769,064 SH   SOLE 1 769,064 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,707 48,345 SH   SOLE   48,345 0 0
EMERSON ELEC CO COM 291011104 60,830 872,869 SH   SOLE 1 872,869 0 0
EMERSON ELEC CO COM 291011104 3,807 54,631 SH   SOLE   54,631 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 8,028 450,000 SH   SOLE 1 450,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 507 28,396 SH   SOLE   28,396 0 0
FREEPORT-MCMORAN INC CL B 35671D857 66,360 3,500,000 SH Call SOLE 1 3,500,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,186 220,800 SH Call SOLE   220,800 0 0
GENERAL DYNAMICS CORP COM 369550108 58,427 287,182 SH   SOLE 1 287,182 0 0
GENERAL DYNAMICS CORP COM 369550108 3,667 18,022 SH   SOLE   18,022 0 0
HYATT HOTELS CORP COM CL A 448579102 36,770 500,000 SH   SOLE 1 500,000 0 0
HYATT HOTELS CORP COM CL A 448579102 2,301 31,294 SH   SOLE   31,294 0 0
MOHAWK INDS INC COM 608190104 35,809 129,788 SH   SOLE 1 129,788 0 0
MOHAWK INDS INC COM 608190104 2,246 8,140 SH   SOLE   8,140 0 0
NEWMONT MINING CORP COM 651639106 11,256 300,000 SH   SOLE 1 300,000 0 0
NEWMONT MINING CORP COM 651639106 710 18,931 SH   SOLE   18,931 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 17,660 239,753 SH   OTR 2 239,753 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 61,237 831,350 SH   SOLE 1 831,350 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,859 52,391 SH   SOLE   52,391 0 0
PARSLEY ENERGY INC CL A 701877102 37,715 1,281,074 SH   SOLE 1 1,281,074 0 0
PARSLEY ENERGY INC CL A 701877102 2,378 80,758 SH   SOLE   80,758 0 0
QUANTA SVCS INC COM 74762E102 40,754 1,042,032 SH   SOLE 1 1,042,032 0 0
QUANTA SVCS INC COM 74762E102 2,562 65,514 SH   SOLE   65,514 0 0
RIO TINTO PLC SPONSORED ADR 767204100 31,957 603,752 SH   SOLE 1 603,752 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,017 38,099 SH   SOLE   38,099 0 0
RSP PERMIAN INC COM 74978Q105 75,255 1,849,921 SH   SOLE 1 1,849,921 0 0
RSP PERMIAN INC COM 74978Q105 4,623 113,642 SH   SOLE   113,642 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 24,508 412,800 SH Call SOLE 1 412,800 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,544 26,000 SH Call SOLE   26,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 87,717 1,477,458 SH   SOLE 1 1,477,458 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 5,498 92,599 SH   SOLE   92,599 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 20,780 350,000 SH   OTR 2 350,000 0 0
SOUTHWEST AIRLS CO COM 844741108 53,996 825,000 SH   SOLE 1 825,000 0 0
SOUTHWEST AIRLS CO COM 844741108 3,380 51,645 SH   SOLE   51,645 0 0
STEEL DYNAMICS INC COM 858119100 17,252 400,000 SH   SOLE 1 400,000 0 0
STEEL DYNAMICS INC COM 858119100 1,089 25,241 SH   SOLE   25,241 0 0
TESLA INC COM 88160R101 34,249 110,000 SH   SOLE 1 110,000 0 0
TESLA INC COM 88160R101 2,153 6,916 SH   SOLE   6,916 0 0
TEXAS ROADHOUSE INC COM 882681109 5,464 103,721 SH   SOLE 1 103,721 0 0
TEXAS ROADHOUSE INC COM 882681109 345 6,544 SH   SOLE   6,544 0 0
TRONOX LTD SHS CL A Q9235V101 32,561 1,587,575 SH   SOLE 1 1,587,575 0 0
TRONOX LTD SHS CL A Q9235V101 2,043 99,632 SH   SOLE   99,632 0 0
UNITED STATES STL CORP NEW COM 912909108 10,815 307,325 SH   SOLE 1 307,325 0 0
UNITED STATES STL CORP NEW COM 912909108 682 19,388 SH   SOLE   19,388 0 0
VAIL RESORTS INC COM 91879Q109 10,624 50,000 SH   SOLE 1 50,000 0 0
VAIL RESORTS INC COM 91879Q109 665 3,130 SH   SOLE   3,130 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 46,480 2,000,000 SH Call SOLE 1 2,000,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,931 126,100 SH Call SOLE   126,100 0 0
VENATOR MATLS PLC SHS G9329Z100 14,214 642,603 SH   SOLE 1 642,603 0 0
VENATOR MATLS PLC SHS G9329Z100 896 40,503 SH   SOLE   40,503 0 0
VULCAN MATLS CO COM 929160109 33,231 258,865 SH   SOLE 1 258,865 0 0
VULCAN MATLS CO COM 929160109 2,086 16,252 SH   SOLE   16,252 0 0