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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101   346,900 10,000 SH   SOLE   10,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   1,470,300 10,000 SH   SOLE   10,000 0 0
ALCOA CORP COM 013872106   363,760 8,000 SH   SOLE   8,000 0 0
APTIV PLC SHS G6095L109   651,910 7,000 SH   SOLE   7,000 0 0
ARCH RESOURCES INC CL A 03940R107   285,580 2,000 SH   SOLE   2,000 0 0
AUTOLIV INC COM 052800109   1,531,600 20,000 SH   SOLE   20,000 0 0
AXALTA COATING SYS LTD COM G0750C108   777,472 30,525 SH   SOLE   30,525 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477   494,200 35,000 SH   SOLE   35,000 0 0
BOEING CO COM 097023105   1,523,920 8,000 SH   SOLE   8,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   322,200 20,000 SH   SOLE   20,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   1,435,000 35,000 SH   SOLE   35,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   920,080 28,000 SH   SOLE   28,000 0 0
ECOVYST INC COM 27923Q109   177,200 20,000 SH   SOLE   20,000 0 0
FUELCELL ENERGY INC COM 35952H601   27,800 10,000 SH   SOLE   10,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   152,250 15,000 SH   SOLE   15,000 0 0
HERC HLDGS INC COM 42704L104   789,420 6,000 SH   SOLE   6,000 0 0
JETBLUE AWYS CORP COM 477143101   226,800 35,000 SH   SOLE   35,000 0 0
LEAR CORP COM NEW 521865204   2,108,340 17,000 SH   SOLE   17,000 0 0
LENNOX INTL INC COM 526107107   1,554,995 6,500 SH   SOLE   6,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106   506,955 1,500 SH   SOLE   1,500 0 0
MIDDLEBY CORP COM 596278101   669,500 5,000 SH   SOLE   5,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   489,600 40,000 SH   SOLE   40,000 0 0
O-I GLASS INC COM 67098H104   579,950 35,000 SH   SOLE   35,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109   1,157,347 64,983 SH   SOLE   64,983 0 0
PACTIV EVERGREEN INC COM 69526K105   2,499,200 220,000 SH   SOLE   220,000 0 0
PARKER-HANNIFIN CORP COM 701094104   1,455,000 5,000 SH   SOLE   5,000 0 0
PPG INDS INC COM 693506107   502,960 4,000 SH   SOLE   4,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   338,000 50,000 SH   SOLE   50,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,412,880 14,000 SH   SOLE   14,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   234,000 40,000 SH   SOLE   40,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,509,600 51,000 SH   SOLE   51,000 0 0
SPRUCE POWER HOLDING CORP COM CL A 9837FR100   18,382 20,000 SH   SOLE   20,000 0 0
STANDARD LITHIUM LTD COM 853606101   73,750 25,000 SH   SOLE   25,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   450,720 6,000 SH   SOLE   6,000 0 0
TECK RESOURCES LTD CL B 878742204   378,200 10,000 SH   SOLE   10,000 0 0
TEREX CORP NEW COM 880779103   213,600 5,000 SH   SOLE   5,000 0 0
TOPBUILD CORP COM 89055F103   547,715 3,500 SH   SOLE   3,500 0 0
TRANSOCEAN LTD REG SHS H8817H100   136,800 30,000 SH   SOLE   30,000 0 0
TREX CO INC COM 89531P105   423,300 10,000 SH   SOLE   10,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   789,000 75,000 SH   SOLE   75,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   685,500 50,000 SH   SOLE   50,000 0 0
UNION PAC CORP COM 907818108   517,675 2,500 SH   SOLE   2,500 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,262,000 60,000 SH   SOLE   60,000 0 0
VENATOR MATLS PLC SHS G9329Z100   429,351 795,241 SH   SOLE   795,241 0 0
VULCAN MATLS CO COM 929160109   875,550 5,000 SH   SOLE   5,000 0 0