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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALASKA AIR GROUP INC | COM | 011659109 | 1,172,100 | 30,000 | SH | SOLE | 0 | 0 | 0 | ||
ALCOA CORP | COM | 013872106 | 2,311,286 | 67,979 | SH | SOLE | 0 | 0 | 0 | ||
ARCBEST CORP | COM | 03937C105 | 1,803,150 | 15,000 | SH | SOLE | 0 | 0 | 0 | ||
ARCH RESOURCES INC CL A | CL A | 03940R107 | 2,738,010 | 16,500 | SH | SOLE | 0 | 0 | 0 | ||
BRP INC COM SUN VTG | COM SUN VTG | 05577W200 | 579,564 | 8,100 | SH | SOLE | 0 | 0 | 0 | ||
BUCKLE INC | COM | 118440106 | 9,296,813 | 195,640 | SH | SOLE | 0 | 0 | 0 | ||
CENTURY ALUM CO | COM | 156431108 | 1,517,500 | 125,000 | SH | SOLE | 0 | 0 | 0 | ||
CINEMARK HLDGS INC | COM | 17243V102 | 15,921,700 | 1,130,000 | SH | SOLE | 0 | 0 | 0 | ||
DIREXION SHS ETF TR OIL GAS BL 2X SH | OIL GAS BL 2X SH | 25460G500 | 2,452,500 | 75,000 | SH | SOLE | 0 | 0 | 0 | ||
ERO COPPER CORP | COM | 296006109 | 33,331,485 | 2,150,870 | SH | SOLE | 0 | 0 | 0 | ||
FREEPORT-MCMORAN INC CL B | CL B | 35671D857 | 1,702,800 | 40,000 | SH | SOLE | 0 | 0 | 0 | ||
LIBERTY ENERGY INC COM CL A | COM CL A | 53115L104 | 3,809,400 | 210,000 | SH | SOLE | 0 | 0 | 0 | ||
VICTORIAS SECRET AND CO COMMON STOCK | COMMON STOCK | 926400102 | 7,563,900 | 285,000 | SH | SOLE | 0 | 0 | 0 | ||
WEST FRASER TIMBER CO LTD | COM | 952845105 | 1,283,122 | 15,000 | SH | SOLE | 0 | 0 | 0 | ||
VALE S A SPONSORED ADS | SPONSORED ADS | 91912E105 | 6,978,400 | 440,000 | SH | SOLE | 0 | 0 | 0 |