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 |
ALCOA CORP | COM | 013872106 | 4,704 | 78,950 | SH | SOLE | 78,950 | 0 | 0 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 8,995 | 513,981 | SH | SOLE | 513,981 | 0 | 0 | ||
APA CORPORATION | COM | 03743Q108 | 7,744 | 288,000 | SH | SOLE | 288,000 | 0 | 0 | ||
ARCH RESOURCES INC | CL A | 03940R107 | 7,344 | 80,425 | SH | SOLE | 80,425 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 7,694 | 3,207 | SH | SOLE | 3,207 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 4,017 | 42,950 | SH | SOLE | 42,950 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 4,414 | 202,400 | SH | SOLE | 202,400 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 7,649 | 622,900 | SH | SOLE | 622,900 | 0 | 0 | ||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 9,961 | 154,383 | SH | SOLE | 154,383 | 0 | 0 | ||
CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 10,352 | 475,507 | SH | SOLE | 475,507 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 10,025 | 227,577 | SH | SOLE | 227,577 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 7,789 | 72,222 | SH | SOLE | 72,222 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 25,885 | 797,942 | SH | SOLE | 797,942 | 0 | 0 | ||
ISHARES INC | MSCI BRAZIL ETF | 464286400 | 8,533 | 304,000 | SH | SOLE | 304,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 9,837 | 105,600 | SH | SOLE | 105,600 | 0 | 0 | ||
MOSAIC CO NEW | COM | 61945C103 | 11,540 | 293,710 | SH | SOLE | 293,710 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 10,719 | 369,741 | SH | SOLE | 369,741 | 0 | 0 | ||
PEABODY ENGR CORP | COM | 704551100 | 13,819 | 1,372,250 | SH | SOLE | 1,372,250 | 0 | 0 | ||
PULTE GROUP INC | COM | 745867101 | 9,997 | 174,900 | SH | SOLE | 174,900 | 0 | 0 | ||
SANDRIDGE ENERGY INC | COM NEW | 80007P869 | 3,930 | 375,747 | SH | SOLE | 375,747 | 0 | 0 | ||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 12,903 | 102,077 | SH | SOLE | 102,077 | 0 | 0 | ||
TELLURIAN INC NEW | COM | 87968A104 | 3,978 | 1,291,704 | SH | SOLE | 1,291,704 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 13,731 | 4,975,029 | SH | SOLE | 4,975,029 | 0 | 0 | ||
VALARIS LIMITED | CL A | G9460G101 | 4,493 | 124,805 | SH | SOLE | 124,805 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 15,808 | 514,413 | SH | SOLE | 514,413 | 0 | 0 | ||
VULCAN MATLS CO | COM | 929160109 | 9,611 | 46,300 | SH | SOLE | 46,300 | 0 | 0 |