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 |
ARCBEST CORP | COM | 03937C105 | 8,995,587 | 128,435 | SH | SOLE | 128,435 | 0 | 0 | |||
ARCH RESOURCES INC CL A | CL A | 03940R107 | 8,281,820 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | |||
BANK AMERICA CORP | COM | 060505104 | 3,312,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
BUCKLE INC | COM | 118440106 | 6,108,645 | 134,700 | SH | SOLE | 134,700 | 0 | 0 | |||
CHESAPEAKE ENERGY CORP | COM | 165167735 | 10,040,968 | 106,400 | SH | SOLE | 106,400 | 0 | 0 | |||
CINEMARK HLDGS INC | COM | 17243V102 | 8,486,800 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | |||
CINEMARK HLDGS INC | CALL | 17243V902 | 2,056,750 | 237,500 | SH | SOLE | 237,500 | 0 | 0 | |||
CONOCOPHILLIPS | COM | 20825C104 | 7,003,890 | 59,355 | SH | SOLE | 59,355 | 0 | 0 | |||
DANAOS CORPORATION | SHS | Y1968P121 | 6,382,392 | 121,200 | SH | SOLE | 121,200 | 0 | 0 | |||
BRP INC COM SUN VTG | SUN VTG | 05577W200 | 4,368,286 | 57,300 | SH | SOLE | 57,300 | 0 | 0 | |||
EOG RES INC | COM | 26875P101 | 4,610,912 | 35,600 | SH | SOLE | 35,600 | 0 | 0 | |||
ERO COPPER CORP | COM | 296006109 | 12,782,498 | 928,580 | SH | SOLE | 928,580 | 0 | 0 | |||
EXPEDIA GROUP INC COM NEW | COM NEW | 30212P303 | 7,008,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
FLUOR CORP NEW | COM | 343412102 | 1,282,420 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
TECHNIPFMC PLC | COM | G87110105 | 1,685,877 | 138,300 | SH | SOLE | 138,300 | 0 | 0 | |||
CEDAR FAIR L P DEPOSITRY UNIT | DEPOSITRY UNIT | 150185106 | 6,265,656 | 151,564 | SH | SOLE | 151,564 | 0 | 0 | |||
DIREXION SHS ETF TR OIL GAS BL 2X SH | OIL GAS BL 2X SH | 25460G500 | 7,128,030 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | |||
HESS CORP | COM | 42809H107 | 6,084,078 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | |||
HARLEY DAVIDSON INC | COM | 412822108 | 36,741,827 | 883,217 | SH | SOLE | 883,217 | 0 | 0 | |||
OLIN CORP COM PAR $1 | COM PAR $1 | 680665205 | 6,100,859 | 115,241 | SH | SOLE | 115,241 | 0 | 0 | |||
RIO TINTO PLC SPONSORED ADR | SPONSORED ADR | 767204100 | 2,018,520 | 28,350 | SH | SOLE | 28,350 | 0 | 0 | |||
SEAWORLD ENTMT INC | COM | 81282V100 | 3,796,749 | 70,954 | SH | SOLE | 70,954 | 0 | 0 | |||
DIREXION SHS ETF TR DRX S&P500BULL | DRX S&P500BULL | 25459W862 | 6,639,559 | 106,900 | SH | SOLE | 106,900 | 0 | 0 | |||
TECK RESOURCES LTD CL B | CL B | 878742204 | 4,765,320 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | |||
TECK RESOURCES LTD CL A | CL A | 878742303 | 4,223,306 | 110,700 | SH | SOLE | 110,700 | 0 | 0 | |||
UNIFI INC COM NEW | COM NEW | 904677200 | 1,334,550 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
VICTORIAS SECRET AND CO COMMON STOCK | COMMON STOCK | 926400102 | 1,610,100 | 45,000 | SH | SOLE | 45,000 | 0 | 0 |