The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 733,080 | 4,000 | SH | SOLE | 0 | 0 | 0 | ||
| ALPHA METALLURGICAL RESOUR INC | COM | 020764106 | 5,046,600 | 30,000 | SH | SOLE | 0 | 0 | 0 | ||
| BUCKLE INC | COM | 118440106 | 16,578,700 | 386,000 | SH | SOLE | 0 | 0 | 0 | ||
| CELANESE CORP DEL | COM | 150870103 | 9,983,250 | 225,000 | SH | SOLE | 0 | 0 | 0 | ||
| CENTURY ALUM CO | COM | 156431108 | 37,670,484 | 1,046,984 | SH | SOLE | 0 | 0 | 0 | ||
| CENTURY ALUM CO | CALL | 156431908 | 8,995,000 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 1,421,910 | 63,000 | SH | SOLE | 0 | 0 | 0 | ||
| DOW HLDGS INC | COM | 260557103 | 3,167,100 | 115,000 | SH | SOLE | 0 | 0 | 0 | ||
| DOW HLDGS INC | CALL | 260557903 | 3,029,400 | 110,000 | SH | SOLE | 0 | 0 | 0 | ||
| ERO COPPER CORP | COM | 296006109 | 32,061,942 | 873,000 | SH | SOLE | 0 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,102,860 | 6,000 | SH | SOLE | 0 | 0 | 0 | ||
| HUNTSMAN CORP | CALL | 447011907 | 420,840 | 50,100 | SH | SOLE | 0 | 0 | 0 | ||
| IVANHOE ELECTRIC INC | COM | 46578C108 | 3,878,720 | 391,000 | SH | SOLE | 0 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,768,270 | 16,500 | SH | SOLE | 0 | 0 | 0 | ||
| SK HYNIX INC | AMERICAN DEPOSIT | 78392B206 | 4,051,300 | 22,000 | SH | SOLE | 0 | 0 | 0 | ||
| STAR BULK CARRIERS CORP | SHS PAR | Y8162K204 | 2,486,792 | 84,700 | SH | SOLE | 0 | 0 | 0 | ||
| SLB LIMITED | COM STK | 806857108 | 3,225,264 | 66,200 | SH | SOLE | 0 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 4,136,835 | 1,047,300 | SH | SOLE | 0 | 0 | 0 | ||
| TRONOX HOLDINGS PLC | CALL | G9087Q902 | 1,111,925 | 281,500 | SH | SOLE | 0 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | 677,500 | 250,000 | SH | SOLE | 0 | 0 | 0 | ||
| VERA BRADLEY INC | COM | 92335C106 | 388,080 | 84,000 | SH | SOLE | 0 | 0 | 0 | ||
| WESTLAKE CORPORATION | COM | 960413102 | 3,115,500 | 50,000 | SH | SOLE | 0 | 0 | 0 | ||