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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
ABERCROMBIE & FITCH CO CL A 002896207   5,081,980 34,000 SH   SOLE   0 0 0
ACADEMY SPORTS & OUTDOORS INC COM 00402L107   20,710,800 360,000 SH   SOLE   0 0 0
ALCOA CORP COM 013872106   6,717,284 177,800 SH   SOLE   0 0 0
ARCBEST CORP COM 03937C105   9,985,240 107,000 SH   SOLE   0 0 0
BUCKLE INC COM 118440106   16,017,700 315,247 SH   SOLE   0 0 0
CENTURY ALUM CO COM 156431108   12,708,104 697,481 SH   SOLE   0 0 0
CONOCOPHILLIPS COM 20825C104   2,894,475 29,187 SH   SOLE   0 0 0
DENISON MINES CORP COM 248356107   559,739 309,000 SH   SOLE   0 0 0
ERO COPPER CORP COM 296006109   23,437,569 1,739,065 SH   SOLE   0 0 0
LIBERTY ENERGY INC COM CL A 53115L104   2,915,098 146,561 SH   SOLE   0 0 0
NEW GOLD INC CDA COM 644535106   1,686,400 680,000 SH   SOLE   0 0 0
QUAKER HOUGHTON COM 747316107   3,237,480 23,000 SH   SOLE   0 0 0
SCHLUMBERGER LTD COM COM STK 806857108   6,517,800 170,000 SH   SOLE   0 0 0
WEST FRASER TIMBER CO LTD COM 952845105   11,198,941 129,300 SH   SOLE   0 0 0