#	Issuer	Ticker	Shares	Value	% of Portfolio
1	AERCAP HOLDINGS NV	AER	71,954	$6.3M	7.04%
2	SYLVAMO CORP	SLVM	94,562	$5.8M	6.57%
3	CITIGROUP INC	C-PR	91,925	$5.8M	6.55%
4	ONEMAIN HLDGS INC	OMF	109,776	$5.6M	6.32%
5	LYONDELLBASELL INDUSTRIES N	LYB	52,300	$5.3M	6.02%
6	ARCELORMITTAL SA LUXEMBOURG	ARCXF	156,189	$4.3M	4.85%
7	MAGNOLIA OIL & GAS CORP	MGY	152,503	$4.0M	4.46%
8	ALCOA CORP	AA	115,022	$3.9M	4.38%
9	ARCBEST CORP	ARCB	26,403	$3.8M	4.24%
10	ANTERO RESOURCES CORP	AR	127,517	$3.7M	4.16%
11	SYNCHRONY FINANCIAL	SYF-PB	80,398	$3.5M	3.90%
12	EQT CORP	EQT	90,188	$3.3M	3.77%
13	VALARIS LTD	VAL-WT	43,464	$3.3M	3.68%
14	DEVON ENERGY CORP NEW	25179M103	65,065	$3.3M	3.68%
15	APA CORPORATION	APA	92,104	$3.2M	3.57%
16	CANADIAN NAT RES LTD	136385101	41,326	$3.2M	3.55%
17	NOV INC	NOV	160,402	$3.1M	3.53%
18	LEAR CORP	LEA	20,713	$3.0M	3.38%
19	ADIENT PLC	ADNT	83,969	$2.8M	3.11%
20	CHEMOURS CO	CC	102,641	$2.7M	3.04%