The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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

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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
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 7,040 2,249,209 SH   SOLE   2,249,209 0 0
CONSTELLIUM SE CL A SHS F21107101 9,988 713,917 SH   SOLE   713,917 0 0
ENZO BIOCHEM INC COM 294100102 6,566 2,605,607 SH   SOLE   2,605,607 0 0
EOS ENERGY ENTERPRISES INC COM CL A 29415C101 4,164 199,823 SH   SOLE   199,823 0 0
FRONTLINE LTD SHS NEW G3682E192 10,610 1,705,761 SH   SOLE   1,705,761 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 6,926 941,086 SH   SOLE   941,086 0 0
IAC INTERACTIVECORP NEW COM 44891N109 10,541 55,671 SH   SOLE   55,671 0 0
KKR & CO INC COM 48251W104 8,353 206,303 SH   SOLE   206,303 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 11,253 832,331 SH   SOLE   832,331 0 0
SCORPIO BULKERS INC COM Y7546A130 3,279 193,704 SH   SOLE   193,704 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,622 144,951 SH   SOLE   144,951 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109 3,990 296,440 SH   SOLE   296,440 0 0
XPERI HOLDING CORP COM 98390M103 6,797 325,219 SH   SOLE   325,219 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06746P621 1,343 80,000 SH Call SOLE   0 0 80,000