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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR TRANSPORT SERVICES GRP I COM 00922R105 2,476 84,290 SH   SOLE   0 0 84,290
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,260 213,083 SH   SOLE   213,083 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,502 157,039 SH   SOLE   0 0 157,039
ALLEGHENY TECHNOLOGIES INC COM 01741R102 8,002 502,345 SH   SOLE   502,345 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 2,452 271,499 SH   SOLE   0 0 271,499
ARDAGH METAL PACKAGING S A SHS L02235106 7,422 821,884 SH   SOLE   821,884 0 0
BAUSCH HEALTH COS INC COM 071734107 2,550 92,363 SH   SOLE   0 0 92,363
BAUSCH HEALTH COS INC COM 071734107 9,148 331,332 SH   SOLE   331,332 0 0
CENTURY ALUM CO COM 156431108 9,136 551,688 SH   SOLE   551,688 0 0
CENTURY ALUM CO COM 156431108 2,460 148,567 SH   SOLE   0 0 148,567
CF INDS HLDGS INC COM 125269100 2,469 34,879 SH   SOLE   0 0 34,879
CF INDS HLDGS INC COM 125269100 9,789 138,299 SH   SOLE   138,299 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107 1,542 206,147 SH   SOLE   0 0 206,147
CONSOLIDATED COMM HLDGS INC COM 209034107 4,666 623,853 SH   SOLE   623,853 0 0
CONSTELLIUM SE CL A SHS F21107101 2,293 128,053 SH   SOLE   0 0 128,053
CONSTELLIUM SE CL A SHS F21107101 8,449 471,772 SH   SOLE   471,772 0 0
EAGLE MATLS INC COM 26969P108 11,025 66,234 SH   SOLE   66,234 0 0
EAGLE MATLS INC COM 26969P108 2,551 15,327 SH   SOLE   0 0 15,327
KIRBY CORP COM 497266106 2,429 40,876 SH   SOLE   0 0 40,876
KIRBY CORP COM 497266106 9,463 159,257 SH   SOLE   159,257 0 0
NEXGEN ENERGY LTD COM 65340P106 574 131,430 SH   SOLE   0 0 131,430
NEXGEN ENERGY LTD COM 65340P106 1,743 398,864 SH   SOLE   398,864 0 0
OLIN CORP COM PAR $1 680665205 2,403 41,779 SH   SOLE   0 0 41,779
OLIN CORP COM PAR $1 680665205 10,948 190,329 SH   SOLE   190,329 0 0
PROG HOLDINGS INC COM NPV 74319R101 1,001 22,196 SH   SOLE   0 0 22,196
PROG HOLDINGS INC COM NPV 74319R101 3,072 68,090 SH   SOLE   68,090 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 9,276 215,275 SH   SOLE   215,275 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,446 56,767 SH   SOLE   0 0 56,767
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,665 78,153 SH   SOLE   0 0 78,153
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 10,692 501,726 SH   SOLE   501,726 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,404 253,600 SH Call SOLE   253,600 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,134 53,200 SH Call SOLE   0 0 53,200
VISHAY INTERTECHNOLOGY INC COM 928298108 2,434 111,284 SH   SOLE   0 0 111,284
VISHAY INTERTECHNOLOGY INC COM 928298108 23,938 1,094,538 SH   SOLE   1,094,538 0 0