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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106   2,136,001 50,188 SH   SOLE   0 0 50,188
ALCOA CORP COM 013872106   5,866,045 137,830 SH   SOLE   137,830 0 0
CENTURY ALUM CO COM 156431108   2,501,740 250,174 SH   SOLE   0 0 250,174
CENTURY ALUM CO COM 156431108   8,530,270 853,027 SH   SOLE   853,027 0 0
CONSTELLIUM SE CL A SHS F21107101   5,571,012 364,595 SH   SOLE   364,595 0 0
CONSTELLIUM SE CL A SHS F21107101   2,028,573 132,760 SH   SOLE   0 0 132,760
DIAMONDBACK ENERGY INC COM 25278X109   5,021,160 37,147 SH   SOLE   37,147 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,818,307 13,452 SH   SOLE   0 0 13,452
ENTEGRIS INC COM 29362U104   1,800,858 21,959 SH   SOLE   0 0 21,959
ENTEGRIS INC COM 29362U104   4,972,840 60,637 SH   SOLE   60,637 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,467,896 60,325 SH   SOLE   0 0 60,325
FREEPORT-MCMORAN INC CL B 35671D857   7,657,043 187,168 SH   SOLE   187,168 0 0
HUDBAY MINERALS INC COM 443628102   2,702,396 514,742 SH   SOLE   514,742 0 0
HUDBAY MINERALS INC COM 443628102   972,605 185,258 SH   SOLE   0 0 185,258
NEXGEN ENERGY LTD COM 65340P106   503,377 131,430 SH   SOLE   0 0 131,430
NEXGEN ENERGY LTD COM 65340P106   1,384,549 361,501 SH   SOLE   361,501 0 0
OLIN CORP COM PAR $1 680665205   1,829,391 32,962 SH   SOLE   0 0 32,962
OLIN CORP COM PAR $1 680665205   5,051,721 91,022 SH   SOLE   91,022 0 0
RPC INC COM 749660106   1,497,412 194,722 SH   SOLE   0 0 194,722
RPC INC COM 749660106   4,141,988 538,620 SH   SOLE   538,620 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   7,471,723 649,715 SH   SOLE   649,715 0 0
SABRA HEALTH CARE REIT INC COM 78573L106   2,528,770 219,893 SH   SOLE   0 0 219,893
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   2,499,247 72,379 SH   SOLE   0 0 72,379
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   7,771,253 225,058 SH   SOLE   225,058 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   2,552,509 112,843 SH   SOLE   0 0 112,843
VISHAY INTERTECHNOLOGY INC COM 928298108   46,345,847 2,048,888 SH   SOLE   2,048,888 0 0