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   2,133,417 62,877 SH   SOLE   0 0 62,877
ALCOA CORP COM 013872106   5,817,706 171,462 SH   SOLE   171,462 0 0
ATI INC COM 01741R102   2,556,981 57,811 SH   SOLE   0 0 57,811
ATI INC COM 01741R102   8,448,726 191,018 SH   SOLE   191,018 0 0
CENTURY ALUM CO COM 156431108   2,295,322 263,225 SH   SOLE   0 0 263,225
CENTURY ALUM CO COM 156431108   15,121,509 1,734,118 SH   SOLE   1,734,118 0 0
CONSTELLIUM SE CL A SHS F21107101   7,300,936 424,473 SH   SOLE   424,473 0 0
CONSTELLIUM SE CL A SHS F21107101   2,568,046 149,305 SH   SOLE   0 0 149,305
DIAMONDBACK ENERGY INC COM 25278X109   6,481,040 49,338 SH   SOLE   49,338 0 0
DIAMONDBACK ENERGY INC COM 25278X109   2,190,691 16,677 SH   SOLE   0 0 16,677
EAGLE MATLS INC COM 26969P108   2,584,900 13,866 SH   SOLE   0 0 13,866
EAGLE MATLS INC COM 26969P108   8,491,058 45,548 SH   SOLE   45,548 0 0
ENTEGRIS INC COM 29362U104   2,485,803 22,431 SH   SOLE   0 0 22,431
ENTEGRIS INC COM 29362U104   10,202,865 92,067 SH   SOLE   92,067 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,486,720 187,168 SH   SOLE   187,168 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,428,320 60,708 SH   SOLE   0 0 60,708
HUDBAY MINERALS INC COM 443628102   889,238 185,258 SH   SOLE   0 0 185,258
HUDBAY MINERALS INC COM 443628102   2,470,762 514,742 SH   SOLE   514,742 0 0
NEXGEN ENERGY LTD COM 65340P106   619,035 131,430 SH   SOLE   0 0 131,430
NEXGEN ENERGY LTD COM 65340P106   1,702,670 361,501 SH   SOLE   361,501 0 0
OLIN CORP COM PAR $1 680665205   2,291,223 44,585 SH   SOLE   0 0 44,585
OLIN CORP COM PAR $1 680665205   6,491,533 126,319 SH   SOLE   126,319 0 0
RPC INC COM 749660106   3,851,133 538,620 SH   SOLE   538,620 0 0
RPC INC COM 749660106   1,392,262 194,722 SH   SOLE   0 0 194,722
SABRA HEALTH CARE REIT INC COM 78573L106   2,477,503 210,493 SH   SOLE   0 0 210,493
SABRA HEALTH CARE REIT INC COM 78573L106   7,647,146 649,715 SH   SOLE   649,715 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   2,527,812 85,980 SH   SOLE   0 0 85,980
VISHAY INTERTECHNOLOGY INC COM 928298108   60,328,447 2,051,988 SH   SOLE   2,051,988 0 0