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   2,001,711 68,882 SH   SOLE   0 0 68,882
ALCOA CORP COM 013872106   4,982,686 171,462 SH   SOLE   171,462 0 0
ATI INC COM 01741R102   2,451,100 59,565 SH   SOLE   0 0 59,565
ATI INC COM 01741R102   7,834,754 190,395 SH   SOLE   190,395 0 0
CENTURY ALUM CO COM 156431108   2,169,583 301,750 SH   SOLE   0 0 301,750
CENTURY ALUM CO COM 156431108   12,468,308 1,734,118 SH   SOLE   1,734,118 0 0
CONSTELLIUM SE CL A SHS F21107101   7,725,409 424,473 SH   SOLE   424,473 0 0
CONSTELLIUM SE CL A SHS F21107101   2,720,463 149,476 SH   SOLE   0 0 149,476
DIAMONDBACK ENERGY INC COM 25278X109   2,666,879 17,219 SH   SOLE   0 0 17,219
DIAMONDBACK ENERGY INC COM 25278X109   7,641,469 49,338 SH   SOLE   49,338 0 0
ENTEGRIS INC COM 29362U104   2,307,650 24,573 SH   SOLE   0 0 24,573
ENTEGRIS INC COM 29362U104   8,646,012 92,067 SH   SOLE   92,067 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,360,196 63,293 SH   SOLE   0 0 63,293
FREEPORT-MCMORAN INC CL B 35671D857   6,979,495 187,168 SH   SOLE   187,168 0 0
HUDBAY MINERALS INC COM 443628102   2,506,794 514,742 SH   SOLE   514,742 0 0
HUDBAY MINERALS INC COM 443628102   988,367 202,950 SH   SOLE   0 0 202,950
NEXGEN ENERGY LTD COM 65340P106   859,567 143,981 SH   SOLE   0 0 143,981
NEXGEN ENERGY LTD COM 65340P106   2,158,161 361,501 SH   SOLE   361,501 0 0
OLIN CORP COM PAR $1 680665205   2,312,874 46,276 SH   SOLE   0 0 46,276
OLIN CORP COM PAR $1 680665205   6,313,424 126,319 SH   SOLE   126,319 0 0
RPC INC COM 749660106   1,907,063 213,318 SH   SOLE   0 0 213,318
RPC INC COM 749660106   4,815,263 538,620 SH   SOLE   538,620 0 0
TRANSOCEAN LTD REG SHS H8817H100   5,841,834 711,551 SH   SOLE   711,551 0 0
TRANSOCEAN LTD REG SHS H8817H100   2,237,209 272,498 SH   SOLE   0 0 272,498
VISHAY INTERTECHNOLOGY INC COM 928298108   2,328,402 94,191 SH   SOLE   0 0 94,191
VISHAY INTERTECHNOLOGY INC COM 928298108   49,472,803 2,001,327 SH   SOLE   2,001,327 0 0
WEST FRASER TIMBER CO LTD COM 952845105   378,970 5,218 SH   SOLE   0 0 5,218
WEST FRASER TIMBER CO LTD COM 952845105   947,862 13,051 SH   SOLE   13,051 0 0