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   726,500 25,000 SH   SOLE   25,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   768,600 60,000 SH   SOLE   60,000 0 0
APA CORPORATION COM 03743Q108   1,027,500 25,000 SH   SOLE   25,000 0 0
APOGEE ENTERPRISES INC PUT 037598959   1,177,000 25,000 SH Put SOLE   25,000 0 0
AXALTA COATING SYS LTD COM G0750C108   2,704,123 100,525 SH   SOLE   100,525 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   2,057,990 88,250 SH   SOLE   88,250 0 0
BARNES GROUP INC COM 067806109   849,250 25,000 SH   SOLE   25,000 0 0
BOEING CO COM 097023105   6,708,800 35,000 SH   SOLE   35,000 0 0
BOEING CO PUT 097023955   3,833,600 20,000 SH Put SOLE   20,000 0 0
CENTURY ALUM CO COM 156431108   539,250 75,000 SH   SOLE   75,000 0 0
CHART INDS INC COM 16115Q308   1,691,200 10,000 SH   SOLE   10,000 0 0
CHEMOURS CO COM 163851108   280,500 10,000 SH   SOLE   10,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   1,714,621 61,346 SH   SOLE   61,346 0 0
COMSTOCK RES INC COM 205768302   220,600 20,000 SH   SOLE   20,000 0 0
CROWN HLDGS INC COM 228368106   884,800 10,000 SH   SOLE   10,000 0 0
EASTMAN CHEM CO COM 277432100   1,534,400 20,000 SH   SOLE   20,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   784,400 40,000 SH   SOLE   40,000 0 0
EMERSON ELEC CO COM 291011104   1,931,400 20,000 SH   SOLE   20,000 0 0
ENTEGRIS INC COM 29362U104   939,100 10,000 SH   SOLE   10,000 0 0
FLOWSERVE CORP COM 34354P105   5,777,149 145,264 SH   SOLE   145,264 0 0
FMC CORP COM NEW 302491303   1,674,250 25,000 SH   SOLE   25,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   96,800 20,000 SH   SOLE   20,000 0 0
FUELCELL ENERGY INC COM 35952H601   12,800 10,000 SH   SOLE   10,000 0 0
GENERAC HLDGS INC COM 368736104   544,800 5,000 SH   SOLE   5,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   2,486,000 200,000 SH   SOLE   200,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   633,000 100,000 SH   SOLE   100,000 0 0
HERC HLDGS INC COM 42704L104   594,700 5,000 SH   SOLE   5,000 0 0
HEXCEL CORP NEW COM 428291108   325,700 5,000 SH   SOLE   5,000 0 0
HONEYWELL INTL INC COM 438516106   6,004,050 32,500 SH   SOLE   32,500 0 0
IDEX CORP COM 45167R104   1,560,150 7,500 SH   SOLE   7,500 0 0
INTERNATIONAL PAPER CO COM 460146103   2,482,900 70,000 SH   SOLE   70,000 0 0
IPG PHOTONICS CORP COM 44980X109   507,700 5,000 SH   SOLE   5,000 0 0
ITRON INC COM 465741106   1,211,600 20,000 SH   SOLE   20,000 0 0
JETBLUE AWYS CORP COM 477143101   805,000 175,000 SH   SOLE   175,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,596,300 30,000 SH   SOLE   30,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,507,500 50,000 SH   SOLE   50,000 0 0
LESLIES INC COM 527064109   566,000 100,000 SH   SOLE   100,000 0 0
LIVENT CORP COM 53814L108   1,380,750 75,000 SH   SOLE   75,000 0 0
LOUISIANA PAC CORP COM 546347105   829,050 15,000 SH   SOLE   15,000 0 0
LUCID GROUP INC COM 549498103   55,900 10,000 SH   SOLE   10,000 0 0
MOSAIC CO NEW COM 61945C103   2,314,000 65,000 SH   SOLE   65,000 0 0
MP MATERIALS CORP COM CL A 553368101   668,500 35,000 SH   SOLE   35,000 0 0
NORFOLK SOUTHN CORP COM 655844108   5,907,900 30,000 SH   SOLE   30,000 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,100,475 2,500 SH   SOLE   2,500 0 0
NOV INC COM 62955J103   418,000 20,000 SH   SOLE   20,000 0 0
NUTRIEN LTD COM 67077M108   3,705,600 60,000 SH   SOLE   60,000 0 0
ORION S.A. COM L72967109   1,341,512 63,041 SH   SOLE   63,041 0 0
PACTIV EVERGREEN INC COM 69526K105   2,682,900 330,000 SH   SOLE   330,000 0 0
PEABODY ENERGY CORP COM 704551100   2,209,150 85,000 SH   SOLE   85,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   397,000 10,000 SH   SOLE   10,000 0 0
PPG INDS INC COM 693506107   649,000 5,000 SH   SOLE   5,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   1,214,000 50,000 SH   SOLE   50,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   648,800 20,000 SH   SOLE   20,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   129,000 20,000 SH   SOLE   20,000 0 0
SPIRIT AIRLS INC COM 848577102   495,000 30,000 SH   SOLE   30,000 0 0
SPRUCE POWER HOLDING CORP COM CL A 9837FR100   13,600 20,000 SH   SOLE   20,000 0 0
STANDARD LITHIUM LTD COM 853606101   70,750 25,000 SH   SOLE   25,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   835,800 10,000 SH   SOLE   10,000 0 0
STELLANTIS N.V CALL N82405906   1,913,000 100,000 SH Call SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204   1,292,700 30,000 SH   SOLE   30,000 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,029,100 10,000 SH   SOLE   10,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   2,545,100 310,000 SH   SOLE   310,000 0 0
TRANSOCEAN LTD PUT H8817H950   1,642,000 200,000 SH Put SOLE   200,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   2,374,600 310,000 SH   SOLE   310,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   940,800 70,000 SH   SOLE   70,000 0 0
UNION PAC CORP COM 907818108   7,127,050 35,000 SH   SOLE   35,000 0 0
UNITED STATES STL CORP NEW COM 912909108   1,299,200 40,000 SH   SOLE   40,000 0 0
VALE S A SPONSORED ADS 91912E105   402,000 30,000 SH   SOLE   30,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,091,342 15,000 SH   SOLE   15,000 0 0
WESTROCK CO COM 96145D105   1,790,000 50,000 SH   SOLE   50,000 0 0