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
ASHLAND INC COM 044186104   11,494,482 111,912 SH   SOLE   111,912 0 0
AVERY DENNISON CORP COM 053611109   34,215,710 191,224 SH   SOLE   191,224 0 0
AXALTA COATING SYS LTD COM G0750C108   11,230,987 370,782 SH   SOLE   370,782 0 0
CABOT CORP COM 127055101   24,597,072 320,943 SH   SOLE   320,943 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   7,278,825 159,100 SH   SOLE   159,100 0 0
CELANESE CORP DEL COM 150870103   19,605,536 180,049 SH   SOLE   180,049 0 0
CF INDS HLDGS INC COM 125269100   2,665,240 36,767 SH   SOLE   36,767 0 0
DARIOHEALTH CORP COM NEW 23725P209   4,213,862 1,022,782 SH   SOLE   1,022,782 0 0
DEERE & CO COM 244199105   3,812,534 9,234 SH   SOLE   9,234 0 0
DYCOM INDS INC COM 267475101   14,384,640 153,600 SH   SOLE   153,600 0 0
ECOLAB INC COM 278865100   3,379,295 20,415 SH   SOLE   20,415 0 0
ELEMENT SOLUTIONS INC COM 28618M106   15,360,255 795,456 SH   SOLE   795,456 0 0
FLUOR CORP NEW COM 343412102   5,263,973 170,300 SH   SOLE   170,300 0 0
FREEPORT-MCMORAN INC CL B 35671D857   216,823 5,300 SH   SOLE   5,300 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,549,000 100,000 SH Call SOLE   100,000 0 0
HUNTSMAN CORP COM 447011107   5,472,000 200,000 SH Call SOLE   200,000 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203   113,985 11,208 SH   SOLE   11,208 0 0
PILGRIMS PRIDE CORP COM 72147K108   37,533,543 1,619,221 SH   SOLE   1,619,221 0 0
PONTEM CORPORATION *W EXP 01/05/202 G71707122   17,170 100,000 SH   SOLE   100,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,638,000 234,000 SH   SOLE   234,000 0 0
SYLVAMO CORP COMMON STOCK 871332102   45,184,270 976,746 SH   SOLE   976,746 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   10,110 24,658 SH   SOLE   24,658 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,620,899 182,260 SH   SOLE   182,260 0 0
VALARIS LIMITED CL A G9460G101   3,335,236 51,264 SH   SOLE   51,264 0 0
VALVOLINE INC COM 92047W101   9,975,160 285,494 SH   SOLE   285,494 0 0
WEST FRASER TIMBER CO LTD COM 952845105   3,675,058 51,587 SH   SOLE   51,587 0 0
WESTLAKE CORPORATION COM 960413102   29,375,762 253,283 SH   SOLE   253,283 0 0