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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
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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
AGCO CORP COM 001084102   4,929,246 40,600 SH   SOLE   40,600 0 0
AIR PRODS & CHEMS INC COM 009158106   12,923,360 47,200 SH   SOLE   47,200 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   1,990,926 144,900 SH   SOLE   144,900 0 0
ATI INC COM 01741R102   4,974,418 109,400 SH   SOLE   109,400 0 0
CAL MAINE FOODS INC COM NEW 128030202   18,470,398 321,840 SH   SOLE   321,840 0 0
CAL MAINE FOODS INC COM NEW 128030202   28,695,000 500,000 SH Call SOLE   500,000 0 0
CARLISLE COS INC COM 142339100   11,442,436 36,624 SH   SOLE   36,624 0 0
DARIOHEALTH CORP COM NEW 23725P209   2,274,604 1,322,444 SH   SOLE   1,322,444 0 0
DEERE & CO COM 244199105   1,919,376 4,800 SH   SOLE   4,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,029,678 100,166 SH   SOLE   100,166 0 0
DYCOM INDS INC COM 267475101   12,333,735 107,166 SH   SOLE   107,166 0 0
EMERSON ELEC CO COM 291011104   2,014,731 20,700 SH   SOLE   20,700 0 0
FERROGLOBE PLC SHS G33856108   5,435,433 834,936 SH   SOLE   834,936 0 0
FLUOR CORP NEW COM 343412102   3,579,002 91,371 SH   SOLE   91,371 0 0
FREEPORT-MCMORAN INC CL B 35671D857   10,442,421 245,300 SH   SOLE   245,300 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   7,343,296 512,800 SH   SOLE   512,800 0 0
HONEYWELL INTL INC COM 438516106   3,040,795 14,500 SH   SOLE   14,500 0 0
INGREDION INC COM 457187102   1,637,175 15,085 SH   SOLE   15,085 0 0
JOHNSON CTLS INTL PLC SHS G51502105   30,681,772 532,300 SH   SOLE   532,300 0 0
JOHNSON CTLS INTL PLC SHS G51502105   6,530,612 113,300 SH Call SOLE   113,300 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   17,503,154 83,103 SH   SOLE   83,103 0 0
LEGGETT & PLATT INC COM 524660107   5,234,000 200,000 SH Call SOLE   200,000 0 0
LOUISIANA PAC CORP COM 546347105   3,356,634 47,390 SH   SOLE   47,390 0 0
METHANEX CORP COM 59151K108   6,800,896 143,600 SH   SOLE   143,600 0 0
MOSAIC CO NEW COM 61945C103   3,084,785 86,336 SH   SOLE   86,336 0 0
MRC GLOBAL INC COM 55345K103   4,744,958 430,968 SH   SOLE   430,968 0 0
NORFOLK SOUTHN CORP COM 655844108   15,530,166 65,700 SH   SOLE   65,700 0 0
NUTRIEN LTD COM 67077M108   2,923,527 51,900 SH   SOLE   51,900 0 0
OCEANEERING INTL INC COM 675232102   1,620,259 76,140 SH   SOLE   76,140 0 0
OWENS CORNING NEW COM 690742101   12,072,592 81,445 SH   SOLE   81,445 0 0
OWENS CORNING NEW COM 690742101   7,411,500 50,000 SH Call SOLE   50,000 0 0
PARSONS CORP DEL COM 70202L102   1,220,023 19,455 SH   SOLE   19,455 0 0
PILGRIMS PRIDE CORP COM 72147K108   31,130,943 1,125,486 SH   SOLE   1,125,486 0 0
PILGRIMS PRIDE CORP COM 72147K108   21,574,800 780,000 SH Call SOLE   780,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   44,892,180 1,623,000 SH Call SOLE   1,623,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   19,085,400 690,000 SH Call SOLE   690,000 0 0
PPG INDS INC COM 693506107   6,296,055 42,100 SH   SOLE   42,100 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   9,952,349 2,457,370 SH   SOLE   2,457,370 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,012,500 250,000 SH Call SOLE   250,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   45,092,377 1,430,142 SH   SOLE   1,430,142 0 0
SIGMA LITHIUM CORPORATION COM 826599102   3,521,901 111,700 SH Call SOLE   111,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,407,440 24,000 SH Put SOLE   24,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   17,586,470 37,000 SH Call SOLE   37,000 0 0
SYLVAMO CORP COMMON STOCK 871332102   1,529,089 31,136 SH   SOLE   31,136 0 0
TENARIS S A SPONSORED ADS 88031M109   6,435,258 185,134 SH   SOLE   185,134 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   1,970 24,658 SH   SOLE   24,658 0 0