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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
ADVANCED MICRO DEVICES INC COM 007903107   1,064,891 5,900 SH   SOLE   5,900 0 0
ALASKA AIR GROUP INC COM 011659109   2,640,360 61,418 SH   SOLE   61,418 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   8,781,215 139,806 SH   SOLE   139,806 0 0
ATI INC COM 01741R102   8,822,117 172,408 SH   SOLE   172,408 0 0
BALL CORP COM 058498106   3,826,048 56,800 SH   SOLE   56,800 0 0
CAL MAINE FOODS INC COM NEW 128030202   13,115,958 222,871 SH   SOLE   222,871 0 0
CARLISLE COS INC COM 142339100   8,629,321 22,022 SH   SOLE   22,022 0 0
CHEMOURS CO COM 163851108   7,575,012 288,462 SH   SOLE   288,462 0 0
COPA HOLDINGS SA CL A P31076105   1,083,264 10,400 SH   SOLE   10,400 0 0
CSX CORP COM 126408103   20,735,846 559,370 SH   SOLE   559,370 0 0
DARIOHEALTH CORP COM NEW 23725P209   2,041,237 1,334,142 SH   SOLE   1,334,142 0 0
DYCOM INDS INC COM 267475101   28,327,655 197,364 SH   SOLE   197,364 0 0
ENTEGRIS INC COM 29362U104   1,953,506 13,900 SH   SOLE   13,900 0 0
FERROGLOBE PLC SHS G33856108   7,251,722 1,456,169 SH   SOLE   1,456,169 0 0
INTERNATIONAL PAPER CO COM 460146103   1,951,741 50,019 SH   SOLE   50,019 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,655,639 50,003 SH   SOLE   50,003 0 0
LOUISIANA PAC CORP COM 546347105   5,605,188 66,800 SH   SOLE   66,800 0 0
MASTEC INC COM 576323109   11,999,690 128,683 SH   SOLE   128,683 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   575,228 17,892 SH   SOLE   17,892 0 0
NUTRIEN LTD COM 67077M108   26,334,050 484,884 SH   SOLE   484,884 0 0
PARSONS CORP DEL COM 70202L102   4,367,732 52,655 SH   SOLE   52,655 0 0
PILGRIMS PRIDE CORP COM 72147K108   2,530,002 73,718 SH   SOLE   73,718 0 0
PILGRIMS PRIDE CORP COM 72147K108   64,428,936 1,877,300 SH Call SOLE   1,877,300 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   11,880,200 1,910,000 SH Call SOLE   1,910,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   23,109,595 3,715,369 SH   SOLE   3,715,369 0 0
SEALED AIR CORP NEW COM 81211K100   29,877,403 803,156 SH   SOLE   803,156 0 0
SIGMA LITHIUM CORPORATION COM 826599102   29,420,522 2,270,102 SH   SOLE   2,270,102 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   740 24,658 SH   SOLE   24,658 0 0
UNITED AIRLS HLDGS INC COM 910047109   11,446,624 239,069 SH   SOLE   239,069 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   4,932,868 60,400 SH   SOLE   60,400 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,219,873 14,114 SH   SOLE   14,114 0 0
WESTLAKE CORPORATION COM 960413102   25,153,783 164,619 SH   SOLE   164,619 0 0