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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
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
BLACKBERRY LTD COM 09228F103   65,584,917 26,445,531 SH   SOLE   26,445,531 0 0
DEERE & CO COM 244199105   41,435,567 110,900 SH   SOLE   110,900 0 0
DOW INC COM 260557103   70,082,074 1,321,057 SH   SOLE   1,321,057 0 0
GENERAL MTRS CO COM 37045V100   45,899,088 987,927 SH   SOLE   987,927 0 0
HUNTSMAN CORP COM 447011107   55,536,303 2,439,012 SH   SOLE   2,439,012 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   5,934,907 6,398,822 SH   SOLE   6,398,822 0 0
NIO INC SPON ADS 62914V106   4,202,016 1,010,100 SH   SOLE   1,010,100 0 0
OTIS WORLDWIDE CORP COM 68902V107   38,523,252 400,200 SH   SOLE   400,200 0 0
PHINIA INC COMMON STOCK 71880K101   31,800,991 807,952 SH   SOLE   807,952 0 0
PPG INDS INC COM 693506107   14,880,198 118,200 SH   SOLE   118,200 0 0
VISTEON CORP COM NEW 92839U206   32,011,814 300,017 SH   SOLE   300,017 0 0
WESTERN DIGITAL CORP. COM 958102105   9,690,301 127,891 SH   SOLE   127,891 0 0
WHIRLPOOL CORP COM 963320106   43,608,740 426,700 SH   SOLE   426,700 0 0