The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| CONSTELLIUM SE | CL A SHS | F21107101 | 29,222,229 | 1,446,645 | SH | SOLE | 0 | 0 | 1,446,645 | |||
| GREEN PLAINS INC | COM | 393222104 | 22,405,727 | 1,343,269 | SH | SOLE | 0 | 0 | 1,343,269 | |||
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 50,621,837 | 2,203,824 | SH | SOLE | 0 | 0 | 2,203,824 | |||
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | 23,346,171 | 4,139,392 | SH | SOLE | 0 | 0 | 4,139,392 | |||
| WESCO INTL INC | COM | 95082P105 | 22,887,013 | 127,334 | SH | SOLE | 0 | 0 | 127,334 | |||
| XPO INC | COM | 983793100 | 10,513,507 | 98,147 | SH | SOLE | 0 | 0 | 98,147 | |||