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
ARCH RESOURCES, INC. CMN COM 03940R107   6,274,350 32,975 SH   SOLE   6,274,350 0 0
BATTALION OIL CORPORATION CMN COM 07134L107   59,115,415 6,151,448 SH   SOLE   59,115,415 0 0
LUCID DIAGNOSTICS INC CMN COM 54948X109   1,090,277 773,246 SH   SOLE   1,090,277 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106   9,193,109 33,576 SH   SOLE   9,193,109 0 0
BERRY GLOBAL GROUP INC CMN COM 08579W103   16,004,923 237,497 SH   SOLE   16,004,923 0 0
CHEMOURS COMPANY (THE) CMN COM 163851108   27,056,684 857,853 SH   SOLE   27,056,684 0 0
O-I GLASS, INC. CMN COM 67098H104   31,576,578 1,927,752 SH   SOLE   31,576,578 0 0
TRONOX HOLDINGS PLC CMN COM G9087Q102   31,568,828 2,229,437 SH   SOLE   31,568,828 0 0
ZEROFOX HOLDINGS INC CMN COM 98955G103   1,495,881 1,719,404 SH   SOLE   1,495,881 0 0
SEALED AIR CORPORATION CMN COM 81211K100   5,918,285 162,056 SH   SOLE   5,918,285 0 0
H.B. FULLER COMPANY CMN COM 359694106   2,192,290 26,929 SH   SOLE   2,192,290 0 0
ASHLAND INC COM 044186104   9,931,718 117,800 SH   SOLE   9,931,718 0 0
CALAMP CORP COM 128126109   410,716 1,636,320 SH   SOLE   410,716 0 0
HERITAGE INSURANCE HLDGS INC COM 42727J102   1,151,928 176,676 SH   SOLE   1,151,928 0 0
IPATH SERIES B S&P 500 VIX IPTH SR B S&P 06748F324   1,784,800 115,000 SH   SOLE   1,784,800 0 0
OCUGEN INC COM 67577C105   935,285 1,626,583 SH   SOLE   935,285 0 0
PPG INDS INC COM 693506107   9,945,075 66,500 SH   SOLE   9,945,075 0 0
CALL/OLN @ 52.5 EXP 01/19/2024 CALL 680665905   17,210,050 319,000 SH   SOLE   319,000 0 0
CALL/OLN @ 47 EXP 01/19/2024 CALL 680665905   39,480,610 731,800 SH   SOLE   731,800 0 0
CALL/OLN @ 50 EXP 01/19/2024 CALL 680665905   33,049,770 612,600 SH   SOLE   612,600 0 0
CALL/TROX @ 12 EXP 01/19/2024 CALL G9087Q902   3,765,144 265,900 SH   SOLE   265,900 0 0
CALL/CC @ 32 EXP 02/16/2024 CALL 163851908   12,152,362 385,300 SH   SOLE   385,300 0 0
CALL/OI @ 17 EXP 02/16/2024 CALL 67098H904   5,579,028 340,600 SH   SOLE   340,600 0 0
CALL/APD @ 300 EXP 03/15/2024 CALL 009158906   34,772,600 127,000 SH   SOLE   127,000 0 0