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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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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
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103   13,521,808 801,055 SH   SOLE   801,055 0 0
ENOVIS CORPORATION COM 194014502   1,370,112 25,600 SH   SOLE   25,600 0 0
ESAB CORPORATION COM 29605J106   2,289,696 48,800 SH   SOLE   48,800 0 0
FRONTLINE LTD SHS NEW G3682E192   818,285 67,404 SH   SOLE   67,404 0 0
IAC INC COM NEW 44891N208   1,733,864 39,051 SH   SOLE   39,051 0 0
KKR & CO INC COM 48251W104   3,999,315 86,155 SH   SOLE   86,155 0 0
ENETI INC COM Y2294C107   2,572,529 255,973 SH   SOLE   255,973 0 0