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
ALCOA CORP COM 013872106   2,341,988 68,882 SH   SOLE   0 0 68,882
ALCOA CORP COM 013872106   5,829,708 171,462 SH   SOLE   171,462 0 0
ATI INC COM 01741R102   2,793,859 61,444 SH   SOLE   0 0 61,444
ATI INC COM 01741R102   8,657,261 190,395 SH   SOLE   190,395 0 0
CENTURY ALUM CO COM 156431108   2,873,380 236,687 SH   SOLE   0 0 236,687
CENTURY ALUM CO COM 156431108   24,694,193 2,034,118 SH   SOLE   2,034,118 0 0
CONSTELLIUM SE CL A SHS F21107101   9,302,059 466,035 SH   SOLE   466,035 0 0
CONSTELLIUM SE CL A SHS F21107101   2,869,749 143,775 SH   SOLE   0 0 143,775
DIAMONDBACK ENERGY INC COM 25278X109   2,677,456 17,265 SH   SOLE   0 0 17,265
DIAMONDBACK ENERGY INC COM 25278X109   7,651,337 49,338 SH   SOLE   49,338 0 0
ENTEGRIS INC COM 29362U104   2,868,251 23,938 SH   SOLE   0 0 23,938
ENTEGRIS INC COM 29362U104   11,031,468 92,067 SH   SOLE   92,067 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,895,399 68,015 SH   SOLE   0 0 68,015
FREEPORT-MCMORAN INC CL B 35671D857   9,489,066 222,905 SH   SOLE   222,905 0 0
HUDBAY MINERALS INC COM 443628102   2,841,376 514,742 SH   SOLE   514,742 0 0
HUDBAY MINERALS INC COM 443628102   1,120,284 202,950 SH   SOLE   0 0 202,950
MATERION CORP COM 576690101   2,936,644 22,567 SH   SOLE   0 0 22,567
MATERION CORP COM 576690101   10,831,110 83,233 SH   SOLE   83,233 0 0
NEXGEN ENERGY LTD COM 65340P106   1,007,867 143,981 SH   SOLE   0 0 143,981
NEXGEN ENERGY LTD COM 65340P106   2,530,507 361,501 SH   SOLE   361,501 0 0
OLIN CORP COM PAR $1 680665205   2,865,446 53,113 SH   SOLE   0 0 53,113
OLIN CORP COM PAR $1 680665205   8,722,906 161,685 SH   SOLE   161,685 0 0
TRANSOCEAN LTD REG SHS H8817H100   4,518,349 711,551 SH   SOLE   711,551 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,812,519 285,436 SH   SOLE   0 0 285,436
VISHAY INTERTECHNOLOGY INC COM 928298108   2,862,425 119,417 SH   SOLE   0 0 119,417
VISHAY INTERTECHNOLOGY INC COM 928298108   48,041,896 2,004,251 SH   SOLE   2,004,251 0 0
WEST FRASER TIMBER CO LTD COM 952845105   2,926,780 34,203 SH   SOLE   0 0 34,203
WEST FRASER TIMBER CO LTD COM 952845105   7,769,663 90,798 SH   SOLE   90,798 0 0