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
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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
3M CO COM 88579Y101   4,372,800 40,000 SH   SOLE   40,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   1,220,600 20,000 SH   SOLE   20,000 0 0
ALASKA AIR GROUP INC COM 011659109   1,953,500 50,000 SH   SOLE   50,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102   1,239,150 15,000 SH   SOLE   15,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   4,946,400 360,000 SH   SOLE   360,000 0 0
ATI INC COM 01741R102   1,050,994 23,114 SH   SOLE   23,114 0 0
AXALTA COATING SYS LTD COM G0750C108   1,546,484 45,525 SH   SOLE   45,525 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   3,076,840 198,250 SH   SOLE   198,250 0 0
BOEING CO COM 097023105   651,650 2,500 SH   SOLE   2,500 0 0
BOEING CO CALL 097023905   2,606,600 10,000 SH Call SOLE   0 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   6,489,000 350,000 SH   SOLE   350,000 0 0
CHEMOURS CO COM 163851108   1,577,000 50,000 SH   SOLE   50,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,254,278 61,424 SH   SOLE   61,424 0 0
CNH INDL N V SHS N20944109   304,500 25,000 SH   SOLE   25,000 0 0
COGNEX CORP COM 192422103   1,252,200 30,000 SH   SOLE   30,000 0 0
COMMERCIAL METALS CO COM 201723103   7,005,600 140,000 SH   SOLE   140,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   793,681 31,346 SH   SOLE   31,346 0 0
CORTEVA INC COM 22052L104   1,677,200 35,000 SH   SOLE   35,000 0 0
EASTMAN CHEM CO COM 277432100   1,347,300 15,000 SH   SOLE   15,000 0 0
EATON CORP PLC SHS G29183103   2,408,200 10,000 SH   SOLE   10,000 0 0
FISKER INC CL A COM STK 33813J106   87,500 50,000 SH   SOLE   50,000 0 0
FLOWSERVE CORP COM 34354P105   4,545,082 110,264 SH   SOLE   110,264 0 0
FMC CORP COM NEW 302491303   756,600 12,000 SH   SOLE   12,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,277,100 30,000 SH   SOLE   30,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   2,730,000 500,000 SH   SOLE   500,000 0 0
FUELCELL ENERGY INC COM 35952H601   16,000 10,000 SH   SOLE   10,000 0 0
GATES INDL CORP PLC ORD SHS G39108108   2,348,500 175,000 SH   SOLE   175,000 0 0
GENERAC HLDGS INC COM 368736104   3,877,200 30,000 SH   SOLE   30,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   1,432,000 100,000 SH   SOLE   100,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   568,000 40,000 SH   SOLE   40,000 0 0
HAYWARD HLDGS INC COM 421298100   680,000 50,000 SH   SOLE   50,000 0 0
HERC HLDGS INC COM 42704L104   3,275,580 22,000 SH   SOLE   22,000 0 0
HEXCEL CORP NEW COM 428291108   368,750 5,000 SH   SOLE   5,000 0 0
IDEX CORP COM 45167R104   1,085,550 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL PAPER CO COM 460146103   723,000 20,000 SH   SOLE   20,000 0 0
JETBLUE AWYS CORP COM 477143101   1,581,750 285,000 SH   SOLE   285,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,729,200 30,000 SH   SOLE   30,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,153,000 20,000 SH   SOLE   20,000 0 0
LESLIES INC COM 527064109   2,540,116 367,600 SH   SOLE   367,600 0 0
LIVENT CORP COM 53814L108   1,618,200 90,000 SH   SOLE   90,000 0 0
LUCID GROUP INC COM 549498103   42,100 10,000 SH   SOLE   10,000 0 0
MIDDLEBY CORP COM 596278101   2,943,400 20,000 SH   SOLE   20,000 0 0
MOSAIC CO NEW COM 61945C103   1,786,500 50,000 SH   SOLE   50,000 0 0
MP MATERIALS CORP COM CL A 553368101   397,000 20,000 SH   SOLE   20,000 0 0
NORFOLK SOUTHN CORP COM 655844108   5,909,500 25,000 SH   SOLE   25,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   7,014,000 350,000 SH   SOLE   350,000 0 0
NOV INC COM 62955J103   1,014,000 50,000 SH   SOLE   50,000 0 0
NUTRIEN LTD COM 67077M108   1,971,550 35,000 SH   SOLE   35,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,686,950 45,000 SH   SOLE   45,000 0 0
ORION S.A. COM L72967109   9,096,577 328,041 SH   SOLE   328,041 0 0
PACTIV EVERGREEN INC COM 69526K105   2,467,800 180,000 SH   SOLE   180,000 0 0
PIEDMONT LITHIUM INC COM 72016P105   282,300 10,000 SH   SOLE   10,000 0 0
POOL CORP COM 73278L105   996,775 2,500 SH   SOLE   2,500 0 0
PPG INDS INC COM 693506107   747,750 5,000 SH   SOLE   5,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   141,750 35,000 SH   SOLE   35,000 0 0
REGAL REXNORD CORPORATION COM 758750103   4,070,550 27,500 SH   SOLE   27,500 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,328,600 7,500 SH   SOLE   7,500 0 0
SAIA INC COM 78709Y105   3,724,870 8,500 SH   SOLE   8,500 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   2,672,250 105,000 SH   SOLE   105,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   630,600 20,000 SH   SOLE   20,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   262,000 40,000 SH   SOLE   40,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   2,383,500 75,000 SH   SOLE   75,000 0 0
SPIRIT AIRLS INC COM 848577102   1,147,300 70,000 SH   SOLE   70,000 0 0
SPIRIT AIRLS INC PUT 848577952   819,500 50,000 SH Put SOLE   50,000 0 0
STANDARD LITHIUM LTD COM 853606101   50,500 25,000 SH   SOLE   25,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,924,000 40,000 SH   SOLE   40,000 0 0
TECK RESOURCES LTD CL B 878742204   2,536,200 60,000 SH   SOLE   60,000 0 0
TEREX CORP NEW COM 880779103   574,600 10,000 SH   SOLE   10,000 0 0
TIMKEN CO COM 887389104   2,003,750 25,000 SH   SOLE   25,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   589,280 92,800 SH   SOLE   92,800 0 0
TRIUMPH GROUP INC NEW COM 896818101   7,626,800 460,000 SH   SOLE   460,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   1,062,000 75,000 SH   SOLE   75,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   7,144,788 173,165 SH   SOLE   173,165 0 0
VERALTO CORP COM SHS 92338C103   1,233,900 15,000 SH   SOLE   15,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   960,600 20,000 SH   SOLE   20,000 0 0
WERNER ENTERPRISES INC COM 950755108   2,118,500 50,000 SH   SOLE   50,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   1,284,242 15,000 SH   SOLE   15,000 0 0
WOODWARD INC COM 980745103   2,041,950 15,000 SH   SOLE   15,000 0 0