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 |
| ANTERO RESOURCES CORP | COM | 03674X106 | 43,414,351 | 1,914,213 | SH | SOLE | 0 | 0 | 1,914,213 | |||
| CONSTELLIUM SE | CL A SHS | F21107101 | 19,900,659 | 997,027 | SH | SOLE | 0 | 0 | 997,027 | |||
| TECK RESOURCES LTD | CL B | 878742204 | 41,867,632 | 990,481 | SH | SOLE | 0 | 0 | 990,481 | |||
| GREEN PLAINS INC | COM | 393222104 | 16,257,064 | 644,610 | SH | SOLE | 0 | 0 | 644,610 | |||
| NEW FORTRESS ENERGY INC | COM CL A | 644393100 | 40,476,065 | 1,072,782 | SH | SOLE | 0 | 0 | 1,072,782 | |||
| PHINIA INC | COMMON STOCK | 71880K101 | 16,366,141 | 540,315 | SH | SOLE | 0 | 0 | 540,315 | |||