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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101 3,763 78,588 SH   SOLE   78,588 0 0
ALBEMARLE CORP COM 012653101 7,403 31,669 SH   SOLE   31,669 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,454 66,904 SH   SOLE   66,904 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 4,155 220 SH Put SOLE   220 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 15,489 180,711 SH   SOLE   180,711 0 0
CARVANA CO CL A 146869102 1,159 50 SH Put SOLE   50 0 0
CENOVUS ENERGY INC COM 15135U109 6,508 529,910 SH   SOLE   529,910 0 0
CF INDS HLDGS INC COM 125269100 8,426 119,052 SH   SOLE   119,052 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,406 132,190 SH   SOLE   132,190 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,063 302 SH Call SOLE   302 0 0
CME GROUP INC COM 12572Q105 5,514 24,134 SH   SOLE   24,134 0 0
CONSTELLIUM SE CL A SHS F21107101 17,299 965,839 SH   SOLE   965,839 0 0
CORTEVA INC COM 22052L104 10,931 231,206 SH   SOLE   231,206 0 0
CROWN HLDGS INC COM 228368106 18,975 171,537 SH   SOLE   171,537 0 0
CROWN HLDGS INC COM 228368106 1,339 121 SH Call SOLE   121 0 0
DIGIMARC CORP NEW COM 25381B101 11,594 293,666 SH   SOLE   293,666 0 0
EXPEDIA GROUP INC COM NEW 30212P303 2,443 13,517 SH   SOLE   13,517 0 0
GENERAL MTRS CO COM 37045V100 18,613 317,468 SH   SOLE   317,468 0 0
GENERAL MTRS CO COM 37045V100 2,017 344 SH Call SOLE   344 0 0
GROUPON INC COM NEW 399473206 6,281 271,210 SH   SOLE   271,210 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,984 75 SH Put SOLE   75 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 26,335 2,290 SH Put SOLE   2,290 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 4,560 205 SH Put SOLE   205 0 0
ISHARES TR 20 YR TR BD ETF 464287432 31,624 2,134 SH Put SOLE   2,134 0 0
JELD-WEN HLDG INC COM 47580P103 3,152 119,587 SH   SOLE   119,587 0 0
MICRON TECHNOLOGY INC COM 595112103 3,606 38,713 SH   SOLE   38,713 0 0
NUVVE HOLDING CORP COM 67079Y100 519 38,900 SH   SOLE   38,900 0 0
OLIN CORP COM PAR $1 680665205 10,161 176,655 SH   SOLE   176,655 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 10,978 421,750 SH   SOLE   421,750 0 0
SABRE CORP COM 78573M104 8,349 971,889 SH   SOLE   971,889 0 0
SABRE CORP COM 78573M104 4,354 5,069 SH Call SOLE   5,069 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3,912 225 SH Put SOLE   225 0 0
SOTERA HEALTH CO COM 83601L102 755 32,087 SH   SOLE   32,087 0 0
SYNOVUS FINL CORP COM NEW 87161C501 6,080 127,017 SH   SOLE   127,017 0 0
TESLA INC COM 88160R101 3,382 32 SH Put SOLE   32 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 1,615 58,230 SH   SOLE   58,230 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 2,398 58,695 SH   SOLE   58,695 0 0
YELLOW CORP COM 985510106 623 49,467 SH   SOLE   49,467 0 0
YELLOW CORP COM 985510106 1,612 1,280 SH Call SOLE   1,280 0 0