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

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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
ADIENT PLC ORD SHS G0084W101   3,846,878 110,893 SH   SOLE   110,893 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,870,215 148,485 SH   SOLE   148,485 0 0
AVANTOR INC COM 05352A100   1,442,366 68,391 SH   SOLE   68,391 0 0
AZENTA INC COM 114340102   388,036 6,665 SH   SOLE   6,665 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   2,537,976 39,118 SH   SOLE   39,118 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,402,690 24,151 SH   SOLE   24,151 0 0
CENOVUS ENERGY INC COM 15135U109   15,558,959 801,595 SH   SOLE   801,595 0 0
CENOVUS ENERGY INC COM 15135U109   1,092,783 563 SH Call SOLE   563 0 0
CHENIERE ENERGY INC COM NEW 16411R208   16,350,589 109,033 SH   SOLE   109,033 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,994,468 133 SH Call SOLE   133 0 0
CHESAPEAKE ENERGY CORP COM 165167735   3,724,690 39,469 SH   SOLE   39,469 0 0
CONSTELLIUM SE CL A SHS F21107101   8,494,733 718,067 SH   SOLE   718,067 0 0
CROWN HLDGS INC COM 228368106   1,540,122 18,734 SH   SOLE   18,734 0 0
DIGIMARC CORP NEW COM 25381B101   517,720 280 SH Call SOLE   280 0 0
DIGIMARC CORP NEW COM 25381B101   9,771,077 528,452 SH   SOLE   528,452 0 0
EQT CORP COM 26884L109   4,064,066 120,132 SH   SOLE   120,132 0 0
GENERAL MTRS CO COM 37045V100   1,682,000 500 SH Call SOLE   500 0 0
GENERAL MTRS CO COM 37045V100   9,053,500 269,129 SH   SOLE   269,129 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   1,307,759 193,742 SH   SOLE   193,742 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   4,240,780 57,588 SH   SOLE   57,588 0 0
KBR INC COM 48242W106   1,471,642 27,872 SH   SOLE   27,872 0 0
MAXAR TECHNOLOGIES INC COM 57778K105   4,681,125 90,474 SH   SOLE   90,474 0 0
NATERA INC COM 632307104   5,297,981 131,889 SH   SOLE   131,889 0 0
OLIN CORP COM PAR $1 680665205   3,071,314 58,015 SH   SOLE   58,015 0 0
OVINTIV INC COM 69047Q102   816,431 161 SH Call SOLE   161 0 0
PINTEREST INC CL A 72352L106   4,194,686 172,763 SH   SOLE   172,763 0 0
QUANTA SVCS INC COM 74762E102   2,848,290 19,988 SH   SOLE   19,988 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   9,221,245 560,562 SH   SOLE   560,562 0 0
SABRE CORP COM 78573M104   14,215,465 2,300,237 SH   SOLE   2,300,237 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   1,461,402 62,856 SH   SOLE   62,856 0 0
SMARTRENT INC COM CL A 83193G107   1,582,350 651,173 SH   SOLE   651,173 0 0
SOTERA HEALTH CO COM 83601L102   2,015,968 242,013 SH   SOLE   242,013 0 0
TECHNIPFMC PLC COM G87110105   6,841,991 561,279 SH   SOLE   561,279 0 0
TESLA INC COM 88160R101   1,047,030 85 SH Put SOLE   85 0 0
TRANSUNION COM 89400J107   2,041,127 35,967 SH   SOLE   35,967 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   10,834,852 793,181 SH   SOLE   793,181 0 0
VICOR CORP COM 925815102   14,550,878 270,714 SH   SOLE   270,714 0 0