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
ADIENT PLC ORD SHS G0084W101   7,331,717 178,997 SH   SOLE   178,997 0 0
BWX TECHNOLOGIES INC COM 05605H100   7,131,274 113,123 SH   SOLE   113,123 0 0
CENOVUS ENERGY INC COM 15135U109   12,750,130 730,248 SH   SOLE   730,248 0 0
CHENIERE ENERGY INC COM NEW 16411R208   23,460,966 148,864 SH   SOLE   148,864 0 0
CONSTELLIUM SE CL A SHS F21107101   14,118,827 924,007 SH   SOLE   924,007 0 0
DIGIMARC CORP NEW COM 25381B101   835,125 425 SH Call SOLE   425 0 0
DIGIMARC CORP NEW COM 25381B101   11,091,836 564,470 SH   SOLE   564,470 0 0
FEDEX CORP COM 31428X106   2,698,924 11,812 SH   SOLE   11,812 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   1,148,258 1,180 SH   SOLE   1,180 0 0
FLOWSERVE CORP COM 34354P105   8,670,136 255,004 SH   SOLE   255,004 0 0
GENERAL MTRS CO COM 37045V100   13,568,189 369,907 SH   SOLE   369,907 0 0
GENERAL MTRS CO COM 37045V100   1,683,612 459 SH Call SOLE   459 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   1,078,761 162,709 SH   SOLE   162,709 0 0
INTEGER HLDGS CORP COM 45826H109   4,426,878 57,121 SH   SOLE   57,121 0 0
KBR INC COM 48242W106   4,862,346 88,326 SH   SOLE   88,326 0 0
MASONITE INTL CORP COM 575385109   2,784,642 30,678 SH   SOLE   30,678 0 0
NATERA INC COM 632307104   11,357,560 204,567 SH   SOLE   204,567 0 0
OLIN CORP COM PAR $1 680665205   3,764,454 67,828 SH   SOLE   67,828 0 0
PINTEREST INC CL A 72352L106   6,775,177 248,448 SH   SOLE   248,448 0 0
QUANTA SVCS INC COM 74762E102   7,058,537 42,358 SH   SOLE   42,358 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   12,533,426 685,636 SH   SOLE   685,636 0 0
SABRE CORP COM 78573M104   4,672,745 1,089,218 SH   SOLE   1,089,218 0 0
SMARTRENT INC COM CL A 83193G107   1,509,669 592,027 SH   SOLE   592,027 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   12,991,133 907,836 SH   SOLE   907,836 0 0
VICOR CORP COM 925815102   9,751,926 207,753 SH   SOLE   207,753 0 0
VISTRA CORP COM 92840M102   1,207,224 50,301 SH   SOLE   50,301 0 0