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
ALCOA CORP COM 013872106   2,082,951 61,644 SH   SOLE   0 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,883,729 126,340 SH   SOLE   0 0 0
CENOVUS ENERGY INC COM 15135U109   12,268,263 613,720 SH   SOLE   0 0 0
CHENIERE ENERGY INC COM NEW 16411R208   11,913,431 73,868 SH   SOLE   0 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   21,252,764 325,314 SH   SOLE   0 0 0
CONSTELLIUM SE CL A SHS F21107101   27,235,209 1,231,805 SH   SOLE   0 0 0
DIGIMARC CORP NEW COM 25381B101   21,146,502 778,017 SH   SOLE   0 0 0
FLOWSERVE CORP COM 34354P105   5,580,863 122,173 SH   SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857   7,729,242 164,382 SH   SOLE   0 0 0
GENERAL MTRS CO COM 37045V100   16,904,983 372,767 SH   SOLE   0 0 0
GEO GROUP INC NEW COM 36162J106   5,754,267 407,526 SH   SOLE   0 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   2,309,411 14,423 SH   SOLE   0 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   4,262,496 9,600 SH Put SOLE   0 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,772,130 13,000 SH Put SOLE   0 0 0
JELD-WEN HLDG INC COM 47580P103   11,770,740 554,439 SH   SOLE   0 0 0
NATERA INC COM 632307104   6,849,165 74,887 SH   SOLE   0 0 0
OLIN CORP COM PAR $1 680665205   3,798,833 64,606 SH   SOLE   0 0 0
QUANTA SVCS INC COM 74762E102   1,994,225 7,676 SH   SOLE   0 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   2,156,804 96,200 SH Call SOLE   0 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   14,867,621 663,141 SH   SOLE   0 0 0
SABRE CORP COM 78573M104   4,997,576 2,065,114 SH   SOLE   0 0 0
SMARTRENT INC COM CL A 83193G107   1,963,794 732,759 SH   SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,289,174 8,200 SH Put SOLE   0 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,532,208 14,400 SH Put SOLE   0 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,616,048 1,600 SH Put SOLE   0 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,010,030 1,000 SH Put SOLE   0 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   8,752,856 247,186 SH   SOLE   0 0 0
TECK RESOURCES LTD CL B 878742204   1,442,619 31,512 SH   SOLE   0 0 0
VALVOLINE INC COM 92047W101   4,981,901 111,777 SH   SOLE   0 0 0
VESTIS CORPORATION COM SHS 29430C102   4,753,100 246,658 SH   SOLE   0 0 0
VICOR CORP COM 925815102   3,803,274 99,458 SH   SOLE   0 0 0
VICOR CORP COM 925815102   1,154,848 30,200 SH Call SOLE   0 0 0
VISTRA CORP COM 92840M102   4,541,459 65,204 SH   SOLE   0 0 0
WESTERN DIGITAL CORP. COM 958102105   12,301,488 180,268 SH   SOLE   0 0 0