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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
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   3,748,314 137,100 SH   SOLE   137,100 0 0
COMMERCIAL METALS CO COM 201723103   2,859,438 54,300 SH   SOLE   54,300 0 0
EQT CORP COM 26884L109   3,549,231 86,293 SH   SOLE   86,293 0 0
IVANHOE ELECTRIC INC COM 46578C108   3,828,088 293,565 SH   SOLE   293,565 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   4,802,283 53,335 SH   SOLE   53,335 0 0
TRANSOCEAN LTD REG SHS H8817H100   6,678,728 952,743 SH   SOLE   952,743 0 0
TRANSOCEAN LTD REG SHS H8817H100   13,835,637 1,973,700 SH Call SOLE   1,973,700 0 0
UNITED RENTALS INC COM 911363109   5,472,707 12,288 SH   SOLE   12,288 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   5,165,891 411,953 SH   SOLE   411,953 0 0