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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,103 304,307 SH   SOLE   304,307 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,110 125,835 SH   SOLE   0 0 125,835
BAUSCH HEALTH COS INC COM 071734107 7,797 374,862 SH   SOLE   374,862 0 0
BAUSCH HEALTH COS INC COM 071734107 2,347 112,838 SH   SOLE   0 0 112,838
BUILDERS FIRSTSOURCE INC COM 12008R107 7,876 192,985 SH   SOLE   192,985 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,340 57,342 SH   SOLE   0 0 57,342
BWX TECHNOLOGIES INC COM 05605H100 1,696 28,134 SH   SOLE   28,134 0 0
BWX TECHNOLOGIES INC COM 05605H100 607 10,066 SH   SOLE   0 0 10,066
CLEARWAY ENERGY INC CL C 18539C204 3,257 102,007 SH   SOLE   102,007 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,198 37,504 SH   SOLE   0 0 37,504
CONSTELLIUM SE CL A SHS F21107101 9,914 708,681 SH   SOLE   708,681 0 0
CONSTELLIUM SE CL A SHS F21107101 2,329 166,471 SH   SOLE   0 0 166,471
D R HORTON INC COM 23331A109 5,242 76,064 SH   SOLE   76,064 0 0
D R HORTON INC COM 23331A109 1,974 28,636 SH   SOLE   0 0 28,636
FIRSTENERGY CORP COM 337932107 5,413 176,830 SH   SOLE   176,830 0 0
FIRSTENERGY CORP COM 337932107 1,995 65,170 SH   SOLE   0 0 65,170
MGM GROWTH PPTYS LLC CL A COM 55303A105 6,315 201,761 SH   SOLE   201,761 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,198 70,239 SH   SOLE   0 0 70,239
MIDDLEBY CORP COM 596278101 6,190 48,014 SH   SOLE   48,014 0 0
MIDDLEBY CORP COM 596278101 2,190 16,986 SH   SOLE   0 0 16,986
PG&E CORP COM 69331C108 7,353 590,134 SH   SOLE   590,134 0 0
PG&E CORP COM 69331C108 2,362 189,566 SH   SOLE   0 0 189,566
PROG HOLDINGS INC COM NPV 74319R101 5,522 102,500 SH   SOLE   102,500 0 0
PROG HOLDINGS INC COM NPV 74319R101 2,036 37,800 SH   SOLE   0 0 37,800
SABRA HEALTH CARE REIT INC COM 78573L106 6,021 346,654 SH   SOLE   346,654 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 2,221 127,846 SH   SOLE   0 0 127,846
SL GREEN RLTY CORP COM 78440X101 2,262 37,969 SH   SOLE   0 0 37,969
SL GREEN RLTY CORP COM 78440X101 6,997 117,431 SH   SOLE   117,431 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 7,789 376,088 SH   SOLE   376,088 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,381 114,970 SH   SOLE   0 0 114,970
VORNADO RLTY TR SH BEN INT 929042109 2,229 59,687 SH   SOLE   0 0 59,687
VORNADO RLTY TR SH BEN INT 929042109 6,378 170,813 SH   SOLE   170,813 0 0
VULCAN MATLS CO COM 929160109 5,624 37,918 SH   SOLE   37,918 0 0
VULCAN MATLS CO COM 929160109 2,089 14,082 SH   SOLE   0 0 14,082