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
AIR TRANSPORT SERVICES GRP I COM 00922R105 5,151 199,564 SH   SOLE   199,564 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 2,176 84,290 SH   SOLE   0 0 84,290
ALLEGHENY TECHNOLOGIES INC COM 01741R102 7,154 430,213 SH   SOLE   430,213 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,196 132,069 SH   SOLE   0 0 132,069
ARDAGH METAL PACKAGING S A SHS L02235106 8,172 820,463 SH   SOLE   820,463 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 2,321 233,026 SH   SOLE   0 0 233,026
BAUSCH HEALTH COS INC COM 071734107 8,641 310,254 SH   SOLE   310,254 0 0
BAUSCH HEALTH COS INC COM 071734107 2,208 79,296 SH   SOLE   0 0 79,296
BWX TECHNOLOGIES INC COM 05605H100 8,152 151,363 SH   SOLE   151,363 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,265 42,061 SH   SOLE   0 0 42,061
CALERES INC COM 129500104 7,441 335,033 SH   SOLE   335,033 0 0
CALERES INC COM 129500104 2,141 96,401 SH   SOLE   0 0 96,401
CF INDS HLDGS INC COM 125269100 5,580 99,951 SH   SOLE   99,951 0 0
CF INDS HLDGS INC COM 125269100 1,957 35,049 SH   SOLE   0 0 35,049
CONSTELLIUM SE CL A SHS F21107101 9,241 492,053 SH   SOLE   492,053 0 0
CONSTELLIUM SE CL A SHS F21107101 2,153 114,640 SH   SOLE   0 0 114,640
EAGLE MATLS INC COM 26969P108 8,136 62,034 SH   SOLE   62,034 0 0
EAGLE MATLS INC COM 26969P108 2,045 15,594 SH   SOLE   0 0 15,594
KIRBY CORP COM 497266106 6,497 135,473 SH   SOLE   135,473 0 0
KIRBY CORP COM 497266106 2,104 43,873 SH   SOLE   0 0 43,873
NEXGEN ENERGY LTD COM 65340P106 1,769 373,570 SH   SOLE   373,570 0 0
NEXGEN ENERGY LTD COM 65340P106 622 131,430 SH   SOLE   0 0 131,430
OLIN CORP COM PAR $1 680665205 9,142 189,465 SH   SOLE   189,465 0 0
OLIN CORP COM PAR $1 680665205 2,302 47,700 SH   SOLE   0 0 47,700
PROG HOLDINGS INC COM NPV 74319R101 4,306 102,500 SH   SOLE   102,500 0 0
PROG HOLDINGS INC COM NPV 74319R101 1,526 36,326 SH   SOLE   0 0 36,326
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 9,833 222,524 SH   SOLE   222,524 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,349 53,152 SH   SOLE   0 0 53,152
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 10,053 460,093 SH   SOLE   460,093 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,442 111,758 SH   SOLE   0 0 111,758
VISHAY INTERTECHNOLOGY INC COM 928298108 10,861 540,635 SH   SOLE   540,635 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,189 108,960 SH   SOLE   0 0 108,960