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
ATI INC COM 01741R102   1,536,088 51,443 SH   SOLE   0 0 51,443
ATI INC COM 01741R102   4,304,200 144,146 SH   SOLE   144,146 0 0
CENTURY ALUM CO COM 156431108   5,789,043 707,707 SH   SOLE   707,707 0 0
CENTURY ALUM CO COM 156431108   2,090,898 255,611 SH   SOLE   0 0 255,611
FREEPORT-MCMORAN INC CL B 35671D857   5,913,940 155,630 SH   SOLE   155,630 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,139,590 56,305 SH   SOLE   0 0 56,305
HALLIBURTON CO COM 406216101   8,101,575 205,885 SH   SOLE   205,885 0 0
HALLIBURTON CO COM 406216101   2,446,980 62,185 SH   SOLE   0 0 62,185
LEONARDO DRS INC COM 52661A108   6,606,404 516,933 SH   SOLE   516,933 0 0
LEONARDO DRS INC COM 52661A108   2,380,045 186,232 SH   SOLE   0 0 186,232
NEXGEN ENERGY LTD COM 65340P106   1,601,449 361,501 SH   SOLE   361,501 0 0
NEXGEN ENERGY LTD COM 65340P106   582,235 131,430 SH   SOLE   0 0 131,430
RPC INC COM 749660106   1,731,079 194,722 SH   SOLE   0 0 194,722
RPC INC COM 749660106   4,788,332 538,620 SH   SOLE   538,620 0 0
VALERO ENERGY CORP COM 91913Y100   6,583,653 51,897 SH   SOLE   51,897 0 0
VALERO ENERGY CORP COM 91913Y100   2,281,450 17,984 SH   SOLE   0 0 17,984
VISHAY INTERTECHNOLOGY INC COM 928298108   2,323,952 107,740 SH   SOLE   0 0 107,740
VISHAY INTERTECHNOLOGY INC COM 928298108   44,125,490 2,045,688 SH   SOLE   2,045,688 0 0