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
VENATOR MATLS PLC SHS G9329Z100 1,039 538,515 SH   SOLE   538,515 0 0
OLIN CORP COM PAR $1 680665205 2,476 200,000 SH   SOLE   200,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,127 170,000 SH   SOLE   170,000 0 0
LOUISIANA PAC CORP COM 546347105 3,763 127,500 SH   SOLE   127,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,153 124,295 SH   SOLE   124,295 0 0
AZEK CO INC CL A 05478C105 3,133 90,000 SH   SOLE   90,000 0 0
COLFAX CORP COM 194014106 2,822 90,000 SH   SOLE   90,000 0 0
DOMTAR CORP COM NEW 257559203 2,102 80,000 SH   SOLE   80,000 0 0
HUNTSMAN CORP COM 447011107 1,777 80,000 SH   SOLE   80,000 0 0
ADIENT PLC ORD SHS G0084W101 1,318 76,029 SH   SOLE   76,029 0 0
MERITOR INC COM 59001K100 1,571 75,000 SH   SOLE   75,000 0 0
ALCOA CORP COM 013872106 756 65,000 SH   SOLE   65,000 0 0
DUPONT DE NEMOURS INC COM 26614N102 3,468 62,500 SH   SOLE   62,500 0 0
CF INDS HLDGS INC COM 125269100 1,843 60,000 SH   SOLE   60,000 0 0
LEAR CORP COM NEW 521865204 6,543 60,000 SH   SOLE   60,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 1,210 57,000 SH   SOLE   57,000 0 0
APTIV PLC SHS G6095L109 5,042 55,000 SH   SOLE   55,000 0 0
DOW INC COM 260557103 2,353 50,000 SH   SOLE   50,000 0 0
LIVENT CORP COM 53814L108 449 50,000 SH   SOLE   50,000 0 0
UNITED STATES STL CORP NEW COM 912909108 367 50,000 SH   SOLE   50,000 0 0
WESTROCK CO COM 96145D105 1,737 50,000 SH   SOLE   50,000 0 0
GRACO INC COM 384109104 2,761 45,000 SH   SOLE   45,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 315 40,000 SH   SOLE   40,000 0 0
CONSTELLIUM SE CL A SHS F21107101 253 32,229 SH   SOLE   32,229 0 0
AMETEK INC COM 031100100 2,982 30,000 SH   SOLE   30,000 0 0
BOISE CASCADE CO DEL COM 09739D100 1,198 30,000 SH   SOLE   30,000 0 0
CURTISS WRIGHT CORP COM 231561101 2,481 26,600 SH   SOLE   26,600 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 1,018 25,000 SH   SOLE   25,000 0 0
NORBORD INC COM NEW 65548P403 739 25,000 SH   SOLE   25,000 0 0
SAIA INC COM 78709Y105 2,887 22,888 SH   SOLE   22,888 0 0
ELEMENT SOLUTIONS INC COM 28618M106 236 22,500 SH   SOLE   22,500 0 0
JELD-WEN HLDG INC COM 47580P103 452 20,000 SH   SOLE   20,000 0 0
KRATON CORPORATION COM 50077C106 356 20,000 SH   SOLE   20,000 0 0
NUCOR CORP COM 670346105 897 20,000 SH   SOLE   20,000 0 0
OWENS CORNING NEW COM 690742101 1,376 20,000 SH   SOLE   20,000 0 0
POTLATCHDELTIC CORPORATION COM 737630103 842 20,000 SH   SOLE   20,000 0 0
VISTEON CORP COM NEW 92839U206 1,384 20,000 SH   SOLE   20,000 0 0
AXALTA COATING SYS LTD COM G0750C108 443 20,000 SH   SOLE   20,000 0 0
IPG PHOTONICS CORP COM 44980X109 2,991 17,600 SH   SOLE   17,600 0 0
AVIENT CORPORATION COM 05368V106 397 15,000 SH   SOLE   15,000 0 0
PARKER-HANNIFIN CORP COM 701094104 3,035 15,000 SH   SOLE   15,000 0 0
WASTE CONNECTIONS INC COM 94106B101 1,557 15,000 SH   SOLE   15,000 0 0
EAGLE MATLS INC COM 26969P108 1,114 12,900 SH   SOLE   12,900 0 0
INTERNATIONAL PAPER CO COM 460146103 517 12,765 SH   SOLE   12,765 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,415 12,500 SH   SOLE   12,500 0 0
BARRICK GOLD CORP COM 067901108 281 10,000 SH   SOLE   10,000 0 0
CUMMINS INC COM 231021106 2,112 10,000 SH   SOLE   10,000 0 0
IDEX CORP COM 45167R104 1,824 10,000 SH   SOLE   10,000 0 0
INGEVITY CORP COM 45688C107 494 10,000 SH   SOLE   10,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,207 10,000 SH   SOLE   10,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 1,622 10,000 SH   SOLE   10,000 0 0
VALE S A SPONSORED ADS 91912E105 106 10,000 SH   SOLE   10,000 0 0
WOODWARD INC COM 980745103 802 10,000 SH   SOLE   10,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 705 10,000 SH   SOLE   10,000 0 0
CANADIAN PAC RY LTD COM 13645T100 2,740 9,000 SH   SOLE   9,000 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 188 7,500 SH   SOLE   7,500 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,366 7,500 SH   SOLE   7,500 0 0
HARSCO CORP COM 415864107 70 5,000 SH   SOLE   5,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 123 5,000 SH   SOLE   5,000 0 0
SHERWIN WILLIAMS CO COM 824348106 2,787 4,000 SH   SOLE   4,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 20 638 SH   SOLE   638 0 0