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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   4,598,550 45,000 SH   SOLE   45,000 0 0
AAR CORP COM 000361105   1,454,000 20,000 SH   SOLE   20,000 0 0
ACUITY BRANDS INC COM 00508Y102   1,207,200 5,000 SH   SOLE   5,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   801,950 5,000 SH   SOLE   5,000 0 0
ALASKA AIR GROUP INC COM 011659109   1,616,000 40,000 SH   SOLE   40,000 0 0
ALBEMARLE CORP COM 012653101   477,600 5,000 SH   SOLE   5,000 0 0
ALCOA CORP COM 013872106   397,800 10,000 SH   SOLE   10,000 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   701,325 2,500 SH   SOLE   2,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   849,750 75,000 SH   SOLE   75,000 0 0
ARCADIUM LITHIUM PLC COM SHS G0508H110   393,076 116,987 SH   SOLE   116,987 0 0
ATKORE INC COM 047649108   2,482,712 18,400 SH   SOLE   18,400 0 0
AXALTA COATING SYS LTD COM G0750C108   1,384,739 40,525 SH   SOLE   40,525 0 0
AZEK CO INC CL A 05478C105   1,263,900 30,000 SH   SOLE   30,000 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   2,547,090 233,250 SH   SOLE   233,250 0 0
BEACON ROOFING SUPPLY INC COM 073685109   905,000 10,000 SH   SOLE   10,000 0 0
BORGWARNER INC COM 099724106   967,200 30,000 SH   SOLE   30,000 0 0
CAMECO CORP COM 13321L108   492,000 10,000 SH   SOLE   10,000 0 0
CANADIAN NATL RY CO COM 136375102   1,181,300 10,000 SH   SOLE   10,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   842,400 45,000 SH   SOLE   45,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   6,308,000 100,000 SH   SOLE   100,000 0 0
CF INDS HLDGS INC COM 125269100   518,840 7,000 SH   SOLE   7,000 0 0
CHEMOURS CO COM 163851108   902,800 40,000 SH   SOLE   40,000 0 0
COMPASS MINERALS INTL INC COM 20451N101   117,204 11,346 SH   SOLE   11,346 0 0
COTERRA ENERGY INC COM 127097103   2,133,600 80,000 SH   SOLE   80,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,273,513 15,822 SH   SOLE   15,822 0 0
EATON CORP PLC SHS G29183103   3,919,375 12,500 SH   SOLE   12,500 0 0
ENPHASE ENERGY INC COM 29355A107   299,130 3,000 SH   SOLE   3,000 0 0
ENTEGRIS INC COM 29362U104   677,000 5,000 SH   SOLE   5,000 0 0
FEDERAL SIGNAL CORP COM 313855108   1,673,400 20,000 SH   SOLE   20,000 0 0
FLOWSERVE CORP COM 34354P105   1,455,698 30,264 SH   SOLE   30,264 0 0
FMC CORP COM NEW 302491303   1,381,200 24,000 SH   SOLE   24,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   169,769 34,436 SH   SOLE   34,436 0 0
GE VERNOVA INC COM 36828A101   1,715,100 10,000 SH   SOLE   10,000 0 0
GENERAC HLDGS INC COM 368736104   1,983,300 15,000 SH   SOLE   15,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   1,021,500 90,000 SH   SOLE   90,000 0 0
HUBBELL INC COM 443510607   5,847,680 16,000 SH   SOLE   16,000 0 0
HUNTSMAN CORP COM 447011107   1,333,639 58,570 SH   SOLE   58,570 0 0
INTERNATIONAL PAPER CO COM 460146103   6,041,000 140,000 SH   SOLE   140,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   282,250 25,000 SH   SOLE   25,000 0 0
ITT INC COM 45073V108   645,900 5,000 SH   SOLE   5,000 0 0
JETBLUE AWYS CORP COM 477143101   304,500 50,000 SH   SOLE   50,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105   1,329,400 20,000 SH   SOLE   20,000 0 0
LENNOX INTL INC COM 526107107   1,604,940 3,000 SH   SOLE   3,000 0 0
LESLIES INC COM 527064109   1,435,494 342,600 SH   SOLE   342,600 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   595,500 30,000 SH   SOLE   30,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   541,800 1,000 SH   SOLE   1,000 0 0
MASTEC INC COM 576323109   534,950 5,000 SH   SOLE   5,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   1,263,825 45,000 SH   SOLE   45,000 0 0
MP MATERIALS CORP COM CL A 553368101   254,600 20,000 SH   SOLE   20,000 0 0
NEXTERA ENERGY INC COM 65339F101   708,100 10,000 SH   SOLE   10,000 0 0
NORDSON CORP COM 655663102   1,507,610 6,500 SH   SOLE   6,500 0 0
NORFOLK SOUTHN CORP COM 655844108   4,830,525 22,500 SH   SOLE   22,500 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   1,315,300 70,000 SH   SOLE   70,000 0 0
NUSCALE PWR CORP CL A COM 67079K100   350,700 30,000 SH   SOLE   30,000 0 0
NUTRIEN LTD COM 67077M108   407,280 8,000 SH   SOLE   8,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   3,830,500 50,000 SH   SOLE   50,000 0 0
OCCIDENTAL PETE CORP COM 674599105   1,260,600 20,000 SH   SOLE   20,000 0 0
ORION S.A. COM L72967109   5,112,920 233,041 SH   SOLE   233,041 0 0
OWENS CORNING NEW COM 690742101   1,737,200 10,000 SH   SOLE   10,000 0 0
PPG INDS INC COM 693506107   1,888,350 15,000 SH   SOLE   15,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   207,200 35,000 SH   SOLE   35,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   805,200 60,000 SH   SOLE   60,000 0 0
SCHLUMBERGER LTD COM STK 806857108   2,594,900 55,000 SH   SOLE   55,000 0 0
SEALED AIR CORP NEW COM 81211K100   2,087,400 60,000 SH   SOLE   60,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   312,000 50,000 SH   SOLE   50,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   240,600 20,000 SH   SOLE   20,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   5,014,647 152,560 SH   SOLE   152,560 0 0
STANLEY BLACK & DECKER INC COM 854502101   3,355,380 42,000 SH   SOLE   42,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   351,600 10,000 SH   SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   3,113,500 65,000 SH   SOLE   65,000 0 0
TERADYNE INC COM 880770102   2,595,075 17,500 SH   SOLE   17,500 0 0
TRANSDIGM GROUP INC COM 893641100   1,277,610 1,000 SH   SOLE   1,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   133,750 25,000 SH   SOLE   25,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   1,001,650 65,000 SH   SOLE   65,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   890,313 56,744 SH   SOLE   56,744 0 0
UNION PAC CORP COM 907818108   5,656,500 25,000 SH   SOLE   25,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,459,800 30,000 SH   SOLE   30,000 0 0
UNITED STATES STL CORP NEW COM 912909108   378,000 10,000 SH   SOLE   10,000 0 0
UNITED STS NAT GAS FD LP UNIT PAR 912318409   0 80,000 SH   SOLE   80,000 0 0
VALE S A SPONSORED ADS 91912E105   502,650 45,000 SH   SOLE   45,000 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   632,360 2,000 SH   SOLE   2,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,509,231 28,985 SH   SOLE   28,985 0 0
VISTRA CORP COM 92840M102   859,800 10,000 SH   SOLE   10,000 0 0
VONTIER CORPORATION COM 928881101   1,337,000 35,000 SH   SOLE   35,000 0 0
WATSCO INC COM 942622200   3,937,540 8,500 SH   SOLE   8,500 0 0
WERNER ENTERPRISES INC COM 950755108   895,750 25,000 SH   SOLE   25,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   383,817 5,000 SH   SOLE   5,000 0 0
WESTLAKE CORPORATION COM 960413102   2,027,480 14,000 SH   SOLE   14,000 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   283,900 10,000 SH   SOLE   10,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   1,544,650 5,000 SH   SOLE   5,000 0 0