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
ALCOA CORP COM 013872106 4,160 85,000 SH   SOLE   85,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 3,040 100,800 SH   SOLE   100,800 0 0
ARCTOS NORTHSTAR ACQUIS CORP SHS CL A G0477L100 137 14,000 SH   SOLE   14,000 0 0
ARCTOS NORTHSTAR ACQUIS CORP *W EXP 99/99/999 G0477L126 16 3,750 SH   SOLE   3,750 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 14,018 157,293 SH   SOLE   157,293 0 0
AXALTA COATING SYS LTD COM G0750C108 5,108 175,000 SH   SOLE   175,000 0 0
AZEK CO INC CL A 05478C105 5,738 157,074 SH   SOLE   157,074 0 0
BERRY GLOBAL GROUP INC COM 08579W103 16,264 267,147 SH   SOLE   267,147 0 0
BOEING CO COM 097023105 9,223 41,935 SH   SOLE   41,935 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 7,800 150,700 SH   SOLE   150,700 0 0
CF INDS HLDGS INC COM 125269100 1,976 35,400 SH   SOLE   35,400 0 0
CLIMATE REAL IMPACT SLUTINS COM CL A 187171103 595 60,832 SH   SOLE   60,832 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 61 13,766 SH   SOLE   13,766 0 0
DARIOHEALTH CORP COM NEW 23725P209 2,965 217,202 SH   SOLE   217,202 0 0
DECARBONIZATION PLUS ACQU II *W EXP 01/19/202 242794113 116 24,658 SH   SOLE   24,658 0 0
DECARBONIZATION PLUS ACQU II COM CL A 242794105 681 68,975 SH   SOLE   68,975 0 0
DHC ACQUISITION CORP UNIT 02/25/2026 G2758T125 189 19,081 SH   SOLE   19,081 0 0
DUPONT DE NEMOURS INC COM 26614N102 9,879 145,300 SH   SOLE   145,300 0 0
ELEMENT SOLUTIONS INC COM 28618M106 10,732 494,999 SH   SOLE   494,999 0 0
ENOVIX CORPORATION COM 293594107 2,320 122,842 SH   SOLE   122,842 0 0
FORTRESS CAPITAL ACQUISITION *W EXP 99/99/999 G36427121 41 9,254 SH   SOLE   9,254 0 0
FORTRESS CAPITAL ACQUISITION SHS CL A G36427105 453 46,273 SH   SOLE   46,273 0 0
GORES METROPOULOS II INC CL A 382873107 920 93,144 SH   SOLE   93,144 0 0
HUNTSMAN CORP COM 447011107 28,206 953,221 SH   SOLE   953,221 0 0
INTERNATIONAL PAPER CO COM 460146103 15,627 279,455 SH   SOLE   279,455 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 112 11,208 SH   SOLE   11,208 0 0
LOUISIANA PAC CORP COM 546347105 16,602 270,531 SH   SOLE   270,531 0 0
MASCO CORP COM 574599106 2,011 36,200 SH   SOLE   36,200 0 0
OLIN CORP COM PAR $1 680665205 10,210 211,599 SH   SOLE   211,599 0 0
PACKAGING CORP AMER COM 695156109 5,017 36,500 SH   SOLE   36,500 0 0
PONTEM CORPORATION SHS CL A G71707106 2,848 293,304 SH   SOLE   293,304 0 0
PONTEM CORPORATION *W EXP 01/05/202 G71707122 385 100,000 SH   SOLE   100,000 0 0
PPG INDS INC COM 693506107 1,759 12,300 SH   SOLE   12,300 0 0
PULTE GROUP INC COM 745867101 3,311 72,102 SH   SOLE   72,102 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 671 50,526 SH   SOLE   50,526 0 0
QUANTA SVCS INC COM 74762E102 7,836 68,847 SH   SOLE   68,847 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,192 14,256 SH   SOLE   14,256 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 12,272 497,843 SH   SOLE   497,843 0 0
TYSON FOODS INC CL A 902494103 18,054 228,707 SH   SOLE   228,707 0 0
VELOCITY ACQUISITION CORP *W EXP 02/24/202 92259E112 1 277 SH   SOLE   277 0 0
WEST FRASER TIMBER CO LTD COM 952845105 10,004 118,911 SH   SOLE   118,911 0 0