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
ARMSTRONG WORLD INDS INC NEW COM 04247X102 3,906 43,400 SH   SOLE   43,400 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 8,844 89,867 SH   SOLE   89,867 0 0
AVERY DENNISON CORP COM 053611109 35,455 203,801 SH   SOLE   203,801 0 0
AXALTA COATING SYS LTD COM G0750C108 6,202 252,300 SH   SOLE   252,300 0 0
AZEK CO INC CL A 05478C105 5,435 218,809 SH   SOLE   218,809 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,878 29,094 SH   SOLE   29,094 0 0
CATERPILLAR INC COM 149123101 1,961 8,800 SH   SOLE   8,800 0 0
CELANESE CORP DEL COM 150870103 1,943 13,600 SH   SOLE   13,600 0 0
CHART INDS INC COM 16115Q308 2,370 13,800 SH   SOLE   13,800 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 6 13,766 SH   SOLE   13,766 0 0
CSX CORP COM 126408103 3,700 98,800 SH   SOLE   98,800 0 0
DARIOHEALTH CORP COM NEW 23725P209 5,539 948,487 SH   SOLE   948,487 0 0
DEERE & CO COM 244199105 6,149 14,800 SH   SOLE   14,800 0 0
ELEMENT SOLUTIONS INC COM 28618M106 7,941 362,600 SH   SOLE   362,600 0 0
FIRST SOLAR INC COM 336433107 1,005 12,000 SH   SOLE   12,000 0 0
FLUOR CORP NEW COM 343412102 912 31,798 SH   SOLE   31,798 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 6,150 82,800 SH   SOLE   82,800 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3,204 24,400 SH   SOLE   24,400 0 0
KB HOME COM 48666K109 3,963 122,400 SH   SOLE   122,400 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 111 11,208 SH   SOLE   11,208 0 0
LINDE PLC SHS G5494J103 12,439 38,942 SH   SOLE   38,942 0 0
LOUISIANA PAC CORP COM 546347105 10,308 165,932 SH   SOLE   165,932 0 0
MARTIN MARIETTA MATLS INC COM 573284106 6,624 17,209 SH   SOLE   17,209 0 0
MASCO CORP COM 574599106 11,127 218,170 SH   SOLE   218,170 0 0
MASTEC INC COM 576323109 9,246 106,151 SH   SOLE   106,151 0 0
NUTRIEN LTD COM 67077M108 8,286 79,678 SH   SOLE   79,678 0 0
OLIN CORP COM PAR $1 680665205 22,595 432,188 SH   SOLE   432,188 0 0
PACTIV EVERGREEN INC COM 69526K105 298 29,591 SH   SOLE   29,591 0 0
PILGRIMS PRIDE CORP COM 72147K108 6,257 249,300 SH   SOLE   249,300 0 0
PONTEM CORPORATION *W EXP 01/05/202 G71707122 33 100,000 SH   SOLE   100,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 895 111,875 SH   SOLE   111,875 0 0
SYLVAMO CORP COMMON STOCK 871332102 5,816 174,763 SH   SOLE   174,763 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 79 24,658 SH   SOLE   24,658 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 6,212 313,878 SH   SOLE   313,878 0 0
WESTLAKE CORPORATION COM 960413102 1,974 16,000 SH   SOLE   16,000 0 0
WESTROCK CO COM 96145D105 11,047 234,900 SH   SOLE   234,900 0 0