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
ASHLAND GLOBAL HLDGS INC COM 044186104 28,771 279,194 SH   SOLE   279,194 0 0
AVERY DENNISON CORP COM 053611109 31,590 195,159 SH   SOLE   195,159 0 0
CABOT CORP COM 127055101 11,167 175,066 SH   SOLE   175,066 0 0
CATERPILLAR INC COM 149123101 7,544 42,200 SH   SOLE   42,200 0 0
CF INDS HLDGS INC COM 125269100 3,427 39,975 SH   SOLE   39,975 0 0
CHEMOURS CO COM 163851108 4,662 145,600 SH   SOLE   145,600 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111 2 13,766 SH   SOLE   13,766 0 0
CROWN HLDGS INC COM 228368106 3,078 33,400 SH   SOLE   33,400 0 0
CSX CORP COM 126408103 6,678 229,800 SH   SOLE   229,800 0 0
DARIOHEALTH CORP COM NEW 23725P209 5,612 913,935 SH   SOLE   913,935 0 0
DARLING INGREDIENTS INC COM 237266101 10,769 180,080 SH   SOLE   180,080 0 0
DEERE & CO COM 244199105 3,444 11,500 SH   SOLE   11,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 8,931 501,725 SH   SOLE   501,725 0 0
FOOT LOCKER INC COM 344849104 528 20,900 SH   SOLE   20,900 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 15,514 259,085 SH   SOLE   259,085 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,788 61,100 SH   SOLE   61,100 0 0
FULLER H B CO COM 359694106 8,116 134,800 SH   SOLE   134,800 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,114 14,677 SH   SOLE   14,677 0 0
KB HOME COM 48666K109 11,625 408,470 SH   SOLE   408,470 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 110 11,208 SH   SOLE   11,208 0 0
LINDE PLC SHS G5494J103 25,044 87,102 SH   SOLE   87,102 0 0
MERITAGE HOMES CORP COM 59001A102 14,536 200,500 SH   SOLE   200,500 0 0
OLIN CORP COM PAR $1 680665205 12,838 277,400 SH   SOLE   277,400 0 0
PILGRIMS PRIDE CORP COM 72147K108 5,056 161,900 SH   SOLE   161,900 0 0
PLUG POWER INC COM NEW 72919P202 370 22,300 SH   SOLE   22,300 0 0
PONTEM CORPORATION *W EXP 01/05/202 G71707122 13 100,000 SH   SOLE   100,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103 861 115,975 SH   SOLE   115,975 0 0
SILGAN HOLDINGS INC COM 827048109 4,094 99,000 SH   SOLE   99,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 7,219 86,425 SH   SOLE   86,425 0 0
SYLVAMO CORP COMMON STOCK 871332102 2,812 86,060 SH   SOLE   86,060 0 0
TERAWULF INC COM 88080T104 45 37,454 SH   SOLE   37,454 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116 33 24,658 SH   SOLE   24,658 0 0
UNION PAC CORP COM 907818108 4,777 22,400 SH   SOLE   22,400 0 0