The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 INC | COM | 044186104 | 6,455 | 67,973 | SH | SOLE | 67,973 | 0 | 0 | ||
| ASHLAND INC | COM | 044186104 | 9,497 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| AVERY DENNISON CORP | COM | 053611109 | 21,163 | 130,075 | SH | SOLE | 130,075 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 19,968 | 312,536 | SH | SOLE | 312,536 | 0 | 0 | ||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 7,142 | 200,844 | SH | SOLE | 200,844 | 0 | 0 | ||
| CHEMOURS CO | COM | 163851108 | 18,954 | 768,907 | SH | SOLE | 768,907 | 0 | 0 | ||
| CLIMATE REAL IMPACT SLUTINS | *W EXP 01/29/202 | 187171111 | 1 | 13,766 | SH | SOLE | 13,766 | 0 | 0 | ||
| DARIOHEALTH CORP | COM NEW | 23725P209 | 4,716 | 1,018,489 | SH | SOLE | 1,018,489 | 0 | 0 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 1,958 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 2,905 | 8,700 | SH | SOLE | 8,700 | 0 | 0 | ||
| FMC CORP | COM NEW | 302491303 | 20,479 | 193,746 | SH | SOLE | 193,746 | 0 | 0 | ||
| LANDCADIA HOLDINGS IV INC | UNIT 05/01/2025 | 51477A203 | 111 | 11,208 | SH | SOLE | 11,208 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 17,794 | 253,219 | SH | SOLE | 253,219 | 0 | 0 | ||
| OLIN CORP | COM PAR $1 | 680665205 | 32,585 | 759,915 | SH | SOLE | 759,915 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 7,861 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| PILGRIMS PRIDE CORP | COM | 72147K108 | 4,907 | 213,178 | SH | SOLE | 213,178 | 0 | 0 | ||
| PONTEM CORPORATION | *W EXP 01/05/202 | G71707122 | 6 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 2,917 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 4,925 | 110,640 | SH | SOLE | 110,640 | 0 | 0 | ||
| SYLVAMO CORP | COMMON STOCK | 871332102 | 35,915 | 1,059,442 | SH | SOLE | 1,059,442 | 0 | 0 | ||
| TRITIUM DCFC LIMITED | *W EXP 01/13/202 | Q9225T116 | 22 | 24,658 | SH | SOLE | 24,658 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 8,050 | 260,608 | SH | SOLE | 260,608 | 0 | 0 | ||