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
ALLEGION PLC ORD SHS G0176J109   3,010,436 28,600 SH   SOLE   28,600 0 0
AVERY DENNISON CORP COM 053611109   37,585,555 207,655 SH   SOLE   207,655 0 0
AXALTA COATING SYS LTD COM G0750C108   11,457,934 449,860 SH   SOLE   449,860 0 0
BUNGE LTD COM G16962105   11,812,768 118,400 SH   SOLE   118,400 0 0
CABOT CORP COM 127055101   23,409,774 350,236 SH   SOLE   350,236 0 0
CELANESE CORP DEL COM 150870103   19,429,690 190,040 SH   SOLE   190,040 0 0
CLIMATE REAL IMPACT SLUTINS *W EXP 01/29/202 187171111   14 13,766 SH   SOLE   13,766 0 0
DARIOHEALTH CORP COM NEW 23725P209   4,896,226 1,143,978 SH   SOLE   1,143,978 0 0
EAGLE MATLS INC COM 26969P108   2,949,270 22,200 SH   SOLE   22,200 0 0
EATON CORP PLC SHS G29183103   2,774,248 17,676 SH   SOLE   17,676 0 0
ECOLAB INC COM 278865100   20,538,516 141,100 SH   SOLE   141,100 0 0
FERGUSON PLC NEW SHS G3421J106   6,764,962 53,280 SH   SOLE   53,280 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   10,230,000 179,128 SH   SOLE   179,128 0 0
KBR INC COM 48242W106   5,095,358 96,503 SH   SOLE   96,503 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203   111,923 11,208 SH   SOLE   11,208 0 0
LOCKHEED MARTIN CORP COM 539830109   1,459,470 3,000 SH   SOLE   3,000 0 0
MASTERBRAND INC COMMON STOCK 57638P104   640,534 84,839 SH   SOLE   84,839 0 0
NORFOLK SOUTHN CORP COM 655844108   5,840,154 23,700 SH   SOLE   23,700 0 0
O-I GLASS INC COM 67098H104   21,325,000 250,000 SH Call SOLE   0 0 0
OLIN CORP COM PAR $1 680665205   18,948,708 357,928 SH   SOLE   357,928 0 0
PILGRIMS PRIDE CORP COM 72147K108   22,884,951 964,389 SH   SOLE   964,389 0 0
PONTEM CORPORATION *W EXP 01/05/202 G71707122   8,000 100,000 SH   SOLE   100,000 0 0
SYLVAMO CORP COMMON STOCK 871332102   36,549,641 752,205 SH   SOLE   752,205 0 0
TE CONNECTIVITY LTD SHS H84989104   4,442,760 38,700 SH   SOLE   38,700 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   7,225 24,658 SH   SOLE   24,658 0 0
WESTLAKE CORPORATION COM 960413102   15,247,698 148,700 SH   SOLE   148,700 0 0