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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
ADECOAGRO S A COM L00849106   2,215,201 198,317 SH   SOLE   198,317 0 0
AIR PRODS & CHEMS INC COM 009158106   2,505,345 8,495 SH   SOLE   8,495 0 0
AVIENT CORPORATION COM 05368V106   9,346,372 251,517 SH   SOLE   251,517 0 0
AXALTA COATING SYS LTD COM G0750C108   580,475 17,500 SH   SOLE   17,500 0 0
BUNGE GLOBAL SA COM SHS H11356104   1,910,500 25,000 SH   SOLE   25,000 0 0
CELANESE CORP DEL COM 150870103   425,775 7,500 SH   SOLE   7,500 0 0
CF INDS HLDGS INC COM 125269100   781,500 10,000 SH   SOLE   10,000 0 0
CNH INDL N V SHS N20944109   80,000 80,000 SH   SOLE   80,000 0 0
CORTEVA INC COM 22052L104   2,517,200 40,000 SH   SOLE   40,000 0 0
DARLING INGREDIENTS INC COM 237266101   4,078,538 130,555 SH   SOLE   130,555 0 0
DARLING INGREDIENTS INC COM 237266101   6,248,000 200,000 SH Call SOLE   200,000 0 0
DOW INC COM 260557103   2,648,682 75,850 SH   SOLE   75,850 0 0
DUPONT DE NEMOURS INC COM 26614N102   7,268,604 97,330 SH   SOLE   97,330 0 0
EASTMAN CHEM CO COM 277432100   8,204,363 93,115 SH   SOLE   93,115 0 0
EASTMAN CHEM CO COM 277432100   4,405,500 50,000 SH Put SOLE   50,000 0 0
ECOLAB INC COM 278865100   1,907,231 7,523 SH   SOLE   7,523 0 0
HUNTSMAN CORP COM 447011107   13,847,988 877,010 SH   SOLE   877,010 0 0
HUNTSMAN CORP COM 447011107   4,737,000 300,000 SH Put SOLE   300,000 0 0
INGREDION INC COM 457187102   676,050 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   513,313 6,614 SH   SOLE   6,614 0 0
METHANEX CORP COM 59151K108   12,296,694 350,433 SH   SOLE   350,433 0 0
METHANEX CORP COM 59151K108   35,118,072 1,000,800 SH Call SOLE   1,000,800 0 0
METHANEX CORP COM 59151K108   7,018,000 200,000 SH Put SOLE   200,000 0 0
MISSION PRODUCE INC COM 60510V108   10,479,204 999,924 SH   SOLE   999,924 0 0
MISSION PRODUCE INC COM 60510V108   5,240,000 500,000 SH Call SOLE   500,000 0 0
MISSION PRODUCE INC COM 60510V108   2,096,000 200,000 SH Put SOLE   200,000 0 0
MOHAWK INDS INC COM 608190104   570,900 5,000 SH   SOLE   5,000 0 0
MOSAIC CO NEW COM 61945C103   905,537 33,526 SH   SOLE   33,526 0 0
MP MATERIALS CORP COM CL A 553368101   976,400 40,000 SH   SOLE   40,000 0 0
NUTRIEN LTD COM 67077M108   1,475,199 29,700 SH   SOLE   29,700 0 0
OLIN CORP COM PAR $1 680665205   969,600 40,000 SH   SOLE   40,000 0 0
ORION S.A. COM L72967109   13,106,223 1,013,629 SH   SOLE   1,013,629 0 0
ORION S.A. COM L72967109   2,586,000 200,000 SH Call SOLE   200,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   4,088,250 75,000 SH   SOLE   75,000 0 0
PPG INDS INC COM 693506107   4,675,150 42,754 SH   SOLE   42,754 0 0
REX AMERICAN RES CORP COM 761624105   1,336,966 35,586 SH   SOLE   35,586 0 0
SMITHFIELD FOODS INC COM 832248207   1,019,500 50,000 SH   SOLE   50,000 0 0
SUNOPTA INC COM 8676EP108   1,579,500 325,000 SH   SOLE   325,000 0 0
TREX CO INC COM 89531P105   763,783 13,146 SH   SOLE   13,146 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,147,200 305,000 SH   SOLE   305,000 0 0
TRONOX HOLDINGS PLC SHS G9087Q102   2,816,000 400,000 SH Call SOLE   400,000 0 0
WESTLAKE CORPORATION COM 960413102   9,252,775 92,500 SH   SOLE   92,500 0 0
WESTLAKE CORPORATION COM 960413102   5,001,500 50,000 SH Put SOLE   50,000 0 0