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
ARCH RESOURCES INC CL A 03940R107   18,800,172 113,295 SH   SOLE   113,295 0 0
BATH & BODY WORKS INC COM 070830104   27,696,074 641,707 SH   SOLE   641,707 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   8,841,568 188,600 SH   SOLE   188,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208   14,234,141 83,382 SH   SOLE   83,382 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   6,205,638 303,900 SH   SOLE   303,900 0 0
CORE & MAIN INC CL A 21874C102   13,084,758 323,800 SH   SOLE   323,800 0 0
FEDEX CORP COM 31428X106   23,374,428 92,400 SH   SOLE   92,400 0 0
FIRST SOLAR INC COM 336433107   17,994,646 104,450 SH   SOLE   104,450 0 0
FRONTLINE PLC COM M46528101   21,206,705 1,057,691 SH   SOLE   1,057,691 0 0
GOODYEAR TIRE & RUBR CO COM 382550101   10,591,673 739,642 SH   SOLE   739,642 0 0
MATSON INC COM 57686G105   7,014,400 64,000 SH   SOLE   64,000 0 0
META PLATFORMS INC CL A 30303M102   13,344,292 37,700 SH   SOLE   37,700 0 0
NET POWER INC *W EXP 06/08/202 64107A113   275,000 125,000 SH   SOLE   0 0 0
PG&E CORP COM 69331C108   26,814,216 1,487,200 SH   SOLE   1,487,200 0 0
QUANTA SVCS INC COM 74762E102   13,724,880 63,600 SH   SOLE   63,600 0 0
REGAL REXNORD CORPORATION COM 758750103   20,174,830 136,298 SH   SOLE   136,298 0 0
TEMPUR SEALY INTL INC COM 88023U101   20,454,261 401,300 SH   SOLE   401,300 0 0
VALVOLINE INC COM 92047W101   5,262,440 140,033 SH   SOLE   140,033 0 0
WARRIOR MET COAL INC COM 93627C101   6,724,991 110,300 SH   SOLE   110,300 0 0
XPO INC COM 983793100   19,409,944 221,600 SH   SOLE   221,600 0 0