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
ANTERO RESOURCES CORP COM 03674X106   6,647,235 229,215 SH   SOLE   0 0 229,215
TRANSOCEAN LTD REGISTERED SHS H8817H100   14,534,105 2,314,348 SH   SOLE   0 0 2,314,348
PHINIA INC COMMON STOCK 71880K101   19,710,555 512,895 SH   SOLE   0 0 512,895
GREEN PLAINS INC COM 393222104   22,212,586 960,752 SH   SOLE   0 0 960,752
CONSTELLIUM SE CL A SHS F21107101   22,840,514 1,033,040 SH   SOLE   0 0 1,033,040
TECK RESOURCES LTD CL B 878742204   24,821,458 542,190 SH   SOLE   0 0 542,190
NEW FORTRESS ENERGY INC COM CL A 644393100   60,245,567 1,969,453 SH   SOLE   0 0 1,969,453