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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO CORP COM 001084102   1,634,596 16,700 SH   SOLE   16,700 0 0
AIR PRODS & CHEMS INC COM 009158106   5,194,805 20,131 SH   SOLE   20,131 0 0
ALASKA AIR GROUP INC COM 011659109   5,373,927 133,018 SH   SOLE   133,018 0 0
ATI INC COM 01741R102   9,026,262 162,782 SH   SOLE   162,782 0 0
AXALTA COATING SYS LTD COM G0750C108   3,307,075 96,783 SH   SOLE   96,783 0 0
AZEK CO INC CL A 05478C105   2,847,988 67,600 SH   SOLE   67,600 0 0
BALL CORP COM 058498106   8,181,446 136,312 SH   SOLE   136,312 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,820,116 27,600 SH   SOLE   27,600 0 0
COPA HOLDINGS SA CL A P31076105   1,824,410 19,168 SH   SOLE   19,168 0 0
CROWN HLDGS INC COM 228368106   1,109,601 14,916 SH   SOLE   14,916 0 0
CSX CORP COM 126408103   16,392,574 490,062 SH   SOLE   490,062 0 0
DARIOHEALTH CORP COM NEW 23725P209   1,637,297 1,375,880 SH   SOLE   1,375,880 0 0
DARLING INGREDIENTS INC COM 237266101   1,090,520 29,674 SH   SOLE   29,674 0 0
DEERE & CO COM 244199105   2,615,410 7,000 SH   SOLE   7,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,978,130 37,000 SH   SOLE   37,000 0 0
DYCOM INDS INC COM 267475101   29,084,773 172,344 SH   SOLE   172,344 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   5,289,671 205,026 SH   SOLE   205,026 0 0
ENPHASE ENERGY INC COM 29355A107   1,007,071 10,100 SH   SOLE   10,100 0 0
FERROGLOBE PLC SHS G33856108   1,876,000 350,000 SH   SOLE   350,000 0 0
HONEYWELL INTL INC COM 438516106   960,930 4,500 SH   SOLE   4,500 0 0
HORMEL FOODS CORP COM 440452100   11,811,003 387,373 SH   SOLE   387,373 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,989,594 31,400 SH   SOLE   31,400 0 0
INTERNATIONAL PAPER CO COM 460146103   4,816,532 111,623 SH   SOLE   111,623 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   19,806,459 396,764 SH   SOLE   396,764 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   10,713,140 47,703 SH   SOLE   47,703 0 0
MASTEC INC COM 576323109   16,676,959 155,874 SH   SOLE   155,874 0 0
MOSAIC CO NEW COM 61945C103   10,241,322 354,371 SH   SOLE   354,371 0 0
NEXGEN ENERGY LTD COM 65340P106   2,254,142 322,943 SH   SOLE   322,943 0 0
OTIS WORLDWIDE CORP COM 68902V107   991,478 10,300 SH   SOLE   10,300 0 0
PARSONS CORP DEL COM 70202L102   32,303,088 394,855 SH   SOLE   394,855 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,184,000 200,000 SH Call SOLE   200,000 0 0
PRIMORIS SVCS CORP COM 74164F103   3,595,273 72,064 SH   SOLE   72,064 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   28,556,553 4,823,742 SH   SOLE   4,823,742 0 0
SEALED AIR CORP NEW COM 81211K100   46,961,525 1,349,857 SH   SOLE   1,349,857 0 0
SIGMA LITHIUM CORPORATION COM 826599102   31,327,756 2,604,136 SH   SOLE   2,604,136 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   39,968,638 1,215,961 SH   SOLE   1,215,961 0 0
TENARIS S A SPONSORED ADS 88031M109   2,468,397 80,878 SH   SOLE   80,878 0 0
UNITED AIRLS HLDGS INC COM 910047109   11,510,620 236,552 SH   SOLE   236,552 0 0
WESTLAKE CORPORATION COM 960413102   7,073,009 48,840 SH   SOLE   48,840 0 0