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
3M CO COM 88579Y101   5,585,972 40,863 SH   SOLE   40,863 0 0
ALASKA AIR GROUP INC COM 011659109   2,960,532 65,484 SH   SOLE   65,484 0 0
ALCOA CORP COM 013872106   1,350,300 35,000 SH   SOLE   35,000 0 0
ATI INC COM 01741R102   8,540,660 127,644 SH   SOLE   127,644 0 0
CARLISLE COS INC COM 142339100   4,671,553 10,387 SH   SOLE   10,387 0 0
CHEMOURS CO COM 163851108   34,151,275 1,680,673 SH   SOLE   1,680,673 0 0
DARIOHEALTH CORP COM NEW 23725P209   1,580,174 1,410,870 SH   SOLE   1,410,870 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,385,022 37,987 SH   SOLE   37,987 0 0
DYCOM INDS INC COM 267475101   39,922,802 202,551 SH   SOLE   202,551 0 0
ELEMENT SOLUTIONS INC COM 28618M106   14,553,496 535,843 SH   SOLE   535,843 0 0
GOLAR LNG LTD SHS G9456A100   15,351,380 417,611 SH   SOLE   417,611 0 0
HORMEL FOODS CORP COM 440452100   3,815,475 120,362 SH   SOLE   120,362 0 0
HUNTSMAN CORP COM 447011107   4,147,033 171,365 SH   SOLE   171,365 0 0
MASTEC INC COM 576323109   23,315,140 189,400 SH   SOLE   189,400 0 0
NEXGEN ENERGY LTD COM 65340P106   10,623,050 1,626,807 SH   SOLE   1,626,807 0 0
NUTRIEN LTD COM 67077M108   2,475,090 51,500 SH   SOLE   51,500 0 0
PARSONS CORP DEL COM 70202L102   22,841,430 220,307 SH   SOLE   220,307 0 0
PRIMORIS SVCS CORP COM 74164F103   6,239,592 107,431 SH   SOLE   107,431 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   53,904,596 5,674,168 SH   SOLE   5,674,168 0 0
SAIA INC COM 78709Y105   7,115,969 16,274 SH   SOLE   16,274 0 0
SEALED AIR CORP NEW COM 81211K100   51,772,766 1,426,247 SH   SOLE   1,426,247 0 0
SIGMA LITHIUM CORPORATION COM 826599102   50,582,076 4,092,401 SH   SOLE   4,092,401 0 0
SOUTHWEST AIRLS CO COM 844741108   4,238,068 143,033 SH   SOLE   143,033 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   14,291,936 172,192 SH   SOLE   172,192 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   16,061,728 494,055 SH   SOLE   494,055 0 0
TRANSDIGM GROUP INC COM 893641100   6,564,798 4,600 SH   SOLE   4,600 0 0
UNITED AIRLS HLDGS INC COM 910047109   16,114,086 282,406 SH   SOLE   282,406 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,655,630 87,000 SH   SOLE   87,000 0 0
WESTLAKE CORPORATION COM 960413102   9,861,729 65,618 SH   SOLE   65,618 0 0