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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APTIV ORD SHS G6095L109 2,012 12,200 SH   SOLE   12,200 0 0
AVERY DENNISON ORD COM 053611109 23,239 107,304 SH   SOLE   107,304 0 0
AXALTA COATING SYSTEMS ORD COM G0750C108 5,430 163,963 SH   SOLE   163,963 0 0
CARRIER GLOBAL ORD COM 14448C104 888 16,376 SH   SOLE   16,376 0 0
CELANESE ORD COM 150870103 6,504 38,700 SH   SOLE   38,700 0 0
CLMT RL IMPCT SLN II ACQ EQY WARRANT *W EXP 1/29/2026 187171111 16 13,766 SH   SOLE   13,766 0 0
CNH INDUSTRIAL ORD SHS N20944109 4,797 246,900 SH   SOLE   246,900 0 0
CORTEVA ORD COM 22052L104 2,057 43,500 SH   SOLE   43,500 0 0
CROWN HOLDINGS ORD COM 228368106 11,095 100,300 SH   SOLE   100,300 0 0
DARIOHEALTH ORD COM NEW 23725P209 6,640 511,987 SH   SOLE   511,987 0 0
ELEMENT SOLUTIONS ORD COM 28618M106 18,163 748,073 SH   SOLE   748,073 0 0
HUNTSMAN ORD COM 447011107 10,241 293,606 SH   SOLE   293,606 0 0
LANDCADIA HOLDINGS IV UNT UNIT 5/1/2025 51477A203 112 11,208 SH   SOLE   11,208 0 0
LI CYCLE HOLDINGS ORD COM 50202P105 1,258 126,300 SH   SOLE   126,300 0 0
LINDE ORD SHS G5494J103 3,049 8,800 SH   SOLE   8,800 0 0
LOUISIANA PACIFIC ORD COM 546347105 2,408 30,739 SH   SOLE   30,739 0 0
LYONDELLBASELL INDUSTRIES CL A ORD SHS - A - N53745100 5,433 58,903 SH   SOLE   58,903 0 0
MASCO ORD COM 574599106 12,549 178,707 SH   SOLE   178,707 0 0
MASTEC ORD COM 576323109 6,441 69,802 SH   SOLE   69,802 0 0
PONTEM EQY WARRANT *W EXP 1/5/2026 G71707122 89 100,000 SH   SOLE   100,000 0 0
PPG INDUSTRIES ORD COM 693506107 13,770 79,854 SH   SOLE   79,854 0 0
PURECYCLE TECHNOLOGIES ORD COM 74623V103 1,161 121,293 SH   SOLE   121,293 0 0
QUANTA SERVICES ORD COM 74762E102 9,179 80,054 SH   SOLE   80,054 0 0
ROCKWELL AUTOMAT ORD COM 773903109 1,988 5,700 SH   SOLE   5,700 0 0
STANLEY BLACK AND DECKER ORD COM 854502101 15,618 82,800 SH   SOLE   82,800 0 0
SYLVAMO ORD COM 871332102 24,239 869,101 SH   SOLE   869,101 0 0
DECARBONIZATION PLUS ACQUISI WARRANT *W EXP 1/19/2026 G2773W111 39 24,658 SH   SOLE   24,658 0 0
TRONOX HOLDINGS ORD SHS G9087Q102 2,314 96,293 SH   SOLE   96,293 0 0
TYSON FOODS CL A ORD CL A 902494103 1,752 20,049 SH   SOLE   20,049 0 0
VALVOLINE ORD COM 92047W101 20,996 563,055 SH   SOLE   563,055 0 0
WEST FRASER TIMBER ORD COM 952845105 18,288 191,489 SH   SOLE   191,489 0 0