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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
ALLEGION PLC ORD SHS G0176J109   3,575,396 29,790 SH   SOLE   29,790 0 0
AVERY DENNISON CORP COM 053611109   18,055,321 105,095 SH   SOLE   105,095 0 0
AXALTA COATING SYS LTD COM G0750C108   5,418,407 165,145 SH   SOLE   165,145 0 0
BOEING CO COM 097023105   4,877,796 23,100 SH   SOLE   23,100 0 0
CABOT CORP COM 127055101   31,411,343 469,597 SH   SOLE   469,597 0 0
CELANESE CORP DEL COM 150870103   9,325,837 80,534 SH   SOLE   80,534 0 0
DARIOHEALTH CORP COM NEW 23725P209   5,137,444 1,281,158 SH   SOLE   1,281,158 0 0
ECOLAB INC COM 278865100   3,775,058 20,221 SH   SOLE   20,221 0 0
ELEMENT SOLUTIONS INC COM 28618M106   2,327,962 121,248 SH   SOLE   121,248 0 0
FEDEX CORP COM 31428X106   6,821,464 27,517 SH   SOLE   27,517 0 0
GENERAL ELECTRIC CO COM NEW 369604301   6,913,739 62,938 SH   SOLE   62,938 0 0
HOME DEPOT INC COM 437076102   4,970,240 16,000 SH   SOLE   16,000 0 0
HUNTSMAN CORP COM 447011107   4,053,000 150,000 SH Call SOLE   0 0 0
LOWES COS INC COM 548661107   6,048,760 26,800 SH   SOLE   26,800 0 0
O-I GLASS INC COM 67098H104   15,270,147 715,900 SH   SOLE   715,900 0 0
PILGRIMS PRIDE CORP COM 72147K108   45,822,095 2,132,252 SH   SOLE   2,132,252 0 0
PILGRIMS PRIDE CORP COM 72147K108   25,927,685 1,206,500 SH Call SOLE   0 0 0
SAIA INC COM 78709Y105   7,346,064 21,454 SH   SOLE   21,454 0 0
SYLVAMO CORP COMMON STOCK 871332102   974,845 24,100 SH Call SOLE   0 0 0
SYLVAMO CORP COMMON STOCK 871332102   49,356,766 1,220,192 SH   SOLE   1,220,192 0 0
TRITIUM DCFC LIMITED *W EXP 01/13/202 Q9225T116   9,925 24,658 SH   SOLE   24,658 0 0
WEST FRASER TIMBER CO LTD COM 952845105   19,414,886 225,807 SH   SOLE   225,807 0 0
WHIRLPOOL CORP COM 963320106   812,096 5,458 SH   SOLE   5,458 0 0