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
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,260 407,151 SH   SOLE   407,151 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,985 78,782 SH   SOLE   0 0 78,782
BUILDERS FIRSTSOURCE INC COM 12008R107 6,899 409,187 SH   SOLE   409,187 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,722 102,113 SH   SOLE   0 0 102,113
BWX TECHNOLOGIES INC COM 05605H100 16,773 321,942 SH   SOLE   321,942 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,127 40,825 SH   SOLE   0 0 40,825
CLEARWAY ENERGY INC CL A 18539C105 1,888 164,550 SH   SOLE   164,550 0 0
CLEARWAY ENERGY INC CL C 18539C204 14,199 842,162 SH   SOLE   842,162 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,130 126,338 SH   SOLE   0 0 126,338
CONSTELLIUM NV CL A N22035104 9,180 914,371 SH   SOLE   914,371 0 0
CONSTELLIUM NV CL A N22035104 2,115 210,697 SH   SOLE   0 0 210,697
DUPONT DE NEMOURS INC COM 26614N102 4,514 60,133 SH   SOLE   60,133 0 0
DUPONT DE NEMOURS INC COM 26614N102 1,129 15,033 SH   SOLE   0 0 15,033
INGEVITY CORP COM 45688C107 7,284 69,255 SH   SOLE   69,255 0 0
INGEVITY CORP COM 45688C107 1,805 17,159 SH   SOLE   0 0 17,159
LYON WILLIAM HOMES CL A NEW 552074700 8,488 465,621 SH   SOLE   465,621 0 0
LYON WILLIAM HOMES CL A NEW 552074700 2,125 116,579 SH   SOLE   0 0 116,579
NORBORD INC COM NEW 65548P403 6,342 255,728 SH   SOLE   255,728 0 0
NORBORD INC COM NEW 65548P403 1,593 64,272 SH   SOLE   0 0 64,272
SPDR S&P 500 ETF TR TR UNIT 78462F103 65,544 223,700 SH Put SOLE   223,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 16,496 56,300 SH Put SOLE   0 0 56,300
UNITED CONTL HLDGS INC COM 910047109 7,675 87,660 SH   SOLE   87,660 0 0
UNITED CONTL HLDGS INC COM 910047109 1,915 21,870 SH   SOLE   0 0 21,870
VISHAY INTERTECHNOLOGY INC COM 928298108 9,533 577,065 SH   SOLE   577,065 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,131 128,993 SH   SOLE   0 0 128,993
WYNDHAM HOTELS & RESORTS INC COM 98311A105 8,732 156,657 SH   SOLE   156,657 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,085 37,413 SH   SOLE   0 0 37,413