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 1,628 78,782 SH   SOLE   0 0 78,782
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,891 236,751 SH   SOLE   236,751 0 0
BOEING CO COM 097023105 2,072 6,361 SH   SOLE   0 0 6,361
BOEING CO COM 097023105 4,932 15,139 SH   SOLE   15,139 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,052 238,187 SH   SOLE   238,187 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,142 84,313 SH   SOLE   0 0 84,313
BWX TECHNOLOGIES INC COM 05605H100 2,143 34,525 SH   SOLE   0 0 34,525
BWX TECHNOLOGIES INC COM 05605H100 11,636 187,442 SH   SOLE   187,442 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,325 23,901 SH   SOLE   0 0 23,901
CEDAR FAIR L P DEPOSITRY UNIT 150185106 3,110 56,099 SH   SOLE   56,099 0 0
CLEARWAY ENERGY INC CL A 18539C105 1,321 69,100 SH   SOLE   69,100 0 0
CLEARWAY ENERGY INC CL C 18539C204 13,425 672,909 SH   SOLE   672,909 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,127 106,622 SH   SOLE   0 0 106,622
CONSTELLIUM SE CL A SHS F21107101 2,034 151,797 SH   SOLE   0 0 151,797
CONSTELLIUM SE CL A SHS F21107101 6,757 504,271 SH   SOLE   504,271 0 0
LYON WILLIAM HOMES CL A NEW 552074700 417 20,881 SH   SOLE   0 0 20,881
LYON WILLIAM HOMES CL A NEW 552074700 991 49,619 SH   SOLE   49,619 0 0
NORBORD INC COM NEW 65548P403 1,738 64,967 SH   SOLE   0 0 64,967
NORBORD INC COM NEW 65548P403 4,120 154,033 SH   SOLE   154,033 0 0
STAGE STORES INC COM NEW 85254C305 772 95,105 SH   SOLE   95,105 0 0
STAGE STORES INC COM NEW 85254C305 324 39,895 SH   SOLE   0 0 39,895
TYSON FOODS INC CL A 902494103 2,082 22,866 SH   SOLE   0 0 22,866
TYSON FOODS INC CL A 902494103 4,473 49,134 SH   SOLE   49,134 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,148 100,893 SH   SOLE   0 0 100,893
VISHAY INTERTECHNOLOGY INC COM 928298108 7,163 336,465 SH   SOLE   336,465 0 0