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
AARONS INC COM PAR $0.50 002535300 5,182 91,480 SH   SOLE   91,480 0 0
AARONS INC COM PAR $0.50 002535300 2,182 38,520 SH   SOLE   0 0 38,520
ALLEGHENY TECHNOLOGIES INC COM 01741R102 863 98,997 SH   SOLE   0 0 98,997
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,016 231,145 SH   SOLE   231,145 0 0
BAUSCH HEALTH COS INC COM 071734107 1,846 118,804 SH   SOLE   0 0 118,804
BAUSCH HEALTH COS INC COM 071734107 4,370 281,196 SH   SOLE   281,196 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 7,303 223,885 SH   SOLE   223,885 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,413 73,982 SH   SOLE   0 0 73,982
BWX TECHNOLOGIES INC COM 05605H100 674 11,966 SH   SOLE   0 0 11,966
BWX TECHNOLOGIES INC COM 05605H100 1,584 28,134 SH   SOLE   28,134 0 0
CLEARWAY ENERGY INC CL C 18539C204 16,772 622,092 SH   SOLE   622,092 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,510 93,105 SH   SOLE   0 0 93,105
CLEARWAY ENERGY INC CL A 18539C105 1,467 59,400 SH   SOLE   59,400 0 0
CONSTELLIUM SE CL A SHS F21107101 2,221 282,871 SH   SOLE   0 0 282,871
CONSTELLIUM SE CL A SHS F21107101 5,563 708,681 SH   SOLE   708,681 0 0
D R HORTON INC COM 23331A109 5,753 76,064 SH   SOLE   76,064 0 0
D R HORTON INC COM 23331A109 2,332 30,836 SH   SOLE   0 0 30,836
INGEVITY CORP COM 45688C107 2,192 44,342 SH   SOLE   0 0 44,342
INGEVITY CORP COM 45688C107 5,155 104,258 SH   SOLE   104,258 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,248 80,339 SH   SOLE   0 0 80,339
MGM GROWTH PPTYS LLC CL A COM 55303A105 5,645 201,761 SH   SOLE   201,761 0 0
NORBORD INC COM NEW 65548P403 2,270 76,830 SH   SOLE   0 0 76,830
NORBORD INC COM NEW 65548P403 7,204 243,770 SH   SOLE   243,770 0 0
PG&E CORP COM 69331C108 5,541 590,134 SH   SOLE   590,134 0 0
PG&E CORP COM 69331C108 2,193 233,566 SH   SOLE   0 0 233,566
RUSH ENTERPRISES INC CL A 781846209 1,970 38,980 SH   SOLE   0 0 38,980
RUSH ENTERPRISES INC CL A 781846209 4,610 91,220 SH   SOLE   91,220 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,996 128,170 SH   SOLE   0 0 128,170
VISHAY INTERTECHNOLOGY INC COM 928298108 4,739 304,388 SH   SOLE   304,388 0 0
VULCAN MATLS CO COM 929160109 1,484 10,952 SH   SOLE   0 0 10,952
VULCAN MATLS CO COM 929160109 3,490 25,748 SH   SOLE   25,748 0 0