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
AIR TRANSPORT SERVICES GRP I COM 00922R105 2,651 79,250 SH   SOLE   0 0 79,250
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,128 213,083 SH   SOLE   213,083 0 0
ALCOA CORP COM 013872106 2,537 28,176 SH   SOLE   0 0 28,176
ALCOA CORP COM 013872106 12,184 135,331 SH   SOLE   135,331 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,381 51,443 SH   SOLE   0 0 51,443
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,269 159,064 SH   SOLE   159,064 0 0
CENTURY ALUM CO COM 156431108 11,987 455,604 SH   SOLE   455,604 0 0
CENTURY ALUM CO COM 156431108 2,395 91,037 SH   SOLE   0 0 91,037
CONSTELLIUM SE CL A SHS F21107101 1,488 82,672 SH   SOLE   0 0 82,672
CONSTELLIUM SE CL A SHS F21107101 4,601 255,625 SH   SOLE   255,625 0 0
EAGLE MATLS INC COM 26969P108 1,967 15,327 SH   SOLE   0 0 15,327
EAGLE MATLS INC COM 26969P108 7,665 59,718 SH   SOLE   59,718 0 0
HALLIBURTON CO COM 406216101 2,700 71,294 SH   SOLE   0 0 71,294
HALLIBURTON CO COM 406216101 10,545 278,455 SH   SOLE   278,455 0 0
KIRBY CORP COM 497266106 11,497 159,257 SH   SOLE   159,257 0 0
KIRBY CORP COM 497266106 2,554 35,373 SH   SOLE   0 0 35,373
KLX ENERGY SERVICS HOLDNGS I COM NEW 48253L205 267 51,678 SH   SOLE   0 0 51,678
KLX ENERGY SERVICS HOLDNGS I COM NEW 48253L205 819 158,322 SH   SOLE   158,322 0 0
NEXGEN ENERGY LTD COM 65340P106 744 131,430 SH   SOLE   0 0 131,430
NEXGEN ENERGY LTD COM 65340P106 2,258 398,864 SH   SOLE   398,864 0 0
OLIN CORP COM PAR $1 680665205 2,543 48,646 SH   SOLE   0 0 48,646
OLIN CORP COM PAR $1 680665205 9,950 190,329 SH   SOLE   190,329 0 0
PROPETRO HLDG CORP COM 74347M108 8,136 584,075 SH   SOLE   584,075 0 0
PROPETRO HLDG CORP COM 74347M108 2,481 178,116 SH   SOLE   0 0 178,116
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,166 39,438 SH   SOLE   0 0 39,438
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 7,499 253,600 SH Call SOLE   253,600 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,573 53,200 SH Call SOLE   0 0 53,200
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 14,836 501,726 SH   SOLE   501,726 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,181 111,284 SH   SOLE   0 0 111,284
VISHAY INTERTECHNOLOGY INC COM 928298108 39,885 2,034,938 SH   SOLE   2,034,938 0 0