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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO RESOURCES CORP COM 03674X106   31,429,283 1,014,175 SH   SOLE   0 0 1,014,175
CONSTELLIUM SE CL A SHS F21107101   15,308,126 1,294,009 SH   SOLE   0 0 1,294,009
TECK RESOURCES LTD CL B 878742204   34,900,561 922,807 SH   SOLE   0 0 922,807
GREEN PLAINS INC COM 393222104   23,175,334 759,847 SH   SOLE   0 0 759,847
NEW FORTRESS ENERGY INC COM CL A 644393100   36,581,778 862,371 SH   SOLE   0 0 862,371
MP MATERIALS CORP COM CL A 553368101   11,799,230 485,965 SH   SOLE   0 0 485,965
BORGWARNER INC COM 099724106   7,977,550 198,200 SH   SOLE   0 0 198,200
BUILDERS FIRSTSOURCE INC COM 12008R107   1,119,180 17,250 SH   SOLE   0 0 17,250