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
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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
ADIENT PLC ORD SHS G0084W101   1,285,483 33,546 SH   SOLE   33,546 0 0
CENOVUS ENERGY INC COM 15135U109   10,571,680 622,596 SH   SOLE   622,596 0 0
CHENIERE ENERGY INC COM NEW 16411R208   16,640,759 109,220 SH   SOLE   109,220 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   19,520,493 290,095 SH   SOLE   290,095 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   2,597,394 386 SH Call SOLE   386 0 0
CONSTELLIUM SE CL A SHS F21107101   16,367,640 951,607 SH   SOLE   951,607 0 0
DIGIMARC CORP NEW COM 25381B101   14,169,178 481,290 SH   SOLE   481,290 0 0
EQT CORP COM 26884L109   4,449,238 108,175 SH   SOLE   108,175 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   732,850 76,658 SH   SOLE   76,658 0 0
FEDEX CORP COM 31428X106   5,803,091 23,409 SH   SOLE   23,409 0 0
FLOWSERVE CORP COM 34354P105   9,234,970 248,586 SH   SOLE   248,586 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,470,800 111,770 SH   SOLE   111,770 0 0
GENERAL MTRS CO COM 37045V100   11,746,494 304,629 SH   SOLE   304,629 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   1,221,899 169,004 SH   SOLE   169,004 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   4,119,795 39,210 SH   SOLE   39,210 0 0
INTEGER HLDGS CORP COM 45826H109   4,156,429 46,907 SH   SOLE   46,907 0 0
JELD-WEN HLDG INC COM 47580P103   5,389,007 307,241 SH   SOLE   307,241 0 0
KBR INC COM 48242W106   5,763,730 88,591 SH   SOLE   88,591 0 0
MASONITE INTL CORP COM 575385109   7,291,474 71,178 SH   SOLE   71,178 0 0
NATERA INC COM 632307104   9,642,320 198,157 SH   SOLE   198,157 0 0
OLIN CORP COM PAR $1 680665205   1,299,242 25,282 SH   SOLE   25,282 0 0
QUANTA SVCS INC COM 74762E102   2,415,549 12,296 SH   SOLE   12,296 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   13,229,389 749,116 SH   SOLE   749,116 0 0
SABRE CORP COM 78573M104   4,971,551 1,558,480 SH   SOLE   1,558,480 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   4,937,624 284 SH Put SOLE   284 0 0
SMARTRENT INC COM CL A 83193G107   3,742,098 977,049 SH   SOLE   977,049 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,568,674 103,701 SH   SOLE   103,701 0 0
VICOR CORP COM 925815102   3,375,000 625 SH Call SOLE   625 0 0
VICOR CORP COM 925815102   13,049,964 241,666 SH   SOLE   241,666 0 0
VISTRA CORP COM 92840M102   12,662,790 482,392 SH   SOLE   482,392 0 0