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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
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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
BATTALION OIL CORPORATION CMN COM 07134L107   35,124,768 6,151,448 SH   SOLE   6,151,448 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106   13,007,390 43,426 SH   SOLE   43,426 0 0
ARCH RESOURCES, INC. CMN COM 03940R107   44,023,083 390,414 SH   SOLE   390,414 0 0
ASHLAND GLOBAL HOLDINGS INC. CMN COM 044186104   42,823,425 492,733 SH   SOLE   492,733 0 0
PUT/ASH @ 80 EXP 07/21/2023 PUT 044186954   5,214,600 60,000 SH   SOLE   60,000 0 0
BERRY GLOBAL GROUP INC CMN COM 08579W103   23,326,081 362,544 SH   SOLE   362,544 0 0
CHEMOURS COMPANY (THE) CMN COM 163851108   24,690,403 669,298 SH   SOLE   669,298 0 0
H.B. FULLER COMPANY CMN COM 359694106   13,107,497 183,296 SH   SOLE   183,296 0 0
O-I GLASS, INC. CMN COM 67098H104   26,950,583 1,263,506 SH   SOLE   1,263,506 0 0
OLIN CORPORATION CMN COM 680665205   12,280,359 238,964 SH   SOLE   238,964 0 0
PPG INDUSTRIES, INC. CMN COM 693506107   20,911,486 141,008 SH   SOLE   141,008 0 0
SHERWIN-WILLIAMS CO CMN COM 824348106   3,982,800 15,000 SH   SOLE   15,000 0 0
SUNNOVA ENERGY INTERNATIONAL INC. CMN COM 86745K104   833,105 45,500 SH   SOLE   45,500 0 0
WESTLAKE CORP CMN COM 960413102   14,533,406 121,649 SH   SOLE   121,649 0 0
TRONOX HOLDINGS PLC CMN COM G9087Q102   35,499,360 2,793,026 SH   SOLE   2,793,026 0 0
CALAMP CORP COM 128126109   534,081 503,850 SH   SOLE   503,850 0 0
HUMACYTE INC COM 44486Q103   1,144,000 400,000 SH   SOLE   400,000 0 0
SABRE CORP COM 78573M104   765,600 240,000 SH   SOLE   240,000 0 0
VIMEO INC COM 92719V100   1,736,992 421,600 SH   SOLE   421,600 0 0
LUCID DIAGNOSTICS INC COM 54948X109   1,220,945 878,378 SH   SOLE   878,378 0 0
ANTERIX INC COM 03676C100   3,436,781 108,450 SH   SOLE   108,450 0 0
ZEROFOX HOLDINGS INC COM 98955G103   1,640,648 1,640,648 SH   SOLE   1,640,648 0 0
PORCH GROUP INC COM 733245104   1,552,500 1,125,000 SH   SOLE   1,125,000 0 0
TERAWULF INC COM 88080T104   974,570 556,897 SH   SOLE   556,897 0 0
NOUVEAU MONDE GRAPHITE INC COM 66979W842   760,000 250,000 SH   SOLE   250,000 0 0
NOGIN INC COM 65528N204   360,250 275,000 SH   SOLE   275,000 0 0
OCUGEN INC COM 67577C105   2,215,434 4,079,238 SH   SOLE   4,079,238 0 0