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
BATTALION OIL CORP COM 07134L107 114,294 6,151,448 SH   SOLE   6,151,448 0 0
AVEPOINT INC COM 053604104 2,496 474,499 SH   SOLE   474,499 0 0
PPG INDUSTRIES INC COM 693506107 5,059 38,600 SH   SOLE   38,600 0 0
H.B. FULLER COMPANY COM 359694106 3,396 51,400 SH   SOLE   51,400 0 0
TMC THE METALS CO INC COM 87261Y106 971 375,000 SH   SOLE   375,000 0 0
WESTLAKE CORP COM 960413102 9,860 79,900 SH   SOLE   79,900 0 0
LUCID DIAGNOSTICS INC COM 54948X109 2,538 755,482 SH   SOLE   755,482 0 0
TRONOX HOLDINGS PLC COM G9087Q102 17,459 882,221 SH   SOLE   882,221 0 0
MINERVA SURGICAL INC COM 60343F106 2,448 543,974 SH   SOLE   543,974 0 0
EVAXION BIOTECH A/S COM 29970R105 1,286 424,527 SH   SOLE   424,527 0 0
ARCH RESOURCES INC COM 03940R107 85,001 618,728 SH   SOLE   618,728 0 0
ARCH RESOURCES INC PUT 03940R957 171,725 1,250,000 SH   SOLE   1,250,000 0 0
CHEMOURS CO COM 163851108 9,951 316,100 SH   SOLE   316,100 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 17,551 178,350 SH   SOLE   178,350 0 0
VALARIS LIMITED *W EXP 04/29/202 G9460G119 205 23,870 SH   SOLE   23,870 0 0
IPATH SERIES B S&P 500 VIX CALL 06747R907 2,699 105,000 SH   SOLE   105,000 0 0