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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   31,431,840 1,361,275 SH   SOLE   0 0 1,361,275
CONSTELLIUM SE CL A SHS F21107101   10,566,823 691,546 SH   SOLE   0 0 691,546
TECK RESOURCES LTD CL B 878742204   35,635,206 976,307 SH   SOLE   0 0 976,307
GREEN PLAINS INC COM 393222104   10,595,388 341,897 SH   SOLE   0 0 341,897
TRANSOCEAN LTD REG SHS H8817H100   7,274,555 1,143,798 SH   SOLE   0 0 1,143,798
NEW FORTRESS ENERGY INC COM CL A 644393100   31,733,751 1,078,279 SH   SOLE   0 0 1,078,279
XPO INC COM 983793100   16,082,353 504,149 SH   SOLE   0 0 504,149