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
ARCH RESOURCES INC PUT 03940R957 87,285 610,000 SH   SOLE   610,000 0 0
VALARIS LIMITED *W EXP 04/29/202 G9460G119 122 23,870 SH   SOLE   23,870 0 0
BATTALION OIL CORP COM 07134L107 52,472 6,151,448 SH   SOLE   6,151,448 0 0
ARCH RESOURCES, INC. CMN COM 03940R107 58,956 412,017 SH   SOLE   412,017 0 0
TRONOX HOLDINGS PLC CMN COM G9087Q102 28,172 1,676,936 SH   SOLE   1,676,936 0 0
PPG INDUSTRIES COM 693506107 12,051 105,400 SH   SOLE   105,400 0 0
OMNICELL INC COM 68213N109 4,718 41,478 SH   SOLE   41,478 0 0
ALBERTSONS COS INC - CLASS A COM 013091103 1,578 59,052 SH   SOLE   59,052 0 0
RUSSELL 2000 INDEX ISHARES COM 464287655 2,981 17,600 SH   SOLE   17,600 0 0
IVANHOE ELECTRIC INC / US COM 46578C108 1,986 228,329 SH   SOLE   228,329 0 0
LUCID DIAGNOSTICS INC COM 54948X109 1,975 873,804 SH   SOLE   873,804 0 0
VALVOLINE INC COM 92047W101 1,894 65,700 SH   SOLE   65,700 0 0
ASHLAND INC COM 044186104 28,715 278,650 SH   SOLE   278,650 0 0
AVIENT CORP COM 05368V106 5,909 147,424 SH   SOLE   147,424 0 0
HB FULLER COM 359694106 6,492 107,827 SH   SOLE   107,827 0 0
OLIN CORP COM 680665205 5,581 120,600 SH   SOLE   120,600 0 0
MINERVA SURGICAL INC COM 60343F106 1,602 681,843 SH   SOLE   681,843 0 0
CHEMOURS COMPANY COM 163851108 10,346 323,100 SH   SOLE   323,100 0 0
AIR PRODS & CHEM COM 009158106 7,719 32,100 SH   SOLE   32,100 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 464 25,200 SH   SOLE   25,200 0 0
BERRY GLOBAL GROUP INC COM 08579W103 3,224 59,000 SH   SOLE   59,000 0 0
MISSFRESH LTD COM 60500F105 510 2,000,000 SH   SOLE   2,000,000 0 0