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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
BATTALION OIL CORP COM 07134L107   59,730,560 6,151,448 SH   SOLE   6,151,448 0 0
ARCH RESOURCES INC COM 03940R107   79,634,697 557,705 SH   SOLE   557,705 0 0
WESTLAKE CORP COM 960413102   9,284,997 90,550 SH   SOLE   90,550 0 0
PPG INDUSTRIES COM 693506107   12,611,973 100,302 SH   SOLE   100,302 0 0
MYRIAD GENETICS INC COM 62855J104   1,780,246 122,691 SH   SOLE   122,691 0 0
LUCID DIAGNOSTICS INC COM 54948X109   1,122,000 825,000 SH   SOLE   825,000 0 0
TRONOX HOLDINGS PLC-CLASS A COM G9087Q102   42,137,548 3,073,490 SH   SOLE   3,073,490 0 0
KIRBY CORP COM 497266106   5,283,135 82,100 SH   SOLE   82,100 0 0
ARCH RESOURCES INC PUT 03940R957   49,976,500 350,000 SH   SOLE   350,000 0 0
ASHLAND INC COM 044186104   44,380,642 412,728 SH   SOLE   412,728 0 0
AVIENT CORP COM 05368V106   7,206,882 213,474 SH   SOLE   213,474 0 0
O-I GLASS INC COM 67098H104   17,822,211 1,075,571 SH   SOLE   1,075,571 0 0
CHEMOURS COMPANY COM 163851108   10,701,568 349,496 SH   SOLE   349,496 0 0
SPDR S&P BIOTECH ETF COM 78464A870   3,514,884 42,348 SH   SOLE   42,348 0 0
OLIN CORP COM 680665205   20,753,486 392,019 SH   SOLE   392,019 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104   3,023,159 167,860 SH   SOLE   167,860 0 0
AIR PRODS & CHEM COM 009158106   9,520,918 30,886 SH   SOLE   30,886 0 0
BERRY GLOBAL GROUP INC COM 08579W103   22,047,886 364,850 SH   SOLE   364,850 0 0
REPLIMUNE GROUP INC. COM 76029N106   157,651 5,796 SH   SOLE   5,796 0 0
H.B. FULLER COMPANY CMN COM 359694106   607,481 8,482 SH   SOLE   8,482 0 0