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
Expires: July 31, 2015
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
VENTURE GLOBAL INC COM 92333F101 280,861,953 18,027,083 SH SOLE 18,027,083 0 0
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX IPATH S&P 500 SH 06748M196 1,141,188 23,750 SH SOLE 23,750 0 0
BATTALION OIL CORPORATION COM 07134L107 7,935,368 6,151,448 SH SOLE 6,151,448 0 0
CHEMOURS COMPANY (THE) COM 163851108 23,607,496 2,061,790 SH SOLE 2,061,790 0 0
LUCID DIAGNOSTICS INC COM 54948X109 914,054 794,830 SH SOLE 794,830 0 0
O-I GLASS, INC COM 67098H104 26,187,615 1,776,636 SH SOLE 1,776,636 0 0
QUAKER HOUGHTON COM 747316107 11,535,529 103,051 SH SOLE 103,051 0 0
REKOR SYSTEMS INC COM 759419104 593,482 511,622 SH SOLE 511,622 0 0
SEALED AIR CORPORATION COM 81211K100 13,460,938 433,804 SH SOLE 433,804 0 0
KIRBY CORPORATION COM 497266106 3,383,701 29,836 SH SOLE 29,836 0 0
KRONOS WORLDWIDE, INC COM 50105F105 2,699,846 435,459 SH SOLE 435,459 0 0
ADICET BIO, INC. COM 007002108 176,860 289,935 SH SOLE 289,935 0 0
CONTEXT THERAPEUTICS INC COM 21077P108 215,051 328,222 SH SOLE 328,222 0 0
CROWN HOLDINGS INC COM 228368106 2,523,010 24,500 SH SOLE 24,500 0 0
FLUOR CORPORATION COM 343412102 1,025,400 20,000 SH SOLE 20,000 0 0
STARDUST PWR INC COM 854936101 216,936 1,101,197 SH SOLE 1,101,197 0 0
GXO LOGISTICS INCORPORATED COM 36262G101 5,247,522 107,752 SH SOLE 107,752 0 0
MERSANA THERAPEUTICS INC COM 59045L106 307,637 1,039,314 SH SOLE 1,039,314 0 0
SABLE OFFSHORE CORP COM 78574H104 2,132,060 97,000 SH SOLE 97,000 0 0