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
DAUCH CORP COM 024061103 22,637,459 4,176,653 SH SOLE 0 0 4,176,653
SIGMA LITHIUM CORPORATION COM 826599102 14,501,328 1,146,350 SH SOLE 0 0 1,146,350
SELECT WATER SOLUTIONS INC CL A COM 81617J301 15,098,666 755,689 SH SOLE 0 0 755,689
GREEN PLAINS INC COM 393222104 15,149,300 985,000 SH SOLE 0 0 985,000
PEABODY ENGR CORP COM 704551100 11,612,020 502,250 SH SOLE 0 0 502,250
AEVEX CORP COM CL A 00835T107 6,625,264 317,150 SH SOLE 0 0 317,150
CONSTELLIUM SE CL A SHS F21107101 8,866,234 278,200 SH SOLE 0 0 278,200
WESCO INTL INC COM 95082P105 5,600,934 16,205 SH SOLE 0 0 16,205
AMRIZE LTD SHS H2927K103 1,332,500 25,000 SH SOLE 0 0 25,000
ANTERO RESOURCES CORP COM 03674X106 1,229,900 35,000 SH SOLE 0 0 35,000
BUILDERS FIRSTSOURCE INC COM 12008R107 894,800 10,000 SH SOLE 0 0 10,000