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

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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
ALPHA METALLURGICAL RESOUR I COM 020764106 85,305,978 517,194 SH SOLE 517,194 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 147,461 1,702 SH SOLE 1,702 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 99,749,443 20,398,659 SH SOLE 20,398,659 0 0
WARRIOR MET COAL INC COM 93627C101 141,547,098 1,744,050 SH SOLE 1,744,050 0 0