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
ALGORHYTHM HLDGS INC COM 829322502 117,975 206,250 SH SOLE 206,250 0 0
AMCOR PLC COM G0250X149 2,509,055 57,879 SH SOLE 57,879 0 0
ARCBEST CORP COM 03937C105 1,263,152 8,800 SH SOLE 8,800 0 0
AVIENT CORPORATION COM 05368V106 24,666,291 667,378 SH SOLE 667,378 0 0
BARCLAYS BANK PLC - IPATH SERIES B S&P 500 VIX IPATH S&P 500 SH 06748M196 1,711,975 77,500 SH SOLE 77,500 0 0
BATTALION OIL CORP COM 07134L107 1,400,986 1,069,455 SH SOLE 1,069,455 0 0
CELANESE CORP DEL COM 150870103 3,908,666 84,971 SH SOLE 84,971 0 0
CHEMOURS CO COM 163851108 16,133,747 786,245 SH SOLE 786,245 0 0
COMSTOCK RES INC COM 205768302 447,600 30,000 SH SOLE 30,000 0 0
CROWN HLDGS INC COM 228368106 1,297,112 11,600 SH SOLE 11,600 0 0
ELMET GROUP CO (THE) COM 289395105 246,750 12,500 SH SOLE 12,500 0 0
FERMI INC COM 314911108 141,934 15,495 SH SOLE 15,495 0 0
GEMINI SPACE STA INC CL A COM 36866J105 287,550 67,500 SH SOLE 67,500 0 0
GXO LOGISTICS INCORPORATED COM 36262G101 13,345,102 263,217 SH SOLE 263,217 0 0
H.B. FULLER COMPANY COM 359694106 9,183,939 157,556 SH SOLE 157,556 0 0
KRONOS WORLDWIDE INC COM 50105F105 1,606,598 253,807 SH SOLE 253,807 0 0
MAXCYTE INC COM 57777K106 74,543 60,604 SH SOLE 60,604 0 0
METHANEX CORPORATION COM 59151K108 9,834,473 213,098 SH SOLE 213,098 0 0
O-I GLASS INC COM 67098H104 17,104,325 1,776,150 SH SOLE 1,776,150 0 0
PPG INDUSTRIES INC COM 693506107 553,325 4,562 SH SOLE 4,562 0 0
QUAKER HOUGHTON COM 747316107 12,422,999 78,196 SH SOLE 78,196 0 0
RARE EARTHS AMERICAS INC COM 75381A108 458,400 30,000 SH SOLE 30,000 0 0
SILGAN HLDGS INC COM 827048109 14,513,344 312,855 SH SOLE 312,855 0 0
SOLSTICE ADVANCED MATLS INC COM 83443Q103 8,666,763 97,819 SH SOLE 97,819 0 0
STARDUST PWR INC COM 854936200 215,495 138,138 SH SOLE 138,138 0 0
SUNPOWER INC COM 20460L104 292,102 425,000 SH SOLE 425,000 0 0
VERSIGENT PLC ORDINARY SHARES G9600F104 3,103,279 73,870 SH SOLE 73,870 0 0
VISTAGEN THERAPEUTICS INC COM 92840H400 91,104 403,115 SH SOLE 403,115 0 0
VOLITIONRX LTD COM 928661206 211,811 156,897 SH SOLE 156,897 0 0
W & T OFFSHORE INC COM 92922P106 472,500 150,000 SH SOLE 150,000 0 0