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
ATI INC COM 01741R102 30,114,600 159,000 SH SOLE 159,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 39,142,509 100,670 SH SOLE 100,670 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 14,673,890 82,600 SH SOLE 82,600 0 0
CORE & MAIN INC CL A 21874C102 74,293,708 1,791,073 SH SOLE 1,791,073 0 0
DELEK US HLDGS INC NEW COM 24665A103 40,998,140 574,445 SH SOLE 574,445 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 124,695,779 2,950,681 SH SOLE 2,950,681 0 0
EVERUS CONSTR GROUP COM 300426103 96,997,835 825,373 SH SOLE 825,373 0 0
LEGENCE CORP CL A 52476L109 99,868,097 1,860,434 SH SOLE 1,860,434 0 0
MADISON AIR SOLUTIONS CORP COM SHS CL A 55658T105 132,974,685 5,405,475 SH SOLE 5,405,475 0 0
MASTEC INC COM 576323109 76,955,323 360,244 SH SOLE 360,244 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 44,547,371 3,038,702 SH SOLE 3,038,702 0 0
NOVONIX LIMITED SPON ADS REP 40 67010L209 311,287 118,812 SH SOLE 118,812 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207 69,781,754 854,959 SH SOLE 854,959 0 0
PEABODY ENGR CORP COM 704551100 27,773,478 1,138,724 SH SOLE 1,138,724 0 0
QXO INC COM NEW 82846H405 53,532,812 4,579,368 SH SOLE 4,579,368 0 0
REGAL REXNORD CORPORATION COM 758750103 39,254,463 253,075 SH SOLE 253,075 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 113,536,769 1,827,995 SH SOLE 1,827,995 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 52,408,020 114,882 SH SOLE 114,882 0 0
TERAWULF INC COM 88080T104 55,179,432 3,728,340 SH SOLE 3,728,340 0 0
TRANSALTA CORP COM 89346D107 64,404,083 5,322,313 SH SOLE 5,322,313 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 142,847,131 1,823,658 SH SOLE 1,823,658 0 0
VISTRA CORP COM 92840M102 104,732,195 757,009 SH SOLE 757,009 0 0
WOODWARD INC COM 980745103 94,960,210 288,993 SH SOLE 288,993 0 0