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
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
AECOM COM 00766T100 1,671 26,069 SH   SOLE   26,069 0 0
ARCTOS NORTHSTAR ACQUIS CORP UNIT 99/99/9999 G0477L118 150 15,000 SH   SOLE   15,000 0 0
ARTIUS ACQUISITION INC COM CL A 04316G105 1,716 169,893 SH   SOLE   169,893 0 0
ATOTECH LTD COM G0625A105 2,899 143,138 SH   SOLE   143,138 0 0
AVERY DENNISON CORP COM 053611109 18,840 102,589 SH   SOLE   102,589 0 0
AVIENT CORPORATION COM 05368V106 2,689 56,879 SH   SOLE   56,879 0 0
BOOKING HOLDINGS INC COM 09857L108 3,029 1,300 SH   SOLE   1,300 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,500 183,312 SH   SOLE   183,312 0 0
CANADIAN NATL RY CO COM 136375102 3,236 27,900 SH   SOLE   27,900 0 0
CLIMATE REAL IMPACT SLUTINS UNIT 99/99/9999 187171202 688 68,832 SH   SOLE   68,832 0 0
CROWN HLDGS INC COM 228368106 10,041 103,470 SH   SOLE   103,470 0 0
DECARBONIZATION PLUS ACQU CO COM CL A 242797108 111 10,613 SH   SOLE   10,613 0 0
DECARBONIZATION PLUS ACQU II UNIT 01/19/2026 242794204 744 73,975 SH   SOLE   73,975 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,417 132,916 SH   SOLE   132,916 0 0
DHC ACQUISITION CORP UNIT 02/25/2026 G2758T125 200 20,000 SH   SOLE   20,000 0 0
DOMTAR CORP COM NEW 257559203 12,194 330,017 SH   SOLE   330,017 0 0
DOMTAR CORP COM NEW 257559203 2,476 67,000 SH Call SOLE   67,000 0 0
D R HORTON INC COM 23331A109 3,877 43,500 SH   SOLE   43,500 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 1,554 156,064 SH   SOLE   156,064 0 0
ENPHASE ENERGY INC COM 29355A107 954 5,884 SH   SOLE   5,884 0 0
FLEX LTD ORD Y2573F102 5,178 282,781 SH   SOLE   282,781 0 0
FORTRESS CAPITAL ACQUISITION UNIT 99/99/9999 G36427113 501 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 10,457 109,134 SH   SOLE   109,134 0 0
HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 106 10,000 SH   SOLE   10,000 0 0
INTERNATIONAL PAPER CO COM 460146103 16,827 311,210 SH   SOLE   311,210 0 0
JETBLUE AWYS CORP COM 477143101 4,625 227,367 SH   SOLE   227,367 0 0
JOHNSON CTLS INTL PLC SHS G51502105 3,115 52,207 SH   SOLE   52,207 0 0
LANDCADIA HOLDINGS IV INC UNIT 05/01/2025 51477A203 198 20,000 SH   SOLE   20,000 0 0
LINDE PLC SHS G5494J103 7,461 26,634 SH   SOLE   26,634 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,965 86,156 SH   SOLE   86,156 0 0
NVR INC COM 62944T105 3,552 754 SH   SOLE   754 0 0
PLUG POWER INC COM NEW 72919P202 1,484 41,406 SH   SOLE   41,406 0 0
PONTEM CORPORATION UNIT 99/99/9999 G71707114 2,970 300,000 SH   SOLE   300,000 0 0
QUANTA SVCS INC COM 74762E102 10,866 123,510 SH   SOLE   123,510 0 0
SHERWIN WILLIAMS CO COM 824348106 4,924 6,672 SH   SOLE   6,672 0 0
SLAM CORP UNIT 99/99/9999 G8210L113 198 20,000 SH   SOLE   20,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,497 40,896 SH   SOLE   40,896 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 7,574 413,888 SH   SOLE   413,888 0 0
UNION PAC CORP COM 907818108 7,838 35,563 SH   SOLE   35,563 0 0
VELOCITY ACQUISITION CORP UNIT 99/99/9999 92259E203 8 831 SH   SOLE   831 0 0
WEST FRASER TIMBER CO LTD COM 952845105 4,254 59,100 SH   SOLE   59,100 0 0
WESTLAKE CHEM CORP COM 960413102 3,670 41,333 SH   SOLE   41,333 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,536 109,183 SH   SOLE   109,183 0 0