| DDARLING INGREDIENTS INCDAR |
| 9.83% | 7.49% | $30.9M | 566,094 | $27.8M | 450,000 | +116,094+25.80% | Add |
| AARIS MNG CORPARIS |
| 8.3% | 5.74% | $26.1M | 1.8M | $21.3M | 1.1M | +603,649+52.60% | Add |
| DDHT HOLDINGS INC SHS NEWDHT |
| 7.3% | 1.19% | $23.0M | 1.4M | $4.4M | 241,696 | +1.1M+474.73% | Add |
| CCORE NATURAL RESOURCES INCCNR |
| 6.78% | 6.34% | $21.3M | 266,532 | $23.5M | 224,799 | +41,733+18.56% | Add |
 GREEN PLAINS INCGPRE |
| 6.21% | — | $19.5M | 1.3M | $0 | 0 | +1.3M | New Buy |
| HHUDBAY MINERALS INCHBM |
| 5.5% | — | $17.3M | 734,227 | $0 | 0 | +734,227 | New Buy |
| CCONTROLADORA VUELA COMP DE AVLRS |
| 5.23% | 3% | $16.4M | 1.8M | $11.1M | 1.5M | +215,620+14.01% | Add |
 PILGRIMS PRIDE CORP NEWPPC |
| 4.47% | — | $14.1M | 500,000 | $0 | 0 | +500,000 | New Buy |
| FFRONTLINE PLC COM USD1FRO |
| 4.09% | — | $12.9M | 369,740 | $0 | 0 | +369,740 | New Buy |
| MMOSAIC COMOS |
| 3.37% | — | $10.6M | 500,000 | $0 | 0 | +500,000 | New Buy |
| IISHARES TR |
| 3.34% | — | $10.5M | 35,000 | $0 | 0 | +35,000 | New Buy |
| DDELEK US HLDGS INC NEWDK |
| 3.27% | 4.52% | $10.3M | 202,300 | $16.8M | 372,937 | -170,637-45.75% | Reduce |
 PEABODY ENGR CORPBTU |
| 3.1% | 2.05% | $9.8M | 422,432 | $7.6M | 231,553 | +190,879+82.43% | Add |
 WESTLAKE CORPORATIONWLK |
| 2.23% | 2.3% | $7.0M | 96,200 | $8.5M | 73,000 | +23,200+31.78% | Add |
 VANECK ETF TRUSTGDXJ |
| 2.19% | — | $6.9M | 70,000 | $0 | 0 | +70,000 | New Buy |
| HHF SINCLAIR CORPDINO |
| 2.15% | 9.51% | $6.8M | 97,063 | $35.3M | 566,090 | -469,027-82.85% | Reduce |
| OOKEANIS ECO TANKERS CORP USD0.001ECO |
| 2.13% | 0.75% | $6.7M | 133,922 | $2.8M | 55,100 | +78,822+143.05% | Add |
| IIAMGOLD CORPIAG |
| 2.04% | — | $6.4M | 404,362 | $0 | 0 | +404,362 | New Buy |
| RRICE ACQUISITION CORP 3 |
| 1.81% | 1.44% | $5.7M | 531,645 | $5.4M | 506,329 | +25,316+5.00% | Add |
 PPG INDS INCPPG |
| 1.74% | — | $5.5M | 45,100 | $0 | 0 | +45,100 | New Buy |
 UNITED AIRLS HLDGS INC COMUAL |
| 1.6% | — | $5.0M | 36,990 | $0 | 0 | +36,990 | New Buy |
| TTREKOR METALS LTDTGB |
| 1.33% | — | $4.2M | 608,925 | $0 | 0 | +608,925 | New Buy |
| MMATADOR RES COMTDR |
| 1.27% | — | $4.0M | 80,200 | $0 | 0 | +80,200 | New Buy |
| PPAR PAC HOLDINGS INCPARR |
| 1.18% | 0.75% | $3.7M | 66,060 | $2.8M | 44,750 | +21,310+47.62% | Add |
| AAMERICAN AIRLINES GROUP INCAAL |
| 1.12% | — | $3.5M | 195,020 | $0 | 0 | +195,020 | New Buy |
| HHMH HLDG INCHMH |
| 0.94% | — | $3.0M | 158,161 | $0 | 0 | +158,161 | New Buy |
| FFERROGLOBE PLC SHSGSM |
| 0.93% | 1.2% | $2.9M | 922,217 | $4.5M | 1.1M | -161,547-14.91% | Reduce |
| CCHEMOURS COCC |
| 0.93% | — | $2.9M | 142,900 | $0 | 0 | +142,900 | New Buy |
| CCVR ENERGY INCCVI |
| 0.82% | — | $2.6M | 93,326 | $0 | 0 | +93,326 | New Buy |
| HHUT 8 CORPHUT |
| 0.78% | 0.37% | $2.4M | 21,185 | $1.4M | 29,575 | -8,390-28.37% | Reduce |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.71% | 0.86% | $2.2M | 34,370 | $3.2M | 54,980 | -20,610-37.49% | Reduce |
 RANGER ENERGY SVCS INC COM CL ARNGR |
| 0.58% | 0.34% | $1.8M | 113,460 | $1.3M | 73,881 | +39,579+53.57% | Add |
| EEAGLEROCK LD LLC CL A SHS REP LTDEROK |
| 0.47% | — | $1.5M | 70,000 | $0 | 0 | +70,000 | New Buy |
| RRIOT PLATFORMS INCRIOT |
| 0.32% | 0.22% | $1.0M | 36,600 | $834,300 | 67,500 | -30,900-45.78% | Reduce |
 SOLARIS RES INCSLSR |
| 0.31% | 0.36% | $983,701 | 182,360 | $1.3M | 154,632 | +27,728+17.93% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.3% | — | $958,061 | 830 | $0 | 0 | +830 | New Buy |
| CCEREBRAS SYSTEMS INCCBRS |
| 0.21% | — | $663,000 | 3,000 | $0 | 0 | +3,000 | New Buy |
| IISHARES TR |
| 0.2% | — | $640,760 | 1,000 | $0 | 0 | +1,000 | New Buy |
| GGREENLAND ENERGY COGLND |
| 0.19% | — | $608,300 | 276,500 | $0 | 0 | +276,500 | New Buy |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.19% | — | $596,700 | 2,700 | $0 | 0 | +2,700 | New Buy |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.15% | — | $475,272 | 82,800 | $0 | 0 | +82,800 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.14% | — | $455,469 | 28,700 | $0 | 0 | +28,700 | New Buy |
| FFUTUREFUEL CORP COMFF |
| 0.11% | 0.1% | $337,766 | 74,727 | $365,300 | 94,883 | -20,156-21.24% | Reduce |
| GGREENLAND ENERGY COGLNDW |
| 0.07% | — | $225,250 | 265,000 | $0 | 0 | +265,000 | New Buy |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.06% | — | $184,166 | 59,794 | $0 | 0 | +59,794 | New Buy |
