Holdings as of 03-31-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| APTV | APTIV PLC | 673,971 | $40,101,275 | G3265R107 | COMMON STOCK | |
| WFRD | WEATHERFORD INTERNATIONAL PLC | 572,809 | $30,673,922 | G48833118 | COMMON STOCK | |
| GTLS | CHART INDUSTRIES INC | 205,399 | $29,651,400 | 16115Q308 | COMMON STOCK | |
| OSK | OSHKOSH CORP | 235,900 | $22,193,472 | 688239201 | COMMON STOCK | |
| EMN | EASTMAN CHEMICAL CO | 251,583 | $22,166,978 | 277432100 | COMMON STOCK | |
| DAR | DARLING INGREDIENTS INC | 508,550 | $15,887,102 | 237266101 | COMMON STOCK | |
| ASH | ASHLAND INC | 125,000 | $7,411,250 | 044186104 | COMMON STOCK | |
| TEX | TEREX CORP | 155,000 | $5,855,900 | 880779103 | COMMON STOCK | |
| WCC | WESCO INTERNATIONAL INC | 32,500 | $5,047,250 | 95082P105 | COMMON STOCK |