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| Name | Ticker | Class | Shares | Change | Value | Change | Date |
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ANTERO RESOURCES Corp
| AR | Common | 0 | -700,000 | 0 | -21,371,000 | 12/31/2022 |
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ALBEMARLE CORP
| ALB | Common | 0 | -20,000 | 0 | -5,289,000 | 12/31/2022 |
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RANGE RESOURCES CORP
| RRC | Common | 0 | -200,000 | 0 | -5,052,000 | 12/31/2022 |
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BOA Acquisition Corp.
| BOAS | COM CL A | 0 | -500,000 | 0 | -4,970,000 | 12/31/2022 |
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LITHIA MOTORS INC
| LAD | CL A | 0 | -23,020 | 0 | -4,939,000 | 12/31/2022 |
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VERMILION ENERGY INC.
| VET | COM | 0 | -225,000 | 0 | -4,820,000 | 12/31/2022 |
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CHEMICAL & MINING CO OF CHILE INC
| SQM | SPON ADR SER B | 0 | -40,000 | 0 | -3,630,000 | 12/31/2022 |
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Apollo Global Management, Inc.
| APO | LP | 0 | -70,000 | 0 | -3,255,000 | 12/31/2022 |
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TENET HEALTHCARE CORP
| THC | Common | 0 | -60,000 | 0 | -3,095,000 | 12/31/2022 |
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WillScot Mobile Mini Holdings Corp.
| WSC | COM | 0 | -50,000 | 0 | -2,017,000 | 12/31/2022 |
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XPO, Inc.
| XPO | Common | 0 | -44,000 | 0 | -1,959,000 | 12/31/2022 |
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MP Materials Corp. / DE
| MP | Common | 0 | -70,000 | 0 | -1,911,000 | 12/31/2022 |
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FREEPORT-MCMORAN INC
| FCX | Common | 0 | -50,000 | 0 | -1,367,000 | 12/31/2022 |
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NEW RELIC, INC.
| NEWR | COM | 0 | -10,000 | 0 | -574,000 | 12/31/2022 |
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RYDER SYSTEM INC
| R | Common | 0 | -5,000 | 0 | -377,000 | 12/31/2022 |
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BOA Acquisition Corp.
| BOAS/WS | *W EXP 02/22/202 | 0 | -166,666 | 0 | -38,000 | 12/31/2022 |
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