| DDARLING INGREDIENTS INCDAR |
| 26.52% | 32.01% | $23.2M | 375,000 | $37.7M | 609,533 | -234,533-38.48% | Reduce |
| MMETHANEX CORPMEOH |
| 11.83% | 8.78% | $10.3M | 173,725 | $10.3M | 173,725 | 00.00% | Unchanged |
 CELANESE CORP DELCE |
| 5.26% | 3.91% | $4.6M | 70,000 | $4.6M | 70,000 | 00.00% | Unchanged |
 DUPONT DE NEMOURS INCDD |
| 4.66% | 1.17% | $4.1M | 30,000 | $1.4M | 30,000 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 4.48% | 3.33% | $3.9M | 13,495 | $3.9M | 13,495 | 00.00% | Unchanged |
 CORTEVA INC COMCTVA |
| 3.83% | 2.84% | $3.3M | 40,000 | $3.3M | 40,000 | 00.00% | Unchanged |
| RREX AMERICAN RES CORPREX |
| 3.71% | 2.75% | $3.2M | 71,172 | $3.2M | 71,172 | 00.00% | Unchanged |
 BUNGE GLOBAL SABG |
| 3.64% | 10.7% | $3.2M | 25,000 | $12.6M | 99,045 | -74,045-74.76% | Reduce |
 PILGRIMS PRIDE CORP NEWPPC |
| 2.81% | 2.08% | $2.5M | 65,000 | $2.5M | 65,000 | 00.00% | Unchanged |
| AADVANSIX INCASIX |
| 2.79% | 2.07% | $2.4M | 100,000 | $2.4M | 100,000 | 00.00% | Unchanged |
 EASTMAN CHEM COEMN |
| 2.62% | 1.94% | $2.3M | 30,000 | $2.3M | 30,000 | 00.00% | Unchanged |
 ANDERSONS INC COMANDE |
| 2.46% | 6.09% | $2.2M | 30,000 | $7.2M | 99,968 | -69,968-69.99% | Reduce |
 ECOLAB INCECL |
| 2.29% | 1.7% | $2.0M | 7,523 | $2.0M | 7,523 | 00.00% | Unchanged |
 ADECOAGRO SAAGRO |
| 2.27% | 2.53% | $2.0M | 198,317 | $3.0M | 198,317 | 00.00% | Unchanged |
 MP MATERIALS CORPMP |
| 2.21% | 1.64% | $1.9M | 40,000 | $1.9M | 40,000 | 00.00% | Unchanged |
 GREEN PLAINS INCGPRE |
| 1.88% | 2.65% | $1.6M | 100,000 | $3.1M | 189,731 | -89,731-47.29% | Reduce |
| SSMITHFIELD FOODS INCSFD |
| 1.63% | 1.21% | $1.4M | 50,915 | $1.4M | 50,915 | 00.00% | Unchanged |
 CF INDS HLDGS INCCF |
| 1.48% | 1.1% | $1.3M | 10,000 | $1.3M | 10,000 | 00.00% | Unchanged |
 OLIN CORP COM PAR $1OLN |
| 1.36% | 1.01% | $1.2M | 40,000 | $1.2M | 40,000 | 00.00% | Unchanged |
 HUNTSMAN CORPHUN |
| 1.29% | 0.96% | $1.1M | 85,000 | $1.1M | 85,000 | 00.00% | Unchanged |
| TTITAN MACHY INCTITN |
| 1.24% | 0.92% | $1.1M | 64,674 | $1.1M | 64,674 | 00.00% | Unchanged |
| TTRONOX HOLDINGS PLCTROX |
| 1.23% | 1.49% | $1.1M | 180,000 | $1.8M | 180,000 | 00.00% | Unchanged |
| SSUNOPTA INC COMSTKL |
| 1.11% | 1.79% | $975,000 | 325,000 | $2.1M | 325,000 | 00.00% | Unchanged |
 CNH INDL N VCNH |
| 1.01% | 0.07% | $880,000 | 80,000 | $80,000 | 80,000 | 00.00% | Unchanged |
 PPG INDS INCPPG |
| 0.92% | 0.68% | $802,028 | 7,504 | $802,028 | 7,504 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 0.9% | 0.67% | $784,386 | 2,447 | $784,386 | 2,447 | 00.00% | Unchanged |
 WESTLAKE CORPORATIONWLK |
| 0.83% | 0.99% | $730,000 | 10,000 | $1.2M | 10,000 | 00.00% | Unchanged |
 RAYONIER ADVANCED MATLS INC COMRYAM |
| 0.77% | 0.57% | $670,023 | 60,526 | $670,023 | 60,526 | 00.00% | Unchanged |
 INGREDION INC COMINGR |
| 0.64% | 0.48% | $563,300 | 5,000 | $563,300 | 5,000 | 00.00% | Unchanged |
 AXALTA COATING SYS LTDAXTA |
| 0.55% | 0.41% | $484,750 | 17,500 | $484,750 | 17,500 | 00.00% | Unchanged |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.55% | 0.41% | $479,846 | 6,614 | $479,846 | 6,614 | 00.00% | Unchanged |
| EELEMENT SOLUTIONS INCESI |
| 0.39% | 0.29% | $341,400 | 10,000 | $341,400 | 10,000 | 00.00% | Unchanged |
 DOW HLDGS INC COMDOW |
| 0.31% | 0.35% | $270,000 | 10,000 | $416,500 | 10,000 | 00.00% | Unchanged |
 MOSAIC COMOS |
| 0.29% | 0.22% | $255,000 | 10,000 | $255,000 | 10,000 | 00.00% | Unchanged |
| MMISSION PRODUCE INCAVO |
| 0.25% | 0.19% | $219,252 | 15,934 | $219,252 | 15,934 | 00.00% | Unchanged |
