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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
API GROUP CORP COM STK 00187Y100   13,840,000 400,000 SH   SOLE   400,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   9,507,500 125,000 SH   SOLE   125,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   5,770,500 75,000 SH   SOLE   75,000 0 0
CHEWY INC CALL 16679L909   10,633,500 450,000 SH Call SOLE   0 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   13,835,500 175,000 SH   SOLE   175,000 0 0
ENERPLUS CORP COM 292766102   24,525,283 1,600,000 SH   SOLE   1,600,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   17,027,640 12,000 SH   SOLE   12,000 0 0
INGERSOLL RAND INC COM 45687V106   7,734,000 100,000 SH   SOLE   100,000 0 0
ISHARES TR PUT 464287655   160,568,000 800,000 SH Put SOLE   800,000 0 0
LAMB WESTON HLDGS INC COM 513272104   4,323,600 40,000 SH   SOLE   40,000 0 0
PALO ALTO NETWORKS INC COM 697435105   7,372,000 25,000 SH   SOLE   25,000 0 0
SILVERBOW RES INC COM 82836G102   71,973,000 2,475,000 SH   SOLE   2,475,000 0 0
SHARKNINJA INC COM SHS G8068L108   11,769,100 230,000 SH   SOLE   230,000 0 0
SPDR S&P 500 ETF TR PUT 78462F103   261,420,500 550,000 SH Put SOLE   550,000 0 0
VARONIS SYS INC COM 922280102   2,943,200 65,000 SH   SOLE   65,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,208,250 275,000 SH   SOLE   275,000 0 0