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PHILIP MORRIS INTL INC COM 718172109 20315108 112294 SH SOLE 112294 0 0 PINNACLE FINL PARTNERS INC COM 72348N109 4970660 49273 SH SOLE 49273 0 0 PONY AI INC SPONSORED ADS 732908108 2104425 302795 SH SOLE 302795 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 25915000 500000 SH SOLE 500000 0 0 PPL CORP COM 69351T106 22075573 607306 SH SOLE 607306 0 0 PRIMORIS SVCS CORP COM 74164F103 1024802 10339 SH SOLE 10339 0 0 PROGRESSIVE CORP COM 743315103 2069158 9472 SH SOLE 9472 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 20290000 250000 SH Put SOLE 250000 0 0 QUANTINUUM INC CL A COM 74768A104 21742840 266000 SH SOLE 266000 0 0 QXO INC COM NEW 82846H405 861149 49835 SH SOLE 49835 0 0 RADNET INC COM 750491102 7189982 116588 SH SOLE 116588 0 0 RARE EARTHS AMERICAS INC COMMON STOCK 75381A108 305600 20000 SH SOLE 20000 0 0 RBC BEARINGS INC COM 75524B104 4257237 6610 SH SOLE 6610 0 0 REDDIT INC CL A 75734B100 1909901 11003 SH SOLE 11003 0 0 RIVIAN AUTOMOTIVE INC NOTE 4.625% 3/1 76954AAB9 155838659 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