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    <nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>002824100</cusip>
    <value>4422643</value>
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      <Sole>44750</Sole>
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    <nameOfIssuer>ABCELLERA BIOLOGICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00288U106</cusip>
    <value>2188500</value>
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      <sshPrnamt>150000</sshPrnamt>
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      <Sole>150000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ACADIAN ASSET MANAGEMENT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10948W103</cusip>
    <value>53552037</value>
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      <sshPrnamt>583928</sshPrnamt>
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      <Sole>583928</Sole>
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      <None>0</None>
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    <nameOfIssuer>ACCELEVATION HOLDINGS CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>004966107</cusip>
    <value>3590000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>200000</sshPrnamt>
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      <Sole>200000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ACV AUCTIONS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>00091G104</cusip>
    <value>38520566</value>
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      <sshPrnamt>3693247</sshPrnamt>
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      <Sole>3693247</Sole>
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      <None>0</None>
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    <nameOfIssuer>ADOBE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00724F101</cusip>
    <value>1182184</value>
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      <sshPrnamt>4927</sshPrnamt>
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      <Sole>4927</Sole>
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      <None>0</None>
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    <nameOfIssuer>ADT INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00090Q103</cusip>
    <value>68151</value>
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      <sshPrnamt>11209</sshPrnamt>
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      <Sole>11209</Sole>
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      <None>0</None>
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    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>007903107</cusip>
    <value>27303461</value>
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      <sshPrnamt>44631</sshPrnamt>
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      <Sole>44631</Sole>
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      <None>0</None>
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    <nameOfIssuer>AES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00130H105</cusip>
    <value>54056991</value>
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      <sshPrnamt>3627986</sshPrnamt>
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      <Sole>3627986</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALCOA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>013872106</cusip>
    <value>1634766</value>
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      <sshPrnamt>38923</sshPrnamt>
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      <Sole>38923</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLIANCE LAUNDRY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01862Q107</cusip>
    <value>7455000</value>
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      <sshPrnamt>350000</sshPrnamt>
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    <votingAuthority>
      <Sole>350000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLIANT ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>018802108</cusip>
    <value>2395905</value>
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      <Sole>37850</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLY FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02005N100</cusip>
    <value>13550385</value>
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      <sshPrnamt>360191</sshPrnamt>
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      <Sole>360191</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALNYLAM PHARMACEUTICALS INC</nameOfIssuer>
    <titleOfClass>NOTE 9/1</titleOfClass>
    <cusip>02043QAD9</cusip>
    <value>90690917</value>
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      <Sole>99000000</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>206778317</value>
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      <sshPrnamt>600960</sshPrnamt>
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      <Sole>600960</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>48726</value>
    <shrsOrPrnAmt>
      <sshPrnamt>143</sshPrnamt>
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      <Sole>143</Sole>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>DEP SHS RP1/20 B</titleOfClass>
    <cusip>02079K602</cusip>
    <value>97</value>
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      <sshPrnamt>2</sshPrnamt>
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      <Sole>2</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>262939456</value>
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      <sshPrnamt>1055346</sshPrnamt>
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      <Sole>1055346</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMEREN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023608102</cusip>
    <value>1097950</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11048</sshPrnamt>
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    <votingAuthority>
      <Sole>11048</Sole>
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      <None>0</None>
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    <nameOfIssuer>AMERICAN ELEC PWR CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>025537101</cusip>
    <value>91442017</value>
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      <Sole>770752</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>026874784</cusip>
    <value>10746992</value>
    <shrsOrPrnAmt>
      <sshPrnamt>144410</sshPrnamt>
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      <Sole>144410</Sole>
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      <None>0</None>
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    <nameOfIssuer>ANDERSEN GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>033853102</cusip>
    <value>2720000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>131103314</value>
    <shrsOrPrnAmt>
      <sshPrnamt>393680</sshPrnamt>
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      <Sole>393680</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ARCHER AVIATION INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>03945R102</cusip>
    <value>1473819</value>
    <shrsOrPrnAmt>
      <sshPrnamt>296543</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>296543</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ARCHER DANIELS MIDLAND CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>039483102</cusip>
    <value>803167</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10118</sshPrnamt>
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      <Sole>10118</Sole>
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      <None>0</None>
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    <nameOfIssuer>ARCOSA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>039653100</cusip>
    <value>79788839</value>
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      <sshPrnamt>545938</sshPrnamt>
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      <Sole>545938</Sole>
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      <None>0</None>
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    <nameOfIssuer>ARES ACQUISITION CORP III</nameOfIssuer>
    <titleOfClass>UNIT 99/99/9999</titleOfClass>
    <cusip>G3303U112</cusip>
    <value>8745466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>858240</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>858240</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ARXIS INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>04339D105</cusip>
    <value>8643250</value>
    <shrsOrPrnAmt>
      <sshPrnamt>175000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>175000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ATI INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01741R102</cusip>
    <value>3045931</value>
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      <sshPrnamt>16082</sshPrnamt>
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    <votingAuthority>
      <Sole>16082</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ATKORE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>047649108</cusip>
    <value>21901273</value>
    <shrsOrPrnAmt>
      <sshPrnamt>231148</sshPrnamt>
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      <Sole>231148</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ATLASSIAN CORPORATION</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>049468101</cusip>
    <value>27723075</value>
    <shrsOrPrnAmt>
      <sshPrnamt>154627</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>154627</Sole>
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      <None>0</None>
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    <nameOfIssuer>AURORA INNOVATION INC</nameOfIssuer>
    <titleOfClass>CLASS A COM</titleOfClass>
    <cusip>051774107</cusip>
    <value>5540000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000000</sshPrnamt>
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    <putCall>Call</putCall>
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      <Sole>1000000</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>BCB BANCORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>055298103</cusip>
    <value>429500</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BEAZER HOMES USA INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>07556Q881</cusip>
    <value>2431215</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72900</sshPrnamt>
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    <votingAuthority>
      <Sole>72900</Sole>
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      <None>0</None>
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    <nameOfIssuer>BENDING SPOONS SPA</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>T19377109</cusip>
    <value>3427295</value>
    <shrsOrPrnAmt>
      <sshPrnamt>102860</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>102860</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BERKSHIRE HATHAWAY INC DEL</nameOfIssuer>
    <titleOfClass>CL B NEW</titleOfClass>
    <cusip>084670702</cusip>
    <value>49453406</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99314</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>99314</Sole>
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      <None>0</None>
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    <nameOfIssuer>BGC GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>088929104</cusip>
    <value>43343230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3759170</sshPrnamt>
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      <Sole>3759170</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BILL HOLDINGS INC</nameOfIssuer>
    <titleOfClass>NOTE 4/0</titleOfClass>
    <cusip>090043AF7</cusip>
    <value>177979507</value>
    <shrsOrPrnAmt>
      <sshPrnamt>210000000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>210000000</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>BIOLIFE SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>09062W204</cusip>
    <value>26069321</value>
    <shrsOrPrnAmt>
      <sshPrnamt>671025</sshPrnamt>
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      <Sole>671025</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BLACKLINE INC</nameOfIssuer>
    <titleOfClass>NOTE 1.000% 6/0</titleOfClass>
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    <nameOfIssuer>BLACKSTONE MORTGAGE TRUST IN</nameOfIssuer>
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    <cusip>09257W100</cusip>
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      <sshPrnamt>365000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>365000</Sole>
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      <None>0</None>
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    <nameOfIssuer>BLUE OWL CAPITAL CORPORATION</nameOfIssuer>
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    <cusip>69121K104</cusip>
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    <votingAuthority>
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    <nameOfIssuer>BLUE OWL TECHNOLOGY FIN CORP</nameOfIssuer>
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    <cusip>095924106</cusip>
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      <Sole>960244</Sole>
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    <nameOfIssuer>BORGWARNER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>099724106</cusip>
    <value>1895869</value>
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      <sshPrnamt>31540</sshPrnamt>
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    <votingAuthority>
      <Sole>31540</Sole>
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      <None>0</None>
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    <nameOfIssuer>BRIGHTHOUSE FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>10922N103</cusip>
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      <sshPrnamt>779942</sshPrnamt>
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      <Sole>779942</Sole>
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    <nameOfIssuer>BROADCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>57364428</value>
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      <sshPrnamt>163343</sshPrnamt>
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    <votingAuthority>
      <Sole>163343</Sole>
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      <None>0</None>
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    <nameOfIssuer>BUNGE GLOBAL SA</nameOfIssuer>
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    <cusip>H11356104</cusip>
    <value>839023</value>
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      <sshPrnamt>7845</sshPrnamt>
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    <votingAuthority>
      <Sole>7845</Sole>
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      <None>0</None>
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    <nameOfIssuer>CAMECO CORP</nameOfIssuer>
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    <cusip>13321L108</cusip>
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      <sshPrnamt>26558</sshPrnamt>
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    <votingAuthority>
      <Sole>26558</Sole>
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      <None>0</None>
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    <nameOfIssuer>CANTOR EQUITY PARTNERS V INC</nameOfIssuer>
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    <cusip>G1828S109</cusip>
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      <sshPrnamt>95255</sshPrnamt>
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    <votingAuthority>
      <Sole>95255</Sole>
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      <None>0</None>
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    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
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    <cusip>14040H105</cusip>
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      <sshPrnamt>159979</sshPrnamt>
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      <Sole>159979</Sole>
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      <None>0</None>
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    <nameOfIssuer>CARLYLE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>238535</sshPrnamt>
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      <Sole>238535</Sole>
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    <nameOfIssuer>CELESTICA INC</nameOfIssuer>
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    <cusip>15101Q207</cusip>
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      <sshPrnamt>125000</sshPrnamt>
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    <nameOfIssuer>CEMEX SAB DE CV</nameOfIssuer>
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      <Sole>39077</Sole>
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    <nameOfIssuer>CENTURY ALUM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>156431108</cusip>
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    <nameOfIssuer>CHUBB LIMITED</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <sshPrnamt>22890</sshPrnamt>
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      <Sole>22890</Sole>
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    <nameOfIssuer>CITIZENS FINL GROUP INC</nameOfIssuer>
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      <Sole>214612</Sole>
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      <None>0</None>
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    <nameOfIssuer>CLEAR CHANNEL OUTDOOR HLDGS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CME GROUP INC</nameOfIssuer>
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    <nameOfIssuer>CMS ENERGY CORP</nameOfIssuer>
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    <nameOfIssuer>COCA COLA CO</nameOfIssuer>
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    <nameOfIssuer>COMMVAULT SYS INC</nameOfIssuer>
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    <nameOfIssuer>COMPASS DIVERSIFIED</nameOfIssuer>
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    <nameOfIssuer>CONSTELLATION ENERGY CORP</nameOfIssuer>
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    <value>20740800</value>
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    <nameOfIssuer>COUPANG INC</nameOfIssuer>
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    <nameOfIssuer>CRESCENT BIOPHARMA INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G2545C104</cusip>
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      <Sole>20000</Sole>
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    <nameOfIssuer>DANA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>235825205</cusip>
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    <nameOfIssuer>DATADOG INC</nameOfIssuer>
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      <Sole>258747</Sole>
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    <nameOfIssuer>DOMINION ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DOORDASH INC</nameOfIssuer>
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      <Sole>246996</Sole>
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    <nameOfIssuer>DPC HOLDINGS PLC</nameOfIssuer>
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    <cusip>G2R11M108</cusip>
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      <Sole>409417</Sole>
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    <nameOfIssuer>DTE ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>233331107</cusip>
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      <sshPrnamt>15984</sshPrnamt>
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    <nameOfIssuer>DYNATRACE INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>268150109</cusip>
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      <sshPrnamt>617814</sshPrnamt>
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    <nameOfIssuer>DYNE THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>26818M108</cusip>
    <value>322200</value>
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      <None>0</None>
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    <nameOfIssuer>EINRIDE AB</nameOfIssuer>
    <titleOfClass>SPON ADS</titleOfClass>
    <cusip>28256A109</cusip>
    <value>11344987</value>
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      <sshPrnamt>2977687</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2977687</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ELASTIC N V</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>N14506104</cusip>
    <value>91489090</value>
    <shrsOrPrnAmt>
      <sshPrnamt>997700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>997700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ELASTIC N V</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>N14506104</cusip>
    <value>1834</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ELECTRA THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>284825106</cusip>
    <value>843750</value>
    <shrsOrPrnAmt>
      <sshPrnamt>75000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>75000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>532457108</cusip>
    <value>25686019</value>
    <shrsOrPrnAmt>
      <sshPrnamt>22199</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22199</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ENTERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29364G103</cusip>
    <value>105786941</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1065756</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1065756</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ERASCA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29479A108</cusip>
    <value>762335</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52001</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52001</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ETSY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>29786A106</cusip>
    <value>30099649</value>
    <shrsOrPrnAmt>
      <sshPrnamt>421033</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>421033</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>EVERSOURCE ENERGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30040W108</cusip>
    <value>955342</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14890</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14890</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EVGO INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>30052F100</cusip>
    <value>6953391</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5518564</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5518564</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EXELON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30161N101</cusip>
    <value>245107</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6067</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6067</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>131680000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>500000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>EXPEDIA GROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30212P303</cusip>
    <value>59478012</value>
    <shrsOrPrnAmt>
      <sshPrnamt>225843</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>225843</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FERVO ENERGY CO</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>31556C106</cusip>
    <value>11043601</value>
    <shrsOrPrnAmt>
      <sshPrnamt>812627</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>812627</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FIGURE TECHNOLOGY SOLUTIO</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>349381103</cusip>
    <value>2885000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIRST SOLAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>336433107</cusip>
    <value>350670</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2002</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2002</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIRSTENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>337932107</cusip>
    <value>907590</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20946</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20946</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>FIVE STAR BANCORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>33830T103</cusip>
    <value>2333062</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55064</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55064</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FLAGSTAR BANK NATIONAL ASSOC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>649445400</cusip>
    <value>9122264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>781685</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>781685</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FORGENT POWER SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM SHS CL A</titleOfClass>
    <cusip>34631F102</cusip>
    <value>15072146</value>
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      <sshPrnamt>402568</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>402568</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FORTUNE BRANDS INNOVATIONS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34964C106</cusip>
    <value>778465</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20459</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20459</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FREEPORT MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>1415050</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20215</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20215</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>FTC SOLAR INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>30320C301</cusip>
    <value>1225943</value>
    <shrsOrPrnAmt>
      <sshPrnamt>570206</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>570206</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GALAXY DIGITAL INC.</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>36317J209</cusip>
    <value>22554191</value>
    <shrsOrPrnAmt>
      <sshPrnamt>991829</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>991829</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
    <titleOfClass>NOTE 1.500% 3/0</titleOfClass>
    <cusip>37940XAU6</cusip>
    <value>37904642</value>
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      <sshPrnamt>42500000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>GLOO HOLDINGS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>379598105</cusip>
    <value>1284000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>300000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>300000</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>H2O AMERICA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>784305104</cusip>
    <value>13696713</value>
    <shrsOrPrnAmt>
      <sshPrnamt>222241</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>222241</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HAGERTY INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>405166109</cusip>
    <value>5074151</value>
    <shrsOrPrnAmt>
      <sshPrnamt>376980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>376980</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>HALOZYME THERAPEUTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>40637H109</cusip>
    <value>7078627</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64118</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64118</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>HARROW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>415858109</cusip>
    <value>622560</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20213</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>20213</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HERTZ CORP</nameOfIssuer>
    <titleOfClass>NOTE 5.500%10/0</titleOfClass>
    <cusip>428040DJ5</cusip>
    <value>13443003</value>
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      <sshPrnamt>46700000</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46700000</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>42824C109</cusip>
    <value>2273142</value>
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      <sshPrnamt>35579</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35579</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HONEYWELL AEROSPACE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43849R105</cusip>
    <value>8166299</value>
    <shrsOrPrnAmt>
      <sshPrnamt>52696</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52696</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>438516205</cusip>
    <value>31435544</value>
    <shrsOrPrnAmt>
      <sshPrnamt>149026</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>149026</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HOWMET AEROSPACE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>443201108</cusip>
    <value>8131171</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35950</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35950</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HUB GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>443320106</cusip>
    <value>222530</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7523</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7523</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HUMANA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>444859102</cusip>
    <value>15640554</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40990</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40990</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>HUNTSMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>447011107</cusip>
    <value>476776</value>
    <shrsOrPrnAmt>
      <sshPrnamt>56759</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>56759</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IDACORP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>451107106</cusip>
    <value>66704852</value>
    <shrsOrPrnAmt>
      <sshPrnamt>510249</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>510249</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>INNIO NV</nameOfIssuer>
    <titleOfClass>ORDINARY SHARES</titleOfClass>
    <cusip>N52A8C105</cusip>
    <value>15156716</value>
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    <nameOfIssuer>JERSEY MIKES SUBS INC</nameOfIssuer>
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    <nameOfIssuer>JETBLUE AIRWAYS CORP</nameOfIssuer>
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    <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
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    <nameOfIssuer>JPMORGAN CHASE &amp; CO</nameOfIssuer>
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    <nameOfIssuer>KODIAK AI INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>KRANESHARES TRUST</nameOfIssuer>
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    <nameOfIssuer>LCI INDS</nameOfIssuer>
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    <nameOfIssuer>MADISON AIR SOLUTIONS CORP</nameOfIssuer>
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    <nameOfIssuer>MARVELL TECHNOLOGY INC</nameOfIssuer>
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    <cusip>573874104</cusip>
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    <nameOfIssuer>MATERION CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>576690101</cusip>
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      <Sole>1437</Sole>
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    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>580135101</cusip>
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    <cusip>58507V107</cusip>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
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    <nameOfIssuer>MGM RESORTS INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>96961</Sole>
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    <nameOfIssuer>MICROCHIP TECHNOLOGY INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595017104</cusip>
    <value>27997200</value>
    <shrsOrPrnAmt>
      <sshPrnamt>360000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>360000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>595112103</cusip>
    <value>37937088</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35618</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35618</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>62658941</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122166</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>122166</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MIDCAP FINANCIAL INVSTMNT CO</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>03761U502</cusip>
    <value>16260927</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1860518</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1860518</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MIDERA FOOD PROCESSING INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59739R104</cusip>
    <value>6123000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>150000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>150000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>617446448</cusip>
    <value>3591576</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19096</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19096</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NCR ATLEOS CORPORATION</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>63001N106</cusip>
    <value>70308935</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1556196</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1556196</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETFLIX INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>830159</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11931</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11931</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEUTRON HOLDINGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64125S104</cusip>
    <value>563400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
    <titleOfClass>UNIT 02/15/2029</titleOfClass>
    <cusip>65339F655</cusip>
    <value>66691752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1554928</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1554928</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NOKIA CORP</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>654902204</cusip>
    <value>753503</value>
    <shrsOrPrnAmt>
      <sshPrnamt>74310</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>74310</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NORTHROP GRUMMAN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>666807102</cusip>
    <value>4670417</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9660</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9660</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NOVANTA INC</nameOfIssuer>
    <titleOfClass>UNIT 11/01/2028</titleOfClass>
    <cusip>67000B203</cusip>
    <value>14491747</value>
    <shrsOrPrnAmt>
      <sshPrnamt>239040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>239040</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>196137768</value>
    <shrsOrPrnAmt>
      <sshPrnamt>858822</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>858822</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
    <value>79933000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>350000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>350000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>OGE ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>670837103</cusip>
    <value>45445844</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1000569</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1000569</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>OLD NATL BANCORP IND</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>680033107</cusip>
    <value>1601600</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ON HLDG AG</nameOfIssuer>
    <titleOfClass>NAMEN AKT A</titleOfClass>
    <cusip>H5919C104</cusip>
    <value>1522813</value>
    <shrsOrPrnAmt>
      <sshPrnamt>51429</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>51429</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>682189105</cusip>
    <value>1275581</value>
    <shrsOrPrnAmt>
      <sshPrnamt>16594</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16594</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ORGANON &amp; CO</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>68622V106</cusip>
    <value>40465430</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2953681</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2953681</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ORMAT TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>686688102</cusip>
    <value>7167784</value>
    <shrsOrPrnAmt>
      <sshPrnamt>78345</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>78345</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PACKAGING CORP AMER</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>695156109</cusip>
    <value>1384730</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6040</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6040</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PARKER-HANNIFIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>701094104</cusip>
    <value>1348098</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1411</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1411</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>PAYONEER GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70451X104</cusip>
    <value>38515730</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5394360</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5394360</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PERSONALIS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71535D106</cusip>
    <value>4070000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>250000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>250000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
    <titleOfClass>NOTE 4.250%12/0</titleOfClass>
    <cusip>69331CAL2</cusip>
    <value>218712746</value>
    <shrsOrPrnAmt>
      <sshPrnamt>222500000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>222500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69331C108</cusip>
    <value>18375000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1500000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718172109</cusip>
    <value>21427941</value>
    <shrsOrPrnAmt>
      <sshPrnamt>112294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>112294</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PONY AI INC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>732908108</cusip>
    <value>427232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65326</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65326</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PONY AI INC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>732908108</cusip>
    <value>3270000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>500000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>500000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>POST HLDGS INC</nameOfIssuer>
    <titleOfClass>NOTE 2.500% 8/1</titleOfClass>
    <cusip>737446AT1</cusip>
    <value>37061158</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37500000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37500000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PPL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>69351T106</cusip>
    <value>13065684</value>
    <shrsOrPrnAmt>
      <sshPrnamt>397254</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>397254</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PRIMORIS SVCS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74164F103</cusip>
    <value>409487</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5495</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5495</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PROGRESSIVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>743315103</cusip>
    <value>1963640</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9472</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9472</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PYXIS ONCOLOGY INC</nameOfIssuer>
    <titleOfClass>COMMON STOCK</titleOfClass>
    <cusip>747324101</cusip>
    <value>1109343</value>
    <shrsOrPrnAmt>
      <sshPrnamt>476113</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>476113</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>2095295</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11385</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11385</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUANTINUUM INC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>74768A104</cusip>
    <value>12783960</value>
    <shrsOrPrnAmt>
      <sshPrnamt>266000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>266000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QXO INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>82846H405</cusip>
    <value>9352000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>800000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>800000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REFORMATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75867H106</cusip>
    <value>602000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>50000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REGAL REXNORD CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>758750103</cusip>
    <value>1122376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7236</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7236</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RIVIAN AUTOMOTIVE INC</nameOfIssuer>
    <titleOfClass>NOTE 4.625% 3/1</titleOfClass>
    <cusip>76954AAB9</cusip>
    <value>132051809</value>
    <shrsOrPrnAmt>
      <sshPrnamt>119478000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>119478000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROKU INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>77543R102</cusip>
    <value>22268970</value>
    <shrsOrPrnAmt>
      <sshPrnamt>146237</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>146237</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>2683974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6804</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6804</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAFETY INS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78648T100</cusip>
    <value>34196108</value>
    <shrsOrPrnAmt>
      <sshPrnamt>330142</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>330142</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SALESFORCE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79466L302</cusip>
    <value>14966357</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65193</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>65193</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SAVERS VALUE VLG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>80517M109</cusip>
    <value>4199576</value>
    <shrsOrPrnAmt>
      <sshPrnamt>455980</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>455980</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>ST STR FINL ETF</titleOfClass>
    <cusip>81369Y605</cusip>
    <value>655218</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12270</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12270</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>ST STR ENERG ETF</titleOfClass>
    <cusip>81369Y506</cusip>
    <value>670245450</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10898300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10898300</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>ST STR UTIL ETF</titleOfClass>
    <cusip>81369Y886</cusip>
    <value>214790240</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5446000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5446000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>ST STR UTIL ETF</titleOfClass>
    <cusip>81369Y886</cusip>
    <value>32947663</value>
    <shrsOrPrnAmt>
      <sshPrnamt>835387</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>835387</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEMPRA</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <value>11278317</value>
    <shrsOrPrnAmt>
      <sshPrnamt>144668</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>144668</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>CL A SUB VTG SHS</titleOfClass>
    <cusip>82509L107</cusip>
    <value>33033084</value>
    <shrsOrPrnAmt>
      <sshPrnamt>222745</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>222745</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SILENCE THERAPEUTICS PLC</nameOfIssuer>
    <titleOfClass>ADS</titleOfClass>
    <cusip>82686Q101</cusip>
    <value>1093000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SK HYNIX INC</nameOfIssuer>
    <titleOfClass>AMERICAN DEPOSIT</titleOfClass>
    <cusip>78392B206</cusip>
    <value>59848750</value>
    <shrsOrPrnAmt>
      <sshPrnamt>325000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>325000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SMURFIT WESTROCK PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G8267P108</cusip>
    <value>36156929</value>
    <shrsOrPrnAmt>
      <sshPrnamt>819885</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>819885</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SNAP INC</nameOfIssuer>
    <titleOfClass>NOTE 0.125% 3/0</titleOfClass>
    <cusip>83304AAH9</cusip>
    <value>9300009</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10000000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10000000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SNAP INC</nameOfIssuer>
    <titleOfClass>NOTE 0.500% 5/0</titleOfClass>
    <cusip>83304AAK2</cusip>
    <value>70119174</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84061000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>84061000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SNOWFLAKE INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>833445109</cusip>
    <value>5399004</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15900</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOLSTICE ADVANCED MATLS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>83443Q103</cusip>
    <value>10685143</value>
    <shrsOrPrnAmt>
      <sshPrnamt>189722</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>189722</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOLV ENERGY INC</nameOfIssuer>
    <titleOfClass>COM SHS CL A</titleOfClass>
    <cusip>78475V103</cusip>
    <value>369980</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15403</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15403</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SONOS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83570H108</cusip>
    <value>2270974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>126941</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>126941</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SOUTHERN FIRST BANCSHARES</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>842873101</cusip>
    <value>856188</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14448</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14448</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR GOLD TR</nameOfIssuer>
    <titleOfClass>GOLD SHS</titleOfClass>
    <cusip>78463V107</cusip>
    <value>9978008</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26200</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>ST SHOR CORP ETF</titleOfClass>
    <cusip>78464A474</cusip>
    <value>1390109</value>
    <shrsOrPrnAmt>
      <sshPrnamt>46979</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>46979</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>SP O&amp;G EXPL PRO</titleOfClass>
    <cusip>78468R556</cusip>
    <value>327546245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1826500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1826500</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SPIRIT AEROSYSTEMS INC</nameOfIssuer>
    <titleOfClass>NOTE 3.250%11/0</titleOfClass>
    <cusip>85205TAQ3</cusip>
    <value>44945497</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32958000</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32958000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>STATE STR SPDR S&amp;P 500 ETF T</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>103761150</value>
    <shrsOrPrnAmt>
      <sshPrnamt>136057</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>136057</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNBELT RENTALS HOLDINGS INC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>866966104</cusip>
    <value>70189136</value>
    <shrsOrPrnAmt>
      <sshPrnamt>958737</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>958737</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNRUN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>86771W105</cusip>
    <value>13319466</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1714217</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1714217</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SUNRUN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>86771W105</cusip>
    <value>15540000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2000000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Call</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2000000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYNAPTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87157D109</cusip>
    <value>18364155</value>
    <shrsOrPrnAmt>
      <sshPrnamt>181115</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>181115</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>39190336</value>
    <shrsOrPrnAmt>
      <sshPrnamt>502698</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>502698</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>T1 ENERGY INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>35834F104</cusip>
    <value>1016214</value>
    <shrsOrPrnAmt>
      <sshPrnamt>263268</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>263268</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>250409534</value>
    <shrsOrPrnAmt>
      <sshPrnamt>548915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>548915</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFAC</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>45619000</value>
    <shrsOrPrnAmt>
      <sshPrnamt>100000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <putCall>Put</putCall>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>100000</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TALEN ENERGY CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87422Q109</cusip>
    <value>773595</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2474</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2474</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TENNANT CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>880345103</cusip>
    <value>247101</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3676</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3676</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TESLA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>30608394</value>
    <shrsOrPrnAmt>
      <sshPrnamt>86267</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>86267</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>THE BALDWIN INSURANCE GRP IN</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>05589G102</cusip>
    <value>29180327</value>
    <shrsOrPrnAmt>
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