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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hours per response: 23.8
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
ANYWHERE REAL ESTATE INC COM 75605Y106   475,524 142,800 SH Put SOLE   142,800 0 0
AZEK CO INC CL A 05478C105   2,200,050 45,000 SH   SOLE   45,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109   37,477,636 302,972 SH   SOLE   302,972 0 0
BEACON ROOFING SUPPLY INC COM 073685109   2,647,180 21,400 SH Put SOLE   21,400 0 0
BITCOIN DEPOT INC *W EXP 06/30/202 09174P113   35,516 507,375 SH   SOLE   507,375 0 0
CHAMPIONX CORPORATION COM 15872M104   11,377,640 381,800 SH   SOLE   381,800 0 0
EQT CORP COM 26884L109   2,671,500 50,000 SH Call SOLE   50,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,339,600 30,000 SH Call SOLE   30,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   26,220,832 731,200 SH   SOLE   731,200 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   788,000 200,000 SH Call SOLE   200,000 0 0
HESS CORP COM 42809H107   24,963,563 156,286 SH   SOLE   156,286 0 0
IAMGOLD CORP COM 450913108   17,826,900 2,852,304 SH   SOLE   2,852,304 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   23,283,880 176,500 SH   SOLE   176,500 0 0
JUNIPER NETWORKS INC COM 48203R104   23,859,235 659,277 SH   SOLE   659,277 0 0
JUNIPER NETWORKS INC COM 48203R104   12,666,500 350,000 SH Put SOLE   350,000 0 0
JUNIPER NETWORKS INC COM 48203R104   12,666,500 350,000 SH Call SOLE   350,000 0 0
KELLANOVA COM 487836108   20,927,713 253,700 SH   SOLE   253,700 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   2,636,550 31,000 SH   SOLE   31,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,908,500 350,000 SH Put SOLE   350,000 0 0
NORDSTROM INC COM 655664100   1,657,123 67,776 SH   SOLE   67,776 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   15,518,925 1,297,569 SH   SOLE   1,297,569 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   9,803,612 819,700 SH Put SOLE   819,700 0 0
PENN ENTERTAINMENT INC COM 707569109   407,750 25,000 SH   SOLE   25,000 0 0
STARDUST PWR INC *W EXP 06/21/202 854936119   1,786 24,766 SH   SOLE   24,766 0 0
SUNNOVA ENERGY INTL INC. NOTE 0.250%12/0 86745KAF1   857,700 9,530,000 PRN   SOLE   9,530,000 0 0
TALEN ENERGY CORP COM 87422Q109   33,859,040 169,575 SH   SOLE   169,575 0 0
TALEN ENERGY CORP COM 87422Q109   22,223,271 111,300 SH Put SOLE   111,300 0 0
TECK RESOURCES LTD CL B 878742204   2,975,129 81,667 SH   SOLE   81,667 0 0
TERAWULF INC COM 88080T104   2,416,050 885,000 SH Put SOLE   885,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   11,686,352 461,182 SH   SOLE   461,182 0 0
UNITED STATES STL CORP NEW COM 912909108   9,736,704 230,400 SH Call SOLE   230,400 0 0
USA RARE EARTH INC *W EXP 08/31/202 91733P115   169,941 253,605 SH   SOLE   253,605 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   9,194,000 200,000 SH Call SOLE   200,000 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   7,027,500 750,000 SH Call SOLE   750,000 0 0