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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALTICE USA INC CL A 02156K103   4,280,000 2,000,000 SH   SOLE   2,000,000 0 0
AZEK CO INC CL A 05478C105   7,445,950 137,000 SH   SOLE   137,000 0 0
BITCOIN DEPOT INC *W EXP 06/30/202 09174P113   201,885 507,375 SH   SOLE   507,375 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   21,956,895 2,415,500 SH   SOLE   2,415,500 0 0
EQT CORP COM 26884L109   2,916,000 50,000 SH Call SOLE   50,000 0 0
EXPAND ENERGY CORPORATION COM 165167735   3,508,200 30,000 SH Call SOLE   30,000 0 0
FOOT LOCKER INC COM 344849104   19,561,609 798,433 SH   SOLE   798,433 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   23,339,680 641,200 SH   SOLE   641,200 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   2,721,755 398,500 SH Call SOLE   398,500 0 0
HESS CORP COM 42809H107   21,651,862 156,286 SH   SOLE   156,286 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   9,407,000 460,000 SH   SOLE   460,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   7,566,500 370,000 SH Put SOLE   370,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,045,000 100,000 SH Call SOLE   100,000 0 0
IAMGOLD CORP COM 450913108   23,963,234 3,260,304 SH   SOLE   3,260,304 0 0
JUNIPER NETWORKS INC COM 48203R104   36,203,613 906,677 SH   SOLE   906,677 0 0
JUNIPER NETWORKS INC COM 48203R104   34,683,198 868,600 SH Put SOLE   868,600 0 0
KELLANOVA COM 487836108   40,425,099 508,300 SH   SOLE   508,300 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   6,217,616 63,200 SH   SOLE   63,200 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   1,354,500 105,000 SH Put SOLE   105,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   3,212,100 249,000 SH   SOLE   249,000 0 0
PENN ENTERTAINMENT INC COM 707569109   446,750 25,000 SH   SOLE   25,000 0 0
SKECHERS U S A INC CL A 830566105   10,878,440 172,400 SH   SOLE   172,400 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   16,512,286 351,400 SH   SOLE   351,400 0 0
STARDUST PWR INC *W EXP 06/21/202 854936119   664 24,766 SH   SOLE   24,766 0 0
SURGERY PARTNERS INC COM 86881A100   10,008,746 450,236 SH   SOLE   450,236 0 0
TALEN ENERGY CORP COM 87422Q109   49,307,323 169,575 SH   SOLE   169,575 0 0
TALEN ENERGY CORP COM 87422Q109   21,662,365 74,500 SH Put SOLE   74,500 0 0
TECK RESOURCES LTD CL B 878742204   6,931,913 171,667 SH   SOLE   171,667 0 0
TERAWULF INC COM 88080T104   1,095,000 250,000 SH Call SOLE   250,000 0 0
TERAWULF INC COM 88080T104   1,445,400 330,000 SH Put SOLE   330,000 0 0
USA RARE EARTH INC *W EXP 03/13/203 91733P115   603,580 253,605 SH   SOLE   253,605 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   14,869,800 220,000 SH Call SOLE   220,000 0 0