BIO-TECHNE CORP COM 09073M104 4592250 65000 SH SOLE 65000 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 1587000 100000 SH Call SOLE 100000 0 0 BLACKLINE INC COM 09239B109 603505 21500 SH SOLE 21500 0 0 BRIGHTHOUSE FINL INC COM 10922N103 2253480 35600 SH SOLE 35600 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 12411150 485000 SH Call SOLE 485000 0 0 DIGITALBRIDGE GROUP INC CL A NEW 25401T603 157800 10000 SH SOLE 10000 0 0 ELECTRONIC ARTS INC COM 285512109 11191083 54580 SH SOLE 54580 0 0 FACTORIAL ENERGY INC *W EXP 06/04/203 30347G111 1453199 1068529 SH SOLE 1068529 0 0 GLOBALSTAR INC COM NEW 378973507 17639930 217000 SH SOLE 217000 0 0 GLOBALSTAR INC COM NEW 378973507 4454692 54800 SH Call SOLE 54800 0 0 IAMGOLD CORP COM 450913108 5121658 323337 SH SOLE 323337 0 0 IAMGOLD CORP COM 450913108 5148000 325000 SH Call SOLE 325000 0 0 JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 8093810 155800 SH SOLE 155800 0 0 KENVUE INC COM 49177J102 5851482 306200 SH SOLE 306200 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 9043394 271900 SH SOLE 271900 0 0 NCR ATLEOS CORPORATION COM SHS 63001N106 3255750 75000 SH SOLE 75000 0 0 NORFOLK SOUTHN CORP COM 655844108 6197423 19700 SH SOLE 19700 0 0 ORGANON & CO COMMON STOCK 68622V106 9036596 667400 SH SOLE 667400 0 0 PENUMBRA INC COM 70975L107 8272650 26200 SH SOLE 26200 0 0 ROKU INC COM CL A 77543R102 6285370 45500 SH SOLE 45500 0 0 STARDUST PWR INC *W EXP 06/21/202 854936119 2749 24766 SH SOLE 24766 0 0 TALEN ENERGY CORP COM 87422Q109 5405770 14068 SH SOLE 14068 0 0 TALEN ENERGY CORP COM 87422Q109 10759280 28000 SH Call SOLE 28000 0 0 TERAWULF INC COM 88080T104 15215200 616000 SH SOLE 616000 0 0 TERAWULF INC COM 88080T104 19354920 783600 SH Put SOLE 783600 0 0 TOPBUILD COR COM 89055F103 2855246 6700 SH SOLE 6700 0 0 TRIPADVISOR INC COM 896945201 1179060 86000 SH SOLE 86000 0 0 USA RARE EARTH INC COM 91733P107 1510708 70005 SH SOLE 70005 0 0 USA RARE EARTH INC COM 91733P107 809250 37500 SH Call SOLE 37500 0 0 USA TODAY CO INC COM 36472T109 6392955 747714 SH SOLE 747714 0 0 VIASAT INC COM 92552V100 9316620 103737 SH SOLE 103737 0 0 VIASAT INC COM 92552V100 8082900 90000 SH Call SOLE 90000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 27337244 1025403 SH SOLE 1025403 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 13604598 510300 SH Put SOLE 510300 0 0