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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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
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 34,302,879 293,187 SH   SOLE   293,187 0 0
ALLY FINL INC COM 02005N100 BBG000BC2R71 7,641,990 196,200 SH   SOLE   196,200 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 126,149,250 575,000 SH Call SOLE   575,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104 BBG007FJMV58 2,530,440 36,000 SH Put SOLE   36,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 BBG00DYPZ4T0 5,807,160 108,000 SH Call SOLE   108,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 11,237,247 96,300 SH   SOLE   96,300 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 BBG00Q741Z16 140,660 200,000 SH Put SOLE   200,000 0 0
CINEMARK HLDGS INC COM 17243V102 BBG000QDVR53 5,153,688 170,765 SH   SOLE   170,765 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPQ8 74,450,600 2,485,000 SH Call SOLE   2,485,000 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPQ8 35,687,004 1,191,155 SH   SOLE   1,191,155 0 0
D MARKET ELECTR SVCS & TRADI SPONSORED ADS 23292B104 BBG0118LTKW0 9,715,097 3,598,184 SH   SOLE   3,598,184 0 0
D R HORTON INC COM 23331A109 BBG000DQTXY6 1,008,799 7,825 SH   SOLE   7,825 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 176,163,195 714,629 SH   SOLE   714,629 0 0
EQUINOX GOLD CORP COM 29446Y502 BBG000QSL9D2 12,603,522 2,182,045 SH   SOLE   2,182,045 0 0
FERROVIAL SE ORD SHS N3168P101 BBG01H7CZ9S9 31,823,794 594,060 SH   SOLE   594,060 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 23,828,005 207,128 SH   SOLE   207,128 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 BBG0174VKJ51 40,904,478 6,629,575 SH   SOLE   6,629,575 0 0
GOLAR LNG LTD SHS G9456A100 BBG000K14TT5 19,058,613 462,700 SH Call SOLE   462,700 0 0
GOLAR LNG LTD SHS G9456A100 BBG000K14TT5 30,230,577 733,930 SH   SOLE   733,930 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107 BBG01HRTJS51 8,673,527 1,944,737 SH   SOLE   1,944,737 0 0
HYATT HOTELS CORP COM CL A 448579102 BBG000CVRFS4 22,833,892 163,508 SH   SOLE   163,508 0 0
INTAPP INC COM 45827U109 BBG002ZHMJ49 82,531,501 1,598,828 SH   SOLE   1,598,828 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6PV3 9,628,333 157,300 SH   SOLE   157,300 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 243,626,910 1,129,000 SH Put SOLE   1,129,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 BBG00NNN9QQ8 18,180,467 214,165 SH   SOLE   214,165 0 0
LENNAR CORP CL A 526057104 BBG000BN5HF7 10,950,390 99,000 SH   SOLE   99,000 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 9,738,729 972,900 SH Call SOLE   972,900 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 23,951,518 2,392,759 SH   SOLE   2,392,759 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ3B1 5,492,302 532,716 SH   SOLE   532,716 0 0
LUXEXPERIENCE BV SPONSORED ADS 55406W103 BBG00YB20ZW5 6,171,333 777,246 SH   SOLE   777,246 0 0
MARTI TECHNOLOGIES INC SHS CL A 573134103 BBG00ZXBPJV8 1,078,650 355,990 SH   SOLE   355,990 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 36,904,500 50,000 SH Call SOLE   50,000 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206 BBG000Q5VCD4 4,029,141 831,608 SH   SOLE   831,608 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 BBG000DZJVH0 381,701 2,207 SH   SOLE   2,207 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 31,771,877 197,857 SH   SOLE   197,857 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 4,186,735 26,500 SH Put SOLE   26,500 0 0
OLO INC CL A 68134L109 BBG00ZCX6Z93 5,531,119 621,474 SH   SOLE   621,474 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 4,709,700 45,000 SH Call SOLE   45,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 418,640 4,000 SH   SOLE   4,000 0 0
PEGASYSTEMS INC COM 705573103 BBG000H1RYG7 14,605,519 269,823 SH   SOLE   269,823 0 0
RANGE RES CORP COM 75281A109 BBG000FVXD63 1,525,125 37,500 SH   SOLE   37,500 0 0
RESEARCH SOLUTIONS INC COM 761025105 BBG000GQF2L0 1,657,233 577,433 SH   SOLE   577,433 0 0
SERVICETITAN INC SHS CL A 81764X103 BBG009DVYCT2 428,720 4,000 SH   SOLE   4,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 BBG01K8GRMX6 40,156,919 1,319,649 SH   SOLE   1,319,649 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 47,265,525 76,500 SH Put SOLE   76,500 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWV8 1,006,502 24,079 SH   SOLE   24,079 0 0
SPHERE ENTERTAINMENT CO NOTE 3.500%12/0 55826TAB8 BBG01KG30CY6 8,403,394 5,996,000 PRN   SOLE   5,996,000 0 0
THRYV HLDGS INC COM NEW 886029206 BBG00FWL3J63 4,646,701 382,130 SH   SOLE   382,130 0 0
TILRAY BRANDS INC COM 88688T100 BBG00L7XTP60 970,939 2,343,000 SH   SOLE   2,343,000 0 0
TILRAY BRANDS INC NOTE 5.200% 6/1 88688TAC4 BBG01GTJNB37 904,752 1,000,000 PRN   SOLE   1,000,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG000QS6MN9 35,505,554 644,267 SH   SOLE   644,267 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 13,995,000 150,000 SH Call SOLE   150,000 0 0
UNITED HOMES GROUP INC *W EXP 03/30/202 91060H116 BBG00ZNLPWK0 31,159 38,949 SH   SOLE   38,949 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WF4 3,389,398 834,827 SH   SOLE   834,827 0 0
WM TECHNOLOGY INC COM 92971A109 BBG00PT7WC50 207,838 231,962 SH   SOLE   231,962 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TX96 2,598,244 346,895 SH   SOLE   346,895 0 0