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
ANTERIX INC COM 03676C100   2,773,118 86,202 SH   SOLE   86,202 0 0
APPLE INC COM 037833100   3,248,250 25,000 SH Put SOLE   25,000 0 0
ARCO PLATFORM LTD COM CL A G04553106   337,500 25,000 SH   SOLE   25,000 0 0
BWX TECHNOLOGIES INC COM 05605H100   5,331,221 91,791 SH   SOLE   91,791 0 0
CAMECO CORP COM 13321L108   1,360,200 60,000 SH   SOLE   60,000 0 0
CONX CORP *W EXP 10/30/202 212873111   41,000 275,099 SH   SOLE   275,099 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   4,583,335 418,952 SH   SOLE   418,952 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   1,109,430 189,000 SH   SOLE   189,000 0 0
FLEX LTD ORD Y2573F102   4,184,700 195,000 SH   SOLE   195,000 0 0
FTAI AVIATION LTD SHS G3730V105   3,274,902 191,291 SH   SOLE   191,291 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   35,400 12,000 SH   SOLE   12,000 0 0
GRIFFON CORP COM 398433102   3,579,000 100,000 SH Call SOLE   100,000 0 0
GRIFFON CORP COM 398433102   1,252,650 35,000 SH   SOLE   35,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   880,800 40,000 SH   SOLE   40,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105   10,348,000 200,000 SH Call SOLE   200,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105   1,034,800 20,000 SH   SOLE   20,000 0 0
MOGO INC COM 60800C109   267,544 505,468 SH   SOLE   505,468 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   653,000 100,000 SH Call SOLE   100,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   688,536 105,442 SH   SOLE   105,442 0 0
PROSHARES TR ULTRASHRT S&P500 74347G416   2,298,500 50,000 SH   SOLE   50,000 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103   6,917,336 585,223 SH   SOLE   585,223 0 0
SHYFT GROUP INC COM 825698103   802,481 32,280 SH   SOLE   32,280 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   91,783,200 240,000 SH Put SOLE   240,000 0 0
TELESAT CORP CL A & CL B SHS 879512309   594,855 79,314 SH   SOLE   79,314 0 0
TURTLE BEACH CORP COM NEW 900450206   358,500 50,000 SH Call SOLE   50,000 0 0
TURTLE BEACH CORP COM NEW 900450206   1,890,249 263,633 SH   SOLE   263,633 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,639,200 120,000 SH   SOLE   120,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   1,946,240 43,087 SH   SOLE   43,087 0 0