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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
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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
A2Z CUST2MATE SOLUTIONS CORP COM 002205102   8,350,300 790,000 SH   SOLE   790,000 0 0
A2Z CUST2MATE SOLUTIONS CORP COM 002205102   545,412 51,600 SH Call SOLE   51,600 0 0
ANTERIX INC COM 03676C100   10,193,182 397,395 SH   SOLE   397,395 0 0
BGC GROUP INC CL A 088929104   9,242,457 903,466 SH   SOLE   903,466 0 0
CALUMET INC COM 131428104   9,619,105 610,543 SH   SOLE   610,543 0 0
CAMECO CORP COM 13321L108   5,618,766 75,694 SH   SOLE   75,694 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   7,061,629 165,339 SH   SOLE   165,339 0 0
FTAI AVIATION LTD SHS G3730V105   14,725,120 128,000 SH   SOLE   128,000 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   4,793,053 776,832 SH   SOLE   776,832 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   3,085,000 500,000 SH Call SOLE   500,000 0 0
GEO GROUP INC NEW COM 36162J106   479,000 20,000 SH   SOLE   20,000 0 0
GOLAR LNG LTD SHS G9456A100   16,478,265 400,055 SH   SOLE   400,055 0 0
GOLAR LNG LTD SHS G9456A100   8,238,000 200,000 SH Call SOLE   200,000 0 0
GROUPON INC COM NEW 399473206   29,725,677 888,660 SH   SOLE   888,660 0 0
HALLADOR ENERGY COMPANY COM 40609P105   5,379,430 339,825 SH   SOLE   339,825 0 0
HALLADOR ENERGY COMPANY COM 40609P105   3,957,500 250,000 SH Call SOLE   250,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   15,142,700 326,000 SH   SOLE   326,000 0 0
NETGEAR INC COM 64111Q104   12,468,617 428,917 SH   SOLE   428,917 0 0
NETGEAR INC COM 64111Q104   5,087,250 175,000 SH Call SOLE   175,000 0 0
NEXGEN ENERGY LTD COM 65340P106   2,776,000 400,000 SH   SOLE   400,000 0 0
SABLE OFFSHORE CORP COM SHS 78574H104   11,716,681 533,061 SH   SOLE   533,061 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   185,355,000 300,000 SH Put SOLE   300,000 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   6,272,120 130,860 SH   SOLE   130,860 0 0
TALEN ENERGY CORP COM 87422Q109   18,765,423 64,537 SH   SOLE   64,537 0 0
TURTLE BEACH CORP COM NEW 900450206   22,607,693 1,634,685 SH   SOLE   1,634,685 0 0
URANIUM ENERGY CORP COM 916896103   1,020,000 150,000 SH   SOLE   150,000 0 0
VIVID SEATS INC COM CL A 92854T100   3,590,951 2,124,823 SH   SOLE   2,124,823 0 0
VIVID SEATS INC COM CL A 92854T100   845,000 500,000 SH Call SOLE   500,000 0 0