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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
API GROUP CORP COM STK 00187Y100 119,026 5,659,822 SH   SOLE   5,659,822 0 0
ALIGHT INC COM CL A 01626W101 21,890 2,200,000 SH   SOLE   2,200,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 632 42,000 SH Call SOLE   0 0 0
BAUSCH HEALTH COS INC COM 071734107 79,638 3,485,242 SH   SOLE   3,485,242 0 0
CAMECO CORP COM 13321L108 10,320 354,650 SH   SOLE   354,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 11,369 625,000 SH Call SOLE   0 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 89,422 4,916,006 SH   SOLE   4,916,006 0 0
DEVON ENERGY CORP NEW COM 25179M103 128,842 2,178,958 SH   SOLE   2,178,958 0 0
FULGENT GENETICS INC COM 359664109 1,061 17,000 SH   SOLE   17,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 6,304 320,000 SH Put SOLE   320,000 0 0
KBR INC COM 48242W106 23,949 437,587 SH   SOLE   437,587 0 0
NRG ENERGY INC COM NEW 629377508 204,336 5,326,801 SH   SOLE   5,326,801 0 0
SPDR SER TR BLOOMBERG HIGH Y 78468R622 4,100 40,000 SH Put SOLE   40,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 251 14,590 SH   SOLE   14,590 0 0
UNILEVER PLC SPON ADR NEW 904767704 353 7,738 SH   SOLE   7,738 0 0
UPSTART HLDGS INC COM 91680M107 219 2,011 SH   SOLE   2,011 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 102,121 2,609,795 SH   SOLE   2,609,795 0 0
GOLAR LNG LTD SHS G9456A100 30,655 1,237,100 SH   SOLE   1,237,100 0 0