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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
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
API GROUP CORP COM STK 00187Y100   88,153 5,888,652 SH   SOLE   5,888,652 0 0
ALIGHT INC COM CL A 01626W101   78,501 11,629,821 SH   SOLE   11,629,821 0 0
BAUSCH HEALTH COS INC COM 071734107   16,921 2,024,030 SH   SOLE   2,024,030 0 0
CAMECO CORP COM 13321L108   9,851 468,650 SH   SOLE   468,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   43,116 4,198,210 SH   SOLE   4,198,210 0 0
DEVON ENERGY CORP NEW COM 25179M103   16,843 305,624 SH   SOLE   305,624 0 0
GENERAL MLS INC COM 370334104   2,497 33,097 SH   SOLE   33,097 0 0
HAWAIIAN HOLDINGS INC COM 419879101   3,578 250,000 SH Put SOLE   250,000 0 0
KBR INC COM 48242W106   21,175 437,587 SH   SOLE   437,587 0 0
MONDELEZ INTL INC CL A 609207105   3,725 60,000 SH   SOLE   60,000 0 0
NRG ENERGY INC COM NEW 629377508   382 10,000 SH Call SOLE   10,000 0 0
NRG ENERGY INC COM NEW 629377508   159,209 4,171,058 SH   SOLE   4,171,058 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   78,932 2,434,658 SH   SOLE   2,434,658 0 0
GOLAR LNG LTD SHS G9456A100   90,021 3,956,973 SH   SOLE   3,956,973 0 0