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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
API GROUP CORP COM STK 00187Y100   81,128 6,113,652 SH   SOLE   6,113,652 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   115 28,500 SH   SOLE   28,500 0 0
CAMECO CORP COM 13321L108   10,833 408,650 SH   SOLE   408,650 0 0
CAMPBELL SOUP CO COM 134429109   454 9,644 SH   SOLE   9,644 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   608 87,000 SH Call SOLE   87,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   29,975 4,288,210 SH   SOLE   4,288,210 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,216 120,000 SH   SOLE   120,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102   217 5,812 SH   SOLE   5,812 0 0
HAWAIIAN HOLDINGS INC COM 419879101   1,578 120,000 SH Put SOLE   120,000 0 0
KBR INC COM 48242W106   66,671 1,542,587 SH   SOLE   1,542,587 0 0
NRG ENERGY INC COM NEW 629377508   84,516 2,208,425 SH   SOLE   2,208,425 0 0
PROCTER AND GAMBLE CO COM 742718109   351 2,779 SH   SOLE   2,779 0 0
SMUCKER J M CO COM NEW 832696405   216 1,572 SH   SOLE   1,572 0 0
UNILEVER PLC SPON ADR NEW 904767704   721 16,452 SH   SOLE   16,452 0 0
VISTRA CORP COM 92840M102   49,434 2,354,000 SH   SOLE   2,354,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   55,496 1,376,058 SH   SOLE   1,376,058 0 0
GOLAR LNG LTD SHS G9456A100   78,931 3,167,389 SH   SOLE   3,167,389 0 0
ALIGHT INC COM CL A 01626W101   85,302 11,637,321 SH   SOLE   11,637,321 0 0