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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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   113,314,826 6,024,180 SH   SOLE   6,024,180 0 0
ALIGHT INC COM CL A 01626W101   60,850,815 11,087,421 SH   SOLE   11,087,421 0 0
CAMECO CORP COM 13321L108   56,871,096 2,508,650 SH   SOLE   2,508,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   727,320 87,000 SH Call SOLE   87,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   19,476,610 3,829,204 SH   SOLE   3,829,204 0 0
EHANG HLDGS LTD ADS 26853E102   755,040 88,000 SH Put SOLE   88,000 0 0
FARADAY FUTRE INTLGT ELCTR I COM 307359109   217,725 750,000 SH   SOLE   750,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   2,437,776 237,600 SH Put SOLE   237,600 0 0
KBR INC COM 48242W106   71,152,594 1,347,587 SH   SOLE   1,347,587 0 0
MULLEN AUTOMOTIVE INC COM 62526P109   97,422 340,638 SH   SOLE   340,638 0 0
NRG ENERGY INC COM NEW 629377508   114,985,548 3,613,625 SH   SOLE   3,613,625 0 0
VISTRA CORP COM 92840M102   15,903,878 685,512 SH   SOLE   685,512 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   48,831,390 1,081,058 SH   SOLE   1,081,058 0 0
GOLAR LNG LTD SHS G9456A100   66,487,295 2,917,389 SH   SOLE   2,917,389 0 0