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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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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   123,599,086 5,498,180 SH   SOLE   5,498,180 0 0
ALIGHT INC COM CL A 01626W101   83,018,082 11,915,321 SH   SOLE   11,915,321 0 0
CAMECO CORP COM 13321L108   63,034,371 2,408,650 SH   SOLE   2,408,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   3,213,252 258,300 SH Call SOLE   258,300 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   34,202,352 3,643,962 SH   SOLE   3,643,962 0 0
EHANG HLDGS LTD ADS 26853E102   1,827,496 167,200 SH Put SOLE   167,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   139,900 10,000 SH Put SOLE   10,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   952,640 104,000 SH Put SOLE   104,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   92,427,840 288,000 SH Put SOLE   288,000 0 0
KBR INC COM 48242W106   68,569,564 1,245,587 SH   SOLE   1,245,587 0 0
NRG ENERGY INC COM NEW 629377508   24,003,000 700,000 SH Call SOLE   700,000 0 0
NRG ENERGY INC COM NEW 629377508   202,692,305 5,911,120 SH   SOLE   5,911,120 0 0
RUMBLE INC COM CL A 78137L105   242,400 40,000 SH Put SOLE   40,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   11,549,919 246,372 SH   SOLE   246,372 0 0
GOLAR LNG LTD SHS G9456A100   50,055,602 2,317,389 SH   SOLE   2,317,389 0 0