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
CONSTELLIUM SE CL A SHS F21107101 4,664 246,129 SH   SOLE   246,129 0 0
ENZO BIOCHEM INC COM 294100102 5,486 1,730,607 SH   SOLE   1,730,607 0 0
FRONTLINE LTD SHS NEW G3682E192 9,498 1,055,346 SH   SOLE   1,055,346 0 0
GROUP NINE ACQUISITION CORP COM CL A 39947R104 11,198 1,145,000 SH   SOLE   1,145,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 4,893 259,174 SH   SOLE   259,174 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 8,020 52,021 SH   SOLE   52,021 0 0
KKR & CO INC COM 48251W104 8,347 140,907 SH   SOLE   140,907 0 0
MUDRICK CAPITAL ACQU CORP II COM CL A 62477L107 3,975 319,021 SH   SOLE   319,021 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 10,960 459,332 SH   SOLE   459,332 0 0
ENETI INC COM Y2294C107 3,609 193,704 SH   SOLE   193,704 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109 3,326 296,440 SH   SOLE   296,440 0 0
VIMEO INC COMMON STOCK 92719V100 948 19,352 SH   SOLE   19,352 0 0
XPERI HOLDING CORP COM 98390M103 4,624 207,930 SH   SOLE   207,930 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 13,164 293,000 SH   SOLE   293,000 0 0
GROUP NINE ACQUISITION CORP *W EXP 01/15/202 39947R112 458 381,666 SH   SOLE   381,666 0 0
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103 16,127 2,347,476 SH   SOLE   2,347,476 0 0
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 131476103 5,187 755,000 SH Call SOLE   0 0 755,000