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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADIENT PLC ORD SHS G0084W101 5,445 133,536 SH   SOLE   133,536 0 0
ALBEMARLE CORP COM 012653101 2,764 125 SH Call SOLE   125 0 0
ALBEMARLE CORP COM 012653101 13,370 60,456 SH   SOLE   60,456 0 0
BROOKDALE SR LIVING INC COM 112463104 5,085 721,239 SH   SOLE   721,239 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,276 97,238 SH   SOLE   97,238 0 0
CENOVUS ENERGY INC COM 15135U109 5,748 344,596 SH   SOLE   344,596 0 0
CF INDS HLDGS INC COM 125269100 1,825 17,710 SH   SOLE   17,710 0 0
CHENIERE ENERGY INC COM NEW 16411R208 24,540 176,995 SH   SOLE   176,995 0 0
CONSTELLIUM SE CL A SHS F21107101 16,723 929,066 SH   SOLE   929,066 0 0
CORTEVA INC COM 22052L104 9,568 166,463 SH   SOLE   166,463 0 0
CROWN HLDGS INC COM 228368106 16,071 128,477 SH   SOLE   128,477 0 0
DIGIMARC CORP NEW COM 25381B101 9,305 352,867 SH   SOLE   352,867 0 0
DIGIMARC CORP NEW COM 25381B101 791 300 SH Call SOLE   300 0 0
DIGITAL TURBINE INC COM NEW 25400W102 1,776 40,554 SH   SOLE   40,554 0 0
DOLLAR TREE INC COM 256746108 3,632 22,675 SH   SOLE   22,675 0 0
EQT CORP COM 26884L109 4,909 142,640 SH   SOLE   142,640 0 0
GENERAL MTRS CO COM 37045V100 6,967 1,593 SH Call SOLE   1,593 0 0
GENERAL MTRS CO COM 37045V100 11,992 274,167 SH   SOLE   274,167 0 0
GROUPON INC COM NEW 399473206 3,485 181,249 SH   SOLE   181,249 0 0
HAEMONETICS CORP MASS COM 405024100 2,506 39,626 SH   SOLE   39,626 0 0
INFRA AND ENERGY ALTRNTIVE I COM 45686J104 977 82,426 SH   SOLE   82,426 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 21,462 592 SH Put SOLE   592 0 0
ISHARES TR 20 YR TR BD ETF 464287432 22,625 1,713 SH Put SOLE   1,713 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 27,158 2,527 SH Put SOLE   2,527 0 0
NEXTDECADE CORP COM 65342K105 285 43,004 SH   SOLE   43,004 0 0
NUVVE HOLDING CORP COM 67079Y100 507 64,168 SH   SOLE   64,168 0 0
OLAPLEX HLDGS INC COM 679369108 1,286 82,249 SH   SOLE   82,249 0 0
OLIN CORP COM PAR $1 680665205 9,626 184,129 SH   SOLE   184,129 0 0
QUANTA SVCS INC COM 74762E102 7,242 55,027 SH   SOLE   55,027 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 11,265 472,702 SH   SOLE   472,702 0 0
SABRE CORP COM 78573M104 16,009 1,400,646 SH   SOLE   1,400,646 0 0
SABRE CORP COM 78573M104 4,727 4,136 SH Call SOLE   4,136 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 25,247 559 SH Put SOLE   559 0 0
TELLURIAN INC NEW COM 87968A104 1,434 2,705 SH Call SOLE   2,705 0 0
TELLURIAN INC NEW COM 87968A104 2,954 557,413 SH   SOLE   557,413 0 0
VICOR CORP COM 925815102 2,834 40,178 SH   SOLE   40,178 0 0
WEATHERFORD INTL PLC ORD SHS G48833118 707 21,215 SH   SOLE   21,215 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 7,015 179,274 SH   SOLE   179,274 0 0