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
CENOVUS ENERGY INC COM 15135U109   16,148,492 775,624 SH   SOLE   775,624 0 0
CHENIERE ENERGY INC COM NEW 16411R208   17,413,021 104,923 SH   SOLE   104,923 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   18,576,004 300,097 SH   SOLE   300,097 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   2,346,010 37,900 SH Call SOLE   37,900 0 0
CONSTELLIUM SE CL A SHS F21107101   14,765,369 811,284 SH   SOLE   811,284 0 0
DIGIMARC CORP NEW COM 25381B101   16,984,407 522,758 SH   SOLE   522,758 0 0
EQT CORP COM 26884L109   3,512,402 86,555 SH   SOLE   86,555 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   3,525,997 376,307 SH   SOLE   376,307 0 0
FEDEX CORP COM 31428X106   3,434,158 12,963 SH   SOLE   12,963 0 0
FLOWSERVE CORP COM 34354P105   7,962,352 200,210 SH   SOLE   200,210 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,094,075 136,607 SH   SOLE   136,607 0 0
GENERAL MTRS CO COM 37045V100   6,784,237 205,770 SH   SOLE   205,770 0 0
GENERAL MTRS CO COM 37045V100   18,832,464 571,200 SH Call SOLE   571,200 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   691,284 125,688 SH   SOLE   125,688 0 0
GREEN PLAINS INC COM 393222104   237,700 7,897 SH   SOLE   7,897 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   4,466,718 37,643 SH   SOLE   37,643 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,266,569 14,700 SH Put SOLE   14,700 0 0
JELD-WEN HLDG INC COM 47580P103   3,418,557 255,880 SH   SOLE   255,880 0 0
KBR INC COM 48242W106   3,444,454 58,440 SH   SOLE   58,440 0 0
MASONITE INTL CORP COM 575385109   3,028,158 32,484 SH   SOLE   32,484 0 0
NATERA INC COM 632307104   11,499,026 259,865 SH   SOLE   259,865 0 0
OLIN CORP COM PAR $1 680665205   5,203,218 104,106 SH   SOLE   104,106 0 0
QUANTA SVCS INC COM 74762E102   933,292 4,989 SH   SOLE   4,989 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   8,969,850 567,712 SH   SOLE   567,712 0 0
SABRE CORP COM 78573M104   7,989,466 1,779,391 SH   SOLE   1,779,391 0 0
SMARTRENT INC COM CL A 83193G107   1,928,367 738,838 SH   SOLE   738,838 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,207,616 19,200 SH Put SOLE   19,200 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   2,520,160 16,053 SH   SOLE   16,053 0 0
VICOR CORP COM 925815102   8,776,082 149,025 SH   SOLE   149,025 0 0
VISTRA CORP COM 92840M102   10,878,362 327,859 SH   SOLE   327,859 0 0
WESTERN DIGITAL CORP. COM 958102105   8,434,934 184,855 SH   SOLE   184,855 0 0