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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,458,719 41,282 SH   SOLE   41,282 0 0
ANTERO RESOURCES CORP COM 03674X106   3,189,301 78,865 SH   SOLE   78,865 0 0
ATLANTA BRAVES HLDGS INC COM SER A 047726104   1,380,984 31,479 SH   SOLE   31,479 0 0
BP PLC SPONSORED ADR 055622104   9,642,923 285,378 SH   SOLE   285,378 0 0
CITIGROUP INC COM NEW 172967424   11,063,224 155,842 SH   SOLE   155,842 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   11,749,122 632,013 SH   SOLE   632,013 0 0
EQT CORP COM 26884L109   4,920,422 92,091 SH   SOLE   92,091 0 0
EXPAND ENERGY CORPORATION COM 165167735   7,836,817 70,399 SH   SOLE   70,399 0 0
GREAT ELM GROUP INC COM NEW 39037G109   1,655,530 875,942 SH   SOLE   875,942 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502   2,955,631 16,051 SH   SOLE   16,051 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   3,542,176 217,846 SH   SOLE   217,846 0 0
JD.COM INC SPON ADS CL A 47215P106   5,532,120 134,536 SH   SOLE   134,536 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   4,193,969 35,437 SH   SOLE   35,437 0 0
RITHM CAPITAL CORP COM NEW 64828T201   2,242,780 195,876 SH   SOLE   195,876 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,363,159 101,059 SH   SOLE   101,059 0 0
VISTRA CORP COM 92840M102   10,888,332 92,714 SH   SOLE   92,714 0 0