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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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BP PLC-SPONS ADR SPONSORED ADR 055622104   50,314,985 1,554,000 SH   SOLE   1,554,000 0 0
CAPRI HOLDINGS LTD SHS G1890L107   64,807,427 1,410,515 SH   SOLE   1,410,515 0 0
EURONAV NV SHS B38564108   43,206,877 2,682,232 SH   SOLE   2,682,232 0 0
EXEL US 01/19/24 P20 PUT 30161Q104   1,490,989 14,000 SH Put SOLE   14,000 0 0
EXELIXIS INC COM 30161Q104   30,514,216 1,390,915 SH   SOLE   1,390,915 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105   64,520,241 2,677,123 SH   SOLE   2,677,123 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206   2,828,109 683,118 SH   SOLE   683,118 0 0
PNM RESOURCES INC COM 69349H107   70,341,339 1,848,995 SH   SOLE   1,848,995 0 0
SOVOS BRANDS INC COM 84612U107   49,233,711 2,443,712 SH   SOLE   2,443,712 0 0
SPLUNK INC COM 848637104   19,612,921 140,774 SH   SOLE   140,774 0 0
UNITED STATES STEEL CORP COM 912909108   105,657,628 2,370,000 SH   SOLE   2,370,000 0 0