ACADIA HEALTHCARE COMPANY IN COM 00404A109 19881500 850000 SH SOLE 850000 0 0 ADEIA INC COM 00676P107 102949446 4284205 SH SOLE 4284205 0 0 ADMA BIOLOGICS INC COM 000899104 16302766 1809408 SH SOLE 1809408 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 149305000 1300000 SH SOLE 1300000 0 0 AMCOR PLC COM NEW G0250X149 50458491 1269396 SH SOLE 1269396 0 0 AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 137197231 11037589 SH SOLE 11037589 0 0 ANDERSONS INC COM 034164103 61430688 855819 SH SOLE 855819 0 0 ARBUTUS BIOPHARMA CORP COM 03879J100 29818751 6626389 SH SOLE 6626389 0 0 ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 194878354 8271577 SH SOLE 8271577 0 0 ARDELYX INC COM 039697107 11146767 1860896 SH SOLE 1860896 0 0 ARS PHARMACEUTICALS INC COM 82835W108 64240000 8000000 SH SOLE 8000000 0 0 BGC GROUP INC CL A 088929104 227874000 23300000 SH SOLE 23300000 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 24887234 440560 SH SOLE 440560 0 0 CALAVO GROWERS INC COM 128246105 36535713 1416662 SH SOLE 1416662 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 11893500 675000 SH SOLE 675000 0 0 CARTERS INC COM 146229109 36434183 1018853 SH SOLE 1018853 0 0 CIMPRESS PLC SHS EURO G2143T103 118947587 1629419 SH SOLE 1629419 0 0 COLLEGIUM PHARMACEUTICAL INC COM 19459J104 42316736 1279611 SH SOLE 1279611 0 0 COMPASS INC CL A 20464U100 27389459 3746848 SH SOLE 3746848 0 0 CONSTELLATION ENERGY CORP COM 21037T109 199663750 715000 SH SOLE 715000 0 0 CORECIVIC INC COM 21871N101 38939775 2059216 SH SOLE 2059216 0 0 DELEK US HLDGS INC NEW COM 24665A103 121123326 2687449 SH SOLE 2687449 0 0 DNOW INC COM 67011P100 15096247 1267527 SH SOLE 1267527 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 37830000 3000000 SH SOLE 3000000 0 0 ECOVYST INC COM 27923Q109 117489822 9136067 SH SOLE 9136067 0 0 EDESA BIOTECH INC COM NEW 27966L306 3595625 687500 SH SOLE 687500 0 0 EDGEWELL PERSONAL CARE CO COM 28035Q102 85360000 4000000 SH SOLE 4000000 0 0 EMBECTA CORP COMMON STOCK 29082K105 9170757 1037416 SH SOLE 1037416 0 0 ENOVIS CORPORATION COM 194014502 55811779 2453265 SH SOLE 2453265 0 0 EUPRAXIA PHARMACEUTICALS INC COM 29842P105 5004071 691170 SH SOLE 691170 0 0 FTAI AVIATION LTD SHS G3730V105 631165570 2576186 SH SOLE 2576186 0 0 GEO GROUP INC COM 36162J106 62922856 3743180 SH SOLE 3743180 0 0 GILDAN ACTIVEWEAR INC COM 375916103 77675714 1395790 SH SOLE 1395790 0 0 GOLAR LNG LTD SHS G9456A100 496674500 9178978 SH SOLE 9178978 0 0 GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 6544477 467129 SH SOLE 467129 0 0 HELEN OF TROY LTD COM G4388N106 5280979 366226 SH SOLE 366226 0 0 HERON THERAPEUTICS INC COM 427746102 24040467 30046828 SH SOLE 30046828 0 0 INDIVIOR PHARMACEUTICALS INC COM 45579U109 20193457 662515 SH SOLE 662515 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 73042058 7753934 SH SOLE 7753934 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1277200000 5150000 SH Put SOLE 5150000 0 0 KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 180562500 3750000 SH SOLE 3750000 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 142092017 11752855 SH SOLE 11752855 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 108612305 9259361 SH SOLE 9259361 0 0 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 32400000 3750000 SH SOLE 3750000 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 135787693 15395430 SH SOLE 15395430 0 0 MANNKIND CORP COM NEW 56400P706 8870012 3620413 SH SOLE 3620413 0 0 MATIV HOLDINGS INC COM 808541106 34647245 3982442 SH SOLE 3982442 0 0 MEIRAGTX HLDGS PLC COM G59665102 60620000 7000000 SH SOLE 7000000 0 0 MERCURY GENL CORP NEW COM 589400100 189919528 2154504 SH SOLE 2154504 0 0 MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 5051425 15307347 SH SOLE 15307347 0 0 MISSION PRODUCE INC COM 60510V108 23755911 1726447 SH SOLE 1726447 0 0 NEWELL BRANDS INC COM 651229106 52332988 15257431 SH SOLE 15257431 0 0 NURIX THERAPEUTICS INC COM 67080M103 38345218 2473885 SH SOLE 2473885 0 0 OPKO HEALTH INC COM 68375N103 54482017 47791243 SH SOLE 47791243 0 0 OPKO HEALTH INC NOTE 3.750% 1/1 68375NAG8 1545321 1250000 PRN SOLE 1250000 0 0 ORTHOFIX MED INC COM 68752M108 42688071 3721715 SH SOLE 3721715 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 4783140 54727 SH SOLE 54727 0 0 PLAYSTUDIOS INC CLASS A COM 72815G108 1265613 2697384 SH SOLE 2697384 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 52392667 2782404 SH SOLE 2782404 0 0 PROTAGONIST THERAPEUTICS INC COM 74366E102 45110989 427998 SH SOLE 427998 0 0 PROTHENA CORP PLC SHS G72800108 48600000 5000000 SH SOLE 5000000 0 0 PROTO LABS INC COM 743713109 27734528 486400 SH SOLE 486400 0 0 QUIDELORTHO CORP COM 219798105 54322197 3306281 SH SOLE 3306281 0 0 RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 50380000 11000000 SH SOLE 11000000 0 0 ROIVANT SCIENCES LTD SHS G76279101 138500000 5000000 SH SOLE 5000000 0 0 SCHRODINGER INC COM 80810D103 68160000 6000000 SH SOLE 6000000 0 0 SEAPORT ENTMT GROUP INC COMMON STOCK 812215200 12212024 568530 SH SOLE 568530 0 0 STRATASYS LTD SHS M85548101 62480000 8000000 SH SOLE 8000000 0 0 TALEN ENERGY CORP COM 87422Q109 1149921048 3602171 SH SOLE 3602171 0 0 TARGET HOSPITALITY CORP COM 87615L107 20318152 2189456 SH SOLE 2189456 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 77885000 1850000 SH SOLE 1850000 0 0 TELESAT CORP CL A & CL B SHS 879512309 30544872 843781 SH SOLE 843781 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 459330000 15250000 SH SOLE 15250000 0 0 THERAPEUTICSMD INC COM NEW 88338N206 2408226 1192191 SH SOLE 1192191 0 0 TREVI THERAPEUTICS INC COM 89532M101 44288610 3712373 SH SOLE 3712373 0 0 VENTURE GLOBAL INC COM CL A 92333F101 23640000 1500000 SH SOLE 1500000 0 0 VIATRIS INC COM 92556V106 452585000 33500000 SH SOLE 33500000 0 0 VISTANCE NETWORKS INC COM 20337X109 36400000 2000000 SH SOLE 2000000 0 0 VISTRA CORP COM 92840M102 225495000 1500000 SH SOLE 1500000 0 0 XPERI INC COMMON STOCK 98423J101 23204966 4143744 SH SOLE 4143744 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 80470872 1001006 SH SOLE 1001006 0 0 ZYMEWORKS INC COM 98985Y108 175280000 7000000 SH SOLE 7000000 0 0 TRANSALTA CORP COM 89346D107 232935357 17781325 SH SOLE 17781325 0 0