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
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
ADVANCED MICRO DEVICES INC COM 007903107   10,401,031 63,390 SH   SOLE   63,390 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   65,564,859 3,547,882 SH   SOLE   3,547,882 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   7,421,568 401,600 SH Call SOLE   401,600 0 0
AMEDISYS INC COM 023436108   26,634,058 275,972 SH   SOLE   275,972 0 0
ANSYS INC COM 03662Q105   75,653,277 237,433 SH   SOLE   237,433 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   3,646,393 967,213 SH   SOLE   967,213 0 0
ARGENX SE SPONSORED ADR 04016X101   17,400,768 32,100 SH Call SOLE   32,100 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103   29,403,855 1,337,755 SH   SOLE   1,337,755 0 0
AXONICS INC COM 05465P101   35,490,571 509,922 SH   SOLE   509,922 0 0
BRIDGEBIO PHARMA INC COM 10806X102   10,272,728 403,485 SH   SOLE   403,485 0 0
BROADCOM INC COM 11135F101   18,544,095 107,502 SH   SOLE   107,502 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   90,235,164 2,126,182 SH   SOLE   2,126,182 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   8,827,520 208,000 SH Call SOLE   208,000 0 0
CATALENT INC COM 148806102   62,401,637 1,030,240 SH   SOLE   1,030,240 0 0
CIENA CORP COM NEW 171779309   6,137,813 99,656 SH   SOLE   99,656 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,024,745 14,350 SH   SOLE   14,350 0 0
CYTOKINETICS INC COM NEW 23282W605   64,007,222 1,212,258 SH   SOLE   1,212,258 0 0
DYNATRACE INC COM NEW 268150109   12,031,338 225,011 SH   SOLE   225,011 0 0
ELI LILLY & CO COM 532457108   8,622,854 9,733 SH   SOLE   9,733 0 0
FRESHWORKS INC CLASS A COM 358054104   1,425,690 124,189 SH   SOLE   124,189 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   29,312,250 825,000 SH Call SOLE   825,000 0 0
FRONTLINE PLC COM M46528101   10,251,241 448,632 SH   SOLE   448,632 0 0
GRIFOLS S A SP ADR REP B NVT 398438408   1,628,157 183,351 SH   SOLE   183,351 0 0
HASHICORP INC COM CL A 418100103   28,223,800 833,544 SH   SOLE   833,544 0 0
HESS CORP COM 42809H107   58,378,383 429,885 SH   SOLE   429,885 0 0
HUBSPOT INC COM 443573100   18,009,545 33,878 SH   SOLE   33,878 0 0
INDIVIOR PLC ORD G4766E116   131,723 13,510 SH   SOLE   13,510 0 0
INTEL CORP COM 458140100   14,021,456 597,675 SH   SOLE   597,675 0 0
MARVELL TECHNOLOGY INC COM 573874104   14,190,548 196,763 SH   SOLE   196,763 0 0
MICRON TECHNOLOGY INC COM 595112103   16,201,161 156,216 SH   SOLE   156,216 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,978,087 363,364 SH   SOLE   363,364 0 0
MONDAY COM LTD SHS M7S64H106   4,841,253 17,429 SH   SOLE   17,429 0 0
NUTANIX INC CL A 67059N108   11,712,718 197,683 SH   SOLE   197,683 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   15,709,584 471,052 SH   SOLE   471,052 0 0
ORACLE CORP COM 68389X105   6,046,644 35,485 SH   SOLE   35,485 0 0
R1 RCM INC COM 77634L105   68,043,036 4,801,908 SH   SOLE   4,801,908 0 0
ROIVANT SCIENCES LTD SHS G76279101   8,563,488 742,070 SH   SOLE   742,070 0 0
RUBRIK INC. CL A 781154109   14,115,972 439,066 SH   SOLE   439,066 0 0
SAP SE SPON ADR 803054204   3,775,797 16,481 SH   SOLE   16,481 0 0
SCORPIO TANKERS INC SHS Y7542C130   8,484,557 118,998 SH   SOLE   118,998 0 0
SEADRILL 2021 LTD COM G7997W102   20,235,250 509,191 SH   SOLE   509,191 0 0
SHOPIFY INC CL A 82509L107   8,354,194 104,245 SH   SOLE   104,245 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   13,502,320 222,297 SH   SOLE   222,297 0 0
SMARTSHEET INC COM CL A 83200N103   17,715,920 320,013 SH   SOLE   320,013 0 0
SMURFIT WESTROCK PLC SHS G8267P108   35,668,193 721,736 SH   SOLE   721,736 0 0
SNOWFLAKE INC CL A 833445109   6,779,612 59,025 SH   SOLE   59,025 0 0
UNITED STATES STL CORP NEW COM 912909108   24,731,000 700,000 SH Call SOLE   700,000 0 0
UNITED STATES STL CORP NEW COM 912909108   53,762,544 1,521,725 SH   SOLE   1,521,725 0 0
VIKING THERAPEUTICS INC COM 92686J106   5,957,914 94,107 SH   SOLE   94,107 0 0
WESTERN DIGITAL CORP. COM 958102105   12,432,468 182,054 SH   SOLE   182,054 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   11,939,316 317,535 SH   SOLE   317,535 0 0