The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BAUSCH HEALTH COS INC | COM | 071734107 | BBG001S7WDP0 | 48,360,000 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
| CNX RES CORP | COM | 12653C108 | BBG001SC7TN4 | 550,050,000 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | ||
| FORWARD AIR CORP | COM | 349853101 | BBG001SC0FW1 | 41,581,796 | 1,289,358 | SH | SOLE | 1,289,358 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 292,315,485 | 973,898 | SH | SOLE | 973,898 | 0 | 0 | ||
| IVANHOE ELECTRIC INC | COM | 46578C108 | BBG012WFRMH9 | 19,276,592 | 2,553,191 | SH | SOLE | 2,553,191 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | *W EXP 08/03/2027 | 674599162 | 156,776,030 | 5,690,600 | SH | SOLE | 5,690,600 | 0 | 0 | |||
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | BBG00LMYX132 | 462,877,235 | 4,531,792 | SH | SOLE | 4,531,792 | 0 | 0 | ||
| QXO INC | COM NEW | 82846H405 | BBG001SCBW07 | 745,848,346 | 46,908,701 | SH | SOLE | 46,908,701 | 0 | 0 | ||
| RXO INC | COMMON STOCK | 74982T103 | BBG0160DYDC7 | 657,451,557 | 27,577,666 | SH | SOLE | 27,577,666 | 0 | 0 | ||
| TALEN ENERGY CORP | COM | 87422Q109 | BBG01GWQVW78 | 604,410,001 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| XPO INC | COM | 983793100 | BBG001SJW3C0 | 1,498,437,144 | 11,425,369 | SH | SOLE | 11,425,369 | 0 | 0 | ||