AERCAP HOLDINGS NV SHS N00985106 191228920 1394000 SH SOLE 1348235 45765 0 CARPENTER TECHNOLOGY CORP COM 144285103 69370400 176000 SH SOLE 170273 5727 0 FEDEX CORP COM 31428X106 128224800 360000 SH SOLE 346411 13589 0 FIRST INDL RLTY TR INC COM 32054K103 22040850 381000 SH SOLE 366618 14382 0 GOLAR LNG LTD SHS G9456A100 121368730 2243000 SH SOLE 2169606 73394 0 GOLAR LNG LTD SHS G9456A100 213815665 3951500 SH Call SOLE 3822100 129400 0 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 285740000 14000000 SH Put SOLE 13473200 526800 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 136032000 1600000 SH SOLE 1547783 52217 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 111525800 347000 SH SOLE 333932 13068 0 NVIDIA CORPORATION COM 67066G104 155739200 893000 SH SOLE 863461 29539 0 QIAGEN NV ORD SHARES N72482156 60060000 1500000 SH Call SOLE 1443500 56500 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 129672560 331000 SH SOLE 320402 10598 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 975510000 1500000 SH Put SOLE 1443300 56700 0 SYSCO CORP COM 871829107 60630500 850000 SH SOLE 817903 32097 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 110847600 328000 SH SOLE 317156 10844 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 756805230 2239400 SH Put SOLE 2164700 74700 0 UNITED AIRLS HLDGS INC COM 910047109 110299860 1198000 SH SOLE 1158989 39011 0 WABTEC COM 929740108 67975520 272000 SH SOLE 261733 10267 0 WARNER BROS DISCOVERY INC COM SER A 934423104 107094000 3900000 SH SOLE 3752663 147337 0