ATLANTA BRAVES HLDGS INC COM SER C 047726302 11960497 312611 SH SOLE 312611 0 0 DISCOVER FINL SVCS COM 254709108 17323000 100000 SH SOLE 100000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 24210000 1500000 SH SOLE 1500000 0 0 FORWARD AIR CORP COM 349853101 10829969 335813 SH SOLE 335813 0 0 GRAIL INC COM 384747101 13387500 750000 SH SOLE 750000 0 0 JACOBS SOLUTIONS INC COM 46982L108 13362000 100000 SH SOLE 100000 0 0 KELLANOVA COM 487836108 8097000 100000 SH SOLE 100000 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 10608000 200000 SH SOLE 200000 0 0 LITHIUM AMERICAS ARGENTINA C NOTE 1.750% 1/1 53680QAA6 10419300 13500000 PRN SOLE 13500000 0 0 LANTHEUS HLDGS INC COM 516544103 10735200 120000 SH SOLE 120000 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 9825200 770000 SH SOLE 770000 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 1971000 150000 SH SOLE 150000 0 0 MARQETA INC CLASS A COM 57142B104 5685000 1500000 SH SOLE 1500000 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 30470000 1100000 SH SOLE 1100000 0 0 OMNICOM GROUP INC COM 681919106 14738566 171299 SH SOLE 171299 0 0 QXO INC COM NEW 82846H405 22263657 1400230 SH SOLE 1400230 0 0 SEALED AIR CORP NEW COM 81211K100 12009650 355000 SH SOLE 355000 0 0 WILLIS LEASE FIN CORP COM 970646105 3415235 16455 SH SOLE 16455 0 0