AMRIZE LTD SHS H2927K103 18934760 338000 SH SOLE 338000 0 0 APTIV PLC COM SHS G3265R107 15624000 225000 SH SOLE 225000 0 0 CAPITAL ONE FINL CORP COM 14040H105 6020190 33000 SH SOLE 33000 0 0 CERENCE INC COM 156727109 8203101 1300016 SH SOLE 1300016 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 6305000 500000 SH SOLE 500000 0 0 GENERAC HLDGS INC COM 368736104 13087110 67000 SH SOLE 67000 0 0 JELD-WEN HLDG INC COM 47580P103 2370935 1912044 SH SOLE 1912044 0 0 LITHIUM ARGENTINA AG NOTE 1.750% 1/1 53680QAA6 24647706 25525000 PRN SOLE 25525000 0 0 NEXTPOWER INC CLASS A COM 65290E101 36165000 300000 SH SOLE 300000 0 0 NVIDIA CORPORATION COM 67066G104 20928000 120000 SH Put SOLE 120000 0 0 NORFOLK SOUTHN CORP COM 655844108 22960000 80000 SH SOLE 80000 0 0 PG&E CORP COM 69331C108 10981250 625000 SH SOLE 625000 0 0 PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 9252998 843482 SH SOLE 843482 0 0 PINTEREST INC CL A 72352L106 10820600 590000 SH SOLE 590000 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 2824500 150000 SH SOLE 150000 0 0 ROCKET COS INC COM CL A 77311W101 17100000 1200000 SH SOLE 1200000 0 0 SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 14470400 190000 SH SOLE 190000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 8929470 33000 SH SOLE 33000 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 20869600 760000 SH SOLE 760000 0 0 YETI HLDGS INC COM 98585X104 9773189 267100 SH SOLE 267100 0 0