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
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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
ALGOMA STL GROUP INC COM 015658107 BBG012NKXV72 9,187,711 916,023 SH   SOLE   844,994 71,029 0
ALIGHT INC COM CL A 01626W101 BBG00H00J2Q8 73,720,022 8,642,441 SH   SOLE   8,065,263 577,178 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 BBG002MX7TQ9 9,099,922 541,662 SH   SOLE   514,754 26,908 0
AVANTOR INC COM 05352A100 BBG00G2HHYF5 46,639,065 2,042,885 SH   SOLE   1,918,808 124,077 0
BGC GROUP INC CL A 088929104 BBG01H9FTHS9 19,988,743 2,768,524 SH   SOLE   2,637,995 130,529 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 BBG0074Q3NL5 53,793,159 1,147,465 SH   SOLE   1,058,024 89,441 0
CATALENT INC COM 148806102 BBG005XR47N7 9,952,130 221,503 SH   SOLE   204,311 17,192 0
COMMSCOPE HLDG CO INC COM 20337X109 BBG004LTL7M1 49,928 17,705 SH   SOLE   0 17,705 0
COMMSCOPE HLDG CO INC COM 20337X109 BBG004LTL7M1 5,486,028 1,945,400 SH Call SOLE   1,860,600 84,800 0
CRH PLC ORD G25508105 BBG001S61NK9 120,473,884 1,741,959 SH   SOLE   1,629,239 112,720 0
DAVE & BUSTERS ENTMT INC COM 238337109 BBG001WWJTL4 72,730,349 1,350,610 SH   SOLE   1,264,847 85,763 0
DESTINATION XL GROUP INC COM 25065K104 BBG001SD3736 18,368,812 4,174,730 SH   SOLE   3,663,323 511,407 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 154,140,047 8,787,916 SH   SOLE   8,168,153 619,763 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 84,192,000 4,800,000 SH Call SOLE   4,209,300 590,700 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6TM7 86,833,636 2,366,684 SH   SOLE   2,218,717 147,967 0
ELANCO ANIMAL HEALTH INC COM 28414H103 BBG00LJYS1R6 20,682,690 1,388,100 SH   SOLE   1,299,900 88,200 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 2,640,677 8,881 SH   SOLE   0 8,881 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 67,138,261 10,313,097 SH   SOLE   9,456,126 856,971 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 48,955,500 1,150,000 SH   SOLE   1,076,975 73,025 0
GLOBAL X FDS GLOBAL X COPPER 37954Y830 BBG001T8JBX7 20,285,888 540,957 SH   SOLE   514,071 26,886 0
GLOBALSTAR INC COM 378973408 BBG001SPN4X1 4,323,606 2,228,663 SH   SOLE   2,087,143 141,520 0
GREEN PLAINS INC COM 393222104 BBG001SPVM17 1,409,949 55,906 SH   SOLE   33,780 22,126 0
HARMONIC INC COM 413160102 BBG001S73CC8 16,878,676 1,294,377 SH   SOLE   1,212,187 82,190 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 301,065,000 1,500,000 SH Put SOLE   1,425,500 74,500 0
NATIONAL VISION HLDGS INC COM 63845R107 BBG00HVQF9L1 25,672,173 1,226,573 SH   SOLE   1,156,084 70,489 0
PERRIGO CO PLC SHS G97822103 BBG001S704D8 128,562,093 3,995,093 SH   SOLE   3,698,961 296,132 0
PERRIGO CO PLC SHS G97822103 BBG001S704D8 13,560,652 421,400 SH Call SOLE   401,200 20,200 0
SAVERS VALUE VLG INC COM 80517M109 BBG01F5T0LT8 2,714,408 156,180 SH   SOLE   143,996 12,184 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 69,047,212 1,349,369 SH   SOLE   1,274,321 75,048 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 77,995,543 274,381 SH   SOLE   259,044 15,337 0
TREEHOUSE FOODS INC COM 89469A104 BBG001SP0625 454,499 10,965 SH   SOLE   2,648 8,317 0