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 1,472,476 213,712 SH   SOLE   213,712 0 0
AMBAC FINL GROUP INC COM NEW 023139884 BBG004HQHL91 4,923,452 693,444 SH   SOLE   693,444 0 0
AMRIZE LTD SHS H2927K103 BBG01T2JZYW3 47,072,500 950,000 SH   SOLE   876,756 73,244 0
APPIAN CORP CL A 03782L101 BBG001TWHH63 7,465,000 250,000 SH   SOLE   230,725 19,275 0
CARPENTER TECHNOLOGY CORP COM 144285103 BBG001S5Q5M1 271,682 983 SH   SOLE   0 983 0
CHART INDS INC COM 16115Q308 BBG001SQV7W4 13,609,146 82,655 SH   SOLE   77,220 5,435 0
DESTINATION XL GROUP INC COM 25065K104 BBG001SD3736 84,360 76,000 SH   SOLE   76,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 18,640,433 1,801,008 SH   SOLE   1,702,857 98,151 0
DIGITALOCEAN HLDGS INC COM 25402D102 BBG00ZGF6TM7 15,858,565 761,500 SH Put SOLE   726,100 35,400 0
DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCMB3 53,895,231 1,256,592 SH   SOLE   1,164,228 92,364 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGDB6 28,191,358 7,681,569 SH   SOLE   7,012,084 669,485 0
FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 79,828,187 1,050,924 SH   SOLE   971,613 79,311 0
FLOWSERVE CORP COM 34354P105 BBG001SB3F87 11,042,238 210,931 SH   SOLE   194,668 16,263 0
GEO GROUP INC NEW COM 36162J106 BBG001S6VYZ6 78,148,563 3,262,988 SH   SOLE   3,250,755 12,233 0
GLOBALSTAR INC COM NEW 378973507 BBG001SPN4X1 753,200 31,983 SH   SOLE   29,435 2,548 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 113,976,272 2,767,086 SH   SOLE   2,547,511 219,575 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 40,535,079 984,100 SH Call SOLE   984,100 0 0
GREEN PLAINS INC COM 393222104 BBG001SPVM17 6,515,487 1,080,512 SH   SOLE   896,402 184,110 0
HENRY SCHEIN INC COM 806407102 BBG001S6S7F1 36,525,000 500,000 SH   SOLE   460,850 39,150 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106 BBG001SD0CF5 58,482,254 2,174,870 SH   SOLE   2,007,189 167,681 0
KBR INC COM 48242W106 BBG001SP11V3 11,097,726 231,492 SH   SOLE   221,923 9,569 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZHB9 14,323,970 1,430,966 SH   SOLE   835,863 595,103 0
MAPLEBEAR INC COM 565394103 BBG00KG5VJG3 53,017,299 1,171,912 SH   SOLE   1,081,078 90,834 0
MASTEC INC COM 576323109 BBG001S95HF8 29,825,250 175,000 SH   SOLE   163,262 11,738 0
MBIA INC COM 55262C100 BBG001S5T021 10,719,014 2,469,819 SH   SOLE   2,221,972 247,847 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 16,599,000 300,000 SH   SOLE   276,870 23,130 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 55,330,000 1,000,000 SH Call SOLE   955,000 45,000 0
NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9M32 3,537,075 1,065,384 SH   SOLE   981,675 83,709 0
NEXTDECADE CORP COM 65342K105 BBG008GC7WN5 51,611,148 5,792,497 SH   SOLE   5,361,178 431,319 0
NEXTNAV INC COMMON STOCK 65345N106 BBG017XG00Z2 56,414,040 3,711,450 SH   SOLE   3,383,891 327,559 0
PARSONS CORP DEL COM 70202L102 BBG001SDWJQ3 578,179 8,056 SH   SOLE   8,056 0 0
PENN ENTERTAINMENT INC COM 707569109 BBG001S80PY6 4,698,166 262,908 SH   SOLE   229,881 33,027 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MZN4 49,372,888 3,481,868 SH   SOLE   3,216,587 265,281 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 28,866,000 200,000 SH   SOLE   184,581 15,419 0
SHARKNINJA INC COM SHS G8068L108 BBG01HN2K366 118,858,481 1,200,712 SH   SOLE   1,139,622 61,090 0
SHIFT4 PMTS INC CL A 82452J109 BBG00TX393M3 79,217,136 799,285 SH   SOLE   737,734 61,551 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 46,795,500 150,000 SH   SOLE   138,435 11,565 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 2,856,237 67,828 SH   SOLE   63,726 4,102 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 21,320,263 110,006 SH   SOLE   110,006 0 0
WAYFAIR INC CL A 94419L101 BBG001THKQ26 20,222,802 395,440 SH   SOLE   384,668 10,772 0
WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 23,996,250 375,000 SH   SOLE   346,088 28,912 0