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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AerCap Holdings NV SHS N00985106 4,579,400 70,000 SH   SOLE   70,000 0 0
Discovery Inc COM SER A 25470F302 687,000 30,000 SH   SOLE   30,000 0 0
Encompass Health Corp COM 29261A100 1,174,680 18,000 SH   SOLE   18,000 0 0
Gannett Co Inc COM 36472T109 637 119,520 SH   SOLE   119,520 0 0
Golden Star Resources Ltd COM 38119T807 13,989 3,652,464 SH   SOLE   3,652,464 0 0
Knowbe4 Inc CL A 49926T104 305 13,296 SH   SOLE   13,296 0 0
M&T Bank Corp COM 55261F104 1,062 6,912 SH   SOLE   6,912 0 0
MoneyGram International Inc COM NEW 60935Y208 781,110 99,000 SH   SOLE   99,000 0 0
Nuance Communications Inc COM 67020Y100 38,599 697,739 SH   SOLE   697,739 0 0
SentinelOne Inc CL A 81730H109 473 9,375 SH   SOLE   9,375 0 0
Shaw Communications Inc CL B CONV 82028K200 7,889 260,000 SH   SOLE   260,000 0 0
Trinseo PLC SHS G9059U107 472,140 9,000 SH   SOLE   9,000 0 0
Tronox Holdings PLC SHS G9087Q102 865,080 36,000 SH   SOLE   36,000 0 0
Verso Corp CL A 92531L207 4,472 165,491 SH   SOLE   165,491 0 0
Vontier Corp COM 928881101 3,411,030 111,000 SH   SOLE   111,000 0 0
Xilinx Inc COM 983919101 21,203,000 100,000 SH   SOLE   100,000 0 0