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COM 855919106 BBG01TTP9H38 4534557 387569 SH SOLE 387569 0 0 SUMMIT HOTEL PPTYS INC COM 866082100 BBG0014KPS18 4776131 980725 SH SOLE 980725 0 0 SUNOPTA INC COM 8676EP108 BBG000G6JF31 31178407 8204844 SH SOLE 8204844 0 0 SURGERY PARTNERS INC COM 86881A100 BBG009T0TKV8 3100815 200700 SH SOLE 200700 0 0 SWEETGREEN INC COM CL A 87043Q108 BBG005NTTSP9 1384090 204747 SH SOLE 204747 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 17078618 56200 SH SOLE 56200 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVD3 7496800 20000 SH Call SOLE 20000 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVD3 11582556 30900 SH SOLE 30900 0 0 TASEKO MINES LTD COM 876511106 BBG000BCTV91 9444276 1668600 SH SOLE 1668600 0 0 TEADS HLDG CO COM 69002R103 BBG001HPDS98 24644 35011 SH SOLE 35011 0 0 TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 1316975 27500 SH SOLE 27500 0 0 TEEKAY CORPORATION LTD SHS G8726T105 BBG000BLCJG8 865995 95902 SH SOLE 95902 0 0 TEEKAY TANKERS LTD CL A G8726X106 BBG000QRMZH1 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SOLE 75600 0 0 UGI CORP NEW COM 902681105 BBG000BVYN55 1182788 31600 SH SOLE 31600 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 BBG000HSLV70 1193043 47100 SH SOLE 47100 0 0 UNITED AIRLS HLDGS INC COM 910047109 BBG000M65M61 11573370 103500 SH SOLE 103500 0 0 UNITED STATES ANTIMONY CORP COM 911549103 BBG000F3M1Q1 419170 83500 SH SOLE 83500 0 0 UNITI GROUP LLC COM SHS 912932100 BBG002B67HB2 667759 95258 SH SOLE 95258 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB8Q50 8742602 40100 SH SOLE 40100 0 0 UPLAND SOFTWARE INC COM 91544A109 BBG005KC3JR5 1111397 777201 SH SOLE 777201 0 0 UTZ BRANDS INC COM CL A 918090101 BBG00M8652H1 302058 29100 SH SOLE 29100 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 27541700 170000 SH Call SOLE 170000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 44504147 274700 SH SOLE 274700 0 0 VIATRIS INC COM 92556V106 BBG00Y4RQNH4 6160260 494800 SH SOLE 494800 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6Q1 7033988 43600 SH SOLE 43600 0 0 VNET GROUP INC SPONSORED ADS A 90138A103 BBG001M32Y18 4596318 543300 SH SOLE 543300 0 0 VOYAGER TECHNOLOGIES INC COM CL A 92892B103 BBG01V317FS3 331978 12700 SH SOLE 12700 0 0 WESTROCK COFFEE CO COM 96145W103 BBG016LHSDP8 2340250 575000 SH SOLE 575000 0 0 WHITEHORSE FIN INC COM 96524V106 BBG003CNYJ00 2032569 292456 SH SOLE 292456 0 0 WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS947 3394691 180281 SH SOLE 180281 0 0 WOLFSPEED INC COMMON STOCK 97785W106 BBG01XLDHDP0 4001619 229846 SH SOLE 229846 0 0 XBP GLOBAL HOLDINGS INC COM NEW 98400V200 BBG00ZDRLV60 689867 101302 SH SOLE 101302 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 BBG00NNG2ZJ8 958902 404600 SH SOLE 404600 0 0 XEROX HOLDINGS CORP NOTE 3.750% 3/1 98421MAE6 BBG01LV8KC74 2398787 8435000 PRN SOLE 8435000 0 0 XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW321 2853000 285300 SH SOLE 285300 0 0 XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TX96 3139745 381500 SH SOLE 381500 0 0 YETI HLDGS INC COM 98585X104 BBG00D8JC882 1400189 31700 SH SOLE 31700 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 BBG010FXVQ98 5720385 281100 SH SOLE 281100 0 0 ZIFF DAVIS INC COM 48123V102 BBG000F3CWW7 11198895 318603 SH SOLE 318603 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWJ4 266058 3900 SH SOLE 3900 0 0