ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1C14 3360369 71300 SH SOLE 71300 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 BBG000FPNN38 874088 29600 SH SOLE 29600 0 0 ADEIA INC COM 00676P107 BBG00RBFBL50 810078 24600 SH SOLE 24600 0 0 ADOBE INC COM 00724F101 BBG000BB5006 4202910 20500 SH SOLE 20500 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 2556004 4400 SH SOLE 4400 0 0 ADVANSIX INC COM 00773T101 BBG00CWTTQ41 31615522 1590318 SH SOLE 1590318 0 0 ADVANTAGE SOLUTIONS INC COM NEW CL A 00791N201 BBG00PPWZ8C7 25137444 581347 SH SOLE 581347 0 0 AES CORP COM 00130H105 BBG000C23KJ3 7836210 534530 SH SOLE 534530 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 BBG000BJQWD2 886575 7500 SH SOLE 7500 0 0 ALGONQUIN POWER & UTILITIES COM 015857105 BBG000G28WZ0 216820 37000 SH SOLE 37000 0 0 ALGORHYTHM HLDGS INC COM NEW 829322502 BBG000ND96D8 131560 230000 SH SOLE 230000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 1679650 17500 SH SOLE 17500 0 0 ALIGHT INC COM CL A 01626W101 11918144 21282400 SH SOLE 21282400 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 78621400 220000 SH Call SOLE 220000 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 40096914 112200 SH SOLE 112200 0 0 ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106 BBG00NZ6JVD4 10465387 1617525 SH SOLE 1617525 0 0 AMAZON COM INC COM 023135106 BBG000BVPV84 50051400 210000 SH Call SOLE 210000 0 0 AMAZON COM INC COM 023135106 BBG000BVPV84 40539251 170090 SH SOLE 170090 0 0 AMC GLOBAL MEDIA INC CL A 00164V103 BBG000H01H92 18348230 1838500 SH SOLE 1838500 0 0 AMERICAN AIRLINES GROUP INC COM 02376R102 BBG005P7Q881 1931683 106900 SH SOLE 106900 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 BBG000BGXZB5 2569680 149400 SH SOLE 149400 0 0 AMERICAN VANGUARD CORP COM 030371108 BBG000DPXVW9 1412132 504333 SH SOLE 504333 0 0 AMKOR TECHNOLOGY INC COM 031652100 BBG000BCKGW7 379412 4400 SH SOLE 4400 0 0 ANDERSONS INC COM 034164103 BBG000BF8CN3 362520 5300 SH SOLE 5300 0 0 APOGEE ENTERPRISES INC COM 037598109 BBG000BC6L61 3707044 81046 SH SOLE 81046 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 BBG00ZNLTFK3 780846 6600 SH SOLE 6600 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG000DSJYS8 1048130 28100 SH SOLE 28100 0 0 APPLIED MATLS INC COM 038222105 BBG000BBPFB9 795300 1100 SH SOLE 1100 0 0 APPLOVIN CORP COM CL A 03831W108 BBG006HFPX77 5152300 10000 SH Call SOLE 10000 0 0 APPLOVIN CORP COM CL A 03831W108 BBG006HFPX77 4302171 8350 SH SOLE 8350 0 0 ARCBEST CORP COM 03937C105 BBG000C1PFY5 16090116 112095 SH SOLE 112095 0 0 ARDAGH METAL PACKAGING S A SHS L02235106 BBG00ZF0FGT2 2173290 458500 SH SOLE 458500 0 0 ARDENT HEALTH INC COM 03980N107 BBG00DM203B3 10597355 1076967 SH SOLE 1076967 0 0 ARDMORE SHIPPING CORP COM Y0207T100 BBG004SCC0R1 7943054 566956 SH SOLE 566956 0 0 ARIS MINING CORPORATION COM 04040Y109 BBG000K0VQL1 2574957 172700 SH SOLE 172700 0 0 ARKO CORP COM 041242108 BBG00YD8K411 2303108 286813 SH SOLE 286813 0 0 ARROW ELECTRS INC COM 042735100 BBG000BCD3D5 6402300 30000 SH Call SOLE 30000 0 0 ARROW ELECTRS INC COM 042735100 BBG000BCD3D5 6082185 28500 SH SOLE 28500 0 0 ASHFORD HOSPITALITY TR INC COM NEW 044103794 BBG000PRZVD1 1431737 441894 SH SOLE 441894 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG000K6MRN4 1671130 840 SH SOLE 840 0 0 ASTERA LABS INC COM 04626A103 BBG00TDKHW99 386416 800 SH SOLE 800 0 0 ATKORE INC COM 047649108 BBG000QTFDQ4 570300 7500 SH SOLE 7500 0 0 ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFR5 972375 12500 SH SOLE 12500 0 0 AVANTOR INC COM 05352A100 BBG00G2HHYD7 1980000 200000 SH Call SOLE 200000 0 0 AVANTOR INC COM 05352A100 BBG00G2HHYD7 7441830 751700 SH SOLE 751700 0 0 AVNET INC COM 053807103 BBG000BCPB71 888200 10000 SH Call SOLE 10000 0 0 AVNET INC COM 053807103 BBG000BCPB71 5950940 67000 SH SOLE 67000 0 0 AXON ENTERPRISE INC COM 05464C101 BBG000BHJWG1 616671 1100 SH SOLE 1100 0 0 B & G FOODS INC COM 05508R106 BBG000RKXRQ1 2150466 540318 SH SOLE 540318 0 0 BACKBLAZE INC COM CL A 05637B105 BBG0037X6HX3 1365546 86100 SH SOLE 86100 0 0 BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 4743035 41500 SH SOLE 41500 0 0 BALLYS CORPORATION COMMON STOCK 05875B304 BBG01QPXB2Q6 358558 26153 SH SOLE 26153 0 0 BARRICK MNG CORP COM SHS 06849F108 BBG000BB07P9 2927381 79700 SH SOLE 79700 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 BBG013QNJHP8 3509871 271242 SH SOLE 271242 0 0 BILL HOLDINGS INC COM 090043100 BBG00QVJV6V4 1992416 55100 SH SOLE 55100 0 0 BIT DIGITAL INC SHS G1144A105 BBG00JM2HVP5 605700 336500 SH SOLE 336500 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8P97 7458900 470000 SH Call SOLE 470000 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8P97 44021952 2773910 SH SOLE 2773910 0 0 BLACKSTONE INC COM 09260D107 BBG000BH0106 341243 2900 SH SOLE 2900 0 0 BLOCK INC CL A 852234103 BBG0018SLC07 5517600 72600 SH SOLE 72600 0 0 BLUELINX HLDGS INC COM NEW 09624H208 BBG000GZGZR0 2141048 34600 SH SOLE 34600 0 0 BOSTON BEER INC CL A 100557107 BBG000BCZBF1 212436 1200 SH SOLE 1200 0 0 BOYD GAMING CORP COM 103304101 BBG000BHX9P6 1457445 16500 SH SOLE 16500 0 0 BRAEMAR HOTELS & RESORTS INC COM 10482B101 BBG004PW84G9 405907 187920 SH SOLE 187920 0 0 BRAZE INC COM CL A 10576N102 BBG00294NX45 704925 32500 SH SOLE 32500 0 0 BRC GROUP HOLDINGS INC COM 05580M108 BBG000RTNP69 862604 107289 SH SOLE 107289 0 0 BRIGHTVIEW HLDGS INC COM 10948C107 BBG00L1LT6D6 6410508 452400 SH SOLE 452400 0 0 BROADCOM INC COM 11135F101 BBG00KHY5S69 9443750 25000 SH Call SOLE 25000 0 0 BROADCOM INC COM 11135F101 BBG00KHY5S69 30975500 82000 SH SOLE 82000 0 0 BROWN FORMAN CORP CL B 115637209 BBG000BD2NY8 3944200 148000 SH SOLE 148000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 8948000 100000 SH Call SOLE 100000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 6514144 72800 SH SOLE 72800 0 0 BUMBLE INC COM CL A 12047B105 BBG00Z6RF483 3900198 1218812 SH SOLE 1218812 0 0 CABLE ONE INC COM 12685J105 BBG000F02T51 823205 15500 SH SOLE 15500 0 0 CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKTF9 15478234 77152 SH SOLE 77152 0 0 CARIS LIFE SCIENCES INC COM 142152107 BBG00255V2N4 2356446 132236 SH SOLE 132236 0 0 CARLISLE COS INC COM 142339100 BBG000BGGBT8 979425 2700 SH SOLE 2700 0 0 CARLYLE GROUP INC COM 14316J108 BBG000BH3F20 21879345 519576 SH SOLE 519576 0 0 CARS COM INC COM 14575E105 BBG000HGTH33 1426576 130400 SH SOLE 130400 0 0 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 BBG00WNSJM49 7649184 1482400 SH SOLE 1482400 0 0 CELANESE CORP DEL COM 150870103 BBG000JYP7L8 7001200 152200 SH SOLE 152200 0 0 CELESTICA INC COM 15101Q207 BBG000BPS2C3 58368000 160000 SH Call SOLE 160000 0 0 CELESTICA INC COM 15101Q207 BBG000BPS2C3 52901472 145015 SH SOLE 145015 0 0 CELSIUS HLDGS INC COM NEW 15118V207 BBG000NY37X4 5856000 200000 SH Call SOLE 200000 0 0 CELSIUS HLDGS INC COM NEW 15118V207 BBG000NY37X4 12359088 422100 SH SOLE 422100 0 0 CEMEX SA EURO MTN BE 144A SPON ADR NEW 151290889 BBG000BPCTB2 4968000 414000 SH SOLE 414000 0 0 CENTERRA GOLD INC COM 152006102 BBG000PWGV23 1103639 69700 SH SOLE 69700 0 0 CF INDUSTRIES HOLD COM 125269100 BBG000BWJFZ4 882102 8148 SH SOLE 8148 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 BBG000VPGNR2 8219738 57800 SH SOLE 57800 0 0 CHURCHILL DOWNS INC COM 171484108 BBG000BGXMG9 2016900 22500 SH SOLE 22500 0 0 CINEMARK HLDGS INC COM 17243V102 BBG000QDVR53 3490300 110000 SH SOLE 110000 0 0 CIPHER DIGITAL INC COM 17253J106 BBG00XYHY0K2 1668450 68100 SH SOLE 68100 0 0 CLARITEV CORPORATION CL A NEW 62548M209 BBG00RLZ9M74 443430 13000 SH SOLE 13000 0 0 CLARUS CORP NEW COM 18270P109 BBG000C6QPN3 995369 315990 SH SOLE 315990 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 1408500 150000 SH Call SOLE 150000 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 9373098 998200 SH SOLE 998200 0 0 COEUR MNG INC COM NEW 192108504 BBG000BF8TF5 1085280 66500 SH SOLE 66500 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 BBG000BCWWV0 10824002 715400 SH SOLE 715400 0 0 COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 530280 21600 SH SOLE 21600 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 BBG000BDY3Y7 44704517 13384586 SH SOLE 13384586 0 0 COMMVAULT SYS INC COM 204166102 BBG000BG88X9 1374781 9700 SH SOLE 9700 0 0 COMPASS MINERALS INTL INC COM 20451N101 BBG000C42WS4 4424382 142126 SH SOLE 142126 0 0 CONCRETE PUMPING HLDGS INC COM 206704108 BBG00M8BB0W0 257870 21400 SH SOLE 21400 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG000J1QLT0 2781800 20000 SH Call SOLE 20000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 BBG000J1QLT0 6578957 47300 SH SOLE 47300 0 0 CORE SCIENTIFIC INC NEW *W EXP 01/23/202 21874A114 BBG01L5JV947 7652022 406374 SH SOLE 406374 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH011 6457892 252360 SH SOLE 252360 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ21 9954000 100000 SH Call SOLE 100000 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ21 38472210 386500 SH SOLE 386500 0 0 CORSAIR GAMING INC COM 22041X102 BBG00HMSHL83 785204 81200 SH SOLE 81200 0 0 COTY INC COM CL A 222070203 BBG000F395V1 8551693 3959117 SH SOLE 3959117 0 0 COVENANT LOGISTICS GROUP INC CL A 22284P105 BBG000DNYKG5 1325400 30000 SH Call SOLE 30000 0 0 COVENANT LOGISTICS GROUP INC CL A 22284P105 BBG000DNYKG5 9564970 216500 SH SOLE 216500 0 0 CRH PLC ORD G25508105 BBG000D3JXM1 342400 3200 SH SOLE 3200 0 0 CRITEO S A SPONS ADS 226718104 BBG005938P44 2087613 114202 SH SOLE 114202 0 0 CUMMINS INC COM 231021106 BBG000BGPTV6 641889 900 SH SOLE 900 0 0 CVR ENERGY INC COM 12662P108 BBG000QHV8S1 24140820 876573 SH SOLE 876573 0 0 DANAOS CORPORATION SHS Y1968P121 BBG000LSYD99 440532 3600 SH SOLE 3600 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 BBG001WWJTK5 7060761 619365 SH SOLE 619365 0 0 DELTA AIR LINES INC COM NEW 247361702 BBG000R7Z112 1873200 20000 SH Call SOLE 20000 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 BBG000G3RXX7 3471300 210000 SH Call SOLE 210000 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 BBG000G3RXX7 37063830 2242216 SH SOLE 2242216 0 0 DIGITAL TURBINE INC COM NEW 25400W102 BBG000HZ3562 904290 70100 SH SOLE 70100 0 0 DINE BRANDS GLOBAL INC COM 254423106 BBG000GZ9406 11700205 325911 SH SOLE 325911 0 0 DIVERSIFIED HEALTHCARE TR COM SH BEN INT 25525P107 BBG000BM2GS0 7276711 782442 SH SOLE 782442 0 0 DOCUSIGN INC COM 256163106 BBG000N7KJX8 3282638 73900 SH SOLE 73900 0 0 DOLE PLC ORD SHS G27907107 BBG011PCV4J9 4616780 336500 SH SOLE 336500 0 0 DOUGLAS ELLIMAN INC COM 25961D105 BBG013ZGQFG9 313403 177064 SH SOLE 177064 0 0 DOW HLDGS INC COM 260557103 BBG00BN96922 2071152 75700 SH SOLE 75700 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 BBG0134WCM78 2152152 85200 SH SOLE 85200 0 0 DREAM FINDERS HOMES INC COM CL A 26154D100 BBG00YN8LKP7 2186842 126700 SH SOLE 126700 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 BBG00YN8NCD6 1254600 90000 SH Call SOLE 90000 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 BBG00YN8NCD6 3451544 247600 SH SOLE 247600 0 0 DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XT9 2655000 300000 SH Call SOLE 300000 0 0 DXC TECHNOLOGY CO COM 23355L106 BBG00FN64XT9 19228395 2172700 SH SOLE 2172700 0 0 DYCOM INDS INC COM 267475101 BBG000C4SKT1 1112298 2200 SH SOLE 2200 0 0 DYNATRACE INC COM NEW 268150109 BBG00PNN7C40 5273591 120100 SH SOLE 120100 0 0 E L F BEAUTY INC COM 26856L103 BBG00DQ6VYP3 3366630 45495 SH SOLE 45495 0 0 ECHOSTAR CORP CL A 278768106 BBG000TGLV00 8120000 80000 SH Call SOLE 80000 0 0 ECOVYST INC COM 27923Q109 BBG00GX8YK99 5895673 473548 SH SOLE 473548 0 0 ELDORADO GOLD CORP NEW COM 284902509 BBG000BBH1K9 863936 27800 SH SOLE 27800 0 0 ENDEAVOUR SILVER CORP COM 29258Y103 BBG000K2HB18 960480 116000 SH SOLE 116000 0 0 ENERGIZER HLDGS INC COM 29272W109 BBG006FCB019 2572800 120000 SH Call SOLE 120000 0 0 ENERGIZER HLDGS INC COM 29272W109 BBG006FCB019 24058360 1122125 SH SOLE 1122125 0 0 ENERGY VAULT HOLDINGS INC COM 29280W109 BBG00YXTKKH0 477123 101300 SH SOLE 101300 0 0 ERMENEGILDO ZEGNA N V ORD SHS N30577105 BBG0018F35B8 1421784 109200 SH SOLE 109200 0 0 ERO COPPER CORP COM 296006109 BBG00J09YMM8 24347422 910184 SH SOLE 910184 0 0 EXPENSIFY INC COM CL A 30219Q106 BBG009PWV0L4 3096811 1730062 SH SOLE 1730062 0 0 FACTSET RESH SYS INC COM 303075105 BBG000BDJL83 2922016 12700 SH SOLE 12700 0 0 FERMI INC COM 314911108 BBG01X4QY3R1 1832000 200000 SH Call SOLE 200000 0 0 FERMI INC COM 314911108 BBG01X4QY3R1 30154922 3292022 SH SOLE 3292022 0 0 FIRST SOLAR INC COM 336433107 BBG000BFL116 11798000 50000 SH Call SOLE 50000 0 0 FIRST SOLAR INC COM 336433107 BBG000BFL116 9249632 39200 SH SOLE 39200 0 0 FIVE9 INC COM 338307101 BBG001KHJM17 1076660 50500 SH SOLE 50500 0 0 FLEX LTD ORD Y2573F102 BBG000BP5YT0 8103500 50000 SH Call SOLE 50000 0 0 FLEX LTD ORD Y2573F102 BBG000BP5YT0 794143 4900 SH SOLE 4900 0 0 FLOWERS FOODS INC COM 343498101 BBG000BB4D72 8358089 1057986 SH SOLE 1057986 0 0 FLUTTER ENTMT PLC SHS G3643J108 BBG000P2GPN9 2002532 19600 SH SOLE 19600 0 0 FMC CORP COM NEW 302491303 BBG000BJP882 3777750 328500 SH SOLE 328500 0 0 FORTUNA MNG CORP COM NEW 349942102 BBG000LDZ482 1143285 135300 SH SOLE 135300 0 0 FOX CORP CL A COM 35137L105 BBG00JHNJW99 1987296 38100 SH SOLE 38100 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG000BJDB15 1886700 30000 SH Call SOLE 30000 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG000BJDB15 9659904 153600 SH SOLE 153600 0 0 FRESHWORKS INC CLASS A COM 358054104 BBG0029KYGL5 2717220 268500 SH SOLE 268500 0 0 FRONTIER GROUP HLDGS INC COM 35909R108 BBG00GCTTK65 2379328 300800 SH SOLE 300800 0 0 FRONTLINE PLC COM M46528101 BBG000BTQNQ6 13916000 400000 SH Call SOLE 400000 0 0 FRONTLINE PLC COM M46528101 BBG000BTQNQ6 32831323 943700 SH SOLE 943700 0 0 FS KKR CAP CORP COM 302635206 BBG001YCZP63 12403650 1181300 SH SOLE 1181300 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 9198020 34000 SH Call SOLE 34000 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 6600932 24400 SH SOLE 24400 0 0 FULL HSE RESORTS INC COM 359678109 BBG000BHSGF7 2187262 783965 SH SOLE 783965 0 0 FUNKO INC COM CL A 361008105 BBG00HXSHDQ9 5207651 885655 SH SOLE 885655 0 0 G III APPAREL GROUP LTD COM 36237H101 BBG000C2YZ60 2472359 73342 SH SOLE 73342 0 0 GARTNER INC COM 366651107 BBG000BB65D0 2683134 20700 SH SOLE 20700 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 BBG00DYK7TL5 372372 12400 SH SOLE 12400 0 0 GIBRALTAR INDS INC COM 374689107 BBG000BKQDQ7 5524750 122500 SH SOLE 122500 0 0 GITLAB INC CLASS A COM 37637K108 BBG00DHTYPH8 2701905 88500 SH SOLE 88500 0 0 GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100 BBG00Y52B8J5 1315220 140066 SH SOLE 140066 0 0 GODADDY INC CL A 380237107 BBG006MDLY05 7639200 90000 SH Call SOLE 90000 0 0 GODADDY INC CL A 380237107 BBG006MDLY05 4948504 58300 SH SOLE 58300 0 0 GOLD FIELDS LTD SPONSORED ADR 38059T106 BBG000KHT4K7 1914630 57000 SH SOLE 57000 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 905520 137200 SH SOLE 137200 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 BBG000GQ7K93 2237669 211700 SH SOLE 211700 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 BBG000BJDPF9 1151750 425000 SH SOLE 425000 0 0 HAIN CELESTIAL GROUP INC COM 405217100 BBG000BQW085 5039192 8995345 SH SOLE 8995345 0 0 HARMONY GOLD MNG LTD SPONSORED ADR 413216300 BBG000BX93G1 4531059 297900 SH SOLE 297900 0 0 HAWKINS INC COM 420261109 BBG000BLLWV2 383670 2700 SH SOLE 2700 0 0 HAYWARD HLDGS INC COM 421298100 BBG00Z9CCRH5 2670933 154300 SH SOLE 154300 0 0 HELEN OF TROY LTD COM G4388N106 BBG000BL21Z7 16566993 569900 SH SOLE 569900 0 0 HERC HLDGS INC COM 42704L104 BBG000FNRZ69 3827178 26700 SH SOLE 26700 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NQ3 4511000 100000 SH Call SOLE 100000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NQ3 4244851 94100 SH SOLE 94100 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2214 17412500 250000 SH Call SOLE 250000 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2214 15719517 225693 SH SOLE 225693 0 0 HILLMAN SOLUTIONS CORP COM 431636109 BBG00XXPB3L3 4097620 485500 SH SOLE 485500 0 0 HILTON GRAND VACATIONS INC COM 43283X105 BBG00CBYY6M1 1937690 37000 SH SOLE 37000 0 0 HUBSPOT INC COM 443573100 BBG000N7MZ06 730040 4000 SH SOLE 4000 0 0 HUDBAY MINERALS INC COM 443628102 BBG000PM84L3 35896057 1522100 SH SOLE 1522100 0 0 HUDSON PACIFIC PROPERTIES IN COM 444097406 BBG000QC4T33 966084 63600 SH SOLE 63600 0 0 HUT 8 CORP COM 44812J104 BBG00K8H39V2 6926700 60000 SH Call SOLE 60000 0 0 HUT 8 CORP COM 44812J104 BBG00K8H39V2 15354185 133000 SH SOLE 133000 0 0 HYPERLIQUID STRATEGIES INC COM 44916Y106 BBG01Y593H53 746076 94800 SH SOLE 94800 0 0 ICHOR HOLDINGS SHS G4740B105 BBG00F9VSCH3 394552 3514 SH SOLE 3514 0 0 IES HOLDINGS INC COM 44951W106 BBG000PHV438 3673300 5000 SH Call SOLE 5000 0 0 INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 BBG00JBBPRZ6 14672736 1654198 SH SOLE 1654198 0 0 INFLECTION PT ACQUISIT CORP *W EXP 03/03/203 G4790S115 BBG022FZ5ZF0 133386 71713 SH SOLE 71713 0 0 INGEVITY CORP COM 45688C107 BBG009LM28K6 1735555 23243 SH SOLE 23243 0 0 INGRAM MICRO HLDG CORP COM 457152106 BBG01Q381K59 3291600 120000 SH Call SOLE 120000 0 0 INGRAM MICRO HLDG CORP COM 457152106 BBG01Q381K59 20243340 738000 SH SOLE 738000 0 0 INNVENTURE INC COM 45784M108 BBG01MRC3DH4 760500 150000 SH SOLE 150000 0 0 INSPIRED ENTMT INC COM 45782N108 BBG007FJ83S1 198132 24016 SH SOLE 24016 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 BBG000BLSL58 3850092 48600 SH SOLE 48600 0 0 INTERNATIONAL PAPER CO COM 460146103 BBG000BM5SR2 895350 23500 SH SOLE 23500 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 BBG003MN93C9 35997300 470000 SH Call SOLE 470000 0 0 INTERNATIONAL SEAWAYS INC COM Y41053102 BBG003MN93C9 44491973 580911 SH SOLE 580911 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 942592000 1280000 SH Call SOLE 1280000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 405020000 550000 SH Put SOLE 550000 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KQ2 14176300 310000 SH Call SOLE 310000 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KQ2 54015133 1181175 SH SOLE 1181175 0 0 ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 26247000 130000 SH Call SOLE 130000 0 0 ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 5309970 26300 SH SOLE 26300 0 0 ISHARES TR EXPANDED TECH 464287515 BBG000BGQ921 9060000 100000 SH Call SOLE 100000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 688030500 2290000 SH Call SOLE 2290000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 715071000 2380000 SH Put SOLE 2380000 0 0 J & J SNACK FOODS CORP COM 466032109 BBG000BMGPW0 1601210 21800 SH SOLE 21800 0 0 JABIL INC COM 466313103 BBG000BJNGN9 809508 2100 SH SOLE 2100 0 0 JAKKS PAC INC COM NEW 47012E403 BBG000GPK708 2835504 121800 SH SOLE 121800 0 0 JAMES HARDIE INDS PLC ORD SHS G4253H101 BBG000C1HL99 2641562 100900 SH SOLE 100900 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 BBG000G9CGL0 2867543 11900 SH SOLE 11900 0 0 KB HOME COM 48666K109 BBG000BMLWX8 1314390 21000 SH SOLE 21000 0 0 KEEL INFRASTRUCTURE CORP COM SHS 486917107 BBG021DN5TF5 36561854 6369661 SH SOLE 6369661 0 0 KEURIG DR PEPPER INC COM 49271V100 BBG000TJM7F0 14440476 441200 SH SOLE 441200 0 0 KINDERCARE LEARNING COMPANIE COM 49456W105 BBG0132WLLM5 2642115 621674 SH SOLE 621674 0 0 KLX ENERGY SERVICES HOLDINGS COM NEW 48253L205 BBG00KTFHJJ0 1784656 691727 SH SOLE 691727 0 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTQ2 1003850 42500 SH SOLE 42500 0 0 KYNDRYL HLDGS INC COMMON STOCK 50155Q100 BBG012W99DN6 1980381 175100 SH SOLE 175100 0 0 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLQ2 362712 8400 SH SOLE 8400 0 0 LENNAR CORP CL A 526057104 BBG000BN5HF7 732969 8100 SH SOLE 8100 0 0 LGI HOMES INC COM 50187T106 BBG0056655S1 872416 13700 SH SOLE 13700 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWHZ81 8563547 1099300 SH SOLE 1099300 0 0 LIBERTY MEDIA CORP DEL DEB 4.000%11/1 530715AG6 BBG00003TYS6 295515 6100000 PRN SOLE 6100000 0 0 LIFTOFF MOBILE INC COM 53229X101 BBG0082WD3M4 27161816 1130800 SH SOLE 1130800 0 0 LIMBACH HLDGS INC COM 53263P105 BBG006G0NGC4 15400000 200000 SH Call SOLE 200000 0 0 LIMBACH HLDGS INC COM 53263P105 BBG006G0NGC4 9278500 120500 SH SOLE 120500 0 0 LSB INDS INC COM 502160104 BBG000C1C526 16154367 1494391 SH SOLE 1494391 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RT7 343224 400 SH SOLE 400 0 0 LUXEXPERIENCE BV SPONSORED ADS 55406W103 BBG00YB20ZW5 2441201 328560 SH SOLE 328560 0 0 LYFT INC CL A COM 55087P104 BBG004M9ZHX5 2384352 163200 SH SOLE 163200 0 0 M/I HOMES INC COM 55305B101 BBG000BL9MZ4 1559663 9700 SH SOLE 9700 0 0 MACYS INC COM 55616P104 BBG000C46HM9 4498992 191040 SH SOLE 191040 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 28385576 70639 SH SOLE 70639 0 0 MAGNERA CORP COM SHS 55939A107 BBG000BKFNX9 3314616 282095 SH SOLE 282095 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 BBG0035WV4N9 1685355 73500 SH SOLE 73500 0 0 MAPLEBEAR INC COM 565394103 BBG00KG5VJF4 4735000 100000 SH Call SOLE 100000 0 0 MAPLEBEAR INC COM 565394103 BBG00KG5VJF4 14811080 312800 SH SOLE 312800 0 0 MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 10226800 40000 SH Call SOLE 40000 0 0 MARATHON PETE CORP COM 56585A102 BBG001DCCGR8 818144 3200 SH SOLE 3200 0 0 MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 BBG001J2R5H3 2068164 20300 SH SOLE 20300 0 0 MARTEN TRANS LTD COM 573075108 BBG000BPDJM1 520500 30000 SH Call SOLE 30000 0 0 MARTEN TRANS LTD COM 573075108 BBG000BPDJM1 1880740 108400 SH SOLE 108400 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 20852300 70000 SH Call SOLE 70000 0 0 MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 4706662 15800 SH SOLE 15800 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 2003040 3900 SH SOLE 3900 0 0 MATCH GROUP INC NEW COM 57667L107 BBG00VT0KNC3 3570612 93840 SH SOLE 93840 0 0 MATTEL INC COM 577081102 BBG000BNNYW1 10859379 782376 SH SOLE 782376 0 0 MAUI LD & PINEAPPLE INC COM 577345101 BBG000BB52X6 560070 31500 SH SOLE 31500 0 0 MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 7563000 150000 SH Call SOLE 150000 0 0 MCCORMICK & CO INC COM NON VTG 579780206 BBG000G6Y5W4 6040316 119800 SH SOLE 119800 0 0 MERITAGE HOMES CORP COM 59001A102 BBG000F4F1N0 863655 10300 SH SOLE 10300 0 0 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 53512550 95000 SH Call SOLE 95000 0 0 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 31544240 56000 SH SOLE 56000 0 0 METALLUS INC COM 887399103 BBG0057SF1Z2 940107 50300 SH SOLE 50300 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 29434395 25500 SH Call SOLE 25500 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 25625238 22200 SH SOLE 22200 0 0 MICROSOFT CORP COM 594918104 BBG000BPH459 7132142 19120 SH SOLE 19120 0 0 MODINE MFG CO COM 607828100 BBG000BP7CL4 44058300 165000 SH Call SOLE 165000 0 0 MODINE MFG CO COM 607828100 BBG000BP7CL4 13312549 49856 SH SOLE 49856 0 0 MOHAWK INDS INC COM 608190104 BBG000FLZN98 4853200 40000 SH Call SOLE 40000 0 0 MOHAWK INDS INC COM 608190104 BBG000FLZN98 4695471 38700 SH SOLE 38700 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 BBG000BS7KS3 3112904 79900 SH SOLE 79900 0 0 MONGODB INC CL A 60937P106 BBG0022FDRY8 554235 1650 SH SOLE 1650 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001NVJ6W4 773276 2800 SH SOLE 2800 0 0 NETEASE COM INC SPONSORED ADS 64110W102 BBG000BX72V8 922608 7200 SH SOLE 7200 0 0 NETFLIX INC. COM 64110L106 BBG000CL9VN6 7140000 100000 SH Call SOLE 100000 0 0 NETFLIX INC. COM 64110L106 BBG000CL9VN6 13124748 183820 SH SOLE 183820 0 0 NETSKOPE INC CL A 64119N608 BBG005CY8T44 825423 75450 SH SOLE 75450 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 BBG00MJH9LC4 139430 384000 SH SOLE 384000 0 0 NEWELL BRANDS INC COM 651229106 BBG000BQC9V2 9670500 1575000 SH SOLE 1575000 0 0 NEWMONT CORP COM 651639106 BBG000BPWXK1 3465140 37100 SH SOLE 37100 0 0 NINE ENERGY SERVICE INC COMMON STOCK 65441V200 BBG020W1T2N8 13420439 1031548 SH SOLE 1031548 0 0 NOKIA CORP SPONSORED ADR 654902204 BBG000BNGBW9 1992000 150000 SH Call SOLE 150000 0 0 NOMAD FOODS LTD USD ORD SHS G6564A105 BBG0071GM7Y0 4802670 438600 SH SOLE 438600 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 BBG000JK57G6 2493000 450000 SH Call SOLE 450000 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 BBG000JK57G6 39734869 7172359 SH SOLE 7172359 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 BBG000BSRN78 9499500 450000 SH Call SOLE 450000 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 BBG000BSRN78 14981767 709700 SH SOLE 709700 0 0 NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 5842400 40000 SH Call SOLE 40000 0 0 NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 13179432 90233 SH SOLE 90233 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 1143616 85600 SH SOLE 85600 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 BBG000HG21Y3 7337262 1389633 SH SOLE 1389633 0 0 NUSCALE PWR CORP CL A COM 67079K100 BBG00YG48NM6 1798379 179300 SH SOLE 179300 0 0 NUTANIX INC CL A 67059N108 BBG001NDW1Z7 1656200 32500 SH SOLE 32500 0 0 NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 BBG000PS9HF7 2964673 610015 SH SOLE 610015 0 0 NUVEEN FLOATING RATE INCOME COM 67072T108 BBG000JS9VM5 670358 87400 SH SOLE 87400 0 0 NVENT ELEC PLC SHS G6700G107 BBG00GNT7999 212013 1250 SH SOLE 1250 0 0 NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 60027000 300000 SH Call SOLE 300000 0 0 NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 52483607 262300 SH SOLE 262300 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 70257500 250000 SH Call SOLE 250000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 41845367 148900 SH SOLE 148900 0 0 O-I GLASS INC COM 67098H104 BBG00R2JZG39 3355092 348400 SH SOLE 348400 0 0 OKEANIS ECO TANKERS COR SHS Y64177101 BBG00SVDJ460 4425596 88300 SH SOLE 88300 0 0 OKLO INC COM CL A 02156V109 BBG0112CBLW3 1564667 29900 SH SOLE 29900 0 0 OKTA INC CL A 679295105 BBG001YV1SM4 764120 5600 SH SOLE 5600 0 0 OLIN CORP COM PAR $1 680665205 BBG000BQHTV3 1074244 54200 SH SOLE 54200 0 0 ON SEMICONDUCTOR CORP COM 682189105 BBG000DV7MX4 18908000 200000 SH Call SOLE 200000 0 0 ON SEMICONDUCTOR CORP COM 682189105 BBG000DV7MX4 16223064 171600 SH SOLE 171600 0 0 ORACLE CORP COM 68389X105 BBG000BQLTW7 16120500 110000 SH Call SOLE 110000 0 0 ORACLE CORP COM 68389X105 BBG000BQLTW7 2664279 18180 SH SOLE 18180 0 0 ORION S.A. COM L72967109 BBG006MC4LP7 3128969 471941 SH SOLE 471941 0 0 OSCAR HEALTH INC CL A 687793109 BBG00YMWFTZ2 1762536 61800 SH SOLE 61800 0 0 OWENS CORNING NEW COM 690742101 BBG000M44VW8 4705216 29600 SH SOLE 29600 0 0 PAMT CORP COM 693149106 BBG000BRQJZ9 322356 23009 SH SOLE 23009 0 0 PAPA JOHNS INTL INC COM 698813102 BBG000BFWF13 279452 7600 SH SOLE 7600 0 0 PARK HOTELS & RESORTS INC COM 700517105 BBG00FGXCJX5 4161314 292022 SH SOLE 292022 0 0 PAYCHEX INC COM 704326107 BBG000BQSQ38 2084596 21200 SH SOLE 21200 0 0 PAYCOM SOFTWARE INC COM 70432V102 BBG0064N0ZZ5 1483024 11800 SH SOLE 11800 0 0 PAYSAFE LIMITED SHS G6964L206 BBG00YT50779 4497732 602106 SH SOLE 602106 0 0 PBF ENERGY INC CL A 69318G106 BBG002832GV8 14566400 320000 SH Call SOLE 320000 0 0 PBF ENERGY INC CL A 69318G106 BBG002832GV8 51195252 1124676 SH SOLE 1124676 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 4325076 56700 SH SOLE 56700 0 0 PEDIATRIX MEDICAL GROUP INC COM 58502B106 BBG000H8LGK2 10280586 405866 SH SOLE 405866 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 BBG00JG0FFZ2 13831173 2340300 SH SOLE 2340300 0 0 PENGUIN SOLUTIONS INC COM 706915105 BBG00GLTQCX6 2006056 26392 SH SOLE 26392 0 0 PENN ENTERTAINMENT INC COM 707569109 BBG000CDZLV8 9561590 447640 SH SOLE 447640 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 BBG00LMYX123 6515080 74800 SH SOLE 74800 0 0 PERION NETWORK LTD SHS NEW M78673114 BBG000KBRG25 10117655 1041983 SH SOLE 1041983 0 0 PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 519500 50000 SH Call SOLE 50000 0 0 PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 13061269 1257100 SH SOLE 1257100 0 0 PETCO HEALTH & WELLNESS CO I CL A COM 71601V105 BBG00YFGTVN8 3050208 1121400 SH SOLE 1121400 0 0 PHIBRO ANIMAL HEALTH CORP CL A COM 71742Q106 BBG000C31ZH2 14485511 461322 SH SOLE 461322 0 0 PHOTRONICS INC COM 719405102 BBG000BR9JS6 3815769 117300 SH SOLE 117300 0 0 PINTEREST INC CL A 72352L106 BBG002583CV8 8178882 388915 SH SOLE 388915 0 0 PLAYTIKA HLDG CORP COM 72815L107 BBG00QQ8C789 4141617 1113338 SH SOLE 1113338 0 0 POOL CORP COM 73278L105 BBG000BCVG28 2535820 11800 SH SOLE 11800 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 BBG01QNB0RS1 9742908 398646 SH SOLE 398646 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 BBG000FBND22 24686822 706549 SH SOLE 706549 0 0 PVH CORPORATION COM 693656100 BBG000BRRG02 720322 9700 SH SOLE 9700 0 0 QUANEX BLDG PRODS CORP COM 747619104 BBG000TXVLZ6 5970317 320640 SH SOLE 320640 0 0 QXO INC COM NEW 82846H405 BBG000BV5627 1847232 106900 SH SOLE 106900 0 0 RANPAK HOLDINGS CORP COM CL A 75321W103 BBG00JRXX6Y9 4152811 568100 SH SOLE 568100 0 0 RED ROBIN GOURMET BURGERS IN COM 75689M101 BBG000MXH9C1 837640 104836 SH SOLE 104836 0 0 REDDIT INC CL A 75734B100 BBG005K1D4S0 5606634 32300 SH SOLE 32300 0 0 RENT THE RUNWAY INC CL A NEW 76010Y202 BBG001J049S2 304463 96655 SH SOLE 96655 0 0 REPUBLIC AWYS HLDGS INC COM SHS 590479408 BBG00LFWMKM3 2330009 110900 SH SOLE 110900 0 0 RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28K89 911230 29300 SH SOLE 29300 0 0 RIOT PLATFORMS INC COM 767292105 BBG000BQ4512 2069928 75600 SH SOLE 75600 0 0 RLJ LODGING TR COM 74965L101 BBG001HPC9F4 6372930 537800 SH SOLE 537800 0 0 ROBLOX CORP CL A 771049103 BBG001R1GCT0 1598772 29400 SH SOLE 29400 0 0 ROCKET COS INC COM CL A 77311W101 BBG00VY1MYW7 1034775 65700 SH SOLE 65700 0 0 RYERSON HLDG CORP COM 783754104 BBG000Q7V224 612789 24900 SH SOLE 24900 0 0 S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 447986 1100 SH SOLE 1100 0 0 SABRE CORP COM 78573M104 BBG005WQVVH4 2276846 1089400 SH SOLE 1089400 0 0 SALESFORCE INC COM 79466L302 BBG000BN2DC2 10950534 69900 SH SOLE 69900 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 BBG000LR8515 5543587 392050 SH SOLE 392050 0 0 SANDISK CORP COM 80004C200 BBG01R388JG1 5343266 2350 SH SOLE 2350 0 0 SANMINA CORP COM 801056102 BBG000BHBTX7 5061600 20000 SH Call SOLE 20000 0 0 SANMINA CORP COM 801056102 BBG000BHBTX7 16926750 66883 SH SOLE 66883 0 0 SAP SE SPON ADR 803054204 BBG000BDSLD7 2342472 15200 SH SOLE 15200 0 0 SCORPIO TANKERS INC SHS Y7542C130 BBG000Q1TVZ0 2077800 30000 SH Call SOLE 30000 0 0 SCORPIO TANKERS INC SHS Y7542C130 BBG000Q1TVZ0 17972970 259500 SH SOLE 259500 0 0 SCRIPPS E W CO OHIO CL A NEW 811054402 BBG000C78J55 564219 203689 SH SOLE 203689 0 0 SELECT WATER SOLUTIONS INC CL A COM 81617J301 BBG00G4Y2DC1 219780 11000 SH SOLE 11000 0 0 SERVICENOW INC COM 81762P102 BBG000M1R011 2213944 22300 SH SOLE 22300 0 0 SHARONAI HOLDINGS INC COM CL A 778920306 BBG013B8HDZ7 9363396 110600 SH SOLE 110600 0 0 SHIFT4 PMTS INC CL A 82452J109 BBG00TX393L4 5009142 102984 SH SOLE 102984 0 0 SILGAN HLDGS INC COM 827048109 BBG000BPDDB6 2523616 54400 SH SOLE 54400 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG000GT7XY1 6666600 20000 SH Call SOLE 20000 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG000GT7XY1 20491462 61475 SH SOLE 61475 0 0 SIMPLY GOOD FOODS CO COM 82900L102 BBG00GVP5JL4 5199120 391500 SH SOLE 391500 0 0 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 BBG01KJQM3Y8 7588826 256900 SH SOLE 256900 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001C108 BBG01K8GRMX6 2090297 98136 SH SOLE 98136 0 0 SK TELECOM CO LTD SPONSORED ADR 78440P306 BBG000BLN497 12864000 400000 SH Call SOLE 400000 0 0 SK TELECOM CO LTD SPONSORED ADR 78440P306 BBG000BLN497 15758400 490000 SH SOLE 490000 0 0 SKEENA RES LTD NEW COM 83056P715 BBG000FCR8D5 517204 19400 SH SOLE 19400 0 0 SKILLSOFT CORP CL A 83066P309 BBG00PP0KFT9 663382 128066 SH SOLE 128066 0 0 SMUCKER J M CO COM NEW 832696405 BBG000BT1715 405000 3600 SH SOLE 3600 0 0 SONOCO PRODS CO COM 835495102 BBG000D7HF89 1690500 30000 SH Call SOLE 30000 0 0 SONOCO PRODS CO COM 835495102 BBG000D7HF89 6316835 112100 SH SOLE 112100 0 0 SOUTHWEST AIRLS CO COM 844741108 BBG000BNJHS8 7713000 150000 SH Call SOLE 150000 0 0 SOUTHWEST AIRLS CO COM 844741108 BBG000BNJHS8 2149356 41800 SH SOLE 41800 0 0 SPRINKLR INC CL A 85208T107 BBG0043NCD05 1900428 368300 SH SOLE 368300 0 0 SPROUT SOCIAL INC COM CL A 85209W109 BBG001K1CT23 8336710 1104200 SH SOLE 1104200 0 0 SSR MINING IN COM 784730103 BBG000C0RWX9 3738616 132200 SH SOLE 132200 0 0 STAGWELL INC COM CL A 85256A109 BBG00ZV0HVZ2 1481542 199400 SH SOLE 199400 0 0 STARZ ENTERTAINMENT CORP. COM 855919106 BBG01TTP9H38 35866631 1242780 SH SOLE 1242780 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 291240300 390000 SH Call SOLE 390000 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 619819100 830000 SH Put SOLE 830000 0 0 STEPAN CO COM 858586100 BBG000BSMFN2 3566080 64000 SH SOLE 64000 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 BBG000BD4GX2 5242300 70000 SH Call SOLE 70000 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 BBG000BD4GX2 7803538 104200 SH SOLE 104200 0 0 SUJA LIFE INC COM SHS CL A 86508F102 BBG005YQBQG6 2717800 267500 SH SOLE 267500 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG000MYZDJ3 1466500 50000 SH Call SOLE 50000 0 0 SUPER MICRO COMPUTER INC COM NEW 86800U302 BBG000MYZDJ3 1545691 52700 SH SOLE 52700 0 0 SURGERY PARTNERS INC COM 86881A100 BBG009T0TKV8 3371760 200700 SH SOLE 200700 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 4775700 10000 SH Call SOLE 10000 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 28510929 59700 SH SOLE 59700 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVD3 26898200 70000 SH Call SOLE 70000 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVVD3 20365780 53000 SH SOLE 53000 0 0 TEADS HLDG CO COM 69002R103 BBG001HPDS98 26850 35011 SH SOLE 35011 0 0 TECK RESOURCES LTD CL B 878742204 BBG000BSJTT0 3305976 55600 SH SOLE 55600 0 0 TEEKAY TANKERS LTD CL A G8726X106 BBG000QRMZH1 25366505 391036 SH SOLE 391036 0 0 TELADOC HEALTH INC COM 87918A105 BBG0019T5SG0 562224 66300 SH SOLE 66300 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 BBG000BV0VK7 2746142 74200 SH SOLE 74200 0 0 TENABLE HLDGS INC COM 88025T102 BBG00LBLCD02 940440 25500 SH SOLE 25500 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 BBG00LDC5RK5 876750 105000 SH Call SOLE 105000 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 BBG00LDC5RK5 289745 34700 SH SOLE 34700 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 BBG000CPHYL4 12365988 66100 SH SOLE 66100 0 0 TERADYNE INC COM 880770102 BBG000BV4DR6 677376 1400 SH SOLE 1400 0 0 TERAWULF INC COM 88080T104 BBG0122MC900 1548690 62700 SH SOLE 62700 0 0 TERRESTRIAL ENERGY INC *W EXP 10/28/203 881454110 BBG01Q7B10R8 238632 73200 SH SOLE 73200 0 0 TERRESTRIAL ENERGY INC COM SHS 881454102 BBG01Q79WXF0 1171032 165400 SH SOLE 165400 0 0 TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 774982 2600 SH SOLE 2600 0 0 TFI INTERNATIONAL INC COM 87241L109 BBG000HJS1F0 976276 6800 SH SOLE 6800 0 0 THE ONE GROUP HOSPITALITY IN COM 88338K103 BBG001QJ1RL3 2586852 1286991 SH SOLE 1286991 0 0 THOMSON REUTERS CORP COM 884903881 BBG000BBS9F6 337705 4135 SH SOLE 4135 0 0 TITAN AMER SA COMMON SHARES B9151N105 BBG01RR0G8G7 24597743 1318207 SH SOLE 1318207 0 0 TITAN INTL INC ILL COM 88830M102 BBG000BBNFG6 1837293 238300 SH SOLE 238300 0 0 TOAST INC CL A 888787108 BBG00BTJVK94 4157476 149442 SH SOLE 149442 0 0 TOLL BROTHERS INC COM 889478103 BBG000BVHBM1 856700 5200 SH SOLE 5200 0 0 TORM PLC SHS CL A G89479102 BBG00JG0MYJ1 24749807 949724 SH SOLE 949724 0 0 TOWNSQUARE MEDIA INC CL A 892231101 BBG002VH4NJ8 1514535 214220 SH SOLE 214220 0 0 TRAVEL PLUS LEISURE CO COM 894164102 BBG000PV2L86 7153848 93600 SH SOLE 93600 0 0 TREDEGAR CORP COM 894650100 BBG000BLVNB3 384070 48250 SH SOLE 48250 0 0 TREKOR METALS LTD COM 89472Y107 BBG000BCTV91 6708688 975100 SH SOLE 975100 0 0 TREX INC COM 89531P105 BBG000BTGKK9 642263 12835 SH SOLE 12835 0 0 TRIMAS CORP COM NEW 896215209 BBG000C1NCH3 4503000 100000 SH Call SOLE 100000 0 0 TRIMAS CORP COM NEW 896215209 BBG000C1NCH3 2057871 45700 SH SOLE 45700 0 0 TRIPADVISOR INC COM 896945201 BBG001M8HHB7 834939 60900 SH SOLE 60900 0 0 TSAKOS ENERGY NAVIGATION LTD SHS G9108L173 BBG000BRM155 7074000 200000 SH Call SOLE 200000 0 0 TSAKOS ENERGY NAVIGATION LTD SHS G9108L173 BBG000BRM155 28281640 799594 SH SOLE 799594 0 0 TTM TECHNOLOGIES INC COM 87305R109 BBG000BYQ0B1 916398 4900 SH SOLE 4900 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 7122192 98700 SH SOLE 98700 0 0 UGI CORP NEW COM 902681105 BBG000BVYN55 1091464 31600 SH SOLE 31600 0 0 ULTRA CLEAN HLDGS INC COM 90385V107 BBG000HSLV70 2666433 18700 SH SOLE 18700 0 0 UNITED AIRLS HLDGS INC COM 910047109 BBG000M65M61 1822266 13400 SH SOLE 13400 0 0 UNITED PARKS & RESORTS INC COM 81282V100 BBG003RY97K2 4239312 88800 SH SOLE 88800 0 0 UNITED STATES ANTIMONY CORP COM 911549103 BBG000F3M1Q1 151371 20850 SH SOLE 20850 0 0 UNITI GROUP LLC COM SHS 912932100 BBG002B67HB2 546305 47629 SH SOLE 47629 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 BBG000CB8Q50 10586728 71200 SH SOLE 71200 0 0 UPLAND SOFTWARE INC COM NEW 91544A208 BBG005KC3JR5 362952 77720 SH SOLE 77720 0 0 UTZ BRANDS INC COM CL A 918090101 BBG00M8652H1 8420720 1093600 SH SOLE 1093600 0 0 VAIL RESORTS INC COM 91879Q109 BBG000BCMWM1 2137555 15700 SH SOLE 15700 0 0 VALERO ENERGY CORP COM 91913Y100 BBG000BBGGQ1 10417600 40000 SH Call SOLE 40000 0 0 VALERO ENERGY CORP COM 91913Y100 BBG000BBGGQ1 807364 3100 SH SOLE 3100 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG000PLNQN7 2052240 27200 SH SOLE 27200 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 14397260 43000 SH Call SOLE 43000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 3883912 11600 SH SOLE 11600 0 0 VIATRIS INC COM 92556V106 BBG00Y4RQNH4 7554116 475700 SH SOLE 475700 0 0 VISA INC COM CL A 92826C839 BBG000PSKYX7 1578214 4600 SH SOLE 4600 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 BBG000BWKB81 2151200 40000 SH Call SOLE 40000 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 BBG000BWKB81 12009074 223300 SH SOLE 223300 0 0 VISTANCE NETWORKS INC COM 20337X109 BBG004LTL7L2 576378 45100 SH SOLE 45100 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6Q1 3172600 20000 SH Call SOLE 20000 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6Q1 6710049 42300 SH SOLE 42300 0 0 VNET GROUP INC SPONSORED ADS A 90138A103 BBG001M32Y18 7031784 874600 SH SOLE 874600 0 0 VOYAGER TECHNOLOGIES INC COM CL A 92892B103 BBG01V317FS3 409575 12700 SH SOLE 12700 0 0 WERNER ENTERPRISES INC COM 950755108 BBG000BWPP85 1308300 30000 SH Call SOLE 30000 0 0 WERNER ENTERPRISES INC COM 950755108 BBG000BWPP85 4251975 97500 SH SOLE 97500 0 0 WHITEHORSE FIN INC COM 96524V106 BBG003CNYJ00 1377895 205656 SH SOLE 205656 0 0 WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS947 3463200 120000 SH Call SOLE 120000 0 0 WILLSCOT HLDGS CORP COM CL A 971378104 BBG00B0FS947 2498728 86581 SH SOLE 86581 0 0 WIX COM LTD SHS M98068105 BBG005CM7J89 4537000 100000 SH Call SOLE 100000 0 0 WIX COM LTD SHS M98068105 BBG005CM7J89 15698020 346000 SH SOLE 346000 0 0 WOLFSPEED INC COMMON STOCK 97785W106 BBG01XLDHDP0 1251895 25946 SH SOLE 25946 0 0 WORKDAY INC CL A 98138H101 BBG000VC0T95 6684132 54600 SH SOLE 54600 0 0 X-ENERGY INC COM CL A 98386P102 BBG005DX1RC7 1439424 78400 SH SOLE 78400 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 BBG00NNG2ZJ8 1266398 404600 SH SOLE 404600 0 0 XEROX HOLDINGS CORP NOTE 3.750% 3/1 98421MAE6 BBG01LV8KC74 2998094 8435000 PRN SOLE 8435000 0 0 XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW321 3369393 285300 SH SOLE 285300 0 0 XPONENTIAL FITNESS INC COM CL A 98422X101 BBG011M1TX96 2639980 381500 SH SOLE 381500 0 0 YETI HLDGS INC COM 98585X104 BBG00D8JC882 1571052 31700 SH SOLE 31700 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 BBG010FXVQ98 6610512 335900 SH SOLE 335900 0 0 ZIFF DAVIS INC COM 48123V102 BBG000F3CWW7 5237000 100000 SH Call SOLE 100000 0 0 ZIFF DAVIS INC COM 48123V102 BBG000F3CWW7 31225822 596254 SH SOLE 596254 0 0 ZOETIS INC CL A 98978V103 BBG0039320N9 3593000 50000 SH Call SOLE 50000 0 0 ZOETIS INC CL A 98978V103 BBG0039320N9 8580084 119400 SH SOLE 119400 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JM8 2563407 29700 SH SOLE 29700 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ3M8 1971304 672800 SH SOLE 672800 0 0