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
Estimated average burden
hours per response: 23.8
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
ALGONQUIN PWR UTILS CORP COM 015857105   23,851,535 3,773,977 SH   SOLE   3,773,977 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,778,773 139,063 SH   SOLE   139,063 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   17,654,177 4,597,442 SH   SOLE   4,597,442 0 0
BGC GROUP INC CL A 088929104   63,116,511 8,741,899 SH   SOLE   8,741,899 0 0
BGC GROUP INC CALL 088929104   8,014,200 11,100 SH Call SOLE   11,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   37,570,241 801,413 SH   SOLE   801,413 0 0
CAESARS ENTERTAINMENT INC NE CALL 12769G100   23,440,000 5,000 SH Call SOLE   5,000 0 0
DELEK US HLDGS INC NEW COM 24665A103   28,503,221 1,104,776 SH   SOLE   1,104,776 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   6,956,171 396,589 SH   SOLE   396,589 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   35,149,635 2,547,075 SH   SOLE   2,547,075 0 0
ENERGY TRANSFER L P CALL 29273V100   18,427,140 13,353 SH Call SOLE   13,353 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   30,200,072 502,748 SH   SOLE   502,748 0 0
GEN DIGITAL INC COM 668771108   15,550,255 681,431 SH   SOLE   681,431 0 0
GEO GROUP INC NEW COM 36162J106   1,418,730 131,000 SH   SOLE   131,000 0 0
GOLAR LNG LTD SHS G9456A100   46,922,567 2,040,999 SH   SOLE   2,040,999 0 0
GOLAR LNG LTD CALL G9456A100   16,945,929 7,371 SH Call SOLE   7,371 0 0
INVESCO QQQ TR PUT 46090E103   143,332,000 3,500 SH Put SOLE   3,500 0 0
ISHARES TR PUT 464287655   240,852,000 12,000 SH Put SOLE   12,000 0 0
JD.COM INC SPON ADR CL A 47215P106   8,223,423 284,646 SH   SOLE   284,646 0 0
KBR INC COM 48242W106   33,636,585 607,049 SH   SOLE   607,049 0 0
MERSANA THERAPEUTICS INC COM 59045L106   2,933,795 1,264,567 SH   SOLE   1,264,567 0 0
MRC GLOBAL INC COM 55345K103   15,169,325 1,377,777 SH   SOLE   1,377,777 0 0
NCR VOYIX CORPORATION COM 62886E108   13,158,330 778,139 SH   SOLE   778,139 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   8,415,233 4,452,504 SH   SOLE   4,452,504 0 0
PATHWARD FINANCIAL INC COM 59100U108   23,178,365 437,906 SH   SOLE   437,906 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   7,106,433 1,166,902 SH   SOLE   1,166,902 0 0
PERRIGO CO PLC SHS G97822103   19,343,108 601,091 SH   SOLE   601,091 0 0
ROIVANT SCIENCES LTD SHS G76279101   9,081,005 808,638 SH   SOLE   808,638 0 0
SPDR S&P 500 ETF TR PUT 78462F103   237,655,000 5,000 SH Put SOLE   5,000 0 0
SPDR SER TR CALL 78464A870   22,322,500 2,500 SH Call SOLE   2,500 0 0
SPIRIT AIRLS INC COM 848577102   16,466,017 1,004,638 SH   SOLE   1,004,638 0 0
TALOS ENERGY INC COM 87484T108   13,598,786 955,642 SH   SOLE   955,642 0 0
TALOS ENERGY INC CALL 87484T108   6,403,500 4,500 SH Call SOLE   4,500 0 0
TELESAT CORP CL A & CL B SHS 879512309   6,959,803 667,287 SH   SOLE   667,287 0 0