ALLETE INC COM NEW 018522300 BBG001S77110 1283446 19329 SH SOLE 19329 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3555830 14600 SH SOLE 14600 0 0 AMERICAN WOODMARK CORPORATIO COM 030506109 BBG001S5NQ57 697375 10446 SH SOLE 10446 0 0 ANYWHERE REAL ESTATE INC COM 75605Y106 BBG001SSDCC1 810717 76555 SH SOLE 76555 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 BBG0068KVVC7 4247958 26568 SH SOLE 26568 0 0 BURFORD CAP LTD ORD SHS G17977110 BBG001T5RYX4 4313290 360643 SH SOLE 360643 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 763802 26420 SH SOLE 26420 0 0 CHART INDS INC COM 16115Q308 BBG001SQV7W4 4693117 23448 SH SOLE 23448 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3407063 21940 SH SOLE 21940 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH1G3 10226769 570054 SH SOLE 570054 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 BBG006Q52QW1 5944678 12304 SH SOLE 12304 0 0 INTERPUBLIC GROUP COS INC COM 460690100 BBG001S6RLK5 10309368 369379 SH SOLE 369379 0 0 ISHARES TR ULTRA SHORT DUR 46434V878 BBG005PCDCZ5 2303035 45380 SH SOLE 45380 0 0 KELLANOVA COM 487836108 BBG001S5SJL0 3290806 40122 SH SOLE 40122 0 0 KELLANOVA COM 487836108 BBG001S5SJL0 16404000 200000 SH Call SOLE 200000 0 0 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 4201101 72333 SH SOLE 72333 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 BBG006GNRZ92 622217 9825 SH SOLE 9825 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 BBG006GNSZX4 11483457 180728 SH SOLE 180728 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG001SNP2B2 4183203 25601 SH SOLE 25601 0 0 MAPLEBEAR INC COM 565394103 BBG00KG5VJG3 2662122 72419 SH SOLE 72419 0 0 MR COOPER GROUP INC COM 62482R107 BBG002V09956 526343 2497 SH SOLE 2497 0 0 MRC GLOBAL INC COM 55345K103 BBG001SN9P56 3044754 211148 SH SOLE 211148 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 11445621 38100 SH SOLE 38100 0 0 NORTHWESTERN ENERGY GROUP IN COM NEW 668074305 BBG001SM2G73 7618948 129994 SH SOLE 129994 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 3981305 29270 SH SOLE 29270 0 0 PITNEY BOWES INC COM 724479100 BBG001S5V171 116473 10208 SH SOLE 10208 0 0 PROASSURANCE CORP COM 74267C106 BBG001S9Z6F9 1003982 41850 SH SOLE 41850 0 0 RIOT PLATFORMS INC COM 767292105 BBG001SDW128 6456517 339281 SH SOLE 339281 0 0 SANDSTORM GOLD LTD COM NEW 80013R206 BBG001SSPFD0 11647656 930324 SH SOLE 930324 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 BBG001SKF1N8 1792893 46448 SH SOLE 46448 0 0 STEELCASE INC CL A 858155203 BBG001S89FD2 345720 20100 SH SOLE 20100 0 0 SYNOVUS FINL CORP COM NEW 87161C501 BBG001S5S3G1 7467228 152144 SH SOLE 152144 0 0 TXNM ENERGY INC COM 69349H107 BBG001S5V9J1 1999156 35352 SH SOLE 35352 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 6029397 120600 SH SOLE 120600 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 242108 3029 SH SOLE 3029 0 0 VERITEX HLDGS INC COM 923451108 BBG001T6ZGF2 461138 13753 SH SOLE 13753 0 0 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 2633019 100191 SH SOLE 100191 0 0