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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 7,357,458 117,400 SH   SOLE 0 117,400 0 0
ALLY FINL INC COM 02005N100 BBG000BC2R71 75,237,600 2,820,000 SH Call SOLE 0 2,820,000 0 0
ALLY FINL INC COM 02005N100 BBG000BC2R71 45,303,440 1,698,030 SH   SOLE 0 1,698,030 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 370,333,800 2,830,000 SH Call SOLE 0 2,830,000 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 381,957,464 3,004,700 SH Call SOLE 0 3,004,700 0 0
BUMBLE INC COM CL A 12047B105 BBG00Z6RF483 15,051,803 1,008,834 SH   SOLE 0 1,008,834 0 0
CARVANA CO CL A 146869102 BBG00GCTWDJ3 74,073,710 1,764,500 SH Call SOLE 0 1,764,500 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQF9 37,037,492 12,470,536 SH   SOLE 0 12,470,536 0 0
FREYR BATTERY SHS L4135L100 BBG00Z737SJ9 1,828,860 374,000 SH   SOLE 0 374,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVW7 71,990,000 4,600,000 SH Call SOLE 0 4,600,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVW7 57,691,331 3,686,347 SH   SOLE 0 3,686,347 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 9,099,414 255,961 SH   SOLE 0 255,961 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 BBG0174VKJ51 9,229,116 2,866,185 SH   SOLE 0 2,866,185 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107 BBG01HRTJS51 20,477,773 4,144,003 SH   SOLE 0 4,144,003 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111 BBG00YRWDS54 1,310 68,228 SH   SOLE 0 68,228 0 0
INNOVID CORP *W EXP 11/30/202 457679116 BBG00Z2YDG50 982 14,028 SH   SOLE 0 14,028 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 171,969,600 480,000 SH Put SOLE 0 480,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 37,434,557 104,487 SH   SOLE 0 104,487 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 33,934,080 192,000 SH Put SOLE 0 192,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HY6 47,623,800 1,740,000 SH Call SOLE 0 1,740,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HY6 9,415,280 344,000 SH   SOLE 0 344,000 0 0
LENDINGTREE INC NOTE 0.500% 7/1 52603BAD9 BBG00W6WLPH5 17,876,250 22,700,000 PRN   SOLE 0 22,700,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 BBG000H0QBS7 66,768,000 3,900,000 SH Call SOLE 0 3,900,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 BBG000H0QBS7 169,549,906 9,903,616 SH   SOLE 0 9,903,616 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 BBG000BXWBN9 79,530,268 4,285,036 SH   SOLE 0 4,285,036 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TD4 2,765,822 84,042 SH   SOLE 0 84,042 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 BBG007FG0C23 1,181,563 6,702 SH   SOLE 0 6,702 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 205,643,850 685,000 SH Call SOLE 0 685,000 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 39,248,555 130,737 SH   SOLE 0 130,737 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 BBG00Z8MSWR5 887,665 487,728 SH   SOLE 0 487,728 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 30,312,120 786,919 SH   SOLE 0 786,919 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 BBG0105XBRR9 577,194 644,118 SH   SOLE 0 644,118 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 26,114,078 938,680 SH   SOLE 0 938,680 0 0
PEGASYSTEMS INC COM 705573103 BBG000H1RYG7 127,318,318 2,932,926 SH   SOLE 0 2,932,926 0 0
PENNYMAC CORP NOTE 5.500% 3/1 70932AAF0 BBG00ZHZ33Y9 1,795,000 2,000,000 PRN   SOLE 0 2,000,000 0 0
REALOGY GRP LLC/REALOGY CO NOTE 0.250% 6/1 75606DAP6 BBG01185M9Z4 760,000 1,000,000 PRN   SOLE 0 1,000,000 0 0
SINCLAIR INC CL A 829242106 BBG01GJ3NY88 160,491 14,304 SH   SOLE 0 14,304 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 2,035,873,500 4,762,500 SH Put SOLE 0 4,762,500 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWV8 30,207,327 812,899 SH   SOLE 0 812,899 0 0
SUNRUN INC NOTE 2/0 86771WAB1 BBG00Z1GMHN8 4,342,800 6,000,000 PRN   SOLE 0 6,000,000 0 0
TERRAN ORBITAL CORPORATION *W EXP 03/25/202 88105P111 BBG0101JBRH5 12,850 85,666 SH   SOLE 0 85,666 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DC3 3,010,000 500,000 SH Call SOLE 0 500,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DC3 37,898,669 6,295,460 SH   SOLE 0 6,295,460 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9JKWV5 3,938,463 46,853 SH   SOLE 0 46,853 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG000QS6MN9 93,496,570 1,443,071 SH   SOLE 0 1,443,071 0 0
UNITED HOMES GROUP INC *W EXP 03/30/202 91060H116 BBG00ZNLPWK0 23,090 39,449 SH   SOLE 0 39,449 0 0
VIZSLA SILVER CORP COM NEW 92859G202 BBG00L1MJZZ7 4,962,057 4,614,373 SH   SOLE 0 4,614,373 0 0