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
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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 21,669,183 249,329 SH   SOLE   249,329 0 0
ALLY FINL INC COM 02005N100 BBG000BC2R71 43,431,300 1,070,000 SH Call SOLE   1,070,000 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 187,595,200 1,040,000 SH Call SOLE   1,040,000 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 4,635,766 25,700 SH   SOLE   25,700 0 0
AURORA INNOVATION INC CLASS A COM 051774107 BBG00Z92Y6X1 846,000 300,000 SH Put SOLE   300,000 0 0
CINEMARK HLDGS INC COM 17243V102 BBG000QDVR53 301,932 16,802 SH   SOLE   16,802 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 64,076,296 465,265 SH   SOLE   465,265 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQF9 32,966,077 10,532,293 SH   SOLE   10,532,293 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVW7 67,443,355 2,752,790 SH   SOLE   2,752,790 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 2,542,123 37,773 SH   SOLE   37,773 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 BBG0174VKJ51 33,044,569 5,261,874 SH   SOLE   5,261,874 0 0
GENWORTH FINL INC COM CL A 37247D106 BBG000J5Q6L2 3,230,001 502,333 SH   SOLE   502,333 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107 BBG01HRTJS51 10,684,053 1,788,126 SH   SOLE   1,788,126 0 0
GRINDR INC COM 39854F101 BBG00YV3H700 11,011,421 1,087,011 SH   SOLE   1,087,011 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111 BBG00YRWDS54 274 19,542 SH   SOLE   19,542 0 0
INNOVID CORP *W EXP 11/30/202 457679116 BBG00Z2YDG50 623 13,853 SH   SOLE   13,853 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 BBG00NNN9QQ8 87,834,234 682,791 SH   SOLE   682,791 0 0
LENDINGTREE INC NOTE 0.500% 7/1 52603BAD9 BBG00W6WLPH5 21,027,010 22,700,000 PRN   SOLE   22,700,000 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 8,773,020 518,500 SH Call SOLE   518,500 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 80,780,902 4,774,285 SH   SOLE   4,774,285 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ3B1 20,669,829 1,171,759 SH   SOLE   1,171,759 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 233,078,400 480,000 SH Call SOLE   480,000 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 801,207 1,650 SH   SOLE   1,650 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 BBG00YB20ZW5 108,743 34,196 SH   SOLE   34,196 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206 BBG000Q5VCD4 150,354 29,195 SH   SOLE   29,195 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 38,632,849 570,732 SH   SOLE   570,732 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 BBG0105XBRR9 727,853 644,118 SH   SOLE   644,118 0 0
PEGASYSTEMS INC COM 705573103 BBG000H1RYG7 40,986,802 634,078 SH   SOLE   634,078 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 231,981,545 443,500 SH Put SOLE   443,500 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWV8 1,017,968 20,741 SH   SOLE   20,741 0 0
TERRAN ORBITAL CORPORATION *W EXP 03/25/202 88105P111 BBG0101JBRH5 5,242 32,843 SH   SOLE   32,843 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DC3 30,251,793 6,813,467 SH   SOLE   6,813,467 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 BBG01G9JKWV5 228,987 2,650 SH   SOLE   2,650 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG000QS6MN9 98,499,814 1,241,803 SH   SOLE   1,241,803 0 0
UNITED HOMES GROUP INC *W EXP 03/30/202 91060H116 BBG00ZNLPWK0 36,437 38,949 SH   SOLE   38,949 0 0
WIDEOPENWEST INC COM 96758W101 BBG00GBB6WF4 228,646 63,162 SH   SOLE   63,162 0 0
WM TECHNOLOGY INC COM 92971A109 BBG00PT7WC50 33,340 25,068 SH   SOLE   25,068 0 0