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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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
AG MTG INVT TR INC COM NEW 001228501   5,040,873 823,672 SH   SOLE   823,672 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   24,701,892 219,670 SH   SOLE   219,670 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   19,931,574 149,884 SH   SOLE   149,884 0 0
AST SPACEMOBILE INC COM CL A 00217D100   2,673,069 921,748 SH   SOLE   921,748 0 0
BLADE AIR MOBILITY INC CL A COM 092667104   3,422,474 1,200,868 SH   SOLE   1,200,868 0 0
BOYD GAMING CORP COM 103304101   7,124,408 105,829 SH   SOLE   105,829 0 0
BUZZFEED INC CL A NEW 12430A300   518,625 1,110,309 SH   SOLE   1,110,309 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   965,580 114 SH Put SOLE   114 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   3,517,826 223,638 SH   SOLE   223,638 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   10,997,521 750,684 SH   SOLE   750,684 0 0
FTAI AVIATION LTD SHS G3730V105   9,280,132 137,892 SH   SOLE   137,892 0 0
GREAT ELM CAP CORP COM NEW 390320703   8,831,089 798,471 SH   SOLE   798,471 0 0
GREAT ELM GROUP INC COM NEW 39037G109   8,050,883 4,193,168 SH   SOLE   4,193,168 0 0
IAC INC COM NEW 44891N208   21,377,232 400,773 SH   SOLE   400,773 0 0
IDENTIV INC COM NEW 45170X205   6,895,334 870,623 SH   SOLE   870,623 0 0
JACK IN THE BOX INC COM 466367109   7,030,979 102,672 SH   SOLE   102,672 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103   20,009,569 510,318 SH   SOLE   510,318 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   16,852,396 91,331 SH   SOLE   91,331 0 0
MAPLEBEAR INC COM 565394103   9,136,050 245,000 SH   SOLE   245,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   5,668,930 120,079 SH   SOLE   120,079 0 0
MIDCAP FINANCIAL INVSTMNT CO COM NEW 03761U502   6,654,298 442,440 SH   SOLE   442,440 0 0
NEWS CORP NEW CL A 65249B109   28,171,251 1,076,060 SH   SOLE   1,076,060 0 0
NEWS CORP NEW CL B 65249B208   3,394,921 125,459 SH   SOLE   125,459 0 0
RITHM CAPITAL CORP COM NEW 64828T201   12,375,491 1,108,915 SH   SOLE   1,108,915 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   6,295,443 128,269 SH   SOLE   128,269 0 0
TRANSUNION COM 89400J107   10,089,114 126,430 SH   SOLE   126,430 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,528,344 71,806 SH   SOLE   71,806 0 0
VERADIGM INC COM 01988P108   3,465,000 450,000 SH   SOLE   450,000 0 0
WEX INC COM 96208T104   2,881,001 12,129 SH   SOLE   12,129 0 0
YUM BRANDS INC COM 988498101   6,932,500 50,000 SH   SOLE   50,000 0 0