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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 14,594 2,392,476 SH   SOLE   2,392,476 0 0
CONSTELLIUM SE CL A SHS F21107101 3,618 246,129 SH   SOLE   246,129 0 0
ENZO BIOCHEM INC COM 294100102 8,963 2,605,607 SH   SOLE   2,605,607 0 0
FRONTLINE LTD SHS NEW G3682E192 8,618 1,205,346 SH   SOLE   1,205,346 0 0
GROUP NINE ACQUISITION CORP UNIT 01/15/2026 39947R203 12,228 1,200,000 SH   SOLE   1,200,000 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 2,612 259,174 SH   SOLE   259,174 0 0
IAC INTERACTIVECORP NEW COM 44891N109 12,042 55,671 SH   SOLE   55,671 0 0
KKR & CO INC COM 48251W104 9,516 194,807 SH   SOLE   194,807 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 15,451 620,536 SH   SOLE   620,536 0 0
ENETI INC COM Y2294C107 4,074 193,704 SH   SOLE   193,704 0 0
REKOR SYSTEMS INC COM 759419104 1,582 79,136 SH   SOLE   79,136 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109 3,830 296,440 SH   SOLE   296,440 0 0
XPERI HOLDING CORP COM 98390M103 7,080 325,219 SH   SOLE   325,219 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 4,651 191,100 SH   SOLE   191,100 0 0
ISHARES TR JPMORGAN USD EMG 464288281 10,888 100,000 SH Put SOLE   0 0 100,000
INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 17,579 160,000 SH Put SOLE   0 0 160,000
CALUMET SPECIALTY PRODS PTNR UT LTD PARTNER 131476103 4,606 755,000 SH Call SOLE   0 0 755,000