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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
Estimated average burden
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
ALPHA METALLURGICAL RESOUR I COM 020764106 29,061 212,373 SH   SOLE   212,373 0 0
ALTC ACQUISITION CORP COM CL A 02156V109 4,880 500,000 SH   SOLE   500,000 0 0
ANTERO RESOURCES CORP COM 03674X106 52,963 1,734,791 SH   SOLE   1,734,791 0 0
ARCH RESOURCES INC CL A 03940R107 25,648 216,256 SH   SOLE   216,256 0 0
ARES ACQUISITION CORPORATION UNIT 99/99/9999 G33032114 3,968 400,000 SH   SOLE   400,000 0 0
ARGUS CAPITAL CORP UNIT 08/31/2028 04026L204 2,024 200,000 SH   SOLE   200,000 0 0
BLUE WHALE ACQUISITION CORP UNIT 07/30/2026 G1330M111 2,418 250,000 SH   SOLE   250,000 0 0
CC NEUBERGER PRINCIPAL HOLDN UNIT 99/99/9999 G1992N118 2,982 300,000 SH   SOLE   300,000 0 0
CF INDS HLDGS INC COM 125269100 19,251 200,015 SH   SOLE   200,015 0 0
CHESAPEAKE ENERGY CORP COM 165167735 53,009 562,672 SH   SOLE   562,672 0 0
CHURCHILL CAPITAL CORP VI UNIT 99/99/9999 17143W200 1,473 149,105 SH   SOLE   149,105 0 0
CONCORD ACQUISITION CORP II UNIT 99/99/9999 20607U207 1,461 150,000 SH   SOLE   150,000 0 0
CONCORD ACQUISITION CORP III UNIT 99/99/9999 20607V205 2,012 200,000 SH   SOLE   200,000 0 0
CORAZON CAPITAL V838 MONOCER UNIT 03/24/2026 G24237110 3,956 400,000 SH   SOLE   400,000 0 0
COVA ACQUISITION CORP UNIT 04/01/2021 G2554Y112 2,982 300,000 SH   SOLE   300,000 0 0
D R HORTON INC COM 23331A109 14,131 209,814 SH   SOLE   209,814 0 0
DIGITAL TRANSFORMATN OPT COR UNIT 03/31/2028 25401K206 2,735 278,826 SH   SOLE   278,826 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 13,997 690,865 SH   SOLE   690,865 0 0
EQT CORP COM 26884L109 49,410 1,212,517 SH   SOLE   1,212,517 0 0
FIFTH WALL ACQUISITN CORP II CLASS A ORD SHS G34142102 2,460 250,000 SH   SOLE   250,000 0 0
FINSERV ACQUISITION CORP II UNIT 02/17/2026 31809Y202 2,943 300,000 SH   SOLE   300,000 0 0
FOREST ROAD ACQUISITION COR UNIT 99/99/9999 34619V202 2,949 300,000 SH   SOLE   300,000 0 0
FRONTIER INVESTMENT CORP UNIT 06/29/2026 G36816117 200 20,370 SH   SOLE   20,370 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871 15,912 802,810 SH   SOLE   802,810 0 0
GOLDEN ARROW MERGER CORP UNIT 07/31/2026 380799205 3,743 380,000 SH   SOLE   380,000 0 0
HUDSON EXECUTIVE INVES III UNIT 02/22/2026 44376L206 7,373 750,000 SH   SOLE   750,000 0 0
HUDSON EXECUTIVE INVS CORP I UNIT 01/31/2027 443760202 3,453 350,000 SH   SOLE   350,000 0 0
HUMANA INC COM 444859102 19,929 41,074 SH   SOLE   41,074 0 0
IRIS ACQUISITION CORP UNIT 02/24/2026 89601Y200 2,940 300,000 SH   SOLE   300,000 0 0
JACKSON ACQUISITION CO UNIT 99/99/9999 46653C205 1,785 178,672 SH   SOLE   178,672 0 0
LERER HIPPEAU ACQUISITION CO CL A 526749106 3,932 400,000 SH   SOLE   400,000 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 987 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 44,541 189,180 SH   SOLE   189,180 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 16,320 518,593 SH   SOLE   518,593 0 0
OSIRIS ACQUISITION CORP UNIT 99/99/9999 68829A202 661 67,499 SH   SOLE   67,499 0 0
PEABODY ENERGY CORP COM 704551100 31,899 1,285,228 SH   SOLE   1,285,228 0 0
RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 2,979 300,000 SH   SOLE   300,000 0 0
SCREAMING EAGLE ACQUISITN CO UNIT 01/05/2027 G79407113 907 92,524 SH   SOLE   92,524 0 0
TARGET CORP COM 87612E106 40,227 271,091 SH   SOLE   271,091 0 0
TB SA ACQUISITION CORP UNIT 03/25/2028 G8657L113 1,980 200,000 SH   SOLE   200,000 0 0
TCV ACQUISITION CORP CL A SHS G8704C124 1,470 150,000 SH   SOLE   150,000 0 0
TECK RESOURCES LTD CL B 878742204 104,101 3,423,262 SH   SOLE   3,423,262 0 0
TWO COM CL A G9152V101 1,683 170,196 SH   SOLE   170,196 0 0
VALOR LATITUDE ACQUISITN COR UNIT 04/02/2026 G9460N114 2,961 300,000 SH   SOLE   300,000 0 0
WORKDAY INC CL A 98138H101 18,674 122,680 SH   SOLE   122,680 0 0
YAMANA GOLD INC COM 98462Y100 4,530 1,000,000 SH   SOLE   1,000,000 0 0