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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1STDIBS COM INC COM 320551104   4,990,357 1,257,017 SH   SOLE   1,257,017 0 0
ALGOMA STL GROUP INC COM 015658107   11,141,657 1,378,918 SH   SOLE   1,378,918 0 0
APPLOVIN CORP COM CL A 03831W108   23,047,337 1,463,323 SH   SOLE   1,463,323 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   12,305,235 3,015,989 SH   SOLE   3,015,989 0 0
BGC PARTNERS INC CL A 05541T101   47,003,621 8,987,308 SH   SOLE   8,987,308 0 0
BWX TECHNOLOGIES INC COM 05605H100   23,919,393 379,432 SH   SOLE   379,432 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   31,816,310 651,840 SH   SOLE   651,840 0 0
DELEK US HLDGS INC NEW COM 24665A103   24,401,863 1,063,262 SH   SOLE   1,063,262 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   30,985,331 2,484,790 SH   SOLE   2,484,790 0 0
ENERGY TRANSFER L P CALL 29273V100   35,657,965 28,595 SH Call SOLE   28,595 0 0
FLEX LTD ORD Y2573F102   13,209,535 574,078 SH   SOLE   574,078 0 0
FTAI AVIATION LTD SHS G3730V105   40,591,993 1,451,788 SH   SOLE   1,451,788 0 0
GEN DIGITAL INC COM 668771108   19,901,722 1,159,774 SH   SOLE   1,159,774 0 0
GOLAR LNG LTD SHS G9456A100   39,826,620 1,843,825 SH   SOLE   1,843,825 0 0
GOLAR LNG LTD CALL G9456A100   6,480,000 3,000 SH Call SOLE   3,000 0 0
INVESCO QQQ TR PUT 46090E103   128,372,000 4,000 SH Put SOLE   4,000 0 0
ISHARES TR PUT 464287655   124,880,000 7,000 SH Put SOLE   7,000 0 0
ISHARES TR PUT 464287432   106,370,000 10,000 SH Put SOLE   10,000 0 0
NCR CORP NEW COM 62886E108   32,772,101 1,389,237 SH   SOLE   1,389,237 0 0
NCR CORP NEW CALL 62886E108   7,383,670 3,130 SH Call SOLE   3,130 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   16,735,951 573,149 SH   SOLE   573,149 0 0
PATHWARD FINANCIAL INC COM 59100U108   26,352,249 635,147 SH   SOLE   635,147 0 0
SCHWAB CHARLES CORP COM 808513105   12,571,200 240,000 SH   SOLE   240,000 0 0
SPDR S&P 500 ETF TR PUT 78462F103   163,756,000 4,000 SH Put SOLE   4,000 0 0
SPIRIT AIRLS INC COM 848577102   3,193,362 185,985 SH   SOLE   185,985 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   10,774,790 510,170 SH   SOLE   510,170 0 0
TALOS ENERGY INC COM 87484T108   15,114,956 1,018,528 SH   SOLE   1,018,528 0 0
TELESAT CORP CL A & CL B SHS 879512309   7,659,443 890,633 SH   SOLE   890,633 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   30,435,152 649,214 SH   SOLE   649,214 0 0