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
ALGOMA STL GROUP INC COM 015658107   9,065,196 1,333,117 SH   SOLE   1,333,117 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   14,546,818 167,706 SH   SOLE   167,706 0 0
ALTERYX INC COM CL A 02156B103   2,144,297 56,893 SH   SOLE   56,893 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   13,850,250 4,425,000 SH   SOLE   4,425,000 0 0
BGC GROUP INC CL A 088929104   49,636,345 9,400,823 SH   SOLE   9,400,823 0 0
BGC GROUP INC CALL 088929104   5,860,800 11,100 SH Call SOLE   11,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   30,351,139 654,825 SH   SOLE   654,825 0 0
CATALENT INC COM 148806102   16,919,085 371,603 SH   SOLE   371,603 0 0
DELEK US HLDGS INC NEW COM 24665A103   29,113,886 1,024,776 SH   SOLE   1,024,776 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   34,332,462 2,447,075 SH   SOLE   2,447,075 0 0
ENERGY TRANSFER L P CALL 29273V100   24,762,950 17,650 SH Call SOLE   17,650 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   22,141,328 400,603 SH   SOLE   400,603 0 0
FIDELITY NATL INFORMATION SV CALL 31620M106   5,775,715 1,045 SH Call SOLE   1,045 0 0
FLEX LTD ORD Y2573F102   20,053,452 743,271 SH   SOLE   743,271 0 0
GEN DIGITAL INC COM 668771108   12,776,823 722,671 SH   SOLE   722,671 0 0
GOLAR LNG LTD SHS G9456A100   47,209,936 1,945,999 SH   SOLE   1,945,999 0 0
GOLAR LNG LTD CALL G9456A100   2,246,476 926 SH Call SOLE   926 0 0
INVESCO QQQ TR PUT 46090E103   179,135,000 5,000 SH Put SOLE   5,000 0 0
ISHARES TR PUT 464287655   106,044,000 6,000 SH Put SOLE   6,000 0 0
KBR INC COM 48242W106   34,011,268 577,049 SH   SOLE   577,049 0 0
KBR INC CALL 48242W106   7,797,762 1,323 SH Call SOLE   1,323 0 0
MERSANA THERAPEUTICS INC COM 59045L106   2,975,145 2,342,634 SH   SOLE   2,342,634 0 0
MRC GLOBAL INC COM 55345K103   13,852,793 1,351,492 SH   SOLE   1,351,492 0 0
NCR CORP NEW COM 62886E108   15,002,143 556,253 SH   SOLE   556,253 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   7,280,000 4,000,000 SH   SOLE   4,000,000 0 0
PAR PAC HOLDINGS INC COM NEW 69888T207   15,584,482 433,625 SH   SOLE   433,625 0 0
PATHWARD FINANCIAL INC COM 59100U108   29,167,642 632,841 SH   SOLE   632,841 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   6,565,000 1,300,000 SH   SOLE   1,300,000 0 0
SPDR S&P 500 ETF TR PUT 78462F103   102,595,200 2,400 SH Put SOLE   2,400 0 0
SPIRIT AIRLS INC COM 848577102   19,134,027 1,159,638 SH   SOLE   1,159,638 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204   13,626,140 706,750 SH   SOLE   706,750 0 0
STAR BULK CARRIERS CORP. CALL Y8162K204   1,201,144 623 SH Call SOLE   623 0 0
TALOS ENERGY INC COM 87484T108   10,272,172 624,828 SH   SOLE   624,828 0 0
TELESAT CORP CL A & CL B SHS 879512309   9,519,810 665,721 SH   SOLE   665,721 0 0