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

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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
AGRICULTURE & NAT SOL ACQ CO SHS CL A G0131Y100 5,595,000 500,000 SH SOLE 500,000 0 0
ALUSSA ENERGY ACQUISITION CO UNIT 99/99/9999 G0233J126 10,100,000 1,000,000 SH SOLE 1,000,000 0 0
ARCOSA INC COM 039653100 2,465,773 23,192 SH SOLE 23,192 0 0
BAIN CAP GSS INVT CORP ORD CL A G0R78B106 15,798,873 1,545,878 SH SOLE 1,545,878 0 0
BERTO ACQUISITION CORP ORD SHS G1051H101 2,747,007 270,908 SH SOLE 270,908 0 0
CANTOR EQUITY PARTNERS III I SHS CL A G1828A108 97,889 9,597 SH SOLE 9,597 0 0
CANTOR EQUITY PARTNERS IV IN SHS CL A G1828E100 97,690 9,503 SH SOLE 9,503 0 0
CATERPILLAR INC COM 149123101 5,390,706 9,410 SH SOLE 9,410 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 2,620,891 228,102 SH SOLE 228,102 0 0
CHURCHILL CAPITAL CORP IX CL A SHS G21301109 93,140 8,762 SH SOLE 8,762 0 0
CHURCHILL CAP CORP XI UNIT 12/10/2030 G2131A124 10,210 1,000 SH SOLE 1,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 2,717,522 186,643 SH SOLE 186,643 0 0
DIANA SHIPPING INC COM Y2066G104 87,598 52,770 SH SOLE 52,770 0 0
DRUGS MADE IN AMER ACQUTN CO ORD SHS G2847J104 7,511,250 750,000 SH SOLE 750,000 0 0
EQT CORP COM 26884L109 9,780,124 182,465 SH SOLE 182,465 0 0
GIGACLOUD TECHNOLOGY INC PUT G38644953 10,540,000 1,000,000 SH SOLE 1,000,000 0 0
GIGCAPITAL8 CORP ORD CL A G3864J100 3,708,750 375,000 SH SOLE 375,000 0 0
GIGCAPITAL8 CORP RIGHT 09/30/2030 G3864J118 19,375 62,500 SH SOLE 62,500 0 0
GIGCAPITAL8 CORP UNIT 09/30/2030 G3864J126 1,272,500 125,000 SH SOLE 125,000 0 0
GSR IV ACQUISITION CORP CL A SHS G4R12K107 4,995,000 500,000 SH SOLE 500,000 0 0
INFLECTION POINT ACQUISITION SHS CL A G1169T104 5,424,900 535,000 SH SOLE 535,000 0 0
PYROPHYTE ACQUISITION CORP. CL A SHS G7309T102 2,515,000 250,000 SH SOLE 250,000 0 0
SILVERBOX CORP V UNIT 99/99/9999 G8148S123 2,515,000 250,000 SH SOLE 250,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 1,472,786 32,038 SH SOLE 32,038 0 0
TEEKAY CORPORATION LTD SHS G8726T105 65,615,465 1,228,294 SH SOLE 1,228,294 0 0
TEXAS VENTURES ACQUISITION I USD CL A ORD SHS G8772L105 5,325,000 500,000 SH SOLE 500,000 0 0
VIKING ACQUISITION CORP I UNIT 99/99/9999 G9582G120 2,517,500 250,000 SH SOLE 250,000 0 0
VULCAN MATLS CO COM 929160109 5,017,305 17,591 SH SOLE 17,591 0 0