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
Expires: July 31, 2015
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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
AMERICAN EXCEPTIONALISM ACQU ORD CL A G0273J101 10,877,295 1,004,367 SH SOLE 1,004,367 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 18,040,382 1,121,217 SH SOLE 1,121,217 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 18,160,130 2,658,877 SH SOLE 2,658,877 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 2,626,135 3,845 SH Call SOLE 3,845 0 0
COMPASS INC CL A 20464U100 49,526,690 6,775,197 SH SOLE 6,775,197 0 0
COMPASS INC CL A 20464U100 7,394,796 10,116 SH Call SOLE 10,116 0 0
CORECIVIC INC COM 21871N101 40,829,300 2,159,138 SH SOLE 2,159,138 0 0
CORECIVIC INC COM 21871N101 5,673,000 3,000 SH Call SOLE 3,000 0 0
CORPAY INC COM SHS 219948106 34,758,465 119,449 SH SOLE 119,449 0 0
ELASTIC N V ORD SHS N14506104 31,744,150 635,010 SH SOLE 635,010 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 43,771,010 2,267,928 SH SOLE 2,267,928 0 0
FLUTTER ENTMT PLC SHS G3643J108 21,861,852 214,437 SH SOLE 214,437 0 0
GALAXY DIGITAL INC. CL A 36317J209 12,073,293 654,379 SH SOLE 654,379 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 23,475,452 582,662 SH SOLE 582,662 0 0
GEO GROUP INC COM 36162J106 28,924,395 1,720,666 SH SOLE 1,720,666 0 0
GOLAR LNG LTD SHS G9456A100 54,110,000 1,000,000 SH SOLE 1,000,000 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 7,266,000 350,000 SH SOLE 350,000 0 0
HUDSON PACIFIC PROPERTIES IN COM 444097406 20,956,689 3,545,971 SH SOLE 3,545,971 0 0
HUDSON PACIFIC PROPERTIES IN COM 444097406 858,216 10,165 SH Call SOLE 10,165 0 0
ICON PLC SHS G4705A100 12,284,920 111,015 SH SOLE 111,015 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 144,295,000 2,500 SH Put SOLE 2,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 384,400,000 15,500 SH Put SOLE 15,500 0 0
KILROY REALTY CORP COM 49427F108 21,157,500 750,000 SH SOLE 750,000 0 0
KYIVSTAR GROUP LTD ORD SHS G5331N101 16,719,707 1,652,145 SH SOLE 1,652,145 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 7,463,041 2,637,117 SH SOLE 2,637,117 0 0
MECHANICS BANCORP CL A 43785V102 8,584,515 582,001 SH SOLE 582,001 0 0
MERCURY GENL CORP NEW COM 589400100 22,680,642 257,296 SH SOLE 257,296 0 0
MICROSOFT CORP COM 594918104 33,315,300 90,000 SH SOLE 90,000 0 0
NEXTNAV INC COMMON STOCK 65345N106 8,811,000 550,000 SH SOLE 550,000 0 0
NINE ENERGY SERVICE INC COMMON STOCK 65441V200 20,919,250 2,551,128 SH SOLE 2,551,128 0 0
NOKIA CORP SPONSORED ADR 654902204 20,100,000 2,500,000 SH SOLE 2,500,000 0 0
ORTHOFIX MED INC COM 68752M108 6,410,594 558,901 SH SOLE 558,901 0 0
PG&E CORP COM 69331C108 22,113,655 1,258,603 SH SOLE 1,258,603 0 0
PROPETRO HLDG CORP COM 74347M108 32,906,287 2,283,573 SH SOLE 2,283,573 0 0
PVH CORPORATION COM 693656100 14,608,442 209,410 SH SOLE 209,410 0 0
ROCKET COS INC COM CL A 77311W101 28,500,000 2,000,000 SH SOLE 2,000,000 0 0
SHARPLINK INC COM NEW 820014405 9,893,771 1,533,918 SH SOLE 1,533,918 0 0
SOLVENTUM CORP COM SHS 83444M101 23,311,904 356,997 SH SOLE 356,997 0 0
STAR BULK CARRIERS CORP. SHS PAR Y8162K204 43,055,381 1,874,418 SH SOLE 1,874,418 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 227,619,000 3,500 SH Put SOLE 3,500 0 0
TALEN ENERGY CORP COM 87422Q109 21,808,197 68,315 SH SOLE 68,315 0 0
USA TODAY CO INC COM 36472T109 30,315,000 4,300,000 SH SOLE 4,300,000 0 0
VISTRA CORP COM 92840M102 36,740,652 244,400 SH SOLE 244,400 0 0