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
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
BIO-TECHNE CORP COM 09073M104 4,592,250 65,000 SH SOLE 65,000 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 1,587,000 100,000 SH Call SOLE 100,000 0 0
BLACKLINE INC COM 09239B109 603,505 21,500 SH SOLE 21,500 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,253,480 35,600 SH SOLE 35,600 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 12,411,150 485,000 SH Call SOLE 485,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 157,800 10,000 SH SOLE 10,000 0 0
ELECTRONIC ARTS INC COM 285512109 11,191,083 54,580 SH SOLE 54,580 0 0
FACTORIAL ENERGY INC *W EXP 06/04/203 30347G111 1,453,199 1,068,529 SH SOLE 1,068,529 0 0
GLOBALSTAR INC COM NEW 378973507 17,639,930 217,000 SH SOLE 217,000 0 0
GLOBALSTAR INC COM NEW 378973507 4,454,692 54,800 SH Call SOLE 54,800 0 0
IAMGOLD CORP COM 450913108 5,121,658 323,337 SH SOLE 323,337 0 0
IAMGOLD CORP COM 450913108 5,148,000 325,000 SH Call SOLE 325,000 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 8,093,810 155,800 SH SOLE 155,800 0 0
KENVUE INC COM 49177J102 5,851,482 306,200 SH SOLE 306,200 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 9,043,394 271,900 SH SOLE 271,900 0 0
NCR ATLEOS CORPORATION COM SHS 63001N106 3,255,750 75,000 SH SOLE 75,000 0 0
NORFOLK SOUTHN CORP COM 655844108 6,197,423 19,700 SH SOLE 19,700 0 0
ORGANON & CO COMMON STOCK 68622V106 9,036,596 667,400 SH SOLE 667,400 0 0
PENUMBRA INC COM 70975L107 8,272,650 26,200 SH SOLE 26,200 0 0
ROKU INC COM CL A 77543R102 6,285,370 45,500 SH SOLE 45,500 0 0
STARDUST PWR INC *W EXP 06/21/202 854936119 2,749 24,766 SH SOLE 24,766 0 0
TALEN ENERGY CORP COM 87422Q109 5,405,770 14,068 SH SOLE 14,068 0 0
TALEN ENERGY CORP COM 87422Q109 10,759,280 28,000 SH Call SOLE 28,000 0 0
TERAWULF INC COM 88080T104 15,215,200 616,000 SH SOLE 616,000 0 0
TERAWULF INC COM 88080T104 19,354,920 783,600 SH Put SOLE 783,600 0 0
TOPBUILD COR COM 89055F103 2,855,246 6,700 SH SOLE 6,700 0 0
TRIPADVISOR INC COM 896945201 1,179,060 86,000 SH SOLE 86,000 0 0
USA RARE EARTH INC COM 91733P107 1,510,708 70,005 SH SOLE 70,005 0 0
USA RARE EARTH INC COM 91733P107 809,250 37,500 SH Call SOLE 37,500 0 0
USA TODAY CO INC COM 36472T109 6,392,955 747,714 SH SOLE 747,714 0 0
VIASAT INC COM 92552V100 9,316,620 103,737 SH SOLE 103,737 0 0
VIASAT INC COM 92552V100 8,082,900 90,000 SH Call SOLE 90,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 27,337,244 1,025,403 SH SOLE 1,025,403 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 13,604,598 510,300 SH Put SOLE 510,300 0 0