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
A2Z CUST2MATE SOLUTIONS CORP COM 002205102 20,664,189 3,550,548 SH SOLE 3,550,548 0 0
AERCAP HOLDINGS NV SHS N00985106 56,316,272 386,310 SH SOLE 386,310 0 0
AMAZON COM INC COM 023135106 250,519,174 1,051,100 SH Call SOLE 1,051,100 0 0
AMAZON COM INC COM 023135106 5,382,432 22,583 SH SOLE 22,583 0 0
ARAMARK COM 03852U106 15,350,880 269,787 SH SOLE 269,787 0 0
BROOKDALE SR LIVING INC COM 112463104 59,305,391 3,685,854 SH SOLE 3,685,854 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 28,336,002 938,900 SH SOLE 938,900 0 0
CINEMARK HLDGS INC COM 17243V102 5,495,953 173,210 SH SOLE 173,210 0 0
CORECIVIC INC COM 21871N101 33,960,283 1,117,850 SH SOLE 1,117,850 0 0
COUPANG INC CL A 22266T109 13,896,000 800,000 SH Call SOLE 800,000 0 0
COUPANG INC CL A 22266T109 32,968,295 1,898,002 SH SOLE 1,898,002 0 0
DOORDASH INC CL A 25809K105 35,305,940 191,329 SH SOLE 191,329 0 0
ECHOSTAR CORP CL A 278768106 3,542,351 34,900 SH SOLE 34,900 0 0
FERROVIAL NV ORD SHS N3168P101 4,329,497 63,103 SH SOLE 63,103 0 0
FTAI AVIATION LTD SHS G3730V105 72,232,051 267,002 SH SOLE 267,002 0 0
GENUINE PARTS CO COM 372460105 61,646,910 522,520 SH SOLE 522,520 0 0
GEO GROUP INC COM 36162J106 34,145,498 1,155,516 SH SOLE 1,155,516 0 0
GOLAR LNG LTD SHS G9456A100 63,467,602 1,273,427 SH SOLE 1,273,427 0 0
GRIFFON CORP COM 398433102 44,746,081 458,793 SH SOLE 458,793 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 18,410,000 25,000 SH Put SOLE 25,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 220,920 300 SH SOLE 300 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 509,337 15,300 SH SOLE 15,300 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 351,526,500 1,170,000 SH Put SOLE 1,170,000 0 0
LIBERTY CAP CORP SER A GCI GROUP 36164V602 1,708,200 78,000 SH SOLE 78,000 0 0
LIBERTY CAP CORP SER C GCI GROUP 36164V800 10,434,738 483,986 SH SOLE 483,986 0 0
LUXEXPERIENCE BV SPONSORED ADS 55406W103 5,806,315 781,469 SH SOLE 781,469 0 0
MARTI TECHNOLOGIES INC SHS CL A 573134103 466,347 355,990 SH SOLE 355,990 0 0
META PLATFORMS INC CL A 30303M102 5,632,900 10,000 SH Call SOLE 10,000 0 0
META PLATFORMS INC CL A 30303M102 292,911 520 SH SOLE 520 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206 7,450,508 1,960,660 SH SOLE 1,960,660 0 0
NRG ENERGY INC COM NEW 629377508 103,377,617 707,775 SH SOLE 707,775 0 0
NVIDIA CORPORATION COM 67066G104 25,011,250 125,000 SH Call SOLE 125,000 0 0
NVIDIA CORPORATION COM 67066G104 1,698,765 8,490 SH SOLE 8,490 0 0
NVIDIA CORPORATION COM 67066G104 4,201,890 21,000 SH Put SOLE 21,000 0 0
PEGASYSTEMS INC COM 705573103 7,687,695 256,513 SH SOLE 256,513 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 73,400,308 656,591 SH SOLE 656,591 0 0
RESEARCH SOLUTIONS INC COM 761025105 1,512,545 651,959 SH SOLE 651,959 0 0
SANUWAVE HEALTH INC COM 80303D305 372,000 37,200 SH SOLE 37,200 0 0
SERVICETITAN INC SHS CL A 81764X103 282,840 4,000 SH SOLE 4,000 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 3,578,634 168,011 SH SOLE 168,011 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 94,715,040 1,208,100 SH SOLE 1,208,100 0 0
SPDR GOLD TR GOLD SHS 78463V107 4,236,370 11,500 SH SOLE 11,500 0 0
SPHERE ENTERTAINMENT CO NOTE 3.500%12/0 55826TAB8 11,245,808 2,296,000 PRN SOLE 2,296,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 908,296,351 1,216,300 SH Put SOLE 1,216,300 0 0
STRATTEC SEC CORP COM 863111100 1,710,450 21,000 SH SOLE 21,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 9,551,400 20,000 SH Call SOLE 20,000 0 0
THRYV HLDGS INC COM NEW 886029206 3,563,064 904,331 SH SOLE 904,331 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,726,000 162,500 SH Call SOLE 162,500 0 0
VERA BRADLEY INC COM 92335C106 750,762 192,998 SH SOLE 192,998 0 0
VERSANT MEDIA GROUP INC COM CL A 925283103 4,000,711 111,100 SH SOLE 111,100 0 0
WILLIS LEASE FIN CORP COM 970646105 211,182 923 SH SOLE 923 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101 2,987,537 431,725 SH SOLE 431,725 0 0