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
GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 1,728,000 96,000 SH SOLE 96,000 0 0
FTAI AVIATION LTD SHS G3730V105 1,758,445 6,500 SH SOLE 6,500 0 0
AERCAP HOLDINGS NV SHS N00985106 1,020,460 7,000 SH SOLE 7,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 2,039,850 15,000 SH SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 1,346,760 25,800 SH SOLE 25,800 0 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 7,253,400 1,570,000 SH SOLE 1,570,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 47,691,221 1,788,868 SH SOLE 1,788,868 0 0
ECHOSTAR CORP CL A 278768106 36,579,890 360,393 SH SOLE 360,393 0 0
ATRIUM THERAPEUTICS INC COM 04965N104 1,396,769 103,849 SH SOLE 103,849 0 0
LIONSGATE STUDIOS CORP COM 53626N102 1,641,018 107,186 SH SOLE 107,186 0 0
VENTURE GLOBAL INC COM CL A 92333F101 1,100,078 98,839 SH SOLE 98,839 0 0
GRAIL INC COM 384747101 538,992 7,895 SH SOLE 7,895 0 0
INHIBRX BIOSCIENCES INC COM 45720N103 335,131 3,537 SH SOLE 3,537 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771 2,692,605 26,591 SH SOLE 26,591 0 0
KENVUE INC COM 49177J102 1,186,311 62,078 SH SOLE 62,078 0 0
OCULIS HOLDING AG ORDINARY SHARES H5870P102 205,359 14,806 SH SOLE 14,806 0 0
GRINDR INC COM 39854F101 1,469,591 102,268 SH SOLE 102,268 0 0
RESERVOIR MEDIA INC COM 76119X105 571,128 57,748 SH SOLE 57,748 0 0
PRIORITY TECHNOLOGY HLDGS IN COM 74275G107 1,679,746 251,836 SH SOLE 251,836 0 0
SURGERY PARTNERS INC COM 86881A100 782,695 46,589 SH SOLE 46,589 0 0
BRIGHTSTAR LOTTERY PLC SHS USD G4863A108 2,581,891 240,848 SH SOLE 240,848 0 0
ANTERIX INC COM 03676C100 7,025,449 68,248 SH SOLE 68,248 0 0
LANDS END INC NEW COM 51509F105 1,000,662 95,483 SH SOLE 95,483 0 0
VISTANCE NETWORKS INC COM 20337X109 4,351,449 340,489 SH SOLE 340,489 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106 203,573 8,878 SH SOLE 8,878 0 0
OCULAR THERAPEUTIX INC COM 67576A100 1,203,127 122,518 SH SOLE 122,518 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 1,013,104 7,124 SH SOLE 7,124 0 0
SERVICENOW INC COM 81762P102 517,745 5,215 SH SOLE 5,215 0 0
GOLAR LNG LTD SHS G9456A100 1,458,219 29,258 SH SOLE 29,258 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,694,100 35,434 SH SOLE 35,434 0 0
ELME COMMUNITIES SH BEN INT 939653101 1,287,751 870,102 SH SOLE 870,102 0 0
ARRAY DIGITAL INFRASTRUCTURE COM 911684108 766,065 21,127 SH SOLE 21,127 0 0
FORWARD AIR CORP COM 34986A104 631,174 46,719 SH SOLE 46,719 0 0
NORFOLK SOUTHN CORP COM 655844108 1,554,389 4,941 SH SOLE 4,941 0 0
ELECTRONIC ARTS INC COM 285512109 2,689,100 13,115 SH SOLE 13,115 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 623,390 62,339 SH SOLE 62,339 0 0
QUIDELORTHO CORP COM 219798105 875,750 50,000 SH SOLE 50,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 181,220 13,000 SH SOLE 13,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 314,220 6,000 SH SOLE 6,000 0 0
MAREX GROUP PLC ORD G5S37H101 548,550 9,000 SH SOLE 9,000 0 0
SS&C TECH HLDGS COM 78467J100 434,350 7,000 SH SOLE 7,000 0 0
PERRIGO CO PLC SHS G97822103 207,800 20,000 SH SOLE 20,000 0 0