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
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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
A2Z CUST2MATE SOLUTIONS CORP COM 002205102 8,762,580 1,505,598 SH SOLE 1,505,598 0 0
ANTERIX INC COM 03676C100 16,070,890 156,119 SH SOLE 156,119 0 0
CALUMET INC COM 131428104 2,908,471 80,746 SH SOLE 80,746 0 0
CAMECO CORP COM 13321L108 7,700,005 75,594 SH SOLE 75,594 0 0
CORECIVIC INC COM 21871N101 2,751,729 90,577 SH SOLE 90,577 0 0
ECHOSTAR CORP CL A 278768106 2,030,000 20,000 SH SOLE 20,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 14,629,747 170,490 SH SOLE 170,490 0 0
FTAI AVIATION LTD SHS G3730V105 24,355,275 90,028 SH SOLE 90,028 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 10,041,781 2,164,177 SH SOLE 2,164,177 0 0
GEO GROUP INC COM 36162J106 4,448,634 150,546 SH SOLE 150,546 0 0
GOLAR LNG LTD SHS G9456A100 11,687,679 234,504 SH SOLE 234,504 0 0
GOLAR LNG LTD SHS G9456A100 4,984,000 100,000 SH Call SOLE 100,000 0 0
GROUPON INC COM NEW 399473206 23,356,871 970,776 SH SOLE 970,776 0 0
HALLADOR ENERGY COMPANY COM 40609P105 11,023,434 633,895 SH SOLE 633,895 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 294,560,000 400,000 SH Put SOLE 400,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 2,243,700 45,000 SH SOLE 45,000 0 0
MATCH GROUP INC NEW COM 57667L107 1,130,237 29,704 SH SOLE 29,704 0 0
NETGEAR INC COM 64111Q104 12,064,968 516,701 SH SOLE 516,701 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 706,454 1,945,617 SH SOLE 1,945,617 0 0
NEXGEN ENERGY LTD COM 65340P106 2,065,800 220,000 SH SOLE 220,000 0 0
NEXTNAV INC COMMON STOCK 65345N106 4,457,500 250,000 SH SOLE 250,000 0 0
NEXTNAV INC COMMON STOCK 65345N106 3,566,000 200,000 SH Call SOLE 200,000 0 0
NEXTNAV INC COMMON STOCK 65345N106 3,566,000 200,000 SH Put SOLE 200,000 0 0
SONIDA SENIOR LIVING INC COM 140475203 10,990,214 269,368 SH SOLE 269,368 0 0
SPROTT FDS TR URANI MINER ETF 85208P303 2,087,087 39,686 SH SOLE 39,686 0 0
SUNCRETE INC COM SHS CL A 86723E104 3,361,251 149,190 SH SOLE 149,190 0 0
TALEN ENERGY CORP COM 87422Q109 24,798,988 64,537 SH SOLE 64,537 0 0
TURTLE BEACH CORP COM NEW 900450206 18,759,150 1,506,759 SH SOLE 1,506,759 0 0
URANIUM ENERGY CORP COM 916896103 906,100 85,000 SH SOLE 85,000 0 0