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
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
API GROUP CORP COM STK 00187Y100 90,761 4,344,729 SH   SOLE   4,344,729 0 0
AZUL S A SPONSR ADR PFD 05501U106 17,160 650,000 SH   SOLE   650,000 0 0
BAUSCH HEALTH COS INC COM 071734107 80,346 2,740,322 SH   SOLE   2,740,322 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 18,442 960,000 SH   SOLE   960,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 184,744 6,329,033 SH   SOLE   6,329,033 0 0
KBR INC COM 48242W106 60,219 1,578,471 SH   SOLE   1,578,471 0 0
NRG ENERGY INC COM NEW 629377508 306,625 7,608,564 SH   SOLE   7,608,564 0 0
NRG ENERGY INC CALL 629377908 11,610 288,100 SH Call SOLE   0 0 0
NRG ENERGY INC CALL 629377908 52,995 1,315,000 SH Call SOLE   0 0 0
NRG ENERGY INC CALL 629377908 19,747 490,000 SH Call SOLE   0 0 0
VISTRA CORP COM 92840M102 6,920 373,047 SH   SOLE   373,047 0 0
VISTRA CORP CALL 92840M902 5,565 300,000 SH Call SOLE   0 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 111,177 3,989,143 SH   SOLE   3,989,143 0 0