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
ACACIA RESH CORP ACACIA TCH COM 003881307 2,684 523,187 SH   SOLE   382,355 140,832 0
AERCAP HOLDINGS NV SHS N00985106 14,758 225,593 SH   SOLE   192,848 32,745 0
ARCH RESOURCES INC CL A 03940R107 37,293 408,382 SH   SOLE   349,178 59,204 0
ATLASSIAN CORP PLC CL A G06242104 493 1,294 SH   SOLE   0 1,294 0
BILL COM HLDGS INC COM 090043100 922 3,699 SH   SOLE   0 3,699 0
BLUE APRON HLDGS INC CL A NEW 09523Q200 10,869 1,614,961 SH   SOLE   1,318,631 296,330 0
CALIFORNIA RES CORP COM STOCK 13057Q305 13,045 305,428 SH   SOLE   260,805 44,623 0
CLOUDFLARE INC CL A COM 18915M107 869 6,606 SH   SOLE   0 6,606 0
COMMSCOPE HLDG CO INC COM 20337X109 14,431 1,307,168 SH   SOLE   950,697 356,471 0
COMMSCOPE HLDG CO INC COM 20337X109 31,733 2,877,000 SH Call SOLE   2,476,500 400,500 0
CONDUENT INC COM 206787103 29,569 5,537,339 SH   SOLE   4,489,218 1,048,121 0
CONDUENT INC COM 206787103 9,145 1,712,700 SH Call SOLE   1,712,700 0 0
CORNERSTONE BLDG BRANDS INC COM 21925D109 28,230 1,618,702 SH   SOLE   1,230,844 387,858 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,760 13,682 SH   SOLE   11,973 1,709 0
CROWDSTRIKE HLDGS INC CL A 22788C105 217 1,058 SH   SOLE   0 1,058 0
DESTINATION XL GROUP INC COM 25065K104 7,810 1,375,032 SH   SOLE   1,098,632 276,400 0
FERROGLOBE PLC SHS G33856108 16,747 2,696,856 SH   SOLE   2,292,907 403,949 0
GENERAL MTRS CO COM 37045V100 626 10,673 SH   SOLE   0 10,673 0
GOODYEAR TIRE & RUBR CO COM 382550101 42,555 1,996,003 SH   SOLE   1,706,828 289,175 0
GOODYEAR TIRE & RUBR CO COM 382550101 25,396 1,191,200 SH Call SOLE   1,191,200 0 0
GREEN PLAINS INC COM 393222104 16,971 488,239 SH   SOLE   417,703 70,536 0
HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 26,465 1,643,786 SH   SOLE   1,356,956 286,830 0
MBIA INC COM 55262C100 18,146 1,149,207 SH   SOLE   906,165 243,042 0
NVIDIA CORPORATION COM 67066G104 458 1,558 SH   SOLE   0 1,558 0
PARTY CITY HOLDCO INC COM 702149105 11,320 2,032,265 SH   SOLE   2,032,265 0 0
ROBLOX CORP CL A 771049103 388 3,759 SH   SOLE   0 3,759 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 482 11,186 SH   SOLE   0 11,186 0
SUPER MICRO COMPUTER INC COM 86800U104 41,166 936,645 SH   SOLE   782,929 153,716 0