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 88,153 5,888,652 SH   SOLE   5,888,652 0 0
ALIGHT INC COM CL A 01626W101 78,501 11,629,821 SH   SOLE   11,629,821 0 0
BAUSCH HEALTH COS INC COM 071734107 16,921 2,024,030 SH   SOLE   2,024,030 0 0
CAMECO CORP COM 13321L108 9,851 468,650 SH   SOLE   468,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 43,116 4,198,210 SH   SOLE   4,198,210 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,843 305,624 SH   SOLE   305,624 0 0
GENERAL MLS INC COM 370334104 2,497 33,097 SH   SOLE   33,097 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,578 250,000 SH Put SOLE   250,000 0 0
KBR INC COM 48242W106 21,175 437,587 SH   SOLE   437,587 0 0
MONDELEZ INTL INC CL A 609207105 3,725 60,000 SH   SOLE   60,000 0 0
NRG ENERGY INC COM NEW 629377508 382 10,000 SH Call SOLE   10,000 0 0
NRG ENERGY INC COM NEW 629377508 159,209 4,171,058 SH   SOLE   4,171,058 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 78,932 2,434,658 SH   SOLE   2,434,658 0 0
GOLAR LNG LTD SHS G9456A100 90,021 3,956,973 SH   SOLE   3,956,973 0 0