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
VISTRA CORP COM 92840M102 114,358 4,918,615 SH   SOLE 0 4,918,615 0 0
LADDER CAP CORP CL A 505743104 47,480 4,000,000 SH   SOLE 0 4,000,000 0 0
CLAROS MTG TR INC COMMON STOCK 18270D106 259,275 15,126,917 SH   SOLE 0 15,126,917 0 0
CUE HEALTH INC COM 229790100 85,001 13,178,383 SH   SOLE 0 13,178,383 0 0
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 1,170 328,661 SH   SOLE 0 328,661 0 0
DESKTOP METAL INC COM CL A 25058X105 44,481 9,384,282 SH   SOLE 0 9,384,282 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 215,009 3,444,551 SH   SOLE 0 3,444,551 0 0
STANDARD LITHIUM LTD COM 853606101 118,625 13,480,083 SH   SOLE 0 13,480,083 0 0
BOXED INC COM 103174108 23,025 2,268,489 SH   SOLE 0 2,268,489 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 456,070 35,967,671 SH   SOLE 0 35,967,671 0 0
METLIFE INC COM 59156R108 266 3,788 SH   SOLE 0 3,788 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 414 13,587 SH   SOLE 0 13,587 0 0
ASPEN AEROGELS INC COM 04523Y105 61,788 1,791,986 SH   SOLE 0 1,791,986 0 0