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 81,128 6,113,652 SH   SOLE   6,113,652 0 0
BLADE AIR MOBILITY INC CL A COM 092667104 115 28,500 SH   SOLE   28,500 0 0
CAMECO CORP COM 13321L108 10,833 408,650 SH   SOLE   408,650 0 0
CAMPBELL SOUP CO COM 134429109 454 9,644 SH   SOLE   9,644 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 608 87,000 SH Call SOLE   87,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 29,975 4,288,210 SH   SOLE   4,288,210 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,216 120,000 SH   SOLE   120,000 0 0
EDGEWELL PERS CARE CO COM 28035Q102 217 5,812 SH   SOLE   5,812 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,578 120,000 SH Put SOLE   120,000 0 0
KBR INC COM 48242W106 66,671 1,542,587 SH   SOLE   1,542,587 0 0
NRG ENERGY INC COM NEW 629377508 84,516 2,208,425 SH   SOLE   2,208,425 0 0
PROCTER AND GAMBLE CO COM 742718109 351 2,779 SH   SOLE   2,779 0 0
SMUCKER J M CO COM NEW 832696405 216 1,572 SH   SOLE   1,572 0 0
UNILEVER PLC SPON ADR NEW 904767704 721 16,452 SH   SOLE   16,452 0 0
VISTRA CORP COM 92840M102 49,434 2,354,000 SH   SOLE   2,354,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 55,496 1,376,058 SH   SOLE   1,376,058 0 0
GOLAR LNG LTD SHS G9456A100 78,931 3,167,389 SH   SOLE   3,167,389 0 0
ALIGHT INC COM CL A 01626W101 85,302 11,637,321 SH   SOLE   11,637,321 0 0