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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AERCAP HOLDINGS NV SHS N00985106   57,054,744 898,217 SH   SOLE   898,217 0 0
ALGOMA STL GROUP INC COM 015658107   18,404,514 2,592,185 SH   SOLE   2,592,185 0 0
APPLIED DIGITAL CORP COM NEW 038169207   817,592 87,443 SH   SOLE   87,443 0 0
BAUSCH HEALTH COS INC COM 071734107   160,449,824 20,056,228 SH   SOLE   20,056,228 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   116,345,710 5,796,996 SH   SOLE   5,796,996 0 0
BERKSHIRE GREY INC *W EXP 07/21/202 084656115   37,386 111,666 SH   SOLE   111,666 0 0
BERKSHIRE GREY INC COM CL A 084656107   1,882,350 1,335,000 SH   SOLE   1,335,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   28,612,768 210,388 SH   SOLE   210,388 0 0
CHART INDS INC COM 16115Q308   49,293,457 308,489 SH   SOLE   308,489 0 0
CIPHER MINING INC COM 17253J106   1,092,549 382,010 SH   SOLE   382,010 0 0
CLEANSPARK INC COM NEW 18452B209   1,415,700 330,000 SH   SOLE   330,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,930,296 68,907 SH   SOLE   68,907 0 0
DISH NETWORK CORPORATION CL A 25470M109   18,135,219 2,751,930 SH   SOLE   2,751,930 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   4,335,107 341,347 SH   SOLE   341,347 0 0
FIRST HORIZON CORPORATION COM 320517105   27,893,250 2,475,000 SH   SOLE   2,475,000 0 0
HUT 8 MNG CORP COM 44812T102   2,203,314 667,671 SH   SOLE   667,671 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   712,095 152,810 SH   SOLE   152,810 0 0
KODIAK GAS SVCS INC COM 50012A108   22,411,200 1,380,000 SH   SOLE   1,380,000 0 0
LIBERTY LATIN AMERICA LTD COM CL C G9001E128   15,961,154 1,851,642 SH   SOLE   1,851,642 0 0
MACYS INC COM 55616P104   26,957,114 1,679,571 SH   SOLE   1,679,571 0 0
MASTERBRAND INC COMMON STOCK 57638P104   27,822,147 2,392,274 SH   SOLE   2,392,274 0 0
MGIC INVT CORP WIS COM 552848103   79,815,655 5,054,823 SH   SOLE   5,054,823 0 0
NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR 63900P608   28,561,927 541,561 SH   SOLE   541,561 0 0
SEAWORLD ENTMT INC COM 81282V100   53,141,112 948,779 SH   SOLE   948,779 0 0
SLM CORP COM 78442P106   64,064,111 3,925,497 SH   SOLE   3,925,497 0 0
TRUIST FINL CORP COM 89832Q109   52,058,566 1,715,274 SH   SOLE   1,715,274 0 0
UBER TECHNOLOGIES INC COM 90353T100   63,494,652 1,470,805 SH   SOLE   1,470,805 0 0
VALARIS LIMITED CL A G9460G101   67,329,877 1,069,917 SH   SOLE   1,069,917 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   6,479,080 371,720 SH   SOLE   371,720 0 0
VISTRA CORP COM 92840M102   43,977,832 1,675,346 SH   SOLE   1,675,346 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   35,899,359 3,798,874 SH   SOLE   3,798,874 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   82,200 7,130,000 SH Call SOLE   7,130,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   20,863,592 242,715 SH   SOLE   242,715 0 0