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

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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
ADDUS HOMECARE CORP COM 006739106   1,651,543 17,816 SH   SOLE   17,816 0 0
ALIGHT INC COM CL A 01626W101   377,066 40,808 SH   SOLE   40,808 0 0
ALTENERGY ACQUISITION CORP *W EXP 10/29/202 02157M116   700 20,000 SH   SOLE   20,000 0 0
AMERICAN VANGUARD CORP COM 030371108   19,683,090 1,101,460 SH   SOLE   1,101,460 0 0
API GROUP CORP COM STK 00187Y100   4,222,410 154,894 SH   SOLE   154,894 0 0
ASHLAND INC COM 044186104   9,356,035 107,652 SH   SOLE   107,652 0 0
B. RILEY FINANCIAL INC COM 05580M108   2,767,169 60,182 SH   SOLE   60,182 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   410,400 15,000 SH   SOLE   15,000 0 0
CECO ENVIRONMENTAL CORP COM 125141101   267,200 20,000 SH   SOLE   20,000 0 0
CHART INDS INC COM 16115Q308   511,328 3,200 SH   SOLE   3,200 0 0
CRANE HLDGS CO COM 224441105   632,184 11,201 SH   SOLE   11,201 0 0
CRESCERA CAP ACQUISITION COR *W EXP 11/18/202 G26507114   2,426 50,000 SH   SOLE   50,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,581,127 36,130 SH   SOLE   36,130 0 0
ENHABIT INC COM 29332G102   23,675,557 2,058,744 SH   SOLE   2,058,744 0 0
EXCELFIN ACQUISITION CORP *W EXP 10/25/202 30069X110   2,215 27,500 SH   SOLE   27,500 0 0
FEDERAL AGRIC MTG CORP CL C 313148306   3,281,440 22,829 SH   SOLE   22,829 0 0
FTAI AVIATION LTD SHS G3730V105   7,766,704 245,316 SH   SOLE   245,316 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106   951,762 257,930 SH   SOLE   257,930 0 0
GEN RESTAURENT GROUP CL A COM 36870C104   339,800 20,000 SH   SOLE   20,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   4,064,960 104,767 SH   SOLE   104,767 0 0
GREAT ELM CAP CORP COM NEW 390320703   388,000 50,000 SH   SOLE   50,000 0 0
GRIFFON CORP COM 398433102   221,650 5,500 SH   SOLE   5,500 0 0
HOLLEY INC COM 43538H103   43,170 10,555 SH   SOLE   10,555 0 0
INGREDION INC COM 457187102   4,223,803 39,866 SH   SOLE   39,866 0 0
ISHARES SILVER TR ISHARES 46428Q109   355,193 17,003 SH   SOLE   17,003 0 0
JUNIPER II CORP *W EXP 99/99/999 48203N111   777 25,000 SH   SOLE   25,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   239,250 5,500 SH   SOLE   5,500 0 0
LATCH INC COM 51818V106   125,100 90,000 SH   SOLE   90,000 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108   82,714 17,125 SH   SOLE   17,125 0 0
MDU RES GROUP INC COM 552690109   460,680 22,000 SH   SOLE   22,000 0 0
MINORITY EQUALITY OPPORTUNIT *W EXP 08/26/202 60436Q118   5,213 65,000 SH   SOLE   65,000 0 0
NEXTNAV INC COMMON STOCK 65345N106   51,450 17,500 SH   SOLE   17,500 0 0
NV5 GLOBAL INC COM 62945V109   3,040,858 27,452 SH   SOLE   27,452 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104   201,300 15,000 SH   SOLE   15,000 0 0
OXBRIDGE ACQUISITION CORP *W EXP 08/04/202 G6855L117   2,256 50,000 SH   SOLE   50,000 0 0
PFSWEB INC COM NEW 717098206   86,011 19,029 SH   SOLE   19,029 0 0
PITNEY BOWES INC COM 724479100   233,474 65,953 SH   SOLE   65,953 0 0
PLBY GROUP INC COM 72814P109   1,306,546 777,706 SH   SOLE   777,706 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111   222,751 49,944 SH   SOLE   49,944 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   177,369 16,592 SH   SOLE   16,592 0 0
PYROPHYTE ACQUISITION CORP *W EXP 05/03/202 G7308P127   3,376 37,500 SH   SOLE   37,500 0 0
RESERVOIR MEDIA INC *W EXP 08/26/202 76119X113   45,449 30,503 SH   SOLE   30,503 0 0
SCILEX HOLDING CO *W EXP 11/10/202 80880W114   69,499 49,999 SH   SOLE   49,999 0 0
SEASTAR MEDICAL HOLDING CORP *W EXP 10/28/202 81256L112   1,185 32,473 SH   SOLE   32,473 0 0
SEQLL INC *W EXP 08/31/202 81734C114   5,496 70,000 SH   SOLE   70,000 0 0
SKILLSOFT CORP CL A 83066P200   95,625 77,117 SH   SOLE   77,117 0 0
SP PLUS CORP COM 78469C103   1,906,691 48,752 SH   SOLE   48,752 0 0
SPORTSMAP TECH ACQUISITIN CO *W EXP 09/01/202 84921J116   1,404 37,500 SH   SOLE   37,500 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   335,700 10,000 SH   SOLE   10,000 0 0
SURGEPAYS INC *W EXP 10/22/202 86882L113   303,576 111,200 SH   SOLE   111,200 0 0
UNITED STS NAT GAS FD LP UNIT PAR 912318300   371,000 50,000 SH   SOLE   50,000 0 0
UNIVAR SOLUTIONS INC COM 91336L107   537,600 15,000 SH   SOLE   15,000 0 0
VISION SENSING ACQUISITION C *W EXP 10/21/202 92838J111   1,310 37,497 SH   SOLE   37,497 0 0
WORKSPORT LTD *W EXP 08/06/202 98139Q118   11,750 50,000 SH   SOLE   50,000 0 0