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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 67,935 231,087 SH   SOLE   231,087 0 0
CONMED CORP COM 207410101 50,915 647,195 SH   SOLE   647,195 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,959 750,771 SH   SOLE   750,771 0 0
EQUITRANS MIDSTREAM CORP COM 294600101 127,684 15,092,717 SH   SOLE   15,092,717 0 0
HARMONIC INC COM 413160102 52,083 9,333,932 SH   SOLE   9,333,932 0 0
ITRON INC COM 465741106 10,153 167,159 SH   SOLE   167,159 0 0
JOHNSON CTLS INTL PLC SHS G51502105 57,076 1,397,200 SH   SOLE   1,397,200 0 0
KBR INC COM 48242W106 55,785 2,494,846 SH   SOLE   2,494,846 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 16,780 311,429 SH   SOLE   311,429 0 0
MANNKIND CORP COM NEW 56400P706 1,307 694,961 SH   SOLE   694,961 0 0
MARATHON PETE CORP COM 56585A102 60,935 2,076,857 SH   SOLE   2,076,857 0 0
RETROPHIN INC COM 761299106 24,591 1,332,150 SH   SOLE   1,332,150 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 9,318 387,141 SH   SOLE   387,141 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,890 38,491 SH   SOLE   38,491 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 22,692 1,200,000 SH Call SOLE   1,200,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 137,354 7,263,538 SH   SOLE   7,263,538 0 0
TRIUMPH GROUP INC NEW COM 896818101 304 46,766 SH   SOLE   46,766 0 0
VERRA MOBILITY CORP COM 92511U102 67,934 7,032,545 SH   SOLE   7,032,545 0 0
VISTRA CORP COM 92840M102 47,675 2,527,822 SH   SOLE   2,527,822 0 0