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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
5 01 ACQUISITION CORP COM CL A 33836P105 4,988 500,000 SH   SOLE   500,000 0 0
ALCOA CORP COM 013872106 12,509 385,000 SH   SOLE   385,000 0 0
BLUERIVER ACQUISITION CORP UNIT 01/04/2026 G1261Q123 5,982 600,000 SH   SOLE   600,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 8,662 360,000 SH   SOLE   360,000 0 0
CAMECO CORP COM 13321L108 18,686 1,125,000 SH   SOLE   1,125,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 234,468 380,000 SH   SOLE   380,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 101,534 1,410,000 SH   SOLE   1,410,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 54,888 1,265,000 SH   SOLE   1,265,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 8,044 400,000 SH   SOLE   400,000 0 0
CUE BIOPHARMA INC COM 22978P106 18,100 1,483,619 SH   SOLE   1,483,619 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 17,287 6,196,063 SH   SOLE   6,196,063 0 0
FREEPORT-MCMORAN INC CL B 35671D857 106,199 3,225,000 SH   SOLE   3,225,000 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 10,030 1,000,000 SH   SOLE   1,000,000 0 0
IAMGOLD CORP COM 450913108 1,043 350,000 SH   SOLE   350,000 0 0
KINROSS GOLD CORP COM 496902404 1,201 180,000 SH   SOLE   180,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 78,078 520,000 SH   SOLE   520,000 0 0
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 5,355 500,000 SH   SOLE   500,000 0 0
MOSAIC CO NEW COM 61945C103 164,846 5,215,000 SH   SOLE   5,215,000 0 0
NEW YORK TIMES CO CL A 650111107 77,347 1,528,000 SH   SOLE   1,528,000 0 0
NEXIMMUNE INC COM 65344D109 17,649 925,000 SH   SOLE   925,000 0 0
NIKOLA CORP COM 654110105 4,653 335,000 SH   SOLE   335,000 0 0
NOV INC COM 62955J103 17,905 1,305,000 SH   SOLE   1,305,000 0 0
OASIS PETROLEUM INC COM NEW 674215207 11,284 190,000 SH   SOLE   190,000 0 0
PAN AMERN SILVER CORP COM 697900108 103,543 3,448,000 SH   SOLE   3,448,000 0 0
POPULATION HEALTH INVS CO IN UNIT 99/99/9999 G71716123 5,025 500,000 SH   SOLE   500,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 03/12/2026 G7484L114 35,140 3,500,000 SH   SOLE   3,500,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G74847123 17,946 1,750,000 SH   SOLE   1,750,000 0 0
SM ENERGY CO COM 78454L100 25,701 1,570,000 SH   SOLE   1,570,000 0 0
STAR PEAK CORP II UNIT 99/99/9999 855179206 10,465 1,000,000 SH   SOLE   1,000,000 0 0
STITCH FIX INC COM CL A 860897107 11,394 230,000 SH   SOLE   230,000 0 0
SWITCHBACK II CORPORATION UNIT 99/99/9999 G8633T123 6,108 600,000 SH   SOLE   600,000 0 0
TURQUOISE HILL RES LTD COM 900435207 9,815 610,000 SH   SOLE   610,000 0 0
UNITED STATES STL CORP NEW COM 912909108 48,938 1,870,000 SH   SOLE   1,870,000 0 0
VAPOTHERM INC COM 922107107 14,052 585,000 SH   SOLE   585,000 0 0
VIATRIS INC COM 92556V106 165,335 11,835,000 SH   SOLE   11,835,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 107,617 3,134,779 SH   SOLE   3,134,779 0 0