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 4,985 500,000 SH   SOLE   500,000 0 0
ANTERO RESOURCES CORP COM 03674X106 47,645 3,170,000 SH   SOLE   3,170,000 0 0
BLUERIVER ACQUISITION CORP UNIT 01/04/2026 G1261Q123 6,006 600,000 SH   SOLE   600,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 20,797 690,000 SH   SOLE   690,000 0 0
CAMECO CORP COM 13321L108 21,578 1,125,000 SH   SOLE   1,125,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 265,494 368,000 SH   SOLE   368,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 104,088 1,200,000 SH   SOLE   1,200,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 103,944 2,002,000 SH   SOLE   2,002,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 7,223 335,000 SH   SOLE   335,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 44,328 175,000 SH   SOLE   175,000 0 0
COMSTOCK RES INC COM 205768302 23,945 3,590,000 SH   SOLE   3,590,000 0 0
CUE BIOPHARMA INC COM 22978P106 17,284 1,483,619 SH   SOLE   1,483,619 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 27,915 7,157,601 SH   SOLE   7,157,601 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 131,498 4,981,000 SH   SOLE   4,981,000 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 10,100 1,000,000 SH   SOLE   1,000,000 0 0
IAMGOLD CORP COM 450913108 1,033 350,000 SH   SOLE   350,000 0 0
KINROSS GOLD CORP COM 496902404 1,143 180,000 SH   SOLE   180,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 81,620 470,000 SH   SOLE   470,000 0 0
LIBERTY MEDIA ACQUISITION CO *W EXP 01/22/202 53073L112 219 100,000 SH   SOLE   100,000 0 0
MOSAIC CO NEW COM 61945C103 105,622 3,310,000 SH   SOLE   3,310,000 0 0
NEW YORK TIMES CO CL A 650111107 42,156 968,000 SH   SOLE   968,000 0 0
NEXIMMUNE INC COM 65344D109 15,096 925,000 SH   SOLE   925,000 0 0
ORGANON & CO COMMON STOCK 68622V106 12,709 420,000 SH   SOLE   420,000 0 0
PAN AMERN SILVER CORP COM 697900108 98,509 3,448,000 SH   SOLE   3,448,000 0 0
POPULATION HEALTH INVS CO IN UNIT 99/99/9999 G71716123 5,075 500,000 SH   SOLE   500,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 03/12/2026 G7484L114 35,315 3,500,000 SH   SOLE   3,500,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G74847123 17,990 1,750,000 SH   SOLE   1,750,000 0 0
SM ENERGY CO COM 78454L100 29,063 1,180,000 SH   SOLE   1,180,000 0 0
STAR PEAK CORP II *W EXP 12/24/202 855179115 443 250,000 SH   SOLE   250,000 0 0
STAR PEAK CORP II COM CL A 855179107 8,181 826,384 SH   SOLE   826,384 0 0
STITCH FIX INC COM CL A 860897107 152,819 2,534,320 SH   SOLE   2,534,320 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 163 120,000 SH   SOLE   120,000 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 5,934 600,000 SH   SOLE   600,000 0 0
UNITED STATES STL CORP NEW COM 912909108 44,880 1,870,000 SH   SOLE   1,870,000 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 13,324 285,000 SH   SOLE   285,000 0 0
VIATRIS INC COM 92556V106 169,122 11,835,000 SH   SOLE   11,835,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 112,977 3,134,779 SH   SOLE   3,134,779 0 0