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 4,910 500,000 SH   SOLE   500,000 0 0
ANTERO RESOURCES CORP COM 03674X106 70,538 3,750,000 SH   SOLE   3,750,000 0 0
BENSON HILL INC *W EXP 99/99/999 082490111 353 250,000 SH   SOLE   250,000 0 0
BLUERIVER ACQUISITION CORP UNIT 01/04/2026 G1261Q123 5,970 600,000 SH   SOLE   600,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 28,290 690,000 SH   SOLE   690,000 0 0
CAMECO CORP COM 13321L108 24,446 1,125,000 SH   SOLE   1,125,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 215,046 295,571 SH   SOLE   295,571 0 0
CHENIERE ENERGY INC COM NEW 16411R208 117,204 1,200,000 SH   SOLE   1,200,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 175,655 2,852,000 SH   SOLE   2,852,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 6,636 335,000 SH   SOLE   335,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 64,832 285,000 SH   SOLE   285,000 0 0
COMSTOCK RES INC COM 205768302 37,157 3,590,000 SH   SOLE   3,590,000 0 0
CUE BIOPHARMA INC COM 22978P106 21,616 1,483,619 SH   SOLE   1,483,619 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 21,974 7,157,601 SH   SOLE   7,157,601 0 0
EQT CORP COM 26884L109 29,667 1,450,000 SH   SOLE   1,450,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 138,820 4,981,000 SH   SOLE   4,981,000 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 10,010 1,000,000 SH   SOLE   1,000,000 0 0
HIPPO HLDGS INC *W EXP 99/99/999 433539111 322 350,000 SH   SOLE   350,000 0 0
HIPPO HLDGS INC COMMON STOCK 433539103 4,680 1,000,000 SH   SOLE   1,000,000 0 0
IAMGOLD CORP COM 450913108 791 350,000 SH   SOLE   350,000 0 0
JOBY AVIATION INC COMMON STOCK G65163100 35,210 3,500,000 SH   SOLE   3,500,000 0 0
KINROSS GOLD CORP COM 496902404 965 180,000 SH   SOLE   180,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 81,169 470,000 SH   SOLE   470,000 0 0
LIBERTY MEDIA ACQUISITION CO *W EXP 01/22/202 53073L112 145 100,000 SH   SOLE   100,000 0 0
MOSAIC CO NEW COM 61945C103 118,233 3,310,000 SH   SOLE   3,310,000 0 0
NEW YORK TIMES CO CL A 650111107 47,693 968,000 SH   SOLE   968,000 0 0
NEXIMMUNE INC COM 65344D109 14,005 925,000 SH   SOLE   925,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 108,604 5,290,000 SH   SOLE   5,290,000 0 0
PAN AMERN SILVER CORP COM 697900108 80,235 3,448,000 SH   SOLE   3,448,000 0 0
POPULATION HEALTH INVS CO IN UNIT 99/99/9999 G71716123 5,003 500,000 SH   SOLE   500,000 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 03/12/2026 G7484L114 35,350 3,500,000 SH   SOLE   3,500,000 0 0
SM ENERGY CO COM 78454L100 31,128 1,180,000 SH   SOLE   1,180,000 0 0
STITCH FIX INC COM CL A 860897107 119,133 2,982,056 SH   SOLE   2,982,056 0 0
SWITCHBACK II CORPORATION *W EXP 01/07/202 G8633T107 166 120,000 SH   SOLE   120,000 0 0
SWITCHBACK II CORPORATION COM CL A G8633T115 5,975 599,899 SH   SOLE   599,899 0 0
UNITED STATES STL CORP NEW COM 912909108 41,084 1,870,000 SH   SOLE   1,870,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 174,757 5,930,000 SH   SOLE   5,930,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 19,362 505,000 SH   SOLE   505,000 0 0
VIATRIS INC COM 92556V106 160,364 11,835,000 SH   SOLE   11,835,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 133,980 3,134,779 SH   SOLE   3,134,779 0 0