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
5 01 ACQUISITION CORP COM CL A 33836P105 4,925 500,000 SH   SOLE   500,000 0 0
ADAGIO THERAPEUTICS INC COM 00534A102 27,116 3,735,000 SH   SOLE   3,735,000 0 0
ANTERO RESOURCES CORP COM 03674X106 46,375 2,650,000 SH   SOLE   2,650,000 0 0
AURORA INNOVATION INC *W EXP 11/03/202 051774115 1,361 437,500 SH   SOLE   437,500 0 0
BENSON HILL INC *W EXP 99/99/999 082490111 308 250,000 SH   SOLE   250,000 0 0
BIRD GLOBAL INC *W EXP 01/07/202 09077J115 124 120,000 SH   SOLE   120,000 0 0
BLUERIVER ACQUISITION CORP UNIT 01/04/2026 G1261Q123 5,922 600,000 SH   SOLE   600,000 0 0
CAMECO CORP COM 13321L108 24,536 1,125,000 SH   SOLE   1,125,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 96,864 148,571 SH   SOLE   148,571 0 0
CHENIERE ENERGY INC COM NEW 16411R208 111,055 1,095,000 SH   SOLE   1,095,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 214,723 3,328,000 SH   SOLE   3,328,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 18,853 385,000 SH   SOLE   385,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 10,558 485,000 SH   SOLE   485,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 128,709 510,000 SH   SOLE   510,000 0 0
COMSTOCK RES INC COM 205768302 29,043 3,590,000 SH   SOLE   3,590,000 0 0
CUE BIOPHARMA INC COM 22978P106 16,780 1,483,619 SH   SOLE   1,483,619 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 12,311 7,157,601 SH   SOLE   7,157,601 0 0
DENBURY INC COM 24790A101 19,148 250,000 SH   SOLE   250,000 0 0
EQT CORP COM 26884L109 22,682 1,040,000 SH   SOLE   1,040,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 121,086 4,106,000 SH   SOLE   4,106,000 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 9,980 1,000,000 SH   SOLE   1,000,000 0 0
HIPPO HLDGS INC *W EXP 99/99/999 433539111 167 350,000 SH   SOLE   350,000 0 0
IAMGOLD CORP COM 450913108 1,096 350,000 SH   SOLE   350,000 0 0
KINROSS GOLD CORP COM 496902404 1,046 180,000 SH   SOLE   180,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 75,717 470,000 SH   SOLE   470,000 0 0
LIBERTY MEDIA ACQUISITION CO *W EXP 01/22/202 53073L112 175 100,000 SH   SOLE   100,000 0 0
MOSAIC CO NEW COM 61945C103 130,050 3,310,000 SH   SOLE   3,310,000 0 0
NEW YORK TIMES CO CL A 650111107 86,119 1,783,000 SH   SOLE   1,783,000 0 0
NEXIMMUNE INC COM 65344D109 4,264 925,000 SH   SOLE   925,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 98,764 6,760,000 SH   SOLE   6,760,000 0 0
PAN AMERN SILVER CORP COM 697900108 86,097 3,448,000 SH   SOLE   3,448,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 83,340 6,000,000 SH   SOLE   6,000,000 0 0
POPULATION HEALTH INVS CO IN UNIT 99/99/9999 G71716123 5,000 500,000 SH   SOLE   500,000 0 0
RENALYTIX PLC ADS 75973T101 2,786 175,214 SH   SOLE   175,214 0 0
STITCH FIX INC COM CL A 860897107 81,016 4,282,056 SH   SOLE   4,282,056 0 0
UNITED STATES STL CORP NEW COM 912909108 54,763 2,300,000 SH   SOLE   2,300,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 104,098 3,250,000 SH   SOLE   3,250,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 21,175 505,000 SH   SOLE   505,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 135,360 3,134,779 SH   SOLE   3,134,779 0 0
WEWORK INC CL A 96209A104 14,901 1,732,657 SH   SOLE   1,732,657 0 0