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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 4,925 500,000 SH   SOLE   500,000 0 0
ADAGIO THERAPEUTICS INC COM 00534A102 17,032 3,735,000 SH   SOLE   3,735,000 0 0
ANTERO RESOURCES CORP COM 03674X106 26,714 875,000 SH   SOLE   875,000 0 0
AURORA INNOVATION INC *W EXP 11/03/202 051774115 648 437,500 SH   SOLE   437,500 0 0
BENSON HILL INC *W EXP 09/29/202 082490111 113 250,000 SH   SOLE   250,000 0 0
BIRD GLOBAL INC *W EXP 01/07/202 09077J115 46 120,000 SH   SOLE   120,000 0 0
BLUERIVER ACQUISITION CORP UNIT 01/04/2026 G1261Q123 5,934 600,000 SH   SOLE   600,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 24,154 540,000 SH   SOLE   540,000 0 0
CAMECO CORP COM 13321L108 27,500 945,000 SH   SOLE   945,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 81,048 148,571 SH   SOLE   148,571 0 0
CHENIERE ENERGY INC COM NEW 16411R208 101,630 733,000 SH   SOLE   733,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 264,306 3,038,000 SH   SOLE   3,038,000 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 59,292 993,000 SH   SOLE   993,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 15,622 485,000 SH   SOLE   485,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 84,108 443,000 SH   SOLE   443,000 0 0
CUE BIOPHARMA INC COM 22978P106 7,240 1,483,619 SH   SOLE   1,483,619 0 0
CYCLERION THERAPEUTICS INC COM 23255M105 7,945 7,157,601 SH   SOLE   7,157,601 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 2,117 255,000 SH   SOLE   255,000 0 0
EQT CORP COM 26884L109 51,271 1,490,000 SH   SOLE   1,490,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 113,613 4,106,000 SH   SOLE   4,106,000 0 0
GLASS HOUSES ACQUISITION COR UNIT 03/25/2028 37714P202 9,915 1,000,000 SH   SOLE   1,000,000 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111 119 350,000 SH   SOLE   350,000 0 0
IAMGOLD CORP COM 450913108 1,218 350,000 SH   SOLE   350,000 0 0
KINROSS GOLD CORP COM 496902404 1,058 180,000 SH   SOLE   180,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 63,600 470,000 SH   SOLE   470,000 0 0
LIBERTY MEDIA ACQUISITION CO *W EXP 99/99/999 53073L112 67 100,000 SH   SOLE   100,000 0 0
NEW YORK TIMES CO CL A 650111107 81,733 1,783,000 SH   SOLE   1,783,000 0 0
NEXIMMUNE INC COM 65344D109 3,894 925,000 SH   SOLE   925,000 0 0
NOV INC COM 62955J103 63,242 3,225,000 SH   SOLE   3,225,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 67,730 7,830,000 SH   SOLE   7,830,000 0 0
OVINTIV INC COM 69047Q102 50,555 935,000 SH   SOLE   935,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 30,576 1,525,000 SH   SOLE   1,525,000 0 0
PAN AMERN SILVER CORP COM 697900108 106,142 3,888,000 SH   SOLE   3,888,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 72,660 6,000,000 SH   SOLE   6,000,000 0 0
POPULATION HEALTH INVS CO IN UNIT 99/99/9999 G71716123 4,968 500,000 SH   SOLE   500,000 0 0
RENALYTIX PLC ADS 75973T101 1,212 175,214 SH   SOLE   175,214 0 0
STITCH FIX INC COM CL A 860897107 43,120 4,282,056 SH   SOLE   4,282,056 0 0
STONECO LTD COM CL A G85158106 8,717 745,000 SH   SOLE   745,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 61,304 13,414,545 SH   SOLE   13,414,545 0 0
UNITED STATES STL CORP NEW COM 912909108 98,501 2,610,000 SH   SOLE   2,610,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 69,133 1,475,000 SH   SOLE   1,475,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 118,651 3,134,779 SH   SOLE   3,134,779 0 0
WEWORK INC CL A 96209A104 99,299 14,560,000 SH   SOLE   14,560,000 0 0