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

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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
AGILYSYS INC COM 00847J105 157,608 3,952,064 SH   SOLE   3,952,064 0 0
CANADIAN NAT RES LTD COM 136385101 12,442 200,749 SH   SOLE   200,749 0 0
CENOVUS ENERGY INC COM 15135U109 42,573 2,552,355 SH   SOLE   2,552,355 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 10,317 7,586,053 SH   SOLE   7,586,053 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 2,647 1,042,118 SH   SOLE   1,042,118 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 17,535 2,022,456 SH   SOLE   2,022,456 0 0
GENASYS INC COM 36872P103 1,320 479,830 SH   SOLE   479,830 0 0
ITRON INC COM 465741106 1,565 29,712 SH   SOLE   29,712 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 164,640 3,000,000 SH   SOLE   3,000,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 23,774 180,000 SH Put SOLE   180,000 0 0
US FOODS HLDG CORP COM 912008109 20,709 550,337 SH   SOLE   550,337 0 0
YATRA ONLINE INC ORD SHS G98338109 22,641 11,434,913 SH   SOLE   11,434,913 0 0