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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   1,378,842 7,400 SH   SOLE   7,400 0 0
ANTERIX INC COM 03676C100   10,985,497 291,702 SH   SOLE   291,702 0 0
BGC GROUP INC CL A 088929104   14,063,760 1,532,000 SH   SOLE   1,532,000 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102   4,393,500 150,000 SH   SOLE   150,000 0 0
CALUMET INC COM 131428104   6,479,156 363,589 SH   SOLE   363,589 0 0
CALUMET INC COM 131428104   10,692,000 600,000 SH Call SOLE   600,000 0 0
CAMECO CORP COM 13321L108   11,049,276 231,350 SH   SOLE   231,350 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   7,128,585 504,500 SH   SOLE   504,500 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   4,239,000 300,000 SH Call SOLE   300,000 0 0
GOLAR LNG LTD SHS G9456A100   12,075,660 328,500 SH   SOLE   328,500 0 0
GOLAR LNG LTD SHS G9456A100   18,777,008 510,800 SH Call SOLE   510,800 0 0
GROUPON INC COM NEW 399473206   11,696,645 1,195,976 SH   SOLE   1,195,976 0 0
GROUPON INC COM NEW 399473206   16,626,000 1,700,000 SH Call SOLE   1,700,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109   583,800 70,000 SH   SOLE   70,000 0 0
KBR INC COM 48242W106   10,673,179 163,875 SH   SOLE   163,875 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   7,887,050 338,500 SH   SOLE   338,500 0 0
NETGEAR INC COM 64111Q104   5,456,982 272,033 SH   SOLE   272,033 0 0
NETGEAR INC COM 64111Q104   4,012,000 200,000 SH Call SOLE   200,000 0 0
NEXGEN ENERGY LTD COM 65340P106   3,265,000 500,000 SH   SOLE   500,000 0 0
NUSCALE PWR CORP CL A COM 67079K100   1,158,000 100,000 SH Put SOLE   100,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201   2,270,000 200,000 SH   SOLE   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   114,752,000 200,000 SH Put SOLE   200,000 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   12,136,040 264,517 SH   SOLE   264,517 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   18,352,000 400,000 SH Put SOLE   400,000 0 0
TALEN ENERGY CORP COM 87422Q109   14,366,144 80,600 SH   SOLE   80,600 0 0
TURTLE BEACH CORP COM NEW 900450206   16,651,969 1,085,526 SH   SOLE   1,085,526 0 0
TURTLE BEACH CORP COM NEW 900450206   1,534,000 100,000 SH Call SOLE   100,000 0 0
URANIUM ENERGY CORP COM 916896103   1,552,500 250,000 SH   SOLE   250,000 0 0