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
AERCAP HOLDINGS NV SHS N00985106 BBG000Q9FZL4 32,514,480 437,493 SH   SOLE 0 437,493 0 0
ALLY FINL INC COM 02005N100 BBG000BC2R71 37,364,400 1,070,000 SH Call SOLE 0 1,070,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 300,333,500 2,150,000 SH Call SOLE 0 2,150,000 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 179,972,930 1,184,500 SH Call SOLE 0 1,184,500 0 0
DOORDASH INC CL A 25809K105 BBG005D7QCJ3 28,440,072 287,593 SH   SOLE 0 287,593 0 0
FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQF9 32,455,150 10,571,710 SH   SOLE 0 10,571,710 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVW7 15,457,400 610,000 SH Call SOLE 0 610,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 BBG010MVVVW7 54,696,365 2,158,499 SH   SOLE 0 2,158,499 0 0
FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 10,406,267 224,273 SH   SOLE 0 224,273 0 0
FTAI INFRASTRUCTURE INC COMMON STOCK 35953C106 BBG0174VKJ51 16,609,573 4,269,813 SH   SOLE 0 4,269,813 0 0
GREENFIRE RES LTD NEW COM SHS 39525U107 BBG01HRTJS51 8,429,534 1,734,472 SH   SOLE 0 1,734,472 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111 BBG00YRWDS54 971 48,542 SH   SOLE 0 48,542 0 0
INNOVID CORP *W EXP 11/30/202 457679116 BBG00Z2YDG50 416 13,853 SH   SOLE 0 13,853 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 90,094,400 220,000 SH Put SOLE 0 220,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 2,525,919 6,168 SH   SOLE 0 6,168 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 14,049,700 70,000 SH Put SOLE 0 70,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 10,101,333 50,328 SH   SOLE 0 50,328 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 BBG004XB9HY6 46,980,000 1,740,000 SH Call SOLE 0 1,740,000 0 0
LENDINGTREE INC NOTE 0.500% 7/1 52603BAD9 BBG00W6WLPH5 18,727,500 22,700,000 PRN   SOLE 0 22,700,000 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 80,063,783 4,505,559 SH   SOLE 0 4,505,559 0 0
LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZH92 35,540,000 2,000,000 SH Call SOLE 0 2,000,000 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ3B1 21,841,588 1,171,759 SH   SOLE 0 1,171,759 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 196,447,800 555,000 SH Call SOLE 0 555,000 0 0
NRG ENERGY INC COM NEW 629377508 BBG000D8RG11 36,418,462 704,419 SH   SOLE 0 704,419 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 BBG0105XBRR9 760,059 644,118 SH   SOLE 0 644,118 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 25,316,200 938,680 SH   SOLE 0 938,680 0 0
PEGASYSTEMS INC COM 705573103 BBG000H1RYG7 61,846,939 1,265,799 SH   SOLE 0 1,265,799 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 73,673,050 155,000 SH Put SOLE 0 155,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 51,787,401 108,955 SH   SOLE 0 108,955 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 BBG00L9HLWV8 579,935 17,077 SH   SOLE 0 17,077 0 0
TERRAN ORBITAL CORPORATION *W EXP 03/25/202 88105P111 BBG0101JBRH5 2,161 33,200 SH   SOLE 0 33,200 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DC3 1,555,000 500,000 SH Call SOLE 0 500,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 BBG00XKM1DC3 20,486,002 6,587,139 SH   SOLE 0 6,587,139 0 0
TRIUMPH FINANCIAL INC COM 89679E300 BBG000QS6MN9 97,394,887 1,214,703 SH   SOLE 0 1,214,703 0 0
UNITED HOMES GROUP INC *W EXP 03/30/202 91060H116 BBG00ZNLPWK0 38,949 38,949 SH   SOLE 0 38,949 0 0