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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILON HEALTH INC COM 00857U107   3,659,238 599,875 SH   SOLE   599,875 0 0
ALBEMARLE CORP COM 012653101   39,522,000 300,000 SH Put SOLE   300,000 0 0
ALLY FINL INC COM 02005N100   191,951,165 4,729,026 SH   SOLE   4,729,026 0 0
ASA GOLD AND PRECIOUS MTLS L SHS G3156P103   8,448,000 550,000 SH   SOLE   550,000 0 0
AT&T INC COM 00206R102   113,021,955 6,421,702 SH   SOLE   6,421,702 0 0
BALLYS CORPORATION COM 05875B106   1,335,828 95,827 SH   SOLE   95,827 0 0
BLACKROCK HEALTH SCIENCES TE COM SHS 09260E105   23,892,260 1,457,734 SH   SOLE   1,457,734 0 0
BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108   19,402,675 2,383,621 SH   SOLE   2,383,621 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101   51,902 25,951 SH   SOLE   25,951 0 0
CLEARBRIDGE MLP AND MIDSTRM COM 18469Q207   8,296,000 200,000 SH   SOLE   200,000 0 0
CROWN HLDGS INC COM 228368106   103,038,000 1,300,000 SH   SOLE   1,300,000 0 0
DISCOVER FINL SVCS COM 254709108   335,336,348 2,558,062 SH   SOLE   2,558,062 0 0
EQUITABLE HLDGS INC COM 29452E101   196,729,079 5,175,719 SH   SOLE   5,175,719 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   160,970,655 98,453 SH   SOLE   98,453 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   255,892,500 6,375,000 SH   SOLE   6,375,000 0 0
GARRETT MOTION INC COM 366505105   142,034,678 14,289,203 SH   SOLE   14,289,203 0 0
KELLANOVA COM 487836108   398,698,755 6,959,308 SH   SOLE   6,959,308 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   310,276 96,359 SH   SOLE   96,359 0 0
NVIDIA CORPORATION COM 67066G104   19,878,320 22,000 SH Put SOLE   22,000 0 0
PAYPAL HLDGS INC COM 70450Y103   6,699,000 100,000 SH   SOLE   100,000 0 0
PERRIGO CO PLC SHS G97822103   34,919,519 1,084,794 SH   SOLE   1,084,794 0 0
ROKU INC COM CL A 77543R102   36,013,985 552,616 SH   SOLE   552,616 0 0
SAB BIOTHERAPEUTICS INC COM NEW 78397T202   2,081,395 458,457 SH   SOLE   458,457 0 0
SOTERA HEALTH CO COM 83601L102   48,040,000 4,000,000 SH   SOLE   4,000,000 0 0
TEGNA INC COM 87901J105   28,347,380 1,897,415 SH   SOLE   1,897,415 0 0
TESLA INC COM 88160R101   1,608,478,500 9,150,000 SH Put SOLE   9,150,000 0 0
TREEHOUSE FOODS INC COM 89469A104   84,094,959 2,159,049 SH   SOLE   2,159,049 0 0
US FOODS HLDG CORP COM 912008109   107,940,000 2,000,000 SH   SOLE   2,000,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   103,427,333 4,768,434 SH   SOLE   4,768,434 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   154,389,029 17,684,883 SH   SOLE   17,684,883 0 0