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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
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
ALTICE USA INC CL A 02156K103   404,398 167,800 SH   SOLE   167,800 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   53,242,031 399,505 SH   SOLE   399,505 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   441,875 44,499 SH   SOLE   44,499 0 0
HAFNIA LTD SHS Y2990R101   102,948,417 17,186,714 SH   DFND   17,186,714 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   62,858,614 28,967,103 SH   SOLE   28,967,103 0 0
GRIFFON CORP COM 398433102   9,518,750 125,000 SH   SOLE   125,000 0 0
LIONSGATE STUDIOS CORP COM 53626N102   259,774,636 37,648,498 SH   SOLE   37,648,498 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   11,680,000 800,000 SH   SOLE   800,000 0 0
STARZ ENTERTAINMENT CORP. COM 855919106   42,175,407 2,863,232 SH   SOLE   2,863,232 0 0
TELESAT CORP CL A & CL B SHS 879512309   477,929,938 18,035,092 SH   SOLE   18,035,092 0 0