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
ALGONQUIN PWR UTILS CORP COM 015857105   38,030,708 6,183,855 SH   SOLE   6,183,855 0 0
AMAZON COM INC COM 023135106   226,834,200 982,732 SH   SOLE   982,732 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,635,224 398,835 SH   SOLE   398,835 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   98,817,160 8,600,275 SH   SOLE   8,600,275 0 0
DISNEY WALT CO COM 254687106   56,885,000 500,000 SH Call SOLE   500,000 0 0
DISNEY WALT CO COM 254687106   221,055,110 1,943,000 SH   SOLE   1,943,000 0 0
FLYEXCLUSIVE INC *W EXP 99/99/999 343928115   57,196 200,827 SH   SOLE   200,827 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   77,772,160 4,508,531 SH   SOLE   4,508,531 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   397,805,288 3,058,629 SH   SOLE   3,058,629 0 0
IAC INC COM NEW 44891N208   131,183,433 3,355,075 SH   SOLE   3,355,075 0 0
ILLUMINA INC COM 452327109   502,291,385 3,829,608 SH   SOLE   3,829,608 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   92,146,500 150,000 SH Put SOLE   150,000 0 0
LIBERTY LIVE HOLDINGS INC COM SER A 530909100   81,942,871 1,005,434 SH   SOLE   1,005,434 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308   2,687,898 32,322 SH   SOLE   32,322 0 0
META PLATFORMS INC CL A 30303M102   1,584,216 2,400 SH   SOLE   2,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101   196,516,092 5,385,478 SH   SOLE   5,385,478 0 0
MICROSOFT CORP COM 594918104   83,985,933 173,661 SH   SOLE   173,661 0 0
NVIDIA CORPORATION COM 67066G104   3,030,625 16,250 SH   SOLE   16,250 0 0
ORACLE CORP COM 68389X105   78,587,712 403,200 SH   SOLE   403,200 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   164,348,535 2,408,743 SH   SOLE   2,408,743 0 0
SALESFORCE INC COM 79466L302   3,841,195 14,500 SH   SOLE   14,500 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   402,545,091 5,030,556 SH   SOLE   5,030,556 0 0
STANDARD BIOTOOLS INC COM 34385P108   56,832 44,400 SH   SOLE   44,400 0 0
TESLA INC COM 88160R101   1,281,702 2,850 SH   SOLE   2,850 0 0
UNION PAC CORP COM 907818108   115,660,000 500,000 SH Call SOLE   500,000 0 0
UNION PAC CORP COM 907818108   158,769,489 686,363 SH   SOLE   686,363 0 0
VESTIS CORPORATION COM SHS 29430C102   132,159,133 19,813,963 SH   SOLE   19,813,963 0 0