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
ALLY FINL INC COM 02005N100   241,005,071 8,922,809 SH   SOLE   8,922,809 0 0
AT&T INC COM 00206R102   146,300,019 9,172,415 SH   SOLE   9,172,415 0 0
BRAEMAR HOTELS & RESORTS INC COM 10482B101   104,323 25,951 SH   SOLE   25,951 0 0
CLEARBRIDGE MLP AND MIDSTRM COM 18469Q207   6,346,000 200,000 SH   SOLE   200,000 0 0
COREBRIDGE FINL INC COM 21871X109   56,512,000 3,200,000 SH   SOLE   3,200,000 0 0
EQUITABLE HLDGS INC COM 29452E101   303,553,849 11,176,504 SH   SOLE   11,176,504 0 0
EVGO INC CL A COM 30052F100   1,891,548 472,887 SH   SOLE   472,887 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   225,674,147 175,834 SH   SOLE   175,834 0 0
FLEX LTD ORD Y2573F102   82,920,000 3,000,000 SH   SOLE   3,000,000 0 0
GARRETT MOTION INC COM 366505105   191,040,184 25,236,484 SH   SOLE   25,236,484 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   88,342,831 1,109,974 SH   SOLE   1,109,974 0 0
KELLOGG CO COM 487836108   213,547,329 3,168,358 SH   SOLE   3,168,358 0 0
NXP SEMICONDUCTORS N V COM N6596X109   22,935,008 112,053 SH   SOLE   112,053 0 0
PAYPAL HLDGS INC COM 70450Y103   6,673,000 100,000 SH   SOLE   100,000 0 0
SYNEOS HEALTH INC CL A 87166B102   13,695,500 325,000 SH   SOLE   325,000 0 0
TEGNA INC COM 87901J105   47,626,139 2,932,644 SH   SOLE   2,932,644 0 0
TESLA INC COM 88160R101   5,049,569,477 19,290,100 SH Put SOLE   19,290,100 0 0
US FOODS HLDG CORP COM 912008109   65,127,524 1,480,171 SH   SOLE   1,480,171 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   281,609,526 22,456,900 SH   SOLE   22,456,900 0 0
XERIS BIOPHARMA HOLDINGS INC NOTE 5.000% 7/1 98422LAA5   15,398,773 13,975,000 PRN   SOLE   13,975,000 0 0