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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AES CORP COM 00130H105 94,187 4,167,588 SH   SOLE   4,167,588 0 0
ALPHABET INC CAP STK CL A 02079K305 71,079 743,120 SH   SOLE   743,120 0 0
AMAZON COM INC COM 023135106 72,670 643,100 SH   SOLE   643,100 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 28,767 5,943,682 SH   SOLE   5,943,682 0 0
ARYA SCIENCES ACQU CORP IV CL A G31659108 3,964 400,000 SH   SOLE   400,000 0 0
BLUESCAPE OPPORTUNITIES ACQU *W EXP 10/28/202 G1195N113 70 499,999 SH   SOLE   499,999 0 0
BOOT BARN HLDGS INC COM 099406100 29,339 501,864 SH   SOLE   501,864 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 117,507 3,057,677 SH   SOLE   3,057,677 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 34,067 799,325 SH   SOLE   799,325 0 0
CONSTELLATION ENERGY CORP COM 21037T109 107,254 1,289,261 SH   SOLE   1,289,261 0 0
CSX CORP COM 126408103 49,098 1,843,000 SH   SOLE   1,843,000 0 0
EG ACQUISITION CORP *W EXP 05/28/202 26846A118 25 200,832 SH   SOLE   200,832 0 0
EQRX INC COM 26886C107 25,988 5,250,000 SH   SOLE   5,250,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 144,333 2,300,126 SH   SOLE   2,300,126 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 56,073 340,000 SH Call SOLE   340,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,297 12,407 SH   SOLE   12,407 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 35,518 932,955 SH   SOLE   932,955 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 27,774 736,519 SH   SOLE   736,519 0 0
LONGVIEW ACQUISITION CORP II *W EXP 99/99/999 54319Q113 14 199,998 SH   SOLE   199,998 0 0
MDU RES GROUP INC COM 552690109 277,522 10,147,041 SH   SOLE   10,147,041 0 0
MGM RESORTS INTERNATIONAL COM 552953101 198,345 6,673,778 SH   SOLE   6,673,778 0 0
MICROSOFT CORP COM 594918104 104,654 449,352 SH   SOLE   449,352 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 2,214 234,986 SH   SOLE   234,986 0 0
SALESFORCE INC COM 79466L302 86,501 601,367 SH   SOLE   601,367 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101 13,985 15,937,500 SH   SOLE   15,937,500 0 0
SITIO ROYALTIES CORP *W EXP 08/23/202 82982V119 149 878,024 SH   SOLE   878,024 0 0
SKYDECK ACQUISITION CORP CLASS A ORD SHS G82220123 9,643 980,000 SH   SOLE   980,000 0 0
SKYDECK ACQUISITION CORP *W EXP 05/13/202 G82220115 38 326,666 SH   SOLE   326,666 0 0
SOMALOGIC INC CLASS A COM 83444K105 7,250 2,500,000 SH   SOLE   2,500,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 16,330 234,119 SH   SOLE   234,119 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 35,718 100,000 SH Call SOLE   100,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,607 4,500 SH   SOLE   4,500 0 0
TWITTER INC COM 90184L102 15,344 350,000 SH   SOLE   350,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 38,349 1,447,121 SH   SOLE   1,447,121 0 0