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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 28,597 1,558,472 SH   SOLE 0 1,558,472 0 0
ALCOA CORP COM 013872106 10,462 1,698,382 SH   SOLE 0 1,698,382 0 0
ARCONIC INC COM 03965L100 10,840 675,000 SH   SOLE 0 675,000 0 0
BATTALION OIL CORP COM 07134L107 6,685 1,429,976 SH   SOLE 0 1,429,976 0 0
CALLON PETE CO DEL COM 13123X102 4,494 8,202,705 SH   SOLE 0 8,202,705 0 0
CANADIAN SOLAR INC COM 136635109 68,175 4,285,066 SH   SOLE 0 4,285,066 0 0
CIMAREX ENERGY CO COM 171798101 591 35,162 SH   SOLE 0 35,162 0 0
COMSCORE INC COM 20564W105 5,420 1,922,241 SH   SOLE 0 1,922,241 0 0
DURECT CORP COM 266605104 30,213 19,492,459 SH   SOLE 0 19,492,459 0 0
EXTREME NETWORKS INC COM 30226D106 2,508 811,835 SH   SOLE 0 811,835 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 80,694 705,000 SH Put SOLE 0 705,000 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 7,674 495,748 SH   SOLE 0 495,748 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 34,449 1,933,188 SH   SOLE 0 1,933,188 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 15,684 950,000 SH   SOLE 0 950,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 392 25,000 SH   SOLE 0 25,000 0 0
LOGICBIO THERAPEUTICS INC COM 54142F102 2,470 500,000 SH   SOLE 0 500,000 0 0
LUMOS PHARMA INC COM 55028X109 3,461 407,192 SH   SOLE 0 407,192 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 12,940 6,374,740 SH   SOLE 0 6,374,740 0 0
OPES ACQUISITION CORP UNIT 03/07/2023 68373P209 799 83,438 SH   SOLE 0 83,438 0 0
OUTFRONT MEDIA INC COM 69007J106 4,044 300,000 SH   SOLE 0 300,000 0 0
OVINTIV INC COM 69047Q102 243 90,108 SH   SOLE 0 90,108 0 0
PDC ENERGY INC COM 69327R101 9,104 1,466,079 SH   SOLE 0 1,466,079 0 0
PERSPECTA INC COM 715347100 16,416 900,000 SH   SOLE 0 900,000 0 0
SIERRA WIRELESS INC COM 826516106 12,180 2,144,396 SH   SOLE 0 2,144,396 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 10,405 316,250 SH Put SOLE 0 1,265,000 0 0