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
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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
AIR PRODS & CHEMS INC COM 009158106   31,297,408 129,184 SH   SOLE   129,184 0 0
ALGONQUIN PWR UTILS CORP COM 015857105   6,395,499 1,011,946 SH   SOLE   1,011,946 0 0
ALPHABET INC CAP STK CL A 02079K305   30,186,000 200,000 SH Call SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305   72,477,944 480,209 SH   SOLE   480,209 0 0
AMAZON COM INC COM 023135106   93,369,919 517,629 SH   SOLE   517,629 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,368,004 398,835 SH   SOLE   398,835 0 0
BLACKSTONE INC COM 09260D107   32,842,500 250,000 SH Put SOLE   250,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   55,912,784 799,325 SH   SOLE   799,325 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   53,696,390 552,432 SH   SOLE   552,432 0 0
CSX CORP COM 126408103   38,451,525 1,037,268 SH   SOLE   1,037,268 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   13,402,757 520,900 SH Put SOLE   520,900 0 0
FLYEXCLUSIVE INC *W EXP 99/99/999 343928115   86,358 200,832 SH   SOLE   200,832 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   41,575,671 319,150 SH   SOLE   319,150 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   22,585,621 2,473,781 SH   SOLE   2,473,781 0 0
IAC INC COM NEW 44891N208   67,556,017 1,266,517 SH   SOLE   1,266,517 0 0
ILLUMINA INC COM 452327109   137,980,235 1,004,808 SH   SOLE   1,004,808 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   525,750 2,500 SH   SOLE   2,500 0 0
KKR & CO INC COM 48251W104   64,329,158 639,582 SH   SOLE   639,582 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   65,995,360 1,558,332 SH   SOLE   1,558,332 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   40,550,064 925,378 SH   SOLE   925,378 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 531229813   10,972,962 369,460 SH   SOLE   369,460 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   5,711,985 192,258 SH   SOLE   192,258 0 0
MACYS INC COM 55616P104   3,636,181 181,900 SH Put SOLE   181,900 0 0
MDU RES GROUP INC COM 552690109   255,705,433 10,147,041 SH   SOLE   10,147,041 0 0
META PLATFORMS INC CL A 30303M102   1,165,392 2,400 SH   SOLE   2,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101   283,202,309 5,998,778 SH   SOLE   5,998,778 0 0
MICROSOFT CORP COM 594918104   73,062,656 173,661 SH   SOLE   173,661 0 0
NORFOLK SOUTHN CORP COM 655844108   44,758,740 175,614 SH   SOLE   175,614 0 0
NVIDIA CORPORATION COM 67066G104   1,468,285 1,625 SH   SOLE   1,625 0 0
REVOLUTION MEDICINES INC COM 76155X100   377,027 11,698 SH   SOLE   11,698 0 0
SALESFORCE INC COM 79466L302   913,178 3,032 SH   SOLE   3,032 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   363,071,431 4,769,098 SH   SOLE   4,769,098 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   104,614,000 200,000 SH Put SOLE   200,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   120,324 44,400 SH   SOLE   44,400 0 0
TESLA INC COM 88160R101   501,002 2,850 SH   SOLE   2,850 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   69,251,480 801,429 SH   SOLE   801,429 0 0
UNITED STATES STL CORP NEW COM 912909108   2,793,430 68,500 SH Put SOLE   68,500 0 0
VESTIS CORPORATION COM SHS 29430C102   64,138,441 3,328,409 SH   SOLE   3,328,409 0 0