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
ALGONQUIN PWR UTILS CORP COM 015857105   14,887,275 3,345,455 SH   SOLE   3,345,455 0 0
ALPHABET INC CAP STK CL A 02079K305   121,759,464 643,209 SH   SOLE   643,209 0 0
AMAZON COM INC COM 023135106   123,961,712 565,029 SH   SOLE   565,029 0 0
APPLOVIN CORP COM CL A 03831W108   45,336,200 140,000 SH Put SOLE   140,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   1,200,493 398,835 SH   SOLE   398,835 0 0
CHENIERE ENERGY INC COM NEW 16411R208   30,167,748 140,400 SH   SOLE   140,400 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   61,396,153 799,325 SH   SOLE   799,325 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   83,039,152 1,066,108 SH   SOLE   1,066,108 0 0
CSX CORP COM 126408103   56,571,504 1,753,068 SH   SOLE   1,753,068 0 0
DOLLAR TREE INC COM 256746108   216,331,921 2,886,735 SH   SOLE   2,886,735 0 0
EVERUS CONSTR GROUP COM 300426103   21,217,920 322,706 SH   SOLE   322,706 0 0
FLYEXCLUSIVE INC *W EXP 99/99/999 343928115   36,150 200,832 SH   SOLE   200,832 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   34,636,274 405,150 SH   SOLE   405,150 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   64,918,748 3,480,898 SH   SOLE   3,480,898 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   190,134,808 2,473,781 SH   SOLE   2,473,781 0 0
IAC INC COM NEW 44891N208   103,983,362 2,410,370 SH   SOLE   2,410,370 0 0
ILLUMINA INC COM 452327109   227,192,247 1,700,159 SH   SOLE   1,700,159 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   62,333,750 1,175,000 SH   SOLE   1,175,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 531229748   102,117,816 1,534,222 SH   SOLE   1,534,222 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   39,432,467 579,378 SH   SOLE   579,378 0 0
MDU RES GROUP INC COM 552690109   128,101,099 7,108,829 SH   SOLE   7,108,829 0 0
META PLATFORMS INC CL A 30303M102   1,405,224 2,400 SH   SOLE   2,400 0 0
MGM RESORTS INTERNATIONAL COM 552953101   197,071,113 5,687,478 SH   SOLE   5,687,478 0 0
MICROSOFT CORP COM 594918104   73,198,112 173,661 SH   SOLE   173,661 0 0
NORFOLK SOUTHN CORP COM 655844108   69,807,056 297,431 SH   SOLE   297,431 0 0
NVIDIA CORPORATION COM 67066G104   2,182,213 16,250 SH   SOLE   16,250 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   75,630,000 1,000,000 SH Put SOLE   1,000,000 0 0
SALESFORCE INC COM 79466L302   1,013,689 3,032 SH   SOLE   3,032 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   171,962,500 1,250,000 SH Put SOLE   1,250,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   337,222,920 4,769,098 SH   SOLE   4,769,098 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   586,080,000 1,000,000 SH Call SOLE   1,000,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   77,700 44,400 SH   SOLE   44,400 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   39,666,656 200,854 SH   SOLE   200,854 0 0
TESLA INC COM 88160R101   1,150,944 2,850 SH   SOLE   2,850 0 0
UGI CORP NEW COM 902681105   55,353,807 1,960,815 SH   SOLE   1,960,815 0 0
VESTIS CORPORATION COM SHS 29430C102   259,200,045 17,007,877 SH   SOLE   17,007,877 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   3,461,633 34,345 SH   SOLE   34,345 0 0