The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALGOMA STL GROUP INC | COM | 015658107 | 43,253,846 | 6,092,091 | SH | SOLE | 6,092,091 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 62,412,480 | 748,800 | SH | SOLE | 748,800 | 0 | 0 | |||
| ARCH RESOURCES INC | CL A | 03940R107 | 44,454,390 | 394,239 | SH | SOLE | 394,239 | 0 | 0 | |||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 19,907,532 | 682,700 | SH | SOLE | 682,700 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 11,801,642 | 86,200 | SH | SOLE | 86,200 | 0 | 0 | |||
| BAUSCH PLUS LOMB CORP | COMMON SHARES | 071705107 | 57,943,334 | 2,887,062 | SH | SOLE | 2,887,062 | 0 | 0 | |||
| CENTERRA GOLD INC | COM | 152006102 | 11,992,146 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 44,153,314 | 448,166 | SH | SOLE | 448,166 | 0 | 0 | |||
| GROUPON INC | COM NEW | 399473206 | 11,971,887 | 2,025,700 | SH | SOLE | 2,025,700 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 45,904,850 | 1,345,000 | SH | SOLE | 1,345,000 | 0 | 0 | |||
| KOSMOS ENERGY LTD | COM | 500688106 | 58,868,157 | 9,827,739 | SH | SOLE | 9,827,739 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 47,154,000 | 813,000 | SH | SOLE | 813,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 220,245,000 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | ||
| PROTHENA CORP PLC | SHS | G72800108 | 16,017,396 | 234,584 | SH | SOLE | 234,584 | 0 | 0 | |||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 13,825,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| SEALED AIR CORP NEW | COM | 81211K100 | 15,400,000 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 77,441,070 | 2,653,000 | SH | SOLE | 2,653,000 | 0 | 0 | |||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 63,090,447 | 2,151,500 | SH | SOLE | 2,151,500 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 222,504,500 | 850,000 | SH | Put | SOLE | 850,000 | 0 | 0 | ||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 25,484,538 | 2,060,189 | SH | SOLE | 2,060,189 | 0 | 0 | |||
| WEIBO CORP | SPONSORED ADR | 948596101 | 41,292,895 | 3,149,725 | SH | SOLE | 3,149,725 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 72,943,221 | 1,923,101 | SH | SOLE | 1,923,101 | 0 | 0 | |||