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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 34,258 700,000 SH   SOLE   700,000 0 0
ALCOA CORP COM 013872106 48,940 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 88,830 600,000 SH Call SOLE   600,000 0 0
ANGEL OAK MTG INC COM 03464Y108 8,465 500,000 SH   SOLE   500,000 0 0
ANTERO RESOURCES CORP COM 03674X106 9,405 500,000 SH   SOLE   500,000 0 0
APA CORPORATION COM 03743Q108 21,430 1,000,000 SH Call SOLE   1,000,000 0 0
BARCLAYS PLC ADR 06738E204 41,280 4,000,000 SH   SOLE   4,000,000 0 0
BARCLAYS PLC ADR 06738E204 10,320 1,000,000 SH Call SOLE   1,000,000 0 0
BLACKBERRY LTD COM 09228F103 9,730 1,000,000 SH Call SOLE   1,000,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 6,802 843,900 SH   SOLE   843,900 0 0
BRIGHTHOUSE FINL INC COM 10922N103 23,158 512,000 SH Call SOLE   512,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 22,615 500,000 SH Call SOLE   500,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 29,585 500,000 SH   SOLE   500,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 20,500 500,000 SH Call SOLE   500,000 0 0
CAMECO CORP COM 13321L108 21,730 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 140,360 2,000,000 SH Call SOLE   2,000,000 0 0
CITIGROUP INC COM NEW 172967424 140,360 2,000,000 SH Call SOLE   2,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 19,810 1,000,000 SH   SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 19,810 1,000,000 SH Call SOLE   1,000,000 0 0
COTY INC COM CL A 222070203 7,860 1,000,000 SH   SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 42,610 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 42,610 1,000,000 SH Call SOLE   1,000,000 0 0
DESIGNER BRANDS INC CL A 250565108 27,930 2,005,000 SH   SOLE   2,005,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 25,400 2,000,000 SH   SOLE   2,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,700 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,700 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,700 1,000,000 SH Call SOLE   1,000,000 0 0
DOW INC COM 260557103 57,560 1,000,000 SH Call SOLE   1,000,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 10,200 600,000 SH   SOLE   600,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 17,000 1,000,000 SH Call SOLE   1,000,000 0 0
FERROGLOBE PLC SHS G33856108 15,755 1,810,932 SH   SOLE   1,810,932 0 0
FIREEYE INC COM 31816Q101 13,350 750,000 SH   SOLE   750,000 0 0
FIRST SOLAR INC COM 336433107 28,638 300,000 SH Call SOLE   300,000 0 0
FLOTEK INDS INC DEL COM 343389102 3,780 3,000,000 SH   SOLE   3,000,000 0 0
FLUOR CORP NEW COM 343412102 15,970 1,000,000 SH Call SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 32,530 1,000,000 SH   SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 32,530 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 52,710 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 52,710 1,000,000 SH Call SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103 41,910 600,000 SH   SOLE   600,000 0 0
GILEAD SCIENCES INC COM 375558103 34,925 500,000 SH Call SOLE   500,000 0 0
GRAFTECH INTL LTD COM 384313508 10,320 1,000,000 SH Call SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 7,346 225,000 SH   SOLE   225,000 0 0
GREENBROOK TMS INC COM NEW 393704309 3,339 450,000 SH   SOLE   450,000 0 0
HELMERICH & PAYNE INC COM 423452101 5,482 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 106,560 2,000,000 SH Call SOLE   2,000,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 265,402 2,000,000 SH Call SOLE   2,000,000 0 0
ISHARES TR EXPANDED TECH 464287515 39,914 100,000 SH Put SOLE   100,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 26,000 2,000,000 SH   SOLE   2,000,000 0 0
NCR CORP NEW COM 62886E108 23,256 600,000 SH   SOLE   600,000 0 0
NCR CORP NEW COM 62886E108 19,380 500,000 SH Call SOLE   500,000 0 0
NEOPHOTONICS CORP COM 64051T100 9,581 1,100,000 SH   SOLE   1,100,000 0 0
NOV INC COM 62955J103 39,330 3,000,000 SH   SOLE   3,000,000 0 0
OLIN CORP COM PAR $1 680665205 4,825 100,000 SH   SOLE   100,000 0 0
ORACLE CORP COM 68389X105 43,565 500,000 SH Call SOLE   500,000 0 0
PARTY CITY HOLDCO INC COM 702149105 14,200 2,000,000 SH   SOLE   2,000,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 51,700 5,000,000 SH Call SOLE   5,000,000 0 0
PFIZER INC COM 717081103 43,010 1,000,000 SH Call SOLE   1,000,000 0 0
PITNEY BOWES INC COM 724479100 14,420 2,000,000 SH   SOLE   2,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 29,640 1,000,000 SH Call SOLE   1,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 29,640 1,000,000 SH Call SOLE   1,000,000 0 0
SENSEONICS HLDGS INC COM 81727U105 23,730 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 4,390 1,000,000 SH   SOLE   1,000,000 0 0
SSR MNG INC COM 784730103 14,550 1,000,000 SH   SOLE   1,000,000 0 0
TECHNIPFMC PLC COM G87110105 22,590 3,000,000 SH   SOLE   3,000,000 0 0
TECK RESOURCES LTD CL B 878742204 24,910 1,000,000 SH Call SOLE   1,000,000 0 0
TECK RESOURCES LTD CL B 878742204 24,910 1,000,000 SH Call SOLE   1,000,000 0 0
TELOS CORP MD COM 87969B101 30,071 1,058,100 SH   SOLE   1,058,100 0 0
TITAN MED INC COM NEW 88830X819 2,280 1,500,000 SH   SOLE   1,500,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 11,370 3,000,000 SH   SOLE   3,000,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 47,570 1,000,000 SH Call SOLE   1,000,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 47,570 1,000,000 SH Call SOLE   1,000,000 0 0
UNITED STATES STL CORP NEW COM 912909108 21,970 1,000,000 SH Call SOLE   1,000,000 0 0
VENUS CONCEPT INC COM 92332W105 3,765 1,500,000 SH   SOLE   1,500,000 0 0
VIATRIS INC COM 92556V106 13,550 1,000,000 SH   SOLE   1,000,000 0 0
VIATRIS INC COM 92556V106 13,550 1,000,000 SH Call SOLE   1,000,000 0 0
VIATRIS INC COM 92556V106 13,550 1,000,000 SH Call SOLE   1,000,000 0 0
VIRIOS THERAPEUTICS INC COM 92829J104 3,439 650,000 SH   SOLE   650,000 0 0