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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 11,916 200,000 SH   SOLE   200,000 0 0
ALCOA CORP COM 013872106 59,580 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 83,153 700,000 SH Call SOLE   700,000 0 0
ANGEL OAK MTG INC COM 03464Y108 9,828 600,000 SH   SOLE   600,000 0 0
BARCLAYS PLC ADR 06738E204 41,400 4,000,000 SH   SOLE   4,000,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 6,863 891,355 SH   SOLE   891,355 0 0
BRIGHTHOUSE FINL INC COM 10922N103 25,900 500,000 SH Call SOLE   500,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 21,355 500,000 SH Call SOLE   500,000 0 0
CAMECO CORP COM 13321L108 16,358 750,000 SH Call SOLE   750,000 0 0
CAMECO CORP COM 13321L108 5,453 250,000 SH Call SOLE   250,000 0 0
CARDINAL HEALTH INC COM 14149Y108 51,490 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 24,156 400,000 SH   SOLE   400,000 0 0
CITIGROUP INC COM NEW 172967424 241,560 4,000,000 SH Call SOLE   4,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 21,770 1,000,000 SH   SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 21,770 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 21,770 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,080 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,080 1,000,000 SH Call SOLE   1,000,000 0 0
DESIGNER BRANDS INC CL A 250565108 14,210 1,000,000 SH   SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 25,000 2,000,000 SH   SOLE   2,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,500 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,500 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,500 1,000,000 SH Call SOLE   1,000,000 0 0
DOW INC COM 260557103 69,856 1,231,600 SH Call SOLE   1,231,600 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 14,200 800,000 SH   SOLE   800,000 0 0
FERROGLOBE PLC SHS G33856108 12,420 2,000,000 SH   SOLE   2,000,000 0 0
FLOTEK INDS INC DEL COM 343389102 3,390 3,000,000 SH   SOLE   3,000,000 0 0
FLUOR CORP NEW COM 343412102 12,385 500,000 SH   SOLE   500,000 0 0
FLUOR CORP NEW COM 343412102 24,770 1,000,000 SH Call SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 24,770 1,000,000 SH Call SOLE   1,000,000 0 0
FORD MTR CO DEL COM 345370860 20,770 1,000,000 SH   SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 41,730 1,000,000 SH   SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 41,730 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 58,630 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 58,630 1,000,000 SH Call SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103 43,566 600,000 SH Call SOLE   600,000 0 0
GRAFTECH INTL LTD COM 384313508 11,830 1,000,000 SH   SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 6,952 200,000 SH   SOLE   200,000 0 0
GREENBROOK TMS INC COM NEW 393704309 2,954 700,000 SH   SOLE   700,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 133,660 1,000,000 SH Call SOLE   1,000,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 29,241 1,900,000 SH   SOLE   1,900,000 0 0
MICRON TECHNOLOGY INC COM 595112103 46,575 500,000 SH Call SOLE   500,000 0 0
NCR CORP NEW COM 62886E108 10,050 250,000 SH   SOLE   250,000 0 0
NEOPHOTONICS CORP COM 64051T100 12,419 808,016 SH   SOLE   808,016 0 0
NOV INC COM 62955J103 42,005 3,100,000 SH   SOLE   3,100,000 0 0
PARTY CITY HOLDCO INC COM 702149105 21,166 3,800,000 SH   SOLE   3,800,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 43,920 4,000,000 SH Call SOLE   4,000,000 0 0
PITNEY BOWES INC COM 724479100 13,923 2,100,000 SH   SOLE   2,100,000 0 0
ROBLOX CORP CL A 771049103 30,948 300,000 SH Call SOLE   300,000 0 0
SCHLUMBERGER LTD COM STK 806857108 59,900 2,000,000 SH Call SOLE   2,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 59,900 2,000,000 SH Call SOLE   2,000,000 0 0
SENSEONICS HLDGS INC COM 81727U105 18,690 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 4,740 1,000,000 SH   SOLE   1,000,000 0 0
SSR MNG INC COM 784730103 23,010 1,300,000 SH   SOLE   1,300,000 0 0
SSR MNG INC COM 784730103 17,700 1,000,000 SH Call SOLE   1,000,000 0 0
TECHNIPFMC PLC COM G87110105 20,128 3,400,000 SH   SOLE   3,400,000 0 0
TECK RESOURCES LTD CL B 878742204 28,820 1,000,000 SH Call SOLE   1,000,000 0 0
TELOS CORP MD COM 87969B101 23,130 1,500,000 SH   SOLE   1,500,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 8,280 3,000,000 SH   SOLE   3,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 71,281 1,700,000 SH Call SOLE   1,700,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 13,134 300,000 SH   SOLE   300,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 43,780 1,000,000 SH Call SOLE   1,000,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 214,340 1,000,000 SH Call SOLE   1,000,000 0 0
VALE S A SPONSORED ADS 91912E105 14,020 1,000,000 SH Call SOLE   1,000,000 0 0
VALE S A SPONSORED ADS 91912E105 14,017 999,800 SH Call SOLE   999,800 0 0
VENUS CONCEPT INC COM 92332W105 8,330 4,900,000 SH   SOLE   4,900,000 0 0
VIATRIS INC COM 92556V106 27,060 2,000,000 SH   SOLE   2,000,000 0 0
VIATRIS INC COM 92556V106 40,590 3,000,000 SH Call SOLE   3,000,000 0 0
VIRIOS THERAPEUTICS INC COM 92829J104 3,325 650,000 SH   SOLE   650,000 0 0
WELLS FARGO CO NEW COM 949746101 95,960 2,000,000 SH Call SOLE   2,000,000 0 0