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
Estimated average burden
hours per response: 23.8
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
ALAMOS GOLD INC NEW COM CL A 011532108 1,369 226,238 SH   SOLE   226,238 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,186 7,000 SH   SOLE   7,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 28,678 879,422 SH   DFND 3 879,422 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 130,580 4,004,297 SH   DFND 2 4,004,297 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,337 562,297 SH   DFND 1 562,297 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,230 283,049 SH   DFND 4 283,049 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,649 479,884 SH   DFND 7 479,884 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 19,591 600,757 SH   DFND 5 600,757 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 33,371 1,023,403 SH   SOLE   940,641 0 82,762
APPLIED MATLS INC COM 038222105 16,193 360,570 SH   DFND 3 360,570 0 0
APPLIED MATLS INC COM 038222105 57,166 1,272,892 SH   DFND 2 1,272,892 0 0
APPLIED MATLS INC COM 038222105 9,062 201,775 SH   DFND 1 201,775 0 0
APPLIED MATLS INC COM 038222105 5,084 113,213 SH   DFND 4 113,213 0 0
APPLIED MATLS INC COM 038222105 8,618 191,889 SH   DFND 7 191,889 0 0
APPLIED MATLS INC COM 038222105 10,821 240,953 SH   DFND 5 240,953 0 0
APPLIED MATLS INC COM 038222105 18,848 419,678 SH   SOLE   386,575 0 33,103
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 7,771 298,874 SH   SOLE   298,874 0 0
CANADIAN NAT RES LTD COM 136385101 28,837 1,069,209 SH   DFND 6 1,069,209 0 0
CANADIAN NAT RES LTD COM 136385101 6,709 248,751 SH   SOLE   248,751 0 0
CENOVUS ENERGY INC COM 15135U109 29,094 3,298,674 SH   DFND 6 3,298,674 0 0
CENOVUS ENERGY INC COM 15135U109 6,769 767,435 SH   SOLE   767,435 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 130,171 2,293,770 SH   DFND 3 2,293,770 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 467,411 8,236,320 SH   DFND 2 8,236,320 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 73,696 1,298,615 SH   DFND 1 1,298,615 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 40,872 720,209 SH   DFND 4 720,209 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 69,295 1,221,049 SH   DFND 7 1,221,049 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 86,652 1,526,913 SH   DFND 5 1,526,913 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 151,735 2,673,526 SH   SOLE   2,462,941 0 210,585
DHT HOLDINGS INC SHS NEW Y2065G121 15,303 2,589,362 SH   DFND 6 2,589,362 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,560 602,291 SH   SOLE   602,291 0 0
EATON CORP PLC SHS G29183103 24,724 296,873 SH   SOLE   296,873 0 0
EATON CORP PLC SHS G29183103 49,620 595,826 SH   DFND 6 595,826 0 0
ELDORADO GOLD CORP NEW COM 284902509 31,277 5,374,042 SH   SOLE   5,374,042 0 0
FIRST SOLAR INC COM 336433107 26,228 399,330 SH   SOLE   399,330 0 0
FIRST SOLAR INC COM 336433107 43,443 661,430 SH   DFND 6 661,430 0 0
GENERAL ELECTRIC CO COM 369604103 29,077 2,769,284 SH   SOLE   2,769,284 0 0
GENERAL ELECTRIC CO COM 369604103 66,863 6,367,880 SH   DFND 6 6,367,880 0 0
GRUBHUB INC COM 400110102 24,425 313,177 SH   DFND 3 313,177 0 0
GRUBHUB INC COM 400110102 76,965 986,861 SH   DFND 2 986,861 0 0
GRUBHUB INC COM 400110102 13,378 171,538 SH   DFND 1 171,538 0 0
GRUBHUB INC COM 400110102 7,669 98,333 SH   DFND 4 98,333 0 0
GRUBHUB INC COM 400110102 13,002 166,714 SH   DFND 7 166,714 0 0
GRUBHUB INC COM 400110102 14,678 188,208 SH   DFND 5 188,208 0 0
GRUBHUB INC COM 400110102 28,420 364,488 SH   SOLE   335,736 0 28,752
INGERSOLL-RAND PLC SHS G47791101 12,678 100,085 SH   SOLE   100,085 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 15,873 85,000 SH Put DFND 2 85,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 15,873 85,000 SH Put DFND 2 85,000 0 0
IQIYI INC SPONSORED ADS 46267X108 434 21,000 SH   SOLE   21,000 0 0
LAM RESEARCH CORP COM 512807108 21,866 116,406 SH   DFND 3 116,406 0 0
LAM RESEARCH CORP COM 512807108 57,735 307,365 SH   DFND 2 307,365 0 0
LAM RESEARCH CORP COM 512807108 10,826 57,636 SH   DFND 1 57,636 0 0
LAM RESEARCH CORP COM 512807108 6,865 36,549 SH   DFND 4 36,549 0 0
LAM RESEARCH CORP COM 512807108 11,640 61,967 SH   DFND 7 61,967 0 0
LAM RESEARCH CORP COM 512807108 14,598 77,715 SH   DFND 5 77,715 0 0
LAM RESEARCH CORP COM 512807108 25,447 135,476 SH   SOLE   124,789 0 10,687
MANCHESTER UTD PLC NEW ORD CL A G5784H106 19,608 1,084,516 SH   DFND 2 1,084,516 0 0
MICRON TECHNOLOGY INC COM 595112103 13,399 347,216 SH   DFND 3 347,216 0 0
MICRON TECHNOLOGY INC COM 595112103 31,660 820,412 SH   DFND 2 820,412 0 0
MICRON TECHNOLOGY INC COM 595112103 7,493 194,161 SH   DFND 1 194,161 0 0
MICRON TECHNOLOGY INC COM 595112103 4,207 109,020 SH   DFND 4 109,020 0 0
MICRON TECHNOLOGY INC COM 595112103 7,131 184,777 SH   DFND 7 184,777 0 0
MICRON TECHNOLOGY INC COM 595112103 8,856 229,481 SH   DFND 5 229,481 0 0
MICRON TECHNOLOGY INC COM 595112103 15,595 404,115 SH   SOLE   372,238 0 31,877
PHILLIPS 66 COM 718546104 3,823 40,873 SH   SOLE   40,873 0 0
PHILLIPS 66 COM 718546104 16,435 175,695 SH   DFND 6 175,695 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 6,857 115,000 SH Put DFND 2 115,000 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 2,020 1,596,666 SH   DFND 2 1,596,666 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 53,743 1,372,036 SH   DFND 3 1,372,036 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 56,426 1,440,532 SH   DFND 2 1,440,532 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18,396 469,646 SH   DFND 1 469,646 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,874 430,798 SH   DFND 4 430,798 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,609 730,379 SH   DFND 7 730,379 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 35,879 915,989 SH   DFND 5 915,989 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 62,549 1,596,950 SH   SOLE   1,470,987 0 125,963
TESLA INC COM 88160R101 337,693 1,511,200 SH Put DFND 6 1,511,200 0 0
TESLA INC COM 88160R101 33,430 149,600 SH Put DFND 6 149,600 0 0
TESLA INC COM 88160R101 107,417 480,700 SH Put SOLE   480,700 0 0
TEXAS INSTRS INC COM 882508104 26,776 233,325 SH   DFND 3 233,325 0 0
TEXAS INSTRS INC COM 882508104 78,045 680,071 SH   DFND 2 680,071 0 0
TEXAS INSTRS INC COM 882508104 14,222 123,931 SH   DFND 1 123,931 0 0
TEXAS INSTRS INC COM 882508104 8,407 73,260 SH   DFND 4 73,260 0 0
TEXAS INSTRS INC COM 882508104 14,254 124,206 SH   DFND 7 124,206 0 0
TEXAS INSTRS INC COM 882508104 15,873 138,315 SH   DFND 5 138,315 0 0
TEXAS INSTRS INC COM 882508104 31,294 272,805 SH   SOLE   251,384 0 21,421
UBER TECHNOLOGIES INC COM 90353T100 12,178 262,560 SH   DFND 1 262,560 0 0
UBER TECHNOLOGIES INC COM 90353T100 82,918 1,787,788 SH   DFND 2 1,787,788 0 0
UNITED CONTL HLDGS INC COM 910047109 83,857 957,820 SH   DFND 3 957,820 0 0
UNITED CONTL HLDGS INC COM 910047109 312,513 3,569,536 SH   DFND 2 3,569,536 0 0
UNITED CONTL HLDGS INC COM 910047109 46,526 531,425 SH   DFND 1 531,425 0 0
UNITED CONTL HLDGS INC COM 910047109 26,330 300,741 SH   DFND 4 300,741 0 0
UNITED CONTL HLDGS INC COM 910047109 44,640 509,879 SH   DFND 7 509,879 0 0
UNITED CONTL HLDGS INC COM 910047109 54,581 623,427 SH   DFND 5 623,427 0 0
UNITED CONTL HLDGS INC COM 910047109 97,194 1,110,217 SH   SOLE   1,022,282 0 87,935
UNITED TECHNOLOGIES CORP COM 913017109 20,592 158,159 SH   SOLE   158,159 0 0
UNITED TECHNOLOGIES CORP COM 913017109 41,142 315,992 SH   DFND 6 315,992 0 0
WARRIOR MET COAL INC COM 93627C101 25,458 974,642 SH   DFND 6 974,642 0 0
WARRIOR MET COAL INC COM 93627C101 5,921 226,694 SH   SOLE   226,694 0 0