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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,171 7,000 SH   SOLE   7,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 23,986 889,344 SH   DFND 3 889,344 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 91,772 3,402,736 SH   DFND 2 3,402,736 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,525 390,256 SH   DFND 1 390,256 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,447 313,199 SH   DFND 4 313,199 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 14,796 548,625 SH   DFND 7 548,625 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 17,707 656,558 SH   DFND 5 656,558 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 31,013 1,150,013 SH   SOLE   1,055,333 0 94,680
APPLIED MATLS INC COM 038222105 24,700 494,992 SH   DFND 3 494,992 0 0
APPLIED MATLS INC COM 038222105 78,908 1,581,327 SH   DFND 2 1,581,327 0 0
APPLIED MATLS INC COM 038222105 9,030 180,960 SH   DFND 1 180,960 0 0
APPLIED MATLS INC COM 038222105 8,964 179,647 SH   DFND 4 179,647 0 0
APPLIED MATLS INC COM 038222105 15,340 307,409 SH   DFND 7 307,409 0 0
APPLIED MATLS INC COM 038222105 18,019 361,104 SH   DFND 5 361,104 0 0
APPLIED MATLS INC COM 038222105 34,359 688,551 SH   SOLE   634,098 0 54,453
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 3,950 166,367 SH   SOLE   166,367 0 0
CANADIAN NAT RES LTD COM 136385101 18,113 680,158 SH   DFND 6 680,158 0 0
CANADIAN NAT RES LTD COM 136385101 4,381 164,505 SH   SOLE   164,505 0 0
CENOVUS ENERGY INC COM 15135U109 36,245 3,864,092 SH   DFND 6 3,864,092 0 0
CENOVUS ENERGY INC COM 15135U109 8,762 934,079 SH   SOLE   934,079 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 105,929 1,839,052 SH   DFND 3 1,839,052 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 296,850 5,153,650 SH   DFND 2 5,153,650 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 45,228 785,216 SH   DFND 1 785,216 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 38,843 674,358 SH   DFND 4 674,358 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 66,710 1,158,153 SH   DFND 7 1,158,153 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 78,088 1,355,703 SH   DFND 5 1,355,703 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 146,373 2,541,191 SH   SOLE   2,336,437 0 204,754
DHT HOLDINGS INC SHS NEW Y2065G121 16,183 2,631,386 SH   DFND 6 2,631,386 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 3,912 636,070 SH   SOLE   636,070 0 0
EATON CORP PLC SHS G29183103 9,023 108,520 SH   SOLE   108,520 0 0
ELDORADO GOLD CORP NEW COM 284902509 31,677 4,076,856 SH   SOLE   4,076,856 0 0
FIRST SOLAR INC COM 336433107 21,796 375,728 SH   SOLE   375,728 0 0
FIRST SOLAR INC COM 336433107 32,498 560,218 SH   DFND 6 560,218 0 0
GENERAL ELECTRIC CO COM 369604103 39,292 4,395,044 SH   DFND 6 4,395,044 0 0
GENERAL ELECTRIC CO COM 369604103 17,927 2,005,261 SH   SOLE   2,005,261 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,325 45,000 SH   DFND 2 45,000 0 0
GRUBHUB INC COM 400110102 14,673 261,035 SH   DFND 3 261,035 0 0
GRUBHUB INC COM 400110102 55,471 986,861 SH   DFND 2 986,861 0 0
GRUBHUB INC COM 400110102 7,119 126,657 SH   DFND 1 126,657 0 0
GRUBHUB INC COM 400110102 5,322 94,676 SH   DFND 4 94,676 0 0
GRUBHUB INC COM 400110102 9,141 162,620 SH   DFND 7 162,620 0 0
GRUBHUB INC COM 400110102 9,655 171,767 SH   DFND 5 171,767 0 0
GRUBHUB INC COM 400110102 20,422 363,268 SH   SOLE   334,516 0 28,752
INGERSOLL-RAND PLC SHS G47791101 9,067 73,590 SH   SOLE   73,590 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 249 150,000 SH Put DFND 2 150,000 0 0
IQIYI INC SPONSORED ADS 46267X108 387 24,000 SH   SOLE   24,000 0 0
LAM RESEARCH CORP COM 512807108 24,961 108,007 SH   DFND 3 108,007 0 0
LAM RESEARCH CORP COM 512807108 71,035 307,365 SH   DFND 2 307,365 0 0
LAM RESEARCH CORP COM 512807108 9,835 42,556 SH   DFND 1 42,556 0 0
LAM RESEARCH CORP COM 512807108 9,059 39,197 SH   DFND 4 39,197 0 0
LAM RESEARCH CORP COM 512807108 15,502 67,075 SH   DFND 7 67,075 0 0
LAM RESEARCH CORP COM 512807108 18,209 78,789 SH   DFND 5 78,789 0 0
LAM RESEARCH CORP COM 512807108 34,718 150,234 SH   SOLE   138,353 0 11,881
MANCHESTER UTD PLC NEW ORD CL A G5784H106 6,102 371,415 SH   DFND 2 371,415 0 0
MICRON TECHNOLOGY INC COM 595112103 17,448 407,199 SH   DFND 3 407,199 0 0
MICRON TECHNOLOGY INC COM 595112103 65,323 1,524,464 SH   DFND 2 1,524,464 0 0
MICRON TECHNOLOGY INC COM 595112103 8,295 193,572 SH   DFND 1 193,572 0 0
MICRON TECHNOLOGY INC COM 595112103 6,336 147,855 SH   DFND 4 147,855 0 0
MICRON TECHNOLOGY INC COM 595112103 10,859 253,417 SH   DFND 7 253,417 0 0
MICRON TECHNOLOGY INC COM 595112103 12,727 297,015 SH   DFND 5 297,015 0 0
MICRON TECHNOLOGY INC COM 595112103 24,308 567,312 SH   SOLE   522,416 0 44,896
NIO INC SPON ADS 62914V106 4,062 2,603,800 SH Put DFND 6 2,603,800 0 0
NIO INC SPON ADS 62914V106 930 596,200 SH Put SOLE   596,200 0 0
PHILLIPS 66 COM 718546104 25,595 249,954 SH   DFND 6 249,954 0 0
PHILLIPS 66 COM 718546104 6,188 60,426 SH   SOLE   60,426 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 4,157 277,051 SH   DFND 6 277,051 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 1,687 112,449 SH   SOLE   112,449 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 2,858 1,596,666 SH   DFND 2 1,596,666 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 55,585 1,195,880 SH   DFND 3 1,195,880 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 89,184 1,918,751 SH   DFND 2 1,918,751 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,118 346,768 SH   DFND 1 346,768 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,143 433,359 SH   DFND 4 433,359 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 34,572 743,804 SH   DFND 7 743,804 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 40,574 872,929 SH   DFND 5 872,929 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 77,275 1,662,715 SH   SOLE   1,531,136 0 131,579
TESLA INC COM 88160R101 364,003 1,511,200 SH Put DFND 6 1,511,200 0 0
TESLA INC COM 88160R101 103,381 429,200 SH Put DFND 6 429,200 0 0
TESLA INC COM 88160R101 29,844 123,900 SH Put DFND 6 123,900 0 0
TESLA INC COM 88160R101 19,077 79,200 SH Call DFND 6 79,200 0 0
TESLA INC COM 88160R101 144,426 599,600 SH Put SOLE   599,600 0 0
TESLA INC COM 88160R101 6,696 27,800 SH Call SOLE   27,800 0 0
TEXAS INSTRS INC COM 882508104 25,161 194,688 SH   DFND 3 194,688 0 0
TEXAS INSTRS INC COM 882508104 73,895 571,764 SH   DFND 2 571,764 0 0
TEXAS INSTRS INC COM 882508104 10,033 77,632 SH   DFND 1 77,632 0 0
TEXAS INSTRS INC COM 882508104 9,118 70,549 SH   DFND 4 70,549 0 0
TEXAS INSTRS INC COM 882508104 15,658 121,156 SH   DFND 7 121,156 0 0
TEXAS INSTRS INC COM 882508104 16,324 126,305 SH   DFND 5 126,305 0 0
TEXAS INSTRS INC COM 882508104 35,037 271,099 SH   SOLE   249,678 0 21,421
UBER TECHNOLOGIES INC COM 90353T100 54,474 1,787,788 SH   DFND 2 1,787,788 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,000 262,560 SH   DFND 1 262,560 0 0
UNITED AIRLINES HLDGS INC COM 910047109 66,148 748,197 SH   DFND 3 748,197 0 0
UNITED AIRLINES HLDGS INC COM 910047109 188,212 2,128,858 SH   DFND 2 2,128,858 0 0
UNITED AIRLINES HLDGS INC COM 910047109 32,908 372,223 SH   DFND 1 372,223 0 0
UNITED AIRLINES HLDGS INC COM 910047109 24,283 274,666 SH   DFND 4 274,666 0 0
UNITED AIRLINES HLDGS INC COM 910047109 41,671 471,343 SH   DFND 7 471,343 0 0
UNITED AIRLINES HLDGS INC COM 910047109 46,159 522,105 SH   DFND 5 522,105 0 0
UNITED AIRLINES HLDGS INC COM 910047109 90,839 1,027,418 SH   SOLE   944,012 0 83,406
UNITED TECHNOLOGIES CORP COM 913017109 55,330 405,287 SH   DFND 6 405,287 0 0
UNITED TECHNOLOGIES CORP COM 913017109 26,768 196,077 SH   SOLE   196,077 0 0
VIEWRAY INC COM 92672L107 6,932 2,390,216 SH   SOLE   2,390,216 0 0