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 1,167 5,500 SH   SOLE   5,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 22,834 796,158 SH   DFND 3 796,158 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 77,149 2,690,004 SH   DFND 2 2,690,004 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,383 292,298 SH   DFND 1 292,298 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 10,126 353,053 SH   DFND 4 353,053 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 15,606 544,132 SH   DFND 7 544,132 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 18,572 647,574 SH   DFND 5 647,574 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 33,960 1,184,091 SH   SOLE   1,098,804 0 85,287
ANALOG DEVICES INC COM 032654105 18,305 154,032 SH   DFND 3 154,032 0 0
ANALOG DEVICES INC COM 032654105 57,054 480,093 SH   DFND 2 480,093 0 0
ANALOG DEVICES INC COM 032654105 6,964 58,604 SH   DFND 4 58,604 0 0
ANALOG DEVICES INC COM 032654105 10,737 90,348 SH   DFND 7 90,348 0 0
ANALOG DEVICES INC COM 032654105 12,769 107,451 SH   DFND 5 107,451 0 0
ANALOG DEVICES INC COM 032654105 26,249 220,897 SH   SOLE   206,686 0 14,211
APPLIED MATLS INC COM 038222105 33,986 556,781 SH   DFND 3 556,781 0 0
APPLIED MATLS INC COM 038222105 104,930 1,719,042 SH   DFND 2 1,719,042 0 0
APPLIED MATLS INC COM 038222105 9,196 150,661 SH   DFND 1 150,661 0 0
APPLIED MATLS INC COM 038222105 12,949 212,137 SH   DFND 4 212,137 0 0
APPLIED MATLS INC COM 038222105 19,941 326,681 SH   DFND 7 326,681 0 0
APPLIED MATLS INC COM 038222105 23,765 389,332 SH   DFND 5 389,332 0 0
APPLIED MATLS INC COM 038222105 48,695 797,788 SH   SOLE   746,424 0 51,364
CANADIAN NAT RES LTD COM 136385101 15,831 489,375 SH   DFND 6 489,375 0 0
CANADIAN NAT RES LTD COM 136385101 4,358 134,717 SH   SOLE   134,717 0 0
CENOVUS ENERGY INC COM 15135U109 22,708 2,237,289 SH   DFND 6 2,237,289 0 0
CENOVUS ENERGY INC COM 15135U109 6,251 615,879 SH   SOLE   615,879 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 90,102 1,540,728 SH   DFND 3 1,540,728 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 246,185 4,209,728 SH   DFND 2 4,209,728 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 32,881 562,260 SH   DFND 1 562,260 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 35,222 602,292 SH   DFND 4 602,292 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 54,391 930,082 SH   DFND 7 930,082 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 64,555 1,103,887 SH   DFND 5 1,103,887 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 122,938 2,102,515 SH   SOLE   1,967,123 0 135,392
DHT HOLDINGS INC SHS NEW Y2065G121 15,039 1,816,328 SH   DFND 6 1,816,328 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 4,140 499,993 SH   SOLE   499,993 0 0
EATON CORP PLC SHS G29183103 35,359 373,304 SH   DFND 6 373,304 0 0
EATON CORP PLC SHS G29183103 21,591 227,948 SH   SOLE   227,948 0 0
ELDORADO GOLD CORP NEW COM 284902509 35,533 4,424,971 SH   SOLE   4,424,971 0 0
FIRST SOLAR INC COM 336433107 20,143 359,945 SH   DFND 6 359,945 0 0
FIRST SOLAR INC COM 336433107 17,240 308,074 SH   SOLE   308,074 0 0
GENERAL ELECTRIC CO COM 369604103 47,807 4,283,809 SH   DFND 6 4,283,809 0 0
GENERAL ELECTRIC CO COM 369604103 23,118 2,071,543 SH   SOLE   2,071,543 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,772 42,500 SH   DFND 2 42,500 0 0
GRUBHUB INC COM 400110102 9,319 191,589 SH   DFND 3 191,589 0 0
GRUBHUB INC COM 400110102 32,081 659,551 SH   DFND 2 659,551 0 0
GRUBHUB INC COM 400110102 3,510 72,156 SH   DFND 1 72,156 0 0
GRUBHUB INC COM 400110102 3,558 73,158 SH   DFND 4 73,158 0 0
GRUBHUB INC COM 400110102 5,477 112,604 SH   DFND 7 112,604 0 0
GRUBHUB INC COM 400110102 6,519 134,017 SH   DFND 5 134,017 0 0
GRUBHUB INC COM 400110102 13,279 273,052 SH   SOLE   255,350 0 17,702
INGERSOLL-RAND PLC SHS G47791101 4,155 31,259 SH   SOLE   31,259 0 0
IQIYI INC SPONSORED ADS 46267X108 823 39,000 SH   SOLE   39,000 0 0
LAM RESEARCH CORP COM 512807108 30,479 104,237 SH   DFND 3 104,237 0 0
LAM RESEARCH CORP COM 512807108 91,639 313,403 SH   DFND 2 313,403 0 0
LAM RESEARCH CORP COM 512807108 9,512 32,531 SH   DFND 1 32,531 0 0
LAM RESEARCH CORP COM 512807108 11,655 39,859 SH   DFND 4 39,859 0 0
LAM RESEARCH CORP COM 512807108 17,948 61,380 SH   DFND 7 61,380 0 0
LAM RESEARCH CORP COM 512807108 21,321 72,916 SH   DFND 5 72,916 0 0
LAM RESEARCH CORP COM 512807108 43,821 149,867 SH   SOLE   140,216 0 9,651
MICRON TECHNOLOGY INC COM 595112103 18,916 351,727 SH   DFND 3 351,727 0 0
MICRON TECHNOLOGY INC COM 595112103 71,524 1,329,944 SH   DFND 2 1,329,944 0 0
MICRON TECHNOLOGY INC COM 595112103 5,962 110,857 SH   DFND 1 110,857 0 0
MICRON TECHNOLOGY INC COM 595112103 7,247 134,752 SH   DFND 4 134,752 0 0
MICRON TECHNOLOGY INC COM 595112103 11,176 207,813 SH   DFND 7 207,813 0 0
MICRON TECHNOLOGY INC COM 595112103 13,242 246,234 SH   DFND 5 246,234 0 0
MICRON TECHNOLOGY INC COM 595112103 27,244 506,633 SH   SOLE   474,000 0 32,633
NIO INC SPON ADS 62914V106 10,467 2,603,800 SH Put DFND 6 2,603,800 0 0
NIO INC SPON ADS 62914V106 2,397 596,200 SH Put SOLE   596,200 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 22,951 851,630 SH   DFND 6 851,630 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 9,339 346,529 SH   SOLE   346,529 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 2,555 1,596,666 SH   DFND 2 1,596,666 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 43,027 740,567 SH   DFND 3 740,567 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 40,227 692,369 SH   DFND 2 692,369 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 11,431 196,747 SH   DFND 1 196,747 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 16,387 282,040 SH   DFND 4 282,040 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 25,259 434,748 SH   DFND 7 434,748 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 29,960 515,665 SH   DFND 5 515,665 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 61,373 1,056,338 SH   SOLE   993,020 0 63,318
TESLA INC COM 88160R101 632,180 1,511,200 SH Put DFND 6 1,511,200 0 0
TESLA INC COM 88160R101 51,831 123,900 SH Put DFND 6 123,900 0 0
TESLA INC COM 88160R101 167,457 400,300 SH Put SOLE   400,300 0 0
TEXAS INSTRS INC COM 882508104 18,553 144,616 SH   DFND 3 144,616 0 0
TEXAS INSTRS INC COM 882508104 57,830 450,773 SH   DFND 2 450,773 0 0
TEXAS INSTRS INC COM 882508104 7,459 58,145 SH   DFND 1 58,145 0 0
TEXAS INSTRS INC COM 882508104 7,059 55,025 SH   DFND 4 55,025 0 0
TEXAS INSTRS INC COM 882508104 10,882 84,824 SH   DFND 7 84,824 0 0
TEXAS INSTRS INC COM 882508104 12,947 100,921 SH   DFND 5 100,921 0 0
TEXAS INSTRS INC COM 882508104 26,605 207,403 SH   SOLE   194,066 0 13,337
UNITED AIRLINES HLDGS INC COM 910047109 57,256 649,969 SH   DFND 3 649,969 0 0
UNITED AIRLINES HLDGS INC COM 910047109 167,457 1,900,975 SH   DFND 2 1,900,975 0 0
UNITED AIRLINES HLDGS INC COM 910047109 24,559 278,792 SH   DFND 1 278,792 0 0
UNITED AIRLINES HLDGS INC COM 910047109 21,934 248,991 SH   DFND 4 248,991 0 0
UNITED AIRLINES HLDGS INC COM 910047109 32,905 373,542 SH   DFND 7 373,542 0 0
UNITED AIRLINES HLDGS INC COM 910047109 37,681 427,752 SH   DFND 5 427,752 0 0
UNITED AIRLINES HLDGS INC COM 910047109 83,105 943,407 SH   SOLE   882,074 0 61,333
UNITED TECHNOLOGIES CORP COM 913017109 26,941 179,893 SH   DFND 6 179,893 0 0
UNITED TECHNOLOGIES CORP COM 913017109 16,474 110,006 SH   SOLE   110,006 0 0