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
ABBVIE INC COM 00287Y109 38,095 500,000 SH Call SOLE   500,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,948 100,000 SH Call SOLE   100,000 0 0
ADIENT PLC ORD SHS G0084W101 9,070 1,000,000 SH   SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 11,704 1,900,000 SH   SOLE   1,900,000 0 0
ALCOA CORP COM 013872106 3,080 500,000 SH Call SOLE   500,000 0 0
AMBARELLA INC SHS G037AX101 2,428 50,000 SH Call SOLE   50,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,190 1,000,000 SH Call SOLE   1,000,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,190 1,000,000 SH Call SOLE   1,000,000 0 0
APACHE CORP COM 037411105 4,598 1,100,000 SH   SOLE   1,100,000 0 0
BANCO SANTANDER SA ADR 05964H105 9,400 4,000,000 SH   SOLE   4,000,000 0 0
BARCLAYS PLC ADR 06738E204 9,060 2,000,000 SH   SOLE   2,000,000 0 0
BED BATH & BEYOND INC COM 075896100 8,420 2,000,000 SH   SOLE   2,000,000 0 0
BEST BUY INC COM 086516101 5,700 100,000 SH Call SOLE   100,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 12,085 500,000 SH Call SOLE   500,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 16,722 300,000 SH Call SOLE   300,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 10,790 1,000,000 SH Call SOLE   1,000,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 10,790 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND CLIFFS INC COM 185899101 7,900 2,000,000 SH   SOLE   2,000,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 8,019 1,000,000 SH Call SOLE   1,000,000 0 0
CVS HEALTH CORP COM 126650100 29,665 500,000 SH Call SOLE   500,000 0 0
CVS HEALTH CORP COM 126650100 59,330 1,000,000 SH Call SOLE   1,000,000 0 0
CVS HEALTH CORP COM 126650100 59,330 1,000,000 SH Call SOLE   1,000,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 39,550 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,265 500,000 SH   SOLE   500,000 0 0
DESIGNER BRANDS INC CL A 250565108 3,486 700,000 SH   SOLE   700,000 0 0
DESIGNER BRANDS INC CL A 250565108 2,490 500,000 SH Call SOLE   500,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 12,840 2,000,000 SH   SOLE   2,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 6,420 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 6,420 1,000,000 SH Call SOLE   1,000,000 0 0
FEDEX CORP COM 31428X106 24,252 200,000 SH Call SOLE   200,000 0 0
FIRST SOLAR INC COM 336433107 7,212 200,000 SH   SOLE   200,000 0 0
FIRST SOLAR INC COM 336433107 14,424 400,000 SH Call SOLE   400,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 15,840 2,346,700 SH   SOLE   2,346,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,750 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL ELECTRIC CO COM 369604103 15,880 2,000,000 SH   SOLE   2,000,000 0 0
GENERAL MTRS CO COM 37045V100 20,780 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 20,780 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 20,780 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 5,820 1,000,000 SH Call SOLE   1,000,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,640 150,000 SH Call SOLE   150,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 9,426 528,958 SH   SOLE   528,958 0 0
LOUISIANA PAC CORP COM 546347105 12,026 700,000 SH   SOLE   700,000 0 0
LOUISIANA PAC CORP COM 546347105 8,590 500,000 SH Call SOLE   500,000 0 0
METLIFE INC COM 59156R108 6,114 200,000 SH   SOLE   200,000 0 0
NEOPHOTONICS CORP COM 64051T100 7,250 1,000,000 SH   SOLE   1,000,000 0 0
PBF ENERGY INC CL A 69318G106 7,080 1,000,000 SH Call SOLE   1,000,000 0 0
PBF ENERGY INC CL A 69318G106 2,124 300,000 SH Call SOLE   300,000 0 0
PHILLIPS 66 COM 718546104 21,460 400,000 SH Call SOLE   400,000 0 0
PULTE GROUP INC COM 745867101 6,696 300,000 SH Call SOLE   300,000 0 0
SCHLUMBERGER LTD COM 806857108 10,118 750,000 SH   SOLE   750,000 0 0
SENSEONICS HLDGS INC COM 81727U105 1,267 2,000,000 SH   SOLE   2,000,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 77,440 1,000,000 SH Call SOLE   1,000,000 0 0
SPDR SER TR S&P BIOTECH 78464A870 38,720 500,000 SH Call SOLE   500,000 0 0
TECK RESOURCES LTD CL B 878742204 7,560 1,000,000 SH Call SOLE   1,000,000 0 0
TECK RESOURCES LTD CL B 878742204 7,560 1,000,000 SH Call SOLE   1,000,000 0 0
TITAN MED INC COM NEW 88830X819 293 1,084,140 SH   SOLE   1,084,140 0 0
TRANSENTERIX INC COM 89366M300 363 1,032,553 SH   SOLE   1,032,553 0 0
TRANSOCEAN LTD REG SHS H8817H100 4,640 4,000,000 SH   SOLE   4,000,000 0 0
WELLS FARGO CO NEW COM 949746101 28,700 1,000,000 SH Call SOLE   1,000,000 0 0
WESTROCK CO COM 96145D105 2,826 100,000 SH Call SOLE   100,000 0 0