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
ADIENT PLC ORD SHS G0084W101 19,704 1,200,000 SH   SOLE   1,200,000 0 0
ADIENT PLC ORD SHS G0084W101 1,642 100,000 SH Call SOLE   100,000 0 0
ALCOA CORP COM 013872106 21,525 1,915,000 SH   SOLE   1,915,000 0 0
ALCOA CORP COM 013872106 11,240 1,000,000 SH Call SOLE   1,000,000 0 0
AMERICAN EXPRESS CO COM 025816109 9,520 100,000 SH Call SOLE   100,000 0 0
APACHE CORP COM 037411105 13,500 1,000,000 SH   SOLE   1,000,000 0 0
BARCLAYS PLC ADR 06738E204 22,640 4,000,000 SH   SOLE   4,000,000 0 0
BED BATH & BEYOND INC COM 075896100 21,200 2,000,000 SH   SOLE   2,000,000 0 0
BK OF AMERICA CORP COM 060505104 47,500 2,000,000 SH Call SOLE   2,000,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 35,280 600,000 SH Call SOLE   600,000 0 0
CITIGROUP INC COM NEW 172967424 30,660 600,000 SH Call SOLE   600,000 0 0
CITIGROUP INC COM NEW 172967424 51,100 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND CLIFFS INC COM 185899101 5,520 1,000,000 SH   SOLE   1,000,000 0 0
CLEVELAND CLIFFS INC COM 185899101 5,520 1,000,000 SH Call SOLE   1,000,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 9,887 959,000 SH   SOLE   959,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 10,310 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,050 1,000,000 SH   SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,025 500,000 SH Call SOLE   500,000 0 0
DESIGNER BRANDS INC CL A 250565108 10,155 1,500,000 SH   SOLE   1,500,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 9,415 989,000 SH Call SOLE   989,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 9,520 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 9,491 997,000 SH Call SOLE   997,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 952 100,000 SH Call SOLE   100,000 0 0
FLOTEK INDS INC DEL COM 343389102 2,570 2,141,719 SH   SOLE   2,141,719 0 0
FREEPORT-MCMORAN INC CL B 35671D857 21,983 1,900,000 SH   SOLE   1,900,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 22,642 1,957,000 SH Call SOLE   1,957,000 0 0
GENERAL ELECTRIC CO COM 369604103 5,123 750,000 SH Call SOLE   750,000 0 0
GENERAL ELECTRIC CO COM 369604103 13,114 1,920,000 SH Call SOLE   1,920,000 0 0
GENERAL MTRS CO COM 37045V100 25,232 997,300 SH Call SOLE   997,300 0 0
GENERAL MTRS CO COM 37045V100 25,300 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,945 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,945 1,000,000 SH Call SOLE   1,000,000 0 0
GOSSAMER BIO INC COM 38341P102 7,800 600,000 SH   SOLE   600,000 0 0
LOUISIANA PAC CORP COM 546347105 10,260 400,000 SH   SOLE   400,000 0 0
LOUISIANA PAC CORP COM 546347105 2,693 105,000 SH Call SOLE   105,000 0 0
LOUISIANA PAC CORP COM 546347105 12,825 500,000 SH Call SOLE   500,000 0 0
METLIFE INC COM 59156R108 36,520 1,000,000 SH Call SOLE   1,000,000 0 0
NEOPHOTONICS CORP COM 64051T100 8,880 1,000,000 SH   SOLE   1,000,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 9,180 1,000,000 SH Call SOLE   1,000,000 0 0
PBF ENERGY INC CL A 69318G106 3,062 299,000 SH Call SOLE   299,000 0 0
PHILLIPS 66 COM 718546104 35,950 500,000 SH Call SOLE   500,000 0 0
PULTE GROUP INC COM 745867101 10,209 300,000 SH Call SOLE   300,000 0 0
PULTE GROUP INC COM 745867101 10,209 300,000 SH Call SOLE   300,000 0 0
SCHLUMBERGER LTD COM 806857108 18,390 1,000,000 SH   SOLE   1,000,000 0 0
SENSEONICS HLDGS INC COM 81727U105 780 2,000,000 SH   SOLE   2,000,000 0 0
TECK RESOURCES LTD CL B 878742204 10,420 1,000,000 SH Call SOLE   1,000,000 0 0
TECK RESOURCES LTD CL B 878742204 10,420 1,000,000 SH Call SOLE   1,000,000 0 0
THE REALREAL INC COM 88339P101 11,511 900,000 SH   SOLE   900,000 0 0
TITAN MED INC COM NEW 88830X819 1,253 1,500,000 SH   SOLE   1,500,000 0 0
TRANSENTERIX INC COM 89366M300 487 900,000 SH   SOLE   900,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 9,150 5,000,000 SH   SOLE   5,000,000 0 0
TWITTER INC COM 90184L102 14,895 500,000 SH Call SOLE   500,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 34,610 1,000,000 SH Call SOLE   1,000,000 0 0
WELLS FARGO CO NEW COM 949746101 25,600 1,000,000 SH Call SOLE   1,000,000 0 0
WELLS FARGO CO NEW COM 949746101 25,600 1,000,000 SH Call SOLE   1,000,000 0 0
WESTROCK CO COM 96145D105 2,826 100,000 SH   SOLE   100,000 0 0
XILINX INC COM 983919101 39,356 400,000 SH Call SOLE   400,000 0 0