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
1LIFE HEALTHCARE INC COM 68269G107 32,272 888,559 SH   DFND 2 888,559 0 0
AES CORP COM 00130H105 22,695 1,566,277 SH   DFND 6 1,566,277 0 0
AES CORP COM 00130H105 8,066 556,666 SH   SOLE   556,666 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,006 230,000 SH   DFND 2 230,000 0 0
ANALOG DEVICES INC COM 032654105 17,928 146,187 SH   DFND 3 146,187 0 0
ANALOG DEVICES INC COM 032654105 56,723 462,515 SH   DFND 2 462,515 0 0
ANALOG DEVICES INC COM 032654105 6,582 53,671 SH   DFND 4 53,671 0 0
ANALOG DEVICES INC COM 032654105 10,418 84,944 SH   DFND 7 84,944 0 0
ANALOG DEVICES INC COM 032654105 6,814 55,564 SH   DFND 5 55,564 0 0
ANALOG DEVICES INC COM 032654105 20,743 169,126 SH   SOLE   169,126 0 0
APPLIED MATLS INC COM 038222105 37,846 626,066 SH   DFND 3 626,066 0 0
APPLIED MATLS INC COM 038222105 84,739 1,401,809 SH   DFND 2 1,401,809 0 0
APPLIED MATLS INC COM 038222105 13,895 229,855 SH   DFND 4 229,855 0 0
APPLIED MATLS INC COM 038222105 21,992 363,812 SH   DFND 7 363,812 0 0
APPLIED MATLS INC COM 038222105 14,400 238,213 SH   DFND 5 238,213 0 0
APPLIED MATLS INC COM 038222105 43,659 722,350 SH   SOLE   722,350 0 0
BOOKING HOLDINGS INC COM 09857L108 7,245 4,550 SH   SOLE   4,550 0 0
CABOT OIL & GAS CORP COM 127097103 12,865 748,853 SH   DFND 6 748,853 0 0
CABOT OIL & GAS CORP COM 127097103 4,572 266,115 SH   SOLE   266,115 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 39,055 1,757,648 SH   DFND 6 1,757,648 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 36,858 1,658,745 SH   SOLE   1,658,745 0 0
CITIGROUP INC COM NEW 172967424 47,794 935,301 SH   DFND 3 935,301 0 0
CITIGROUP INC COM NEW 172967424 126,253 2,470,700 SH   DFND 2 2,470,700 0 0
CITIGROUP INC COM NEW 172967424 17,547 343,389 SH   DFND 4 343,389 0 0
CITIGROUP INC COM NEW 172967424 27,771 543,457 SH   DFND 7 543,457 0 0
CITIGROUP INC COM NEW 172967424 17,910 350,480 SH   DFND 5 350,480 0 0
CITIGROUP INC COM NEW 172967424 53,434 1,045,743 SH   SOLE   1,045,743 0 0
CONSOLIDATED EDISON INC COM 209115104 50,549 702,751 SH   DFND 6 702,751 0 0
CONSOLIDATED EDISON INC COM 209115104 29,798 414,268 SH   SOLE   414,268 0 0
DARLING INGREDIENTS INC COM 237266101 11,497 466,970 SH   DFND 6 466,970 0 0
DARLING INGREDIENTS INC COM 237266101 6,455 262,170 SH   SOLE   262,170 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 39,939 1,423,833 SH   DFND 3 1,423,833 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 103,516 3,690,404 SH   DFND 2 3,690,404 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,663 522,749 SH   DFND 4 522,749 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,204 827,248 SH   DFND 7 827,248 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,974 533,822 SH   DFND 5 533,822 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 46,152 1,645,736 SH   SOLE   1,645,736 0 0
EATON CORP PLC SHS G29183103 30,986 354,202 SH   DFND 6 354,202 0 0
EATON CORP PLC SHS G29183103 23,043 263,410 SH   SOLE   263,410 0 0
ELDORADO GOLD CORP NEW COM 284902509 43,036 4,436,723 SH   SOLE   4,436,723 0 0
ELDORADO GOLD CORP NEW COM 284902509 5,568 574,000 SH Call SOLE   574,000 0 0
EQUINOR ASA SPONSORED ADR 29446M102 3,910 270,000 SH Put SOLE   270,000 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 5,848 587,738 SH   SOLE   587,738 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 2,274 228,500 SH Call SOLE   228,500 0 0
FIRST SOLAR INC COM 336433107 7,245 146,363 SH   DFND 6 146,363 0 0
FIRST SOLAR INC COM 336433107 19,412 392,161 SH   SOLE   392,161 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,607 916,738 SH   DFND 3 916,738 0 0
FREEPORT-MCMORAN INC CL B 35671D857 28,718 2,482,134 SH   DFND 2 2,482,134 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,878 335,155 SH   DFND 4 335,155 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,129 529,708 SH   DFND 7 529,708 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,970 343,158 SH   DFND 5 343,158 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,314 978,090 SH   SOLE   978,090 0 0
GENERAL ELECTRIC CO COM 369604103 5,891 862,559 SH   DFND 6 862,559 0 0
GENERAL ELECTRIC CO COM 369604103 2,094 306,557 SH   SOLE   306,557 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 2,340 39,000 SH Put SOLE   39,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 46,006 422,500 SH Put SOLE   422,500 0 0
LAM RESEARCH CORP COM 512807108 34,121 105,489 SH   DFND 3 105,489 0 0
LAM RESEARCH CORP COM 512807108 87,299 269,890 SH   DFND 2 269,890 0 0
LAM RESEARCH CORP COM 512807108 12,527 38,729 SH   DFND 4 38,729 0 0
LAM RESEARCH CORP COM 512807108 19,826 61,295 SH   DFND 7 61,295 0 0
LAM RESEARCH CORP COM 512807108 12,969 40,096 SH   DFND 5 40,096 0 0
LAM RESEARCH CORP COM 512807108 39,300 121,558 SH   SOLE   121,558 0 0
MICRON TECHNOLOGY INC COM 595112103 32,631 633,370 SH   DFND 3 633,370 0 0
MICRON TECHNOLOGY INC COM 595112103 97,660 1,895,575 SH   DFND 2 1,895,575 0 0
MICRON TECHNOLOGY INC COM 595112103 11,980 232,537 SH   DFND 4 232,537 0 0
MICRON TECHNOLOGY INC COM 595112103 18,960 368,017 SH   DFND 7 368,017 0 0
MICRON TECHNOLOGY INC COM 595112103 12,558 243,746 SH   DFND 5 243,746 0 0
MICRON TECHNOLOGY INC COM 595112103 37,662 731,174 SH   SOLE   731,174 0 0
NIKE INC CL B 654106103 1,105 11,274 SH   DFND 5 11,274 0 0
NIKOLA CORP *W EXP 06/03/202 654110113 7,884 237,476 SH   DFND 6 237,476 0 0
NIKOLA CORP *W EXP 06/03/202 654110113 2,760 83,145 SH   SOLE   83,145 0 0
NORFOLK SOUTHERN CORP COM 655844108 39,100 222,705 SH   DFND 6 222,705 0 0
NORFOLK SOUTHERN CORP COM 655844108 13,894 79,139 SH   SOLE   79,139 0 0
OCCIDENTAL PETE CORP COM 674599105 14,193 775,600 SH Put DFND 6 775,600 0 0
OCCIDENTAL PETE CORP COM 674599105 4,107 224,400 SH Put SOLE   224,400 0 0
OTIS WORLDWIDE CORP COM 68902V107 21,756 382,625 SH   DFND 6 382,625 0 0
OTIS WORLDWIDE CORP COM 68902V107 24,106 423,972 SH   SOLE   423,972 0 0
PAN AMERN SILVER CORP COM 697900108 3,348 110,171 SH   SOLE   110,171 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 6,012 242,621 SH   DFND 6 242,621 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 4,104 165,649 SH   SOLE   165,649 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 18,929 285,335 SH   DFND 3 285,335 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 7,228 108,960 SH   DFND 4 108,960 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 17,453 263,079 SH   DFND 7 263,079 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 8,064 121,552 SH   DFND 5 121,552 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 10,913 164,500 SH   SOLE   164,500 0 0
SCORPIO BULKERS INC COM Y7546A130 842 55,000 SH   DFND 2 55,000 0 0
SOUTHWEST AIRLS CO COM 844741108 12,778 373,844 SH   DFND 3 373,844 0 0
SOUTHWEST AIRLS CO COM 844741108 43,490 1,272,386 SH   DFND 2 1,272,386 0 0
SOUTHWEST AIRLS CO COM 844741108 4,691 137,254 SH   DFND 4 137,254 0 0
SOUTHWEST AIRLS CO COM 844741108 7,406 216,666 SH   DFND 7 216,666 0 0
SOUTHWEST AIRLS CO COM 844741108 4,852 141,959 SH   DFND 5 141,959 0 0
SOUTHWEST AIRLS CO COM 844741108 14,693 429,996 SH   SOLE   429,996 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 7,922 2,667,350 SH   DFND 2 2,667,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 22,753 400,784 SH   DFND 3 400,784 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,353 147,144 SH   DFND 4 147,144 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 13,220 232,873 SH   DFND 7 232,873 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,511 149,916 SH   DFND 5 149,916 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 26,264 462,669 SH   SOLE   462,669 0 0
T-MOBILE US INC COM 872590104 2,602 24,980 SH   DFND 3 24,980 0 0
T-MOBILE US INC COM 872590104 6,972 66,939 SH   DFND 2 66,939 0 0
T-MOBILE US INC COM 872590104 955 9,171 SH   DFND 4 9,171 0 0
T-MOBILE US INC COM 872590104 1,511 14,505 SH   DFND 7 14,505 0 0
T-MOBILE US INC COM 872590104 980 9,405 SH   DFND 5 9,405 0 0
T-MOBILE US INC COM 872590104 2,509 24,094 SH   SOLE   24,094 0 0
UNITED AIRLINES HLDGS INC COM 910047109 11,341 327,670 SH   DFND 3 327,670 0 0
UNITED AIRLINES HLDGS INC COM 910047109 25,814 745,864 SH   DFND 2 745,864 0 0
UNITED AIRLINES HLDGS INC COM 910047109 4,164 120,301 SH   DFND 4 120,301 0 0
UNITED AIRLINES HLDGS INC COM 910047109 6,589 190,378 SH   DFND 7 190,378 0 0
UNITED AIRLINES HLDGS INC COM 910047109 4,136 119,513 SH   DFND 5 119,513 0 0
UNITED AIRLINES HLDGS INC COM 910047109 11,684 337,620 SH   SOLE   337,620 0 0
UNIVAR SOLUTIONS INC COM 91336L107 5,745 340,775 SH   SOLE   340,775 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 16,758 338,000 SH Call SOLE   338,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 3,060 83,425 SH   SOLE   83,425 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 3,194 64,413 SH   SOLE   64,413 0 0
VULCAN MATLS CO COM 929160109 16,722 144,339 SH   DFND 3 144,339 0 0
VULCAN MATLS CO COM 929160109 30,246 261,076 SH   DFND 2 261,076 0 0
VULCAN MATLS CO COM 929160109 6,139 52,993 SH   DFND 4 52,993 0 0
VULCAN MATLS CO COM 929160109 9,637 83,184 SH   DFND 7 83,184 0 0
VULCAN MATLS CO COM 929160109 8,288 71,537 SH   DFND 5 71,537 0 0
VULCAN MATLS CO COM 929160109 19,081 164,719 SH   SOLE   164,719 0 0