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
ABIOMED INC COM 003654100 3,629 13,100 SH   SOLE   13,100 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 1,464 183,480 SH   SOLE   183,480 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 3,859 79,350 SH   SOLE   79,350 0 0
AES CORP COM 00130H105 6,248 345,000 SH   SOLE   345,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,320 16,250 SH   SOLE   16,250 0 0
AMAZON COM INC COM 023135106 13,587 4,315 SH   SOLE   4,315 0 0
AMAZON COM INC COM 023135106 12,595 4,000 SH Call SOLE   4,000 0 0
ANTERO MIDSTREAM CORP COM 03676B102 1,985 369,675 SH   SOLE   369,675 0 0
ANTERO RESOURCES CORP COM 03674X106 4,012 1,459,000 SH   SOLE   1,459,000 0 0
APACHE CORP COM 037411105 244 25,740 SH   SOLE   25,740 0 0
APPLE INC COM 037833100 26,520 229,000 SH Call SOLE   229,000 0 0
APPLE INC COM 037833100 40,174 346,895 SH   SOLE   346,895 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,601 26,000 SH Put SOLE   26,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 321 24,140 SH   SOLE   24,140 0 0
BARRICK GOLD CORP COM 067901108 2,968 105,600 SH   SOLE   105,600 0 0
BK OF AMERICA CORP COM 060505104 45,470 1,887,500 SH Call SOLE   1,887,500 0 0
BOOKING HOLDINGS INC COM 09857L108 33,081 19,338 SH   SOLE   19,338 0 0
CABOT OIL & GAS CORP COM 127097103 434 25,000 SH   SOLE   25,000 0 0
CF INDS HLDGS INC COM 125269100 3,440 112,000 SH   SOLE   112,000 0 0
CHEMOURS CO COM 163851108 7,277 348,000 SH   SOLE   348,000 0 0
CME GROUP INC COM 12572Q105 7,529 45,000 SH   SOLE   45,000 0 0
CNX RES CORP COM 12653C108 406 43,000 SH   SOLE   43,000 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 576 16,500 SH   SOLE   16,500 0 0
COMSTOCK RES INC COM 205768302 342 78,000 SH   SOLE   78,000 0 0
CONTINENTAL RES INC COM 212015101 286 23,280 SH   SOLE   23,280 0 0
CRESCENT PT ENERGY CORP COM 22576C101 296 245,000 SH   SOLE   245,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,197 16,000 SH   SOLE   16,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 10,581 78,235 SH   SOLE   78,235 0 0
DISNEY WALT CO COM DISNEY 254687106 11,167 90,000 SH Call SOLE   90,000 0 0
EOG RES INC COM 26875P101 295 8,200 SH   SOLE   8,200 0 0
EQT CORP COM 26884L109 2,153 166,520 SH   SOLE   166,520 0 0
FACEBOOK INC CL A 30303M102 5,238 20,000 SH Call SOLE   20,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,522 417,000 SH   SOLE   417,000 0 0
GLOBAL PMTS INC COM 37940X102 52,597 296,187 SH   SOLE   296,187 0 0
HALLIBURTON CO COM 406216101 324 26,860 SH   SOLE   26,860 0 0
HELMERICH & PAYNE INC COM 423452101 318 21,690 SH   SOLE   21,690 0 0
HESS CORP COM 42809H107 309 7,540 SH   SOLE   7,540 0 0
INARI MED INC COM 45332Y109 552 8,000 SH   SOLE   8,000 0 0
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 46140H106 15,519 1,052,860 SH   SOLE   1,052,860 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,280 37,000 SH Call SOLE   37,000 0 0
ISHARES TR HIGH YLD BD FCTR 46435G250 197,165 2,350,000 SH Put SOLE   2,350,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 5,034 60,000 SH   SOLE   60,000 0 0
ISHARES TR INVESTMENT GRADE 46435G219 58,397 433,500 SH Put SOLE   433,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 69,300 1,650,000 SH Call SOLE   1,650,000 0 0
JD.COM INC SPON ADR CL A 47215P106 4,269 55,000 SH   SOLE   55,000 0 0
MATCH GROUP INC NEW COM 57667L107 45,406 410,355 SH   SOLE   410,355 0 0
MERCADOLIBRE INC COM 58733R102 62,790 58,006 SH   SOLE   58,006 0 0
MERCK & CO. INC COM 58933Y105 9,290 112,000 SH Call SOLE   112,000 0 0
MICROSOFT CORP COM 594918104 5,258 25,000 SH Call SOLE   25,000 0 0
MURPHY OIL CORP COM 626717102 246 27,620 SH   SOLE   27,620 0 0
NETFLIX INC COM 64110L106 5,250 10,500 SH Call SOLE   10,500 0 0
NEWMONT CORP COM 651639106 2,900 45,700 SH   SOLE   45,700 0 0
NIKE INC CL B 654106103 13,047 103,930 SH   SOLE   103,930 0 0
NIKE INC CL B 654106103 9,729 77,500 SH Call SOLE   77,500 0 0
OCCIDENTAL PETE CORP COM 674599105 259 25,890 SH   SOLE   25,890 0 0
OVINTIV INC COM 69047Q102 335 41,000 SH   SOLE   41,000 0 0
PARKER-HANNIFIN CORP COM 701094104 9,105 45,000 SH Call SOLE   45,000 0 0
PG&E CORP COM 69331C108 18,909 2,013,700 SH   SOLE   2,013,700 0 0
PLUG POWER INC COM NEW 72919P202 4,767 355,500 SH   SOLE   355,500 0 0
PVH CORPORATION COM 693656100 6,859 115,000 SH   SOLE   115,000 0 0
QEP RESOURCES INC COM 74733V100 1,954 2,164,720 SH   SOLE   2,164,720 0 0
QUALCOMM INC COM 747525103 8,473 72,000 SH   SOLE   72,000 0 0
RANGE RES CORP COM 75281A109 371 56,000 SH   SOLE   56,000 0 0
SCHLUMBERGER LTD COM 806857108 317 20,380 SH   SOLE   20,380 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 10,109 420,000 SH Call SOLE   420,000 0 0
SHAKE SHACK INC CL A 819047101 2,708 42,000 SH   SOLE   42,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 400 170,000 SH   SOLE   170,000 0 0
SQUARE INC CL A 852234103 4,265 26,240 SH   SOLE   26,240 0 0
TWITTER INC COM 90184L102 33,165 745,285 SH   SOLE   745,285 0 0
TWITTER INC COM 90184L102 54,223 1,218,500 SH Call SOLE   1,218,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,166 19,000 SH   SOLE   19,000 0 0
UP FINTECH HLDG LTD SPONSORED ADS 91531W106 2,568 541,750 SH   SOLE   541,750 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 471 8,500 SH   SOLE   8,500 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,399 61,250 SH   SOLE   61,250 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 5,238 250,000 SH Put SOLE   250,000 0 0
XILINX INC COM 983919101 4,077 39,115 SH   SOLE   39,115 0 0
YUM CHINA HLDGS INC COM 98850P109 514 10,000 SH   SOLE   10,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 4,216 41,500 SH   SOLE   41,500 0 0