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
3M CO COM 88579Y101 48,054 300,000 SH Call SOLE   300,000 0 0
ADIENT PLC ORD SHS G0084W101 17,330 1,000,000 SH   SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 11,630 1,000,000 SH Call SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 23,260 2,000,000 SH   SOLE   2,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 146,990 500,000 SH Call SOLE   500,000 0 0
APACHE CORP COM 037411105 9,470 1,000,000 SH Call SOLE   1,000,000 0 0
APACHE CORP COM 037411105 18,940 2,000,000 SH   SOLE   2,000,000 0 0
BARCLAYS PLC ADR 06738E204 20,040 4,000,000 SH   SOLE   4,000,000 0 0
BED BATH & BEYOND INC COM 075896100 11,235 750,000 SH Put SOLE   750,000 0 0
BED BATH & BEYOND INC COM 075896100 29,960 2,000,000 SH   SOLE   2,000,000 0 0
BK OF AMERICA CORP COM 060505104 24,090 1,000,000 SH Call SOLE   1,000,000 0 0
CALIX INC COM 13100M509 4,445 250,000 SH Call SOLE   250,000 0 0
CALIX INC COM 13100M509 8,890 500,000 SH   SOLE   500,000 0 0
CITIGROUP INC COM NEW 172967424 43,110 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 42,808 993,000 SH Call SOLE   993,000 0 0
CITIGROUP INC COM NEW 172967424 43,110 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 19,260 3,000,000 SH Call SOLE   3,000,000 0 0
CORNING INC COM 219350105 32,410 1,000,000 SH Call SOLE   1,000,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 9,970 1,000,000 SH Call SOLE   1,000,000 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 9,970 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,290 500,000 SH Call SOLE   500,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,464 800,000 SH   SOLE   800,000 0 0
DESIGNER BRANDS INC CL A 250565108 10,860 2,000,000 SH   SOLE   2,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 8,400 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 8,400 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 8,400 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 8,400 1,000,000 SH Call SOLE   1,000,000 0 0
FIRST SOLAR INC COM 336433107 66,200 1,000,000 SH Call SOLE   1,000,000 0 0
FLOTEK INDS INC DEL COM 343389102 6,775 2,500,000 SH   SOLE   2,500,000 0 0
FORD MTR CO DEL COM 345370860 6,660 1,000,000 SH Call SOLE   1,000,000 0 0
FORD MTR CO DEL COM 345370860 19,980 3,000,000 SH   SOLE   3,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,460 1,500,000 SH Call SOLE   1,500,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,460 1,500,000 SH   SOLE   1,500,000 0 0
GAMESTOP CORP NEW CL A 36467W109 10,200 1,000,000 SH   SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 29,590 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 29,590 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 7,670 1,000,000 SH Call SOLE   1,000,000 0 0
GOSSAMER BIO INC COM 38341P102 8,687 700,000 SH   SOLE   700,000 0 0
INSEEGO CORP COM 45782B104 5,160 500,000 SH   SOLE   500,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 138,920 500,000 SH Put SOLE   500,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 19,333 475,000 SH Call SOLE   475,000 0 0
LOUISIANA PAC CORP COM 546347105 29,510 1,000,000 SH Call SOLE   1,000,000 0 0
MERCK & CO. INC COM 58933Y105 41,475 500,000 SH Call SOLE   500,000 0 0
MERCK & CO. INC COM 58933Y105 41,475 500,000 SH Call SOLE   500,000 0 0
MICRON TECHNOLOGY INC COM 595112103 23,480 500,000 SH Call SOLE   500,000 0 0
NEOPHOTONICS CORP COM 64051T100 7,308 1,200,000 SH   SOLE   1,200,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 950 100,000 SH   SOLE   100,000 0 0
SCHLUMBERGER LTD COM 806857108 15,560 1,000,000 SH   SOLE   1,000,000 0 0
SENSEONICS HLDGS INC COM 81727U105 775 2,000,000 SH   SOLE   2,000,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 12,936 200,000 SH Call SOLE   200,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 12,936 200,000 SH Call SOLE   200,000 0 0
TECK RESOURCES LTD CL B 878742204 27,840 2,000,000 SH Call SOLE   2,000,000 0 0
THE REALREAL INC COM 88339P101 7,235 500,000 SH   SOLE   500,000 0 0
TITAN MED INC COM NEW 88830X819 1,102 1,500,000 SH   SOLE   1,500,000 0 0
TRANSENTERIX INC COM 89366M300 313 900,000 SH   SOLE   900,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 33,013 950,000 SH Call SOLE   950,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 108,310 650,000 SH Call SOLE   650,000 0 0
VIACOMCBS INC CL B 92556H206 14,005 500,000 SH Call SOLE   500,000 0 0
WELLS FARGO CO NEW COM 949746101 23,510 1,000,000 SH Call SOLE   1,000,000 0 0
WELLS FARGO CO NEW COM 949746101 23,510 1,000,000 SH Call SOLE   1,000,000 0 0
WELLS FARGO CO NEW COM 949746101 23,510 1,000,000 SH Call SOLE   1,000,000 0 0