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
ADVISORSHARES TR PURE US CANNABIS 00768Y453 1,919 75,000 SH   SOLE N/A 75,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 4,181 543,684 SH   SOLE N/A 543,684 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,572 89,000 SH   SOLE N/A 89,000 0 0
AT&T INC COM 00206R102 4,182 170,000 SH   SOLE N/A 170,000 0 0
ATLASSIAN CORP PLC CL A G06242104 1,106 2,900 SH Put SOLE N/A 2,900 0 0
BARRICK GOLD CORP COM 067901108 13,205 695,000 SH   SOLE N/A 695,000 0 0
BIOGEN INC COM 09062X103 3,359 14,000 SH   SOLE N/A 14,000 0 0
BLOCK INC CL A 852234103 1,615 10,000 SH Put SOLE N/A 10,000 0 0
BLOCK INC CL A 852234103 1,211 7,500 SH   SOLE N/A 7,500 0 0
BUNGE LIMITED COM G16962105 233 2,500 SH   SOLE N/A 2,500 0 0
CHESAPEAKE ENERGY CORP COM 165167735 1,251 19,385 SH   SOLE N/A 19,385 0 0
CLOUDFLARE INC CL A COM 18915M107 658 5,000 SH Put SOLE N/A 5,000 0 0
DISCOVERY INC COM SER A 25470F104 1,059 45,000 SH   SOLE N/A 45,000 0 0
ELDORADO GOLD CORP NEW COM 284902509 1,777 190,000 SH   SOLE N/A 190,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 2,500 500,000 SH   SOLE N/A 500,000 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V209 3,559 221,772 SH   SOLE N/A 221,772 0 0
GALAPAGOS NV SPON ADR 36315X101 5,351 97,064 SH   SOLE N/A 97,064 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 252 3,493 SH   SOLE N/A 3,493 0 0
INTEL CORP COM 458140100 5,923 115,000 SH   SOLE N/A 115,000 0 0
NASDAQ INC COM 631103108 4,200 20,000 SH Put SOLE N/A 20,000 0 0
NEW GOLD INC CDA COM 644535106 43 28,469 SH   SOLE N/A 28,469 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 1,885 897,400 SH   SOLE N/A 897,400 0 0
NEWAGE INC COM 650194103 52 50,000 SH   SOLE N/A 50,000 0 0
NOV INC COM 62955J103 4,472 330,000 SH   SOLE N/A 330,000 0 0
NOW INC COM 67011P100 1,285 150,494 SH   SOLE N/A 150,494 0 0
OCWEN FINL CORP COM NEW 675746606 5,678 142,046 SH   SOLE N/A 142,046 0 0
PRETIUM RES INC COM 74139C102 1,551 110,100 SH   SOLE N/A 110,100 0 0
REPUBLIC SVCS INC COM 760759100 6,973 50,000 SH Put SOLE N/A 50,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 194,734 410,000 SH Put SOLE N/A 410,000 0 0
STONECO LTD COM CL A G85158106 1,686 100,000 SH   SOLE N/A 100,000 0 0
TECHNIPFMC PLC COM G87110105 16,724 2,825,000 SH   SOLE N/A 2,825,000 0 0
TESLA INC COM 88160R101 27,476 26,000 SH Put SOLE N/A 26,000 0 0
TIDEWATER INC NEW COM 88642R109 3,489 325,731 SH   SOLE N/A 325,731 0 0
VALARIS LIMITED CL A G9460G101 8,957 248,799 SH   SOLE N/A 248,799 0 0
VENATOR MATLS PLC SHS G9329Z100 3,181 1,252,449 SH   SOLE N/A 1,252,449 0 0
VEON LTD SPONSORED ADR 91822M106 513 300,000 SH   SOLE N/A 300,000 0 0
VIACOMCBS INC CL B 92556H206 5,432 180,000 SH   SOLE N/A 180,000 0 0
VIATRIS INC COM 92556V106 5,293 391,200 SH Call SOLE N/A 391,200 0 0
VIATRIS INC COM 92556V106 42,294 3,125,906 SH   SOLE N/A 3,125,906 0 0
YAMANA GOLD INC COM 98462Y100 1,055 250,000 SH   SOLE N/A 250,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 920 5,000 SH   SOLE N/A 5,000 0 0