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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCOA CORP COM 013872106 BBG00B3T3HD3 8,512,000 200,000 SH   SOLE   200,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 42,560,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 30,654,000 300,000 SH Call SOLE   300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 102,180,000 1,000,000 SH Call SOLE   1,000,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 BBG0113S8MK2 7,300,000 1,000,000 SH   SOLE   1,000,000 0 0
ASENSUS SURGICAL INC COM 04367G103 BBG000C1XKW7 1,212,694 1,843,000 SH   SOLE   1,843,000 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTLF6 28,600,000 1,000,000 SH Call SOLE   1,000,000 0 0
BANK AMERICA CORP COM 060505104 BBG000BCTLF6 114,400,000 4,000,000 SH Call SOLE   4,000,000 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 35,950,000 5,000,000 SH   SOLE   5,000,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 BBG000CZWZ05 48,620,000 500,000 SH Call SOLE   500,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 1,579,500 900,000 SH   SOLE   900,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 26,950,000 700,000 SH   SOLE   700,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 93,780,000 2,000,000 SH Call SOLE   2,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 46,890,000 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 46,890,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 36,660,000 2,000,000 SH   SOLE   2,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 36,660,000 2,000,000 SH Call SOLE   2,000,000 0 0
CORNING INC COM 219350105 BBG000BKFZM4 35,280,000 1,000,000 SH Call SOLE   1,000,000 0 0
CORNING INC COM 219350105 BBG000BKFZM4 35,280,000 1,000,000 SH Call SOLE   1,000,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 27,452,000 200,000 SH Call SOLE   200,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 34,920,000 1,000,000 SH   SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 34,920,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 34,920,000 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 30,630,000 3,000,000 SH   SOLE   3,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 17,124,212 1,677,200 SH Call SOLE   1,677,200 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 100,130,000 1,000,000 SH Call SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 100,130,000 1,000,000 SH Call SOLE   1,000,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 16,370,000 1,000,000 SH   SOLE   1,000,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC53854 14,910,000 1,000,000 SH   SOLE   1,000,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 12,350,000 2,500,000 SH   SOLE   2,500,000 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 43,500,000 200,000 SH Call SOLE   200,000 0 0
FLOTEK INDS INC DEL COM 343389102 BBG000C3TFS4 1,380,000 2,000,000 SH   SOLE   2,000,000 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH4P5 23,800,000 700,000 SH Call SOLE   700,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 30,910,000 1,000,000 SH   SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 61,820,000 2,000,000 SH Call SOLE   2,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 40,910,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG000BK6MB5 71,700,000 750,000 SH Call SOLE   750,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 36,680,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 36,680,000 1,000,000 SH Call SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 BBG000KYNTQ5 12,493,619 403,150 SH   SOLE   403,150 0 0
GREENBROOK TMS INC COM NEW 393704309 BBG00MNZRMV6 3,238,772 3,427,272 SH   SOLE   3,427,272 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 32,670,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 32,670,000 1,000,000 SH Call SOLE   1,000,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 20,760,000 2,000,000 SH   SOLE   2,000,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 43,300,000 1,000,000 SH Call SOLE   1,000,000 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 BBG00QTW1ZN6 6,635,000 250,000 SH   SOLE   250,000 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 42,388,000 200,000 SH Call SOLE   200,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG000D4F4F5 12,780,000 2,000,000 SH Call SOLE   2,000,000 0 0
MOHAWK INDS INC COM 608190104 BBG000FLZN98 10,022,000 100,000 SH Call SOLE   100,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTL4 2,193,000 300,000 SH   SOLE   300,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 37,020,000 2,000,000 SH   SOLE   2,000,000 0 0
PITNEY BOWES INC COM 724479100 BBG000BQTMJ9 7,780,000 2,000,000 SH   SOLE   2,000,000 0 0
RH COM 74967X103 BBG002293PJ4 24,355,000 100,000 SH Call SOLE   100,000 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 4,970,000 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 BBG001LKFKJ8 2,100,000 1,050,000 SH   SOLE   1,050,000 0 0
SONENDO INC COM 835431107 BBG002082QR8 3,500,000 1,750,000 SH   SOLE   1,750,000 0 0
SSR MINING IN COM 784730103 BBG000C0RWX9 30,240,000 2,000,000 SH   SOLE   2,000,000 0 0
SSR MINING IN COM 784730103 BBG000C0RWX9 30,240,000 2,000,000 SH Call SOLE   2,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 8,060,000 400,000 SH Call SOLE   400,000 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 7,590,000 3,000,000 SH   SOLE   3,000,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 19,080,000 3,000,000 SH   SOLE   3,000,000 0 0
TRUIST FINL CORP COM 89832Q109 BBG000BYYLS8 17,050,000 500,000 SH Call SOLE   500,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 11,455,000 500,000 SH Call SOLE   500,000 0 0
VENUS CONCEPT INC COM 92332W105 BBG001YK8KJ2 1,096,000 5,000,000 SH   SOLE   5,000,000 0 0