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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALGOMA STL GROUP INC COM 015658107   52,449,696 6,491,299 SH   SOLE   6,491,299 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   72,036,900 705,000 SH   SOLE   705,000 0 0
ARCH RESOURCES INC CL A 03940R107   46,108,149 350,739 SH   SOLE   350,739 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   79,660,000 1,000,000 SH Put SOLE   1,000,000 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   31,050,119 927,700 SH   SOLE   927,700 0 0
BAIDU INC SPON ADR REP A 056752108   37,815,119 250,564 SH   SOLE   250,564 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   43,369,389 2,491,062 SH   SOLE   2,491,062 0 0
CENTERRA GOLD INC COM 152006102   12,918,023 2,000,000 SH   SOLE   2,000,000 0 0
FARFETCH LTD ORD SH CL A 30744W107   13,163,911 2,681,041 SH   SOLE   2,681,041 0 0
FARFETCH LTD ORD SH CL A 30744W107   9,820,000 2,000,000 SH Call SOLE   2,000,000 0 0
GLOBAL PMTS INC COM 37940X102   35,220,250 334,666 SH   SOLE   334,666 0 0
GROUPON INC COM NEW 399473206   8,528,197 2,025,700 SH   SOLE   2,025,700 0 0
HARLEY DAVIDSON INC COM 412822108   31,401,190 827,000 SH   SOLE   827,000 0 0
INGEVITY CORP COM 45688C107   38,999,856 545,300 SH   SOLE   545,300 0 0
JD.COM INC SPON ADR CL A 47215P106   30,174,375 687,500 SH   SOLE   687,500 0 0
KOSMOS ENERGY LTD COM 500688106   82,105,898 11,035,739 SH   SOLE   11,035,739 0 0
LAS VEGAS SANDS CORP COM 517834107   36,164,775 629,500 SH   SOLE   629,500 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   20,910,800 2,440,000 SH   SOLE   2,440,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   13,712,000 1,600,000 SH Call SOLE   1,600,000 0 0
PROTHENA CORP PLC SHS G72800108   14,230,016 293,584 SH   SOLE   293,584 0 0
RINGCENTRAL INC CL A 76680R206   13,985,520 456,000 SH   SOLE   456,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   23,572,500 250,000 SH   SOLE   250,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   10,680,020 213,515 SH   SOLE   213,515 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   83,597,130 2,421,000 SH   SOLE   2,421,000 0 0
STONECO LTD COM CL A G85158106   9,540,000 1,000,000 SH Call SOLE   1,000,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   64,237,616 2,068,900 SH   SOLE   2,068,900 0 0
TRIPADVISOR INC COM 896945201   28,470,104 1,433,540 SH   SOLE   1,433,540 0 0
TRIUMPH GROUP INC NEW COM 896818101   26,299,901 2,269,189 SH   SOLE   2,269,189 0 0
WEIBO CORP SPONSORED ADR 948596101   56,864,584 2,834,725 SH   SOLE   2,834,725 0 0
WESTERN DIGITAL CORP. COM 958102105   77,001,285 2,044,101 SH   SOLE   2,044,101 0 0
WEX INC COM 96208T104   29,017,842 157,800 SH   SOLE   157,800 0 0