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
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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 25,447,500 750,000 SH   SOLE   750,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 33,930,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 83,350,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 58,345,000 700,000 SH Call SOLE   700,000 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 65,180,000 500,000 SH Call SOLE   500,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 BBG0113S8MK2 8,240,000 1,000,000 SH   SOLE   1,000,000 0 0
ASENSUS SURGICAL INC COM 04367G103 BBG000C1XKW7 1,010,000 2,000,000 SH   SOLE   2,000,000 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 39,300,000 5,000,000 SH   SOLE   5,000,000 0 0
BOEING CO COM 097023105 BBG000BCSST7 105,580,000 500,000 SH Call SOLE   500,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 2,052,000 900,000 SH   SOLE   900,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 9,058,000 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 92,080,000 2,000,000 SH Call SOLE   2,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 46,040,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 33,520,000 2,000,000 SH   SOLE   2,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 16,760,000 1,000,000 SH Call SOLE   1,000,000 0 0
CVS HEALTH CORP COM 126650100 BBG000BGRY34 34,565,000 500,000 SH Call SOLE   500,000 0 0
CVS HEALTH CORP COM 126650100 BBG000BGRY34 69,130,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 47,540,000 1,000,000 SH   SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 47,540,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 47,540,000 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 42,120,000 4,000,000 SH   SOLE   4,000,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 15,460,000 1,000,000 SH   SOLE   1,000,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC53854 18,040,000 1,000,000 SH   SOLE   1,000,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 107,250,000 1,000,000 SH Call SOLE   1,000,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 14,310,000 3,000,000 SH   SOLE   3,000,000 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 57,027,000 300,000 SH Call SOLE   300,000 0 0
FLOTEK INDS INC DEL COM 343389102 BBG000C3TFS4 1,468,000 2,000,000 SH   SOLE   2,000,000 0 0
FLOWSERVE CORP COM 34354P105 BBG000FFH4P5 18,575,000 500,000 SH Call SOLE   500,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 29,600,000 1,000,000 SH   SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 59,200,000 2,000,000 SH Call SOLE   2,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 40,000,000 1,000,000 SH Call SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 40,000,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 38,560,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 77,120,000 2,000,000 SH Call SOLE   2,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 19,836,000 1,450,000 SH   SOLE   1,450,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 9,139,608 668,100 SH Call SOLE   668,100 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 13,680,000 1,000,000 SH Call SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 BBG000KYNTQ5 21,971,850 681,509 SH   SOLE   681,509 0 0
GREENBROOK TMS INC COM NEW 393704309 BBG00MNZRMV6 2,228,070 3,427,272 SH   SOLE   3,427,272 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 33,440,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 33,440,000 1,000,000 SH Call SOLE   1,000,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 17,117,500 2,050,000 SH   SOLE   2,050,000 0 0
MACYS INC COM 55616P104 BBG000C46HM9 16,050,000 1,000,000 SH Call SOLE   1,000,000 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 BBG00QTW1ZN6 7,040,000 250,000 SH   SOLE   250,000 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 63,110,000 1,000,000 SH Call SOLE   1,000,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG000D4F4F5 22,110,000 3,000,000 SH Call SOLE   3,000,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTL4 10,540,000 1,000,000 SH   SOLE   1,000,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 32,080,000 2,000,000 SH   SOLE   2,000,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 16,040,000 1,000,000 SH Call SOLE   1,000,000 0 0
PITNEY BOWES INC COM 724479100 BBG000BQTMJ9 3,540,000 1,000,000 SH   SOLE   1,000,000 0 0
PURE STORAGE INC CL A 74624M102 BBG00212PVZ5 11,046,000 300,000 SH Call SOLE   300,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 BBG00741Y1N2 4,998,000 300,000 SH   SOLE   300,000 0 0
SCHWAB CHARLES CORP COM 808513105 BBG000BSLZY7 28,340,000 500,000 SH Call SOLE   500,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 BBG000BT5PG5 12,538,000 200,000 SH   SOLE   200,000 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 5,341,700 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 BBG001LKFKJ8 4,484,827 2,011,133 SH   SOLE   2,011,133 0 0
SONENDO INC COM 835431107 BBG002082QR8 2,380,000 1,750,000 SH   SOLE   1,750,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 443,280,000 1,000,000 SH Put SOLE   1,000,000 0 0
SSR MINING IN COM 784730103 BBG000C0RWX9 32,614,000 2,300,000 SH   SOLE   2,300,000 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 7,680,000 3,000,000 SH   SOLE   3,000,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 21,030,000 3,000,000 SH   SOLE   3,000,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG000L9CV04 89,625,000 500,000 SH Call SOLE   500,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 19,090,000 1,000,000 SH Call SOLE   1,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 19,090,000 1,000,000 SH Call SOLE   1,000,000 0 0
VENUS CONCEPT INC COM NEW 92332W204 BBG001YK8KJ2 700,006 333,336 SH   SOLE   333,336 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQFY7 42,680,000 1,000,000 SH Call SOLE   1,000,000 0 0
WW INTL INC COM 98262P101 BBG000DY6735 6,720,000 1,000,000 SH Call SOLE   1,000,000 0 0