The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADIENT PLC | ORD SHS | G0084W101 | 20,900 | 512,630 | SH | SOLE | NONE | 512,630 | 0 | 0 | |
| ALGOMA STL GROUP INC | COM | 015658107 | 69,033 | 6,136,309 | SH | SOLE | NONE | 6,136,309 | 0 | 0 | |
| ARCH RESOURCES INC | CL A | 03940R107 | 76,526 | 557,039 | SH | SOLE | NONE | 557,039 | 0 | 0 | |
| CONTEXTLOGIC INC | COM CL A | 21077C107 | 16,871 | 7,498,000 | SH | SOLE | NONE | 7,498,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 197,850 | 5,000,000 | SH | Call | SOLE | NONE | 5,000,000 | 0 | 0 |
| GLOBAL PMTS INC | COM | 37940X102 | 48,387 | 353,605 | SH | SOLE | NONE | 353,605 | 0 | 0 | |
| GROUPON INC | COM NEW | 399473206 | 24,397 | 1,268,700 | SH | SOLE | NONE | 1,268,700 | 0 | 0 | |
| INGEVITY CORP | COM | 45688C107 | 51,096 | 797,500 | SH | SOLE | NONE | 797,500 | 0 | 0 | |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 308,159 | 850,000 | SH | Put | SOLE | NONE | 850,000 | 0 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 19,710 | 600,000 | SH | Put | SOLE | NONE | 600,000 | 0 | 0 |
| KOSMOS ENERGY LTD | COM | 500688106 | 65,839 | 9,157,050 | SH | SOLE | NONE | 9,157,050 | 0 | 0 | |
| LAREDO PETROLEUM INC | COM | 516806205 | 43,923 | 555,000 | SH | SOLE | NONE | 555,000 | 0 | 0 | |
| OVINTIV INC | COM | 69047Q102 | 67,988 | 1,257,400 | SH | SOLE | NONE | 1,257,400 | 0 | 0 | |
| PROTHENA CORP PLC | SHS | G72800108 | 12,214 | 334,000 | SH | SOLE | NONE | 334,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 382,200 | 5,000,000 | SH | Put | SOLE | NONE | 5,000,000 | 0 | 0 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 16,806 | 330,500 | SH | SOLE | NONE | 330,500 | 0 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 76,407 | 1,562,834 | SH | SOLE | NONE | 1,562,834 | 0 | 0 | |
| TFI INTL INC | COM | 87241L109 | 33,817 | 317,500 | SH | SOLE | NONE | 317,500 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 20,808 | 900,000 | SH | SOLE | NONE | 900,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 59,433 | 2,191,500 | SH | SOLE | NONE | 2,191,500 | 0 | 0 | |
| TRIUMPH GROUP INC NEW | COM | 896818101 | 64,868 | 2,565,986 | SH | SOLE | NONE | 2,565,986 | 0 | 0 | |
| TRONOX HOLDINGS PLC | SHS | G9087Q102 | 37,456 | 1,892,691 | SH | SOLE | NONE | 1,892,691 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 61,904 | 1,600,000 | SH | Call | SOLE | NONE | 1,600,000 | 0 | 0 |
| VIRGIN GALACTIC HOLDINGS INC | COM | 92766K106 | 9,850 | 997,013 | SH | SOLE | NONE | 997,013 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 58,076 | 1,169,700 | SH | SOLE | NONE | 1,169,700 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 30,372 | 170,200 | SH | SOLE | NONE | 170,200 | 0 | 0 | |