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
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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
ALCOA CORP COM 013872106 33,660 1,000,000 SH Call SOLE   1,000,000 0 0
ANGEL OAK MTG INC COM 03464Y108 8,146 679,933 SH   SOLE   679,933 0 0
BARCLAYS PLC ADR 06738E204 6,400 1,000,000 SH Call SOLE   1,000,000 0 0
BARCLAYS PLC ADR 06738E204 19,200 3,000,000 SH   SOLE   3,000,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 3,249 900,000 SH   SOLE   900,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 23,058 600,000 SH   SOLE   600,000 0 0
CITIGROUP INC COM NEW 172967424 166,680 4,000,000 SH Call SOLE   4,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 26,940 2,000,000 SH   SOLE   2,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,060 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,060 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,060 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,030 500,000 SH   SOLE   500,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 29,600 4,000,000 SH Call SOLE   4,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 22,200 3,000,000 SH   SOLE   3,000,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 17,200 2,000,000 SH   SOLE   2,000,000 0 0
FERROGLOBE PLC SHS G33856108 10,032 1,900,000 SH   SOLE   1,900,000 0 0
FLOTEK INDS INC DEL COM 343389102 2,000 2,000,000 SH   SOLE   2,000,000 0 0
FLUOR CORP NEW COM 343412102 24,890 1,000,000 SH Call SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 24,890 1,000,000 SH Call SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 24,890 1,000,000 SH   SOLE   1,000,000 0 0
FORD MTR CO DEL COM 345370860 11,200 1,000,000 SH Call SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 27,330 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 32,090 1,000,000 SH Call SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103 61,690 1,000,000 SH Call SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 20,349 700,000 SH   SOLE   700,000 0 0
GREENBROOK TMS INC COM NEW 393704309 1,818 700,000 SH   SOLE   700,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 118,810 1,000,000 SH Call SOLE   1,000,000 0 0
KB HOME COM 48666K109 12,960 500,000 SH   SOLE   500,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 13,900 2,000,000 SH   SOLE   2,000,000 0 0
NOV INC COM 62955J103 32,360 2,000,000 SH   SOLE   2,000,000 0 0
PARTY CITY HOLDCO INC COM 702149105 4,740 3,000,000 SH   SOLE   3,000,000 0 0
PITNEY BOWES INC COM 724479100 4,194 1,800,000 SH   SOLE   1,800,000 0 0
SENSEONICS HLDGS INC COM 81727U105 9,240 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 3,487 976,790 SH   SOLE   976,790 0 0
SONENDO INC COM 835431107 428 400,000 SH   SOLE   400,000 0 0
SSR MNG INC COM 784730103 26,478 1,800,000 SH   SOLE   1,800,000 0 0
TECHNIPFMC PLC COM G87110105 16,920 2,000,000 SH   SOLE   2,000,000 0 0
TELOS CORP MD COM 87969B101 15,113 1,700,000 SH   SOLE   1,700,000 0 0
TESLA INC COM 88160R101 53,050 200,000 SH Call SOLE   200,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 9,880 4,000,000 SH Call SOLE   4,000,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 2,470 1,000,000 SH   SOLE   1,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 26,500 1,000,000 SH Call SOLE   1,000,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 323,080 2,000,000 SH Call SOLE   2,000,000 0 0
VENUS CONCEPT INC COM 92332W105 2,200 5,000,000 SH   SOLE   5,000,000 0 0
WELLS FARGO CO NEW COM 949746101 40,220 1,000,000 SH Call SOLE   1,000,000 0 0