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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALGOMA STL GROUP INC COM 015658107 39,518 6,136,299 SH   SOLE NONE 6,136,299 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,597 345,000 SH   SOLE NONE 345,000 0 0
APPLE INC COM 037833100 172,750 1,250,000 SH Put SOLE NONE 1,250,000 0 0
ARCH RESOURCES INC CL A 03940R107 48,358 407,739 SH   SOLE NONE 407,739 0 0
ARK ETF TR INNOVATION ETF 00214Q104 56,595 1,500,000 SH Call SOLE NONE 1,500,000 0 0
ARK ETF TR NEXT GNRTN INTER 00214Q401 91,280 2,000,000 SH Call SOLE NONE 2,000,000 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 19,606 681,700 SH   SOLE NONE 681,700 0 0
BAIDU INC SPON ADR REP A 056752108 64,173 546,200 SH   SOLE NONE 546,200 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 30,313 1,976,062 SH   SOLE NONE 1,976,062 0 0
CHENIERE ENERGY INC COM NEW 16411R208 82,955 500,000 SH Put SOLE NONE 500,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 109,320 4,000,000 SH Put SOLE NONE 4,000,000 0 0
GLOBAL PMTS INC COM 37940X102 43,069 398,605 SH   SOLE NONE 398,605 0 0
GROUPON INC COM NEW 399473206 16,125 2,025,700 SH   SOLE NONE 2,025,700 0 0
GROUPON INC COM NEW 399473206 7,960 1,000,000 SH Call SOLE NONE 1,000,000 0 0
HARLEY DAVIDSON INC COM 412822108 21,312 611,000 SH   SOLE NONE 611,000 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 7,869 395,644 SH   SOLE NONE 395,644 0 0
INGEVITY CORP COM 45688C107 55,240 911,100 SH   SOLE NONE 911,100 0 0
KOSMOS ENERGY LTD COM 500688106 60,146 11,633,739 SH   SOLE NONE 11,633,739 0 0
LAREDO PETROLEUM INC COM 516806205 35,535 565,400 SH   SOLE NONE 565,400 0 0
LYFT INC CL A COM 55087P104 39,510 3,000,000 SH Call SOLE NONE 3,000,000 0 0
LYFT INC CL A COM 55087P104 59,172 4,492,950 SH   SOLE NONE 4,492,950 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 14,255 2,150,000 SH   SOLE NONE 2,150,000 0 0
OVINTIV INC COM 69047Q102 102,155 2,220,750 SH   SOLE NONE 2,220,750 0 0
PROTHENA CORP PLC SHS G72800108 24,216 399,414 SH   SOLE NONE 399,414 0 0
ROSS STORES INC COM 778296103 53,259 632,000 SH   SOLE NONE 632,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 216,060 3,000,000 SH Put SOLE NONE 3,000,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 6,804 182,500 SH   SOLE NONE 182,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 56,451 2,575,334 SH   SOLE NONE 2,575,334 0 0
TESLA INC COM 88160R101 212,200 800,000 SH Put SOLE NONE 800,000 0 0
TRIPADVISOR INC COM 896945201 74,770 3,386,340 SH   SOLE NONE 3,386,340 0 0
TRIUMPH GROUP INC NEW COM 896818101 27,979 3,257,126 SH   SOLE NONE 3,257,126 0 0
VISTRA CORP COM 92840M102 64,413 3,067,300 SH   SOLE NONE 3,067,300 0 0
WEIBO CORP SPONSORED ADR 948596101 25,650 1,500,000 SH Call SOLE NONE 1,500,000 0 0
WEIBO CORP SPONSORED ADR 948596101 30,177 1,764,723 SH   SOLE NONE 1,764,723 0 0
WESTERN DIGITAL CORP. COM 958102105 72,984 2,242,200 SH   SOLE NONE 2,242,200 0 0
WEX INC COM 96208T104 23,966 188,800 SH   SOLE NONE 188,800 0 0