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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 BBG000BP52R2 54,660,000 500,000 SH Call SOLE   500,000 0 0
3M CO COM 88579Y101 BBG000BP52R2 54,660,000 500,000 SH Call SOLE   500,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 3,400,000 100,000 SH Call SOLE   100,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 34,000,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 30,600,000 900,000 SH   SOLE   900,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 77,510,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 77,510,000 1,000,000 SH Call SOLE   1,000,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 BBG0113S8MK2 12,183,407 1,149,378 SH   SOLE   1,149,378 0 0
ASENSUS SURGICAL INC COM 04367G103 BBG000C1XKW7 637,800 2,000,000 SH   SOLE   2,000,000 0 0
ASPEN AEROGELS INC COM 04523Y105 BBG001S58GW6 3,156,000 200,000 SH   SOLE   200,000 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 23,640,000 3,000,000 SH   SOLE   3,000,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG000N7KBZ3 14,800,000 1,000,000 SH Call SOLE   1,000,000 0 0
BLUEBIRD BIO INC COM 09609G100 BBG000QGWY50 1,380,000 1,000,000 SH   SOLE   1,000,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 5,832,000 900,000 SH   SOLE   900,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 25,677,728 469,600 SH Call SOLE   469,600 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNR63 10,048,000 200,000 SH Call SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 51,440,000 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 51,440,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 20,420,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 40,840,000 2,000,000 SH   SOLE   2,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 40,230,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 40,230,000 1,000,000 SH   SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 13,550,000 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 27,100,000 2,000,000 SH   SOLE   2,000,000 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 90,290,000 1,000,000 SH Call SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 45,145,000 500,000 SH Call SOLE   500,000 0 0
DOW INC COM 260557103 BBG00BN96922 54,840,000 1,000,000 SH Call SOLE   1,000,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 18,450,000 1,000,000 SH   SOLE   1,000,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC53854 16,276,000 1,300,000 SH   SOLE   1,300,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 299,940,000 3,000,000 SH Call SOLE   3,000,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 14,973,000 2,300,000 SH   SOLE   2,300,000 0 0
FLOTEK INDS INC DEL COM NEW 343389409 BBG000C3TFS4 1,887,386 481,476 SH   SOLE   481,476 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 39,170,000 1,000,000 SH Call SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 39,170,000 1,000,000 SH   SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 35,920,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 35,920,000 1,000,000 SH Put SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 35,920,000 1,000,000 SH   SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 14,320,000 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 14,320,000 1,000,000 SH Call SOLE   1,000,000 0 0
GREEN PLAINS INC COM 393222104 BBG000KYNTQ5 12,610,000 500,000 SH   SOLE   500,000 0 0
GREENBROOK TMS INC COM NEW 393704309 BBG00MNZRMV6 927,077 3,427,272 SH   SOLE   3,427,272 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 25,125,000 500,000 SH Call SOLE   500,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 25,125,000 500,000 SH   SOLE   500,000 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG000BM5SR2 36,150,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG000BM5SR2 18,075,000 500,000 SH   SOLE   500,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 20,380,000 2,000,000 SH   SOLE   2,000,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 60,310,000 1,000,000 SH Call SOLE   1,000,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTL4 13,719,000 1,700,000 SH   SOLE   1,700,000 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG004WG63P0 7,000,000 1,000,000 SH   SOLE   1,000,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 10,140,000 500,000 SH Call SOLE   500,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 32,448,000 1,600,000 SH   SOLE   1,600,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 32,180,000 1,000,000 SH Call SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 32,180,000 1,000,000 SH Call SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 6,436,000 200,000 SH   SOLE   200,000 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 3,990,700 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 BBG001LKFKJ8 5,691,506 2,011,133 SH   SOLE   2,011,133 0 0
SONENDO INC COM 835431107 BBG002082QR8 1,050,000 5,000,000 SH   SOLE   5,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 475,310,000 1,000,000 SH Put SOLE   1,000,000 0 0
SSR MINING IN COM 784730103 BBG000C0RWX9 10,760,000 1,000,000 SH Call SOLE   1,000,000 0 0
SSR MINING IN COM 784730103 BBG000C0RWX9 26,900,000 2,500,000 SH   SOLE   2,500,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 19,630,000 1,000,000 SH   SOLE   1,000,000 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 11,315,000 3,100,000 SH   SOLE   3,100,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 BBG000BVRQD7 4,520,000 1,000,000 SH   SOLE   1,000,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 12,700,000 2,000,000 SH Call SOLE   2,000,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG000BH5LT6 19,050,000 3,000,000 SH   SOLE   3,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 18,800,000 1,000,000 SH Call SOLE   1,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 18,800,000 1,000,000 SH   SOLE   1,000,000 0 0
VENUS CONCEPT INC COM NEW 92332W204 BBG001YK8KJ2 393,336 333,336 SH   SOLE   333,336 0 0
WW INTL INC COM 98262P101 BBG000DY6735 8,750,000 1,000,000 SH   SOLE   1,000,000 0 0