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 53,209,200 600,000 SH Call SOLE   600,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 33,790,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 30,411,000 900,000 SH   SOLE   900,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 72,360,000 1,000,000 SH Call SOLE   1,000,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 BBG0113S8MK2 12,351,000 1,150,000 SH   SOLE   1,150,000 0 0
ASENSUS SURGICAL INC COM 04367G103 BBG000C1XKW7 460,000 2,000,000 SH   SOLE   2,000,000 0 0
ASPEN AEROGELS INC COM 04523Y105 BBG001S58GW6 3,520,000 200,000 SH   SOLE   200,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TR2 2,900,000 1,000,000 SH   SOLE   1,000,000 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 28,161,000 2,980,000 SH   SOLE   2,980,000 0 0
BAXTER INTL INC COM 071813109 BBG000BCVJ77 8,548,000 200,000 SH   SOLE   200,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG000N7KBZ3 11,240,000 1,000,000 SH Call SOLE   1,000,000 0 0
BLUEBIRD BIO INC COM 09609G100 BBG000QGWY50 1,280,000 1,000,000 SH   SOLE   1,000,000 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 4,761,000 900,000 SH   SOLE   900,000 0 0
CIENA CORP COM NEW 171779309 BBG000BP1152 24,725,000 500,000 SH Call SOLE   500,000 0 0
CIENA CORP COM NEW 171779309 BBG000BP1152 4,945,000 100,000 SH   SOLE   100,000 0 0
CISCO SYS INC COM 17275R102 BBG000C3J3C9 49,910,000 1,000,000 SH Call SOLE   1,000,000 0 0
CISCO SYS INC COM 17275R102 BBG000C3J3C9 49,910,000 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 63,240,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 22,740,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 45,138,900 1,985,000 SH   SOLE   1,985,000 0 0
CORNING INC COM 219350105 BBG000BKFZM4 32,960,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 47,870,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 47,870,000 1,000,000 SH   SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 15,770,000 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 15,770,000 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106 BBG000BH4R78 61,180,000 500,000 SH Call SOLE   500,000 0 0
DOW INC COM 260557103 BBG00BN96922 28,965,000 500,000 SH Call SOLE   500,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 26,640,000 1,000,000 SH   SOLE   1,000,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC53854 10,813,500 1,350,000 SH   SOLE   1,350,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 58,120,000 500,000 SH Call SOLE   500,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 58,120,000 500,000 SH Call SOLE   500,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 15,687,000 3,150,000 SH   SOLE   3,150,000 0 0
FLOTEK INDS INC DEL COM NEW 343389409 BBG000C3TFS4 1,870,000 500,000 SH   SOLE   500,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 16,912,000 400,000 SH Call SOLE   400,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 25,368,000 600,000 SH Call SOLE   600,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 42,280,000 1,000,000 SH   SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 47,020,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 45,350,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 45,350,000 1,000,000 SH Call SOLE   1,000,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 BBG000BKNX95 27,460,000 2,000,000 SH Call SOLE   2,000,000 0 0
GREEN PLAINS INC COM 393222104 BBG000KYNTQ5 16,184,000 700,000 SH   SOLE   700,000 0 0
GREENBROOK TMS INC COM NEW 393704309 BBG00MNZRMV6 318,736 3,427,272 SH   SOLE   3,427,272 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 44,170,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 44,170,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 22,085,000 500,000 SH   SOLE   500,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 190,960,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG000BLNNH6 171,864,000 900,000 SH Call SOLE   900,000 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG000BM5SR2 19,510,000 500,000 SH   SOLE   500,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 19,551,000 2,100,000 SH   SOLE   2,100,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ153 70,880,000 1,000,000 SH Call SOLE   1,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 58,945,000 500,000 SH Call SOLE   500,000 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 58,945,000 500,000 SH Call SOLE   500,000 0 0
MOHAWK INDS INC COM 608190104 BBG000FLZN98 13,089,000 100,000 SH   SOLE   100,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTL4 4,770,000 1,000,000 SH   SOLE   1,000,000 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG004WG63P0 7,770,000 1,000,000 SH   SOLE   1,000,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 39,040,000 2,000,000 SH   SOLE   2,000,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 BBG000C496P7 11,770,000 1,000,000 SH Call SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 32,190,000 1,000,000 SH Call SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 3,219,000 100,000 SH   SOLE   100,000 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 3,717,700 7,000,000 SH   SOLE   7,000,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 BBG001LKFKJ8 165,943 431,021 SH   SOLE   431,021 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 523,070,000 1,000,000 SH Put SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 13,180,000 1,000,000 SH Call SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 13,180,000 1,000,000 SH Call SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 13,180,000 1,000,000 SH   SOLE   1,000,000 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 12,480,000 3,000,000 SH   SOLE   3,000,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 BBG000BVRQD7 4,430,000 1,000,000 SH   SOLE   1,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 12,560,000 2,000,000 SH Call SOLE   2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 12,560,000 2,000,000 SH Call SOLE   2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 18,840,000 3,000,000 SH   SOLE   3,000,000 0 0
TRUIST FINL CORP COM 89832Q109 BBG000BYYLS8 19,490,000 500,000 SH Call SOLE   500,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 BBG000M65M61 47,880,000 1,000,000 SH Call SOLE   1,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 15,340,000 1,000,000 SH Call SOLE   1,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 15,340,000 1,000,000 SH   SOLE   1,000,000 0 0
VENUS CONCEPT INC COM NEW 92332W204 BBG001YK8KJ2 230,335 333,336 SH   SOLE   333,336 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG000BWHD54 6,041,700 210,000 SH   SOLE   210,000 0 0
WAYFAIR INC CL A 94419L101 BBG001B17MV2 20,364,000 300,000 SH Call SOLE   300,000 0 0
WAYFAIR INC CL A 94419L101 BBG001B17MV2 6,788,000 100,000 SH   SOLE   100,000 0 0
WW INTL INC COM 98262P101 BBG000DY6735 3,700,000 2,000,000 SH Call SOLE   2,000,000 0 0