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
AERCAP HOLDINGS NV SHS N00985106   173,646,180 1,998,000 SH   SOLE   1,998,000 0 0
AIR LEASE CORP CL A 00912X302   13,765,344 267,600 SH   SOLE   267,600 0 0
ALCOA CORP COM 013872106   133,150,880 3,940,541 SH   SOLE   3,940,541 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   15,108,768 208,800 SH   SOLE   208,800 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   118,375,400 4,139,000 SH   SOLE   4,139,000 0 0
AURORA INNOVATION INC *W EXP 11/03/202 051774115   118,125 437,500 SH   SOLE   437,500 0 0
BAIDU INC SPON ADR REP A 056752108   11,180,736 106,200 SH   SOLE   106,200 0 0
BANCO MACRO SA SPON ADR B 05961W105   22,740,960 472,000 SH   SOLE   472,000 0 0
BLUERIVER ACQUISITION CORP *W EXP 01/04/202 G1261Q115   13,140 200,000 SH   SOLE   200,000 0 0
CENTURY ALUM CO COM 156431108   13,512,420 878,000 SH   SOLE   878,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   69,277,764 238,371 SH   SOLE   238,371 0 0
CIENA CORP COM NEW 171779309   60,926,504 1,232,083 SH   SOLE   1,232,083 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   137,392,166 1,809,935 SH   SOLE   1,809,935 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   161,613,180 7,107,000 SH   SOLE   7,107,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   2,292,140 12,400 SH   SOLE   12,400 0 0
CUE BIOPHARMA INC COM 22978P106   4,540,640 2,402,455 SH   SOLE   2,402,455 0 0
CYCLERION THERAPEUTICS INC COM 23255M204   1,145,216 357,880 SH   SOLE   357,880 0 0
FREEPORT-MCMORAN INC CL B 35671D857   60,514,740 1,287,000 SH   SOLE   1,287,000 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   56,342,136 2,299,679 SH   SOLE   2,299,679 0 0
GE VERNOVA LLC COM 36828A101   30,767,793 224,993 SH   SOLE   224,993 0 0
GENERAL ELECTRIC CO COM NEW 369604301   163,155,135 929,500 SH   SOLE   929,500 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   5,948,280 234,000 SH   SOLE   234,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   144,747,720 8,164,000 SH   SOLE   8,164,000 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111   7,350 350,000 SH   SOLE   350,000 0 0
INARI MED INC COM 45332Y109   20,055,640 418,000 SH   SOLE   418,000 0 0
INSULET CORP COM 45784P101   76,238,720 444,800 SH   SOLE   444,800 0 0
INVIVYD INC COM 00534A102   16,583,400 3,735,000 SH   SOLE   3,735,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   59,218,000 510,500 SH   SOLE   510,500 0 0
JD.COM INC SPON ADR CL A 47215P106   13,859,340 506,000 SH   SOLE   506,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   101,430,971 3,864,037 SH   SOLE   3,864,037 0 0
LYFT INC CL A COM 55087P104   23,568,300 1,218,000 SH   SOLE   1,218,000 0 0
MICRON TECHNOLOGY INC COM 595112103   116,434,059 987,650 SH   SOLE   987,650 0 0
NEW YORK TIMES CO CL A 650111107   65,175,760 1,508,000 SH   SOLE   1,508,000 0 0
NEXIMMUNE INC COM NEW 65344D208   207,564 36,999 SH   SOLE   36,999 0 0
NOKIA CORP SPONSORED ADR 654902204   112,618,020 31,813,000 SH   SOLE   31,813,000 0 0
NOV INC COM 62955J103   55,592,960 2,848,000 SH   SOLE   2,848,000 0 0
NRG ENERGY INC COM NEW 629377508   2,030,700 30,000 SH   SOLE   30,000 0 0
ORGANON & CO COMMON STOCK 68622V106   96,740,777 5,145,786 SH   SOLE   5,145,786 0 0
PAN AMERN SILVER CORP COM 697900108   79,275,560 5,257,000 SH   SOLE   5,257,000 0 0
PERRIGO CO PLC SHS G97822103   91,580,550 2,845,000 SH   SOLE   2,845,000 0 0
PLATINUM GROUP METALS LTD COM 72765Q882   1,053,000 900,000 SH   SOLE   900,000 0 0
SEA LTD SPONSORD ADS 81141R100   155,501,192 2,895,200 SH   SOLE   2,895,200 0 0
SEADRILL 2021 LTD COM G7997W102   28,102,610 558,700 SH   SOLE   558,700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   357,107,848 3,837,806 SH   SOLE   3,837,806 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   14,502,090 3,079,000 SH   SOLE   3,079,000 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   20,180,420 411,174 SH   SOLE   411,174 0 0
STANDARD BIOTOOLS INC COM 34385P108   4,376,650 1,615,000 SH   SOLE   1,615,000 0 0
STONECO LTD COM CL A G85158106   112,017,840 6,744,000 SH   SOLE   6,744,000 0 0
TECK RESOURCES LTD CL B 878742204   212,918,202 4,650,900 SH   SOLE   4,650,900 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   93,576,330 16,983,000 SH   SOLE   16,983,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   379,505,156 26,896,184 SH   SOLE   26,896,184 0 0
TIDEWATER INC NEW COM 88642R109   99,912,000 1,086,000 SH   SOLE   1,086,000 0 0
TRANSDIGM GROUP INC COM 893641100   42,243,880 34,300 SH   SOLE   34,300 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   174,486,943 27,784,545 SH   SOLE   27,784,545 0 0
UNITED STATES STL CORP NEW COM 912909108   68,736,199 1,685,537 SH   SOLE   1,685,537 0 0
VALARIS LTD CL A G9460G101   66,379,320 882,000 SH   SOLE   882,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   254,382,900 8,045,000 SH   SOLE   8,045,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   132,607,020 3,423,000 SH   SOLE   3,423,000 0 0
VIATRIS INC COM 92556V106   128,928,120 10,798,000 SH   SOLE   10,798,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   3,931,100 95,000 SH   SOLE   95,000 0 0
VISTRA CORP COM 92840M102   2,361,135 33,900 SH   SOLE   33,900 0 0
WESTERN DIGITAL CORP. COM 958102105   361,219,774 5,293,373 SH   SOLE   5,293,373 0 0