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
AERCAP HOLDINGS NV SHS N00985106 4,594 78,211 SH   DFND 6 0 0 0
AERCAP HOLDINGS NV SHS N00985106 2,213 37,668 SH   SOLE   0 0 0
AES CORP COM 00130H105 9,335 348,185 SH   DFND 6 0 0 0
AES CORP COM 00130H105 4,495 167,646 SH   SOLE   0 0 0
ANALOG DEVICES INC COM 032654105 55,987 361,020 SH   SOLE   0 0 0
ANALOG DEVICES INC COM 032654105 43,378 279,714 SH   DFND 3 0 0 0
ANALOG DEVICES INC COM 032654105 19,449 125,410 SH   DFND 4 0 0 0
ANALOG DEVICES INC COM 032654105 25,435 164,014 SH   DFND 7 0 0 0
ANALOG DEVICES INC COM 032654105 16,416 105,853 SH   DFND 5 0 0 0
APPLIED MATLS INC COM 038222105 94,583 707,961 SH   SOLE   0 0 0
APPLIED MATLS INC COM 038222105 73,306 548,697 SH   DFND 3 0 0 0
APPLIED MATLS INC COM 038222105 32,796 245,482 SH   DFND 4 0 0 0
APPLIED MATLS INC COM 038222105 43,031 322,089 SH   DFND 7 0 0 0
APPLIED MATLS INC COM 038222105 22,512 168,500 SH   DFND 5 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 2,703 111,045 SH   DFND 5 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 11,232 461,459 SH   SOLE   0 0 0
BALLARD PWR SYS INC NEW COM 058586108 8,719 358,197 SH   DFND 3 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 3,902 160,305 SH   DFND 4 0 0 0
BALLARD PWR SYS INC NEW COM 058586108 5,111 209,993 SH   DFND 7 0 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06746P621 6,972 611,559 SH   DFND 8 0 0 0
BLUE BIRD CORP COM 095306106 5,260 210,139 SH   DFND 6 0 0 0
BLUE BIRD CORP COM 095306106 2,533 101,202 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COM 09857L108 6,973 2,993 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 86,153 2,040,584 SH   SOLE   0 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 43,230 1,023,930 SH   DFND 6 0 0 0
COEUR MNG INC COM NEW 192108504 4,582 507,439 SH   DFND 8 0 0 0
CONSOLIDATED EDISON INC COM 209115104 26,498 354,264 SH   SOLE   0 0 0
CONSOLIDATED EDISON INC COM 209115104 19,376 259,043 SH   DFND 6 0 0 0
DARLING INGREDIENTS INC COM 237266101 14,424 196,033 SH   DFND 6 0 0 0
DARLING INGREDIENTS INC COM 237266101 22,245 302,321 SH   SOLE   0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 21,447 444,222 SH   DFND 4 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 61,855 1,281,082 SH   SOLE   0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 47,956 993,288 SH   DFND 3 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 18,312 379,291 SH   DFND 5 0 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 28,202 584,137 SH   DFND 7 0 0 0
EATON CORP PLC SHS G29183103 80,627 583,070 SH   SOLE   0 0 0
EATON CORP PLC SHS G29183103 8,459 61,176 SH   DFND 3 0 0 0
EATON CORP PLC SHS G29183103 3,783 27,360 SH   DFND 4 0 0 0
EATON CORP PLC SHS G29183103 4,975 35,975 SH   DFND 7 0 0 0
EATON CORP PLC SHS G29183103 36,193 261,734 SH   DFND 6 0 0 0
EATON CORP PLC SHS G29183103 2,591 18,737 SH   DFND 5 0 0 0
ELDORADO GOLD CORP NEW COM 284902509 61,117 5,664,250 SH   DFND 8 0 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 22,779 2,686,203 SH   DFND 6 0 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 10,971 1,293,740 SH   SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 20,943 635,997 SH   DFND 5 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 78,485 2,383,570 SH   SOLE   0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 60,865 1,848,303 SH   DFND 3 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 27,224 826,711 SH   DFND 4 0 0 0
FREEPORT-MCMORAN INC CL B 35671D857 35,783 1,086,644 SH   DFND 7 0 0 0
GENERAL ELECTRIC CO COM 369604103 31,208 2,376,864 SH   SOLE   0 0 0
GENERAL ELECTRIC CO COM 369604103 14,180 1,080,000 SH Call SOLE   0 0 0
GENERAL ELECTRIC CO COM 369604103 64,813 4,936,240 SH   DFND 6 0 0 0
ISHARES TR CORE MSCI EURO 46434V738 50,053 1,612,000 SH   SOLE   0 0 0
LAM RESEARCH CORP COM 512807108 16,101 27,050 SH   DFND 4 0 0 0
LAM RESEARCH CORP COM 512807108 11,257 18,911 SH   DFND 5 0 0 0
LAM RESEARCH CORP COM 512807108 46,277 77,742 SH   SOLE   0 0 0
LAM RESEARCH CORP COM 512807108 35,979 60,444 SH   DFND 3 0 0 0
LAM RESEARCH CORP COM 512807108 21,092 35,434 SH   DFND 7 0 0 0
MICRON TECHNOLOGY INC COM 595112103 12,397 140,541 SH   DFND 5 0 0 0
MICRON TECHNOLOGY INC COM 595112103 33,381 378,423 SH   DFND 3 0 0 0
MICRON TECHNOLOGY INC COM 595112103 42,874 486,038 SH   SOLE   0 0 0
MICRON TECHNOLOGY INC COM 595112103 19,569 221,850 SH   DFND 7 0 0 0
MICRON TECHNOLOGY INC COM 595112103 14,939 169,355 SH   DFND 4 0 0 0
OTIS WORLDWIDE CORP COM 68902V107 25,030 365,678 SH   SOLE   0 0 0
PAN AMERN SILVER CORP COM 697900108 3,328 110,824 SH   DFND 8 0 0 0
PROSHARES TR PSHS ULT S&P 500 74347R107 2,017 19,710 SH   DFND 2 0 0 0
PROSHARES TR II ULTRA VIX SHORT 74347W148 578 102,352 SH   DFND 2 0 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 4,504 68,202 SH   DFND 6 0 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 4,047 61,284 SH   SOLE   0 0 0
ROBLOX CORP CL A 771049103 2,055 31,700 SH   DFND 5 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 14,530 126,344 SH   DFND 5 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 15,340 133,392 SH   DFND 4 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 48,359 420,510 SH   SOLE   0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 34,693 301,681 SH   DFND 3 0 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 35,072 304,977 SH   DFND 7 0 0 0
SOUTHWEST AIRLS CO COM 844741108 2,684 43,962 SH   DFND 7 0 0 0
SOUTHWEST AIRLS CO COM 844741108 5,887 96,369 SH   SOLE   0 0 0
SOUTHWEST AIRLS CO COM 844741108 4,579 74,989 SH   DFND 3 0 0 0
SOUTHWEST AIRLS CO COM 844741108 2,049 33,560 SH   DFND 4 0 0 0
SOUTHWEST AIRLS CO COM 844741108 2,492 40,807 SH   DFND 5 0 0 0
T-MOBILE US INC COM 872590104 6,162 49,184 SH   DFND 5 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,024 143,928 SH   DFND 5 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 32,384 273,792 SH   DFND 7 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 71,237 602,343 SH   SOLE   0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 55,239 467,022 SH   DFND 3 0 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24,718 208,977 SH   DFND 4 0 0 0
TESLA INC COM 88160R101 565,603 846,800 SH Put DFND 6 0 0 0
TESLA INC COM 88160R101 242,458 363,000 SH Put SOLE   0 0 0
UNITED AIRLS HLDGS INC COM 910047109 9,513 165,331 SH   DFND 3 0 0 0
UNITED AIRLS HLDGS INC COM 910047109 4,257 73,991 SH   DFND 4 0 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,577 96,925 SH   DFND 7 0 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,112 88,840 SH   DFND 5 0 0 0
UNITED AIRLS HLDGS INC COM 910047109 12,244 212,788 SH   SOLE   0 0 0
UNITED STS OIL FD LP UNITS 91232N207 978 24,125 SH   DFND 2 0 0 0
VULCAN MATLS CO COM 929160109 12,718 75,363 SH   DFND 3 0 0 0
VULCAN MATLS CO COM 929160109 5,688 33,709 SH   DFND 4 0 0 0
VULCAN MATLS CO COM 929160109 7,469 44,260 SH   DFND 7 0 0 0
VULCAN MATLS CO COM 929160109 5,942 35,210 SH   DFND 5 0 0 0
VULCAN MATLS CO COM 929160109 16,369 96,969 SH   SOLE   0 0 0