The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALGOMA STL GROUP INC | COM | 015658107 | 41,426,219 | 6,092,091 | SH | SOLE | 6,092,091 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 43,725,634 | 504,100 | SH | SOLE | 504,100 | 0 | 0 | |||
| ARCH RESOURCES INC | CL A | 03940R107 | 74,909,330 | 438,939 | SH | SOLE | 438,939 | 0 | 0 | |||
| BAUSCH PLUS LOMB CORP | COMMON SHARES | 071705107 | 54,580,051 | 3,220,062 | SH | SOLE | 3,220,062 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 31,847,640 | 276,000 | SH | SOLE | 276,000 | 0 | 0 | |||
| GROUPON INC | COM NEW | 399473206 | 31,033,724 | 2,025,700 | SH | SOLE | 2,025,700 | 0 | 0 | |||
| IQIYI INC | SPONSORED ADS | 46267X108 | 19,434,000 | 4,100,000 | SH | SOLE | 4,100,000 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 43,569,391 | 1,495,688 | SH | SOLE | 1,495,688 | 0 | 0 | |||
| KENVUE INC | COM | 49177J102 | 23,794,800 | 1,185,000 | SH | SOLE | 1,185,000 | 0 | 0 | |||
| KOSMOS ENERGY LTD | COM | 500688106 | 73,378,845 | 8,970,519 | SH | SOLE | 8,970,519 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 48,633,398 | 1,060,938 | SH | SOLE | 1,060,938 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 26,350,000 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 27,288,060 | 2,589,000 | SH | SOLE | 2,589,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 151,040,000 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | ||
| PROTHENA CORP PLC | SHS | G72800108 | 11,318,678 | 234,584 | SH | SOLE | 234,584 | 0 | 0 | |||
| RINGCENTRAL INC | CL A | 76680R206 | 15,510,001 | 523,456 | SH | SOLE | 523,456 | 0 | 0 | |||
| SEALED AIR CORP NEW | COM | 81211K100 | 12,651,100 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 46,320,186 | 2,869,900 | SH | SOLE | 2,869,900 | 0 | 0 | |||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 67,512,865 | 1,963,500 | SH | SOLE | 1,963,500 | 0 | 0 | |||
| TECK RESOURCES LTD | CL B | 878742204 | 11,893,400 | 276,013 | SH | SOLE | 276,013 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 100,088,000 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 16,430,780 | 991,000 | SH | SOLE | 991,000 | 0 | 0 | |||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 20,430,583 | 2,667,178 | SH | SOLE | 2,667,178 | 0 | 0 | |||
| WEIBO CORP | SPONSORED ADR | 948596101 | 22,572,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 7,689,240 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 113,451,375 | 2,486,333 | SH | SOLE | 2,486,333 | 0 | 0 | |||