The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALGOMA STL GROUP INC | COM | 015658107 | 51,721,853 | 6,092,091 | SH | SOLE | 6,092,091 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 68,988,024 | 953,400 | SH | SOLE | 953,400 | 0 | 0 | |||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 36,405,600 | 1,320,000 | SH | SOLE | 1,320,000 | 0 | 0 | |||
| ARCH RESOURCES INC | CL A | 03940R107 | 84,002,967 | 522,439 | SH | SOLE | 522,439 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 50,534,400 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | |||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 23,993,640 | 498,000 | SH | SOLE | 498,000 | 0 | 0 | |||
| BAUSCH PLUS LOMB CORP | COMMON SHARES | 071705107 | 64,789,573 | 3,745,062 | SH | SOLE | 3,745,062 | 0 | 0 | |||
| COMPASS INC | CL A | 20464U100 | 27,977,512 | 7,771,531 | SH | SOLE | 7,771,531 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 27,727,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| EQUINOX GOLD CORP | COM | 29446Y502 | 29,741,208 | 4,940,400 | SH | SOLE | 4,940,400 | 0 | 0 | |||
| FMC CORP | COM NEW | 302491303 | 37,686,067 | 591,618 | SH | SOLE | 591,618 | 0 | 0 | |||
| GLOBAL PMTS INC | COM | 37940X102 | 25,796,380 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | |||
| HUYA INC | ADS REP SHS A | 44852D108 | 23,410,319 | 5,145,125 | SH | SOLE | 5,145,125 | 0 | 0 | |||
| IQIYI INC | SPONSORED ADS | 46267X108 | 43,653,600 | 10,320,000 | SH | SOLE | 10,320,000 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 91,111,137 | 3,326,438 | SH | SOLE | 3,326,438 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 56,091,295 | 1,084,938 | SH | SOLE | 1,084,938 | 0 | 0 | |||
| LOUISIANA PAC CORP | COM | 546347105 | 31,340,385 | 373,500 | SH | SOLE | 373,500 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 52,738,425 | 2,725,500 | SH | SOLE | 2,725,500 | 0 | 0 | |||
| RINGCENTRAL INC | CL A | 76680R206 | 40,609,531 | 1,168,956 | SH | SOLE | 1,168,956 | 0 | 0 | |||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 159,537,610 | 4,423,000 | SH | SOLE | 4,423,000 | 0 | 0 | |||
| STITCH FIX INC | COM CL A | 860897107 | 8,994,306 | 3,406,934 | SH | SOLE | 3,406,934 | 0 | 0 | |||
| SUNRUN INC | COM | 86771W105 | 24,448,900 | 1,855,000 | SH | SOLE | 1,855,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 123,053,000 | 700,000 | SH | Put | SOLE | 700,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 61,567,588 | 4,363,401 | SH | SOLE | 4,363,401 | 0 | 0 | |||
| TFI INTL INC | COM | 87241L109 | 44,249,991 | 277,499 | SH | SOLE | 277,499 | 0 | 0 | |||
| TRIUMPH GROUP INC NEW | COM | 896818101 | 55,635,637 | 3,699,178 | SH | SOLE | 3,699,178 | 0 | 0 | |||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 16,948,053 | 437,482 | SH | SOLE | 437,482 | 0 | 0 | |||
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 21,145,180 | 511,000 | SH | SOLE | 511,000 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 119,798,000 | 1,720,000 | SH | SOLE | 1,720,000 | 0 | 0 | |||
| WESTERN DIGITAL CORP. | COM | 958102105 | 102,360,000 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 198,169,642 | 2,904,010 | SH | SOLE | 2,904,010 | 0 | 0 | |||