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   9,109,260 162,000 SH   SOLE   162,000 0 0
ALCOA CORP COM 013872106   425,600 10,000 SH   SOLE   10,000 0 0
BAUSCH HEALTH COS INC COM 071734107   4,290,813 529,730 SH   SOLE   529,730 0 0
BAUSCH HEALTH COS INC COM 071734107   4,050,000 500,000 SH Call SOLE   500,000 0 0
BGC PARTNERS INC CL A 05541T101   1,569,000 300,000 SH Call SOLE   300,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   4,144,940 54,510 SH   SOLE   54,510 0 0
CINEMARK HLDGS INC COM 17243V102   8,536,714 577,195 SH   SOLE   577,195 0 0
COMMSCOPE HLDG CO INC COM 20337X109   8,680,546 1,362,723 SH   SOLE   1,362,723 0 0
CONSTELLIUM SE CL A SHS F21107101   9,110,318 596,225 SH   SOLE   596,225 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201   4,818,986 400,248 SH   SOLE   400,248 0 0
FIRST HORIZON CORPORATION COM 320517105   3,822,700 215,000 SH   SOLE   215,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,227,300 30,000 SH   SOLE   30,000 0 0
GREEN PLAINS INC COM 393222104   10,007,849 322,938 SH   SOLE   322,938 0 0
MARATHON OIL CORP COM 565849106   11,980,000 500,000 SH   SOLE   500,000 0 0
MBIA INC COM 55262C100   3,683,471 397,783 SH   SOLE   397,783 0 0
ONYX ACQUISITION CO I *W EXP 11/30/202 G6755Q117   6,071 55,699 SH   SOLE   55,699 0 0
ONYX ACQUISITION CO I SHS CL A G6755Q109   1,169,700 111,400 SH   SOLE   111,400 0 0
PERRIGO CO PLC SHS G97822103   9,076,078 253,027 SH   SOLE   253,027 0 0
SCHWAB CHARLES CORP COM 808513105   5,238,000 100,000 SH Put SOLE   100,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   6,472,441 187,444 SH   SOLE   187,444 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,726,500 50,000 SH Call SOLE   50,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   19,907,376 186,836 SH   SOLE   186,836 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,131,000 20,000 SH Call SOLE   20,000 0 0
TECK RESOURCES LTD CL B 878742204   1,095,000 30,000 SH   SOLE   30,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   10,569,652 1,661,895 SH   SOLE   1,661,895 0 0
WINNEBAGO INDS INC COM 974637100   2,885,000 50,000 SH Put SOLE   50,000 0 0