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
ADVANCE AUTO PARTS INC COM 00751Y106   9,045,680 232,000 SH   SOLE   232,000 0 0
ALBEMARLE CORP COM 012653101   94,710,000 1,000,000 SH Put SOLE   1,000,000 0 0
ALGOMA STL GROUP INC COM 015658107   62,322,091 6,092,091 SH   SOLE   6,092,091 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   112,943,516 1,064,300 SH   SOLE   1,064,300 0 0
BAIDU INC SPON ADR REP A 056752108   42,747,740 406,000 SH   SOLE   406,000 0 0
BANCO MACRO SA SPON ADR B 05961W105   16,598,900 261,400 SH   SOLE   261,400 0 0
BAUSCH HEALTH COS INC COM 071734107   16,849,584 2,064,900 SH   SOLE   2,064,900 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   69,782,501 3,617,548 SH   SOLE   3,617,548 0 0
EQUINOX GOLD CORP COM 29446Y502   55,841,646 9,169,400 SH   SOLE   9,169,400 0 0
HUYA INC ADS REP SHS A 44852D108   26,240,138 5,145,125 SH   SOLE   5,145,125 0 0
INTEL CORP COM 458140100   5,266,770 224,500 SH   SOLE   224,500 0 0
JD.COM INC SPON ADS CL A 47215P106   143,085,520 3,577,138 SH   SOLE   3,577,138 0 0
LYFT INC CL A COM 55087P104   78,871,500 6,186,000 SH   SOLE   6,186,000 0 0
MP MATERIALS CORP COM CL A 553368101   8,825,000 500,000 SH Call SOLE   500,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   36,360,000 4,000,000 SH Put SOLE   4,000,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   74,220,994 550,560 SH   SOLE   550,560 0 0
RINGCENTRAL INC CL A 76680R206   31,502,088 995,956 SH   SOLE   995,956 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   30,109,797 274,900 SH   SOLE   274,900 0 0
SEALED AIR CORP NEW COM 81211K100   55,084,996 1,517,493 SH   SOLE   1,517,493 0 0
SPDR GOLD TR GOLD SHS 78463V107   486,120,000 2,000,000 SH Put SOLE   2,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,147,520,000 2,000,000 SH Put SOLE   2,000,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   48,572,541 1,494,080 SH   SOLE   1,494,080 0 0
SUNRUN INC COM 86771W105   33,692,736 1,865,600 SH   SOLE   1,865,600 0 0
TALEN ENERGY CORP COM 87422Q109   114,631,491 643,130 SH   SOLE   643,130 0 0
TELADOC HEALTH INC COM 87918A105   11,291,400 1,230,000 SH   SOLE   1,230,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   82,160,406 4,559,401 SH   SOLE   4,559,401 0 0
TFI INTL INC COM 87241L109   59,820,793 436,999 SH   SOLE   436,999 0 0
TRIUMPH GROUP INC NEW COM 896818101   42,835,764 3,323,178 SH   SOLE   3,323,178 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   38,168,541 781,982 SH   SOLE   781,982 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   22,575,980 511,000 SH   SOLE   511,000 0 0
VISTRA CORP COM 92840M102   157,861,378 1,331,714 SH   SOLE   1,331,714 0 0
WARRIOR MET COAL INC COM 93627C101   93,357,389 1,460,992 SH   SOLE   1,460,992 0 0
WESTERN DIGITAL CORP. COM 958102105   224,496,546 3,287,400 SH   SOLE   3,287,400 0 0