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
3M CO COM 88579Y101 BBG000BP52R2 116,181,000 900,000 SH Call SOLE   900,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 37,780,000 1,000,000 SH   SOLE   1,000,000 0 0
ALCOA CORP COM 013872106 BBG00B3T3HD3 37,780,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 84,790,000 1,000,000 SH Call SOLE   1,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 84,790,000 1,000,000 SH Call SOLE   1,000,000 0 0
ANGEL OAK MORTGAGE REIT INC COM 03464Y108 BBG0113S8MK2 10,347,200 1,115,000 SH   SOLE   1,115,000 0 0
ARCHER AVIATION INC COM CL A 03945R102 BBG00XRTC910 9,750,000 1,000,000 SH   SOLE   1,000,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100 BBG00Q402TR2 16,880,000 800,000 SH   SOLE   800,000 0 0
AT&T INC COM 00206R102 BBG000BSJK37 22,770,000 1,000,000 SH   SOLE   1,000,000 0 0
BARCLAYS PLC ADR 06738E204 BBG000BCZ341 25,251,000 1,900,000 SH   SOLE   1,900,000 0 0
BLUEBIRD BIO INC COM NEW 09609G209 BBG000QGWY50 406,575 48,750 SH   SOLE   48,750 0 0
BRAINSWAY LTD SPONSORED ADS 10501L106 BBG00N2K3XL3 9,430,000 1,000,000 SH   SOLE   1,000,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 56,560,000 1,000,000 SH Call SOLE   1,000,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 56,560,000 1,000,000 SH Call SOLE   1,000,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 25,945,000 500,000 SH Call SOLE   500,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KP80 25,945,000 500,000 SH Call SOLE   500,000 0 0
CISCO SYS INC COM 17275R102 BBG000C3J3C9 29,600,000 500,000 SH Call SOLE   500,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 70,390,000 1,000,000 SH Call SOLE   1,000,000 0 0
CITIGROUP INC COM NEW 172967424 BBG000FY4S11 70,390,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 18,800,000 2,000,000 SH   SOLE   2,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 9,400,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 9,400,000 1,000,000 SH Call SOLE   1,000,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 BBG000BFRF55 9,400,000 1,000,000 SH Call SOLE   1,000,000 0 0
CVS HEALTH CORP COM 126650100 BBG000BGRY34 44,890,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 60,500,000 1,000,000 SH   SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 BBG000R7Z112 60,500,000 1,000,000 SH Call SOLE   1,000,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 30,690,000 1,800,000 SH   SOLE   1,800,000 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 BBG000BR1W32 17,050,000 1,000,000 SH Call SOLE   1,000,000 0 0
DOW INC COM 260557103 BBG00BN96922 24,078,000 600,000 SH   SOLE   600,000 0 0
DOW INC COM 260557103 BBG00BN96922 20,065,000 500,000 SH Put SOLE   500,000 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 14,672,000 400,000 SH   SOLE   400,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC53854 15,218,000 1,400,000 SH   SOLE   1,400,000 0 0
EVE HLDG INC COM 29970N104 BBG00XZQN336 9,248,000 1,700,000 SH   SOLE   1,700,000 0 0
EXXON MOBIL CORP COM 30231G102 BBG000GZQ728 53,785,000 500,000 SH Call SOLE   500,000 0 0
FERROGLOBE PLC SHS G33856108 BBG00B6BGD99 11,400,000 3,000,000 SH   SOLE   3,000,000 0 0
FIRST SOLAR INC COM 336433107 BBG000BFL116 17,624,000 100,000 SH Call SOLE   100,000 0 0
FLOTEK INDS INC DEL COM NEW 343389409 BBG000C3TFS4 4,765,000 500,000 SH   SOLE   500,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 49,320,000 1,000,000 SH   SOLE   1,000,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 24,660,000 500,000 SH Call SOLE   500,000 0 0
FLUOR CORP NEW COM 343412102 BBG000BB1TH9 24,660,000 500,000 SH Call SOLE   500,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 38,080,000 1,000,000 SH Call SOLE   1,000,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG000BJDB15 38,080,000 1,000,000 SH Call SOLE   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 BBG000NDYB67 53,270,000 1,000,000 SH Call SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103 BBG000CKGBP2 55,422,000 600,000 SH Call SOLE   600,000 0 0
GOGO INC COM 38046C109 BBG002CN8XN5 8,090,000 1,000,000 SH Call SOLE   1,000,000 0 0
HONEYWELL INTL INC COM 438516106 BBG000H556T9 112,945,000 500,000 SH Call SOLE   500,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 20,050,000 1,000,000 SH   SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 20,050,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 20,050,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 20,050,000 1,000,000 SH Call SOLE   1,000,000 0 0
INTERNATIONAL PAPER CO COM 460146103 BBG000BM5SR2 53,820,000 1,000,000 SH Call SOLE   1,000,000 0 0
LAS VEGAS SANDS CORP COM 517834107 BBG000JWD753 51,360,000 1,000,000 SH Call SOLE   1,000,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 BBG00FFJY867 15,100,000 2,000,000 SH   SOLE   2,000,000 0 0
LIONSGATE STUDIOS CORP COM 53626M104 BBG01MVGXTT9 3,800,000 500,000 SH   SOLE   500,000 0 0
LUCID GROUP INC COM 549498103 BBG00W7F99V5 3,020,000 1,000,000 SH   SOLE   1,000,000 0 0
MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 63,904,000 800,000 SH Call SOLE   800,000 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 BBG00VHJ1K96 17,450,000 1,000,000 SH   SOLE   1,000,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46Z37 9,960,000 500,000 SH   SOLE   500,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46Z37 9,960,000 500,000 SH Call SOLE   500,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTL4 3,570,000 1,000,000 SH   SOLE   1,000,000 0 0
NEURONETICS INC COM 64131A105 BBG000QX36J1 2,415,000 1,500,000 SH   SOLE   1,500,000 0 0
NEXGEN ENERGY LTD COM 65340P106 BBG004WG63P0 13,200,000 2,000,000 SH   SOLE   2,000,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 21,900,000 1,500,000 SH   SOLE   1,500,000 0 0
NOV INC COM 62955J103 BBG000BJX8C8 14,600,000 1,000,000 SH Call SOLE   1,000,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 12,855,000 500,000 SH   SOLE   500,000 0 0
PERRIGO CO PLC SHS G97822103 BBG000CNFQW6 25,710,000 1,000,000 SH Call SOLE   1,000,000 0 0
PONY AI INC SPONSORED ADS 732908108 BBG01QDDKJ40 7,175,000 500,000 SH   SOLE   500,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 BBG00VJ17DS2 5,190,000 1,000,000 SH Call SOLE   1,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT41Q8 38,340,000 1,000,000 SH Call SOLE   1,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT41Q8 38,340,000 1,000,000 SH Call SOLE   1,000,000 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG000BT41Q8 38,340,000 1,000,000 SH Call SOLE   1,000,000 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 BBG00KT2RRM6 11,885,500 275,000 SH Call SOLE   275,000 0 0
SENSEONICS HLDGS INC COM 81727U105 BBG00BR4Q8D7 3,663,800 7,000,000 SH   SOLE   7,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 293,040,000 500,000 SH Put SOLE   500,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 9,250,000 1,000,000 SH   SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 9,250,000 1,000,000 SH Call SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105 BBG0025XVR85 9,250,000 1,000,000 SH Call SOLE   1,000,000 0 0
TELOS CORP MD COM 87969B101 BBG000BK34C7 9,576,000 2,800,000 SH   SOLE   2,800,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 BBG000BVRQD7 7,160,000 2,000,000 SH   SOLE   2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 7,500,000 2,000,000 SH   SOLE   2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 7,500,000 2,000,000 SH Call SOLE   2,000,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG000BH5LT6 11,250,000 3,000,000 SH Call SOLE   3,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 60,320,000 1,000,000 SH Call SOLE   1,000,000 0 0
V F CORP COM 918204108 BBG000BWCKB6 21,460,000 1,000,000 SH   SOLE   1,000,000 0 0
VALE S A SPONSORED ADS 91912E105 BBG000BN5LG7 8,870,000 1,000,000 SH Call SOLE   1,000,000 0 0
VALE S A SPONSORED ADS 91912E105 BBG000BN5LG7 8,870,000 1,000,000 SH Call SOLE   1,000,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG000BWHD54 16,816,042 400,001 SH   SOLE   400,001 0 0
WAYFAIR INC CL A 94419L101 BBG001B17MV2 8,864,000 200,000 SH   SOLE   200,000 0 0
WW INTL INC COM 98262P101 BBG000DY6735 2,540,000 2,000,000 SH Call SOLE   2,000,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 BBG000BHPFQ0 42,510,000 1,000,000 SH Call SOLE   1,000,000 0 0