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
Estimated average burden
hours per response: 23.8
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   61,103,673 6,092,091 SH   SOLE   6,092,091 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   63,914,746 824,600 SH   SOLE   824,600 0 0
ARCH RESOURCES INC CL A 03940R107   84,204,428 507,439 SH   SOLE   507,439 0 0
BAIDU INC SPON ADR REP A 056752108   40,254,325 338,016 SH   SOLE   338,016 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   63,890,758 3,745,062 SH   SOLE   3,745,062 0 0
CAMECO CORP COM 13321L108   30,687,200 712,000 SH   SOLE   712,000 0 0
COMPASS INC CL A 20464U100   23,583,261 6,272,144 SH   SOLE   6,272,144 0 0
GLOBAL PMTS INC COM 37940X102   39,624,000 312,000 SH   SOLE   312,000 0 0
GROUPON INC COM NEW 399473206   26,009,988 2,025,700 SH   SOLE   2,025,700 0 0
HUYA INC ADS REP SHS A 44852D108   8,363,558 2,285,125 SH   SOLE   2,285,125 0 0
IQIYI INC SPONSORED ADS 46267X108   30,451,200 6,240,000 SH   SOLE   6,240,000 0 0
JD.COM INC SPON ADR CL A 47215P106   57,780,000 2,000,000 SH Call SOLE   2,000,000 0 0
JD.COM INC SPON ADR CL A 47215P106   79,156,809 2,739,938 SH   SOLE   2,739,938 0 0
KENVUE INC COM 49177J102   25,513,050 1,185,000 SH   SOLE   1,185,000 0 0
KOSMOS ENERGY LTD COM 500688106   60,192,182 8,970,519 SH   SOLE   8,970,519 0 0
LAS VEGAS SANDS CORP COM 517834107   62,493,649 1,269,938 SH   SOLE   1,269,938 0 0
LOUISIANA PAC CORP COM 546347105   18,734,535 264,500 SH   SOLE   264,500 0 0
LYFT INC CL A COM 55087P104   149,900,000 10,000,000 SH Call SOLE   10,000,000 0 0
LYFT INC CL A COM 55087P104   45,007,475 3,002,500 SH   SOLE   3,002,500 0 0
PROTHENA CORP PLC SHS G72800108   13,576,043 373,584 SH   SOLE   373,584 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   83,904,000 300,000 SH Put SOLE   300,000 0 0
RINGCENTRAL INC CL A 76680R206   30,621,406 901,956 SH   SOLE   901,956 0 0
RINGCENTRAL INC CL A 76680R206   50,925,000 1,500,000 SH Call SOLE   1,500,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   131,156,060 4,127,000 SH   SOLE   4,127,000 0 0
SUNRUN INC COM 86771W105   22,672,650 1,155,000 SH   SOLE   1,155,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   27,075,106 2,593,401 SH   SOLE   2,593,401 0 0
TRIPADVISOR INC COM 896945201   32,295,000 1,500,000 SH Call SOLE   1,500,000 0 0
TRIPADVISOR INC COM 896945201   21,336,230 991,000 SH   SOLE   991,000 0 0
TRIUMPH GROUP INC NEW COM 896818101   61,332,371 3,699,178 SH   SOLE   3,699,178 0 0
VISTRA CORP COM 92840M102   33,050,160 858,000 SH   SOLE   858,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105   23,376,177 273,150 SH   SOLE   273,150 0 0
WESTERN DIGITAL CORP. COM 958102105   148,504,038 2,835,670 SH   SOLE   2,835,670 0 0
WESTERN DIGITAL CORP. COM 958102105   104,740,000 2,000,000 SH Call SOLE   2,000,000 0 0