BORR DRILLING LTD SHS G1466R207 2893 562900 SH SOLE 562900 0 0 CONSTELLIUM NV CL A N22035104 36352 2860102 SH SOLE 2860102 0 0 CORTEVA INC COM 22052L104 4467 159532 SH SOLE 159532 0 0 DUPONT DE NEMOURS INC COM 26614N102 11376 159532 SH SOLE 159532 0 0 DISNEY WALT CO COM DISNEY 254687106 12146 93200 SH SOLE 93200 0 0 DOW INC COM 260557103 7270 152565 SH SOLE 152565 0 0 ENZO BIOCHEM INC COM 294100102 14428 4007851 SH SOLE 4007851 0 0 FRONTLINE LTD SHS NEW G3682E192 43980 4832991 SH SOLE 4832991 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 20441 2221798 SH SOLE 2221798 0 0 KKR & CO INC CL A 48251W104 10584 394200 SH SOLE 394200 0 0 KRATON CORPORATION COM 50077C106 24580 761232 SH SOLE 761232 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 29972 2955829 SH SOLE 2955829 0 0 NAVIOS MARITIME CONTAINERS L COM UNIT RP LP Y62151108 10047 5048651 SH SOLE 5048651 0 0 NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 11840 667814 SH SOLE 667814 0 0 PAR PACIFIC HOLDINGS INC COM NEW 69888T207 17318 757580 SH SOLE 757580 0 0 SCORPIO BULKERS INC COM Y7546A122 36060 5930905 SH SOLE 5930905 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 15926 1581512 SH SOLE 1581512 0 0 SCORPIO TANKERS INC SHS Y7542C130 37836 1271361 SH SOLE 1271361 0 0 TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 3450 1169591 SH SOLE 1169591 0 0 XPERI CORP COM 98421B100 11572 559594 SH SOLE 559594 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 29677 100000 SH Put SOLE 0 0 100000 DISNEY WALT CO COM DISNEY 254687106 8797 67500 SH Call SOLE 0 0 67500 TESLA INC COM 88160R101 4817 20000 SH Put SOLE 0 0 20000 FRONTLINE LTD SHS NEW G3682E192 2548 280000 SH Call SOLE 0 0 280000 DUPONT DE NEMOURS INC COM 26614N102 5883 82500 SH Put SOLE 0 0 82500