CONSTELLIUM NV CL A N22035104 28463 2835002 SH SOLE 2835002 0 0 CORTEVA INC COM 22052L104 4717 159532 SH SOLE 159532 0 0 DOW INC COM 260557103 7523 152565 SH SOLE 152565 0 0 DUPONT DE NEMOURS INC COM 26614N102 11976 159532 SH SOLE 159532 0 0 ENZO BIOCHEM INC COM 294100102 12089 3587251 SH SOLE 3587251 0 0 FRONTLINE LTD SHS NEW G3682E192 40577 5072124 SH SOLE 5072124 0 0 GENCO SHIPPING & TRADING LTD SHS Y2685T131 18752 2221798 SH SOLE 2221798 0 0 KKR & CO INC CL A 48251W104 9961 394200 SH SOLE 394200 0 0 KRATON CORPORATION COM 50077C106 23651 761232 SH SOLE 761232 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 30243 2922056 SH SOLE 2922056 0 0 NAVIOS MARITIME CONTAINERS L COM UNIT RP LP Y62151108 9996 5048651 SH SOLE 5048651 0 0 NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 9015 667814 SH SOLE 667814 0 0 PAR PACIFIC HOLDINGS INC COM NEW 69888T207 15546 757580 SH SOLE 757580 0 0 SCORPIO BULKERS INC COM Y7546A122 27282 5930905 SH SOLE 5930905 0 0 SCORPIO TANKERS INC SHS Y7542C130 37531 1271361 SH SOLE 1271361 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 15262 1581512 SH SOLE 1581512 0 0 DISNEY WALT CO COM DISNEY 254687106 12945 92700 SH SOLE 92700 0 0 XPERI CORP COM 98421B100 14198 689556 SH SOLE 689556 0 0 INVESCO CURNCYSHS JAPANESE Y JAPANESE YEN 46138W107 17668 200000 SH Call SOLE 0 0 200000 SPDR S&P 500 ETF TR TR UNIT 78462F103 102550 350000 SH Put SOLE 0 0 350000 ISHARES TR 20 YR TR BD ETF 464287432 53124 400000 SH Put SOLE 0 0 400000 DISNEY WALT CO COM DISNEY 254687106 9426 67500 SH Call SOLE 0 0 67500 TESLA INC COM 88160R101 17877 80000 SH Put SOLE 0 0 80000