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
AERCAP HOLDINGS NV SHS N00985106   174,131,760 2,343,000 SH   SOLE   2,343,000 0 0
AIR LEASE CORP CL A 00912X302   4,277,880 102,000 SH   SOLE   102,000 0 0
ALCOA CORP COM 013872106   83,624,394 2,459,541 SH   SOLE   2,459,541 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   32,562,050 2,155,000 SH   SOLE   2,155,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   40,667,400 1,329,000 SH   SOLE   1,329,000 0 0
AURORA INNOVATION INC *W EXP 11/03/202 051774115   214,375 437,500 SH   SOLE   437,500 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   20,384,000 5,824,000 SH   SOLE   5,824,000 0 0
BANCO MACRO SA SPON ADR B 05961W105   9,528,400 332,000 SH   SOLE   332,000 0 0
BLUERIVER ACQUISITION CORP *W EXP 01/04/202 G1261Q115   7,940 200,000 SH   SOLE   200,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108   28,284,480 966,000 SH   SOLE   966,000 0 0
CENTURY ALUM CO COM 156431108   10,658,920 878,000 SH   SOLE   878,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   92,650,040 238,371 SH   SOLE   238,371 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   123,763,355 1,809,935 SH   SOLE   1,809,935 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   142,388,660 6,973,000 SH   SOLE   6,973,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   40,923,376 235,300 SH   SOLE   235,300 0 0
CUE BIOPHARMA INC COM 22978P106   6,342,481 2,402,455 SH   SOLE   2,402,455 0 0
CYCLERION THERAPEUTICS INC COM 23255M204   1,198,898 357,880 SH   SOLE   357,880 0 0
DEXCOM INC COM 252131107   78,424,880 632,000 SH   SOLE   632,000 0 0
ENPHASE ENERGY INC COM 29355A107   3,726,348 28,200 SH   SOLE   28,200 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   16,762,461 661,502 SH   SOLE   661,502 0 0
GENERAL ELECTRIC CO COM NEW 369604301   192,606,433 1,509,100 SH   SOLE   1,509,100 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   146,469,480 8,626,000 SH   SOLE   8,626,000 0 0
HIPPO HLDGS INC *W EXP 08/02/202 433539111   7,000 350,000 SH   SOLE   350,000 0 0
INARI MED INC COM 45332Y109   27,136,560 418,000 SH   SOLE   418,000 0 0
INSPIRE MED SYS INC COM 457730109   59,808,420 294,000 SH   SOLE   294,000 0 0
INSULET CORP COM 45784P101   96,512,704 444,800 SH   SOLE   444,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   109,737,144 670,970 SH   SOLE   670,970 0 0
INVIVYD INC COM 00534A102   14,715,900 3,735,000 SH   SOLE   3,735,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   90,652,176 846,900 SH   SOLE   846,900 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   23,942,750 3,445,000 SH   SOLE   3,445,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   24,390,099 903,337 SH   SOLE   903,337 0 0
MICRON TECHNOLOGY INC COM 595112103   150,565,362 1,764,300 SH   SOLE   1,764,300 0 0
NEW YORK TIMES CO CL A 650111107   73,876,920 1,508,000 SH   SOLE   1,508,000 0 0
NEXIMMUNE INC COM NEW 65344D208   82,138 36,999 SH   SOLE   36,999 0 0
NOV INC COM 62955J103   57,757,440 2,848,000 SH   SOLE   2,848,000 0 0
ORGANON & CO COMMON STOCK 68622V106   51,634,934 3,580,786 SH   SOLE   3,580,786 0 0
PAN AMERN SILVER CORP COM 697900108   85,846,810 5,257,000 SH   SOLE   5,257,000 0 0
PBF ENERGY INC CL A 69318G106   32,341,724 735,708 SH   SOLE   735,708 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   13,910,400 3,024,000 SH   SOLE   3,024,000 0 0
PERRIGO CO PLC SHS G97822103   39,443,380 1,225,711 SH   SOLE   1,225,711 0 0
PLATINUM GROUP METALS LTD COM 72765Q882   1,026,000 900,000 SH   SOLE   900,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   5,419,260 231,000 SH   SOLE   231,000 0 0
ROIVANT SCIENCES LTD SHS G76279101   27,625,800 2,460,000 SH   SOLE   2,460,000 0 0
SEADRILL 2021 LTD COM G7997W102   11,805,816 249,700 SH   SOLE   249,700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   293,562,331 3,438,706 SH   SOLE   3,438,706 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   16,718,970 3,079,000 SH   SOLE   3,079,000 0 0
SNAP INC CL A 83304A106   160,817,731 9,498,980 SH   SOLE   9,498,980 0 0
STONECO LTD COM CL A G85158106   95,216,430 5,281,000 SH   SOLE   5,281,000 0 0
TECK RESOURCES LTD CL B 878742204   151,829,613 3,591,900 SH   SOLE   3,591,900 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   273,853,561 26,231,184 SH   SOLE   26,231,184 0 0
TIDEWATER INC NEW COM 88642R109   101,675,100 1,410,000 SH   SOLE   1,410,000 0 0
TRANSDIGM GROUP INC COM 893641100   71,418,960 70,600 SH   SOLE   70,600 0 0
TRANSOCEAN LTD REG SHS H8817H100   132,489,861 20,864,545 SH   SOLE   20,864,545 0 0
UNITED STATES STL CORP NEW COM 912909108   122,938,550 2,527,000 SH   SOLE   2,527,000 0 0
VALARIS LTD CL A G9460G101   31,885,050 465,000 SH   SOLE   465,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   264,267,220 8,522,000 SH   SOLE   8,522,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   125,292,550 3,305,000 SH   SOLE   3,305,000 0 0
VIATRIS INC COM 92556V106   165,005,880 15,236,000 SH   SOLE   15,236,000 0 0
WESTERN DIGITAL CORP. COM 958102105   250,197,675 4,777,500 SH   SOLE   4,777,500 0 0