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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1LIFE HEALTHCARE INC COM 68269G107 16,127 888,559 SH   DFND 2 888,559 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 5,497 1,099,326 SH   SOLE   1,099,326 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 681 3,500 SH   SOLE   3,500 0 0
ANALOG DEVICES INC COM 032654105 23,547 262,773 SH   SOLE   262,773 0 0
ANALOG DEVICES INC COM 032654105 21,877 244,023 SH   DFND 3 244,023 0 0
ANALOG DEVICES INC COM 032654105 60,450 674,292 SH   DFND 2 674,292 0 0
ANALOG DEVICES INC COM 032654105 7,227 80,618 SH   DFND 4 80,618 0 0
ANALOG DEVICES INC COM 032654105 11,454 127,763 SH   DFND 7 127,763 0 0
ANALOG DEVICES INC COM 032654105 11,926 133,029 SH   DFND 5 133,029 0 0
APPLIED MATLS INC COM 038222105 34,542 753,855 SH   DFND 3 753,855 0 0
APPLIED MATLS INC COM 038222105 87,693 1,913,868 SH   DFND 2 1,913,868 0 0
APPLIED MATLS INC COM 038222105 11,412 249,051 SH   DFND 4 249,051 0 0
APPLIED MATLS INC COM 038222105 18,085 394,695 SH   DFND 7 394,695 0 0
APPLIED MATLS INC COM 038222105 18,940 413,355 SH   DFND 5 413,355 0 0
APPLIED MATLS INC COM 038222105 37,211 812,114 SH   SOLE   812,114 0 0
DARLING INGREDIENTS INC COM 237266101 5,067 264,319 SH   SOLE   264,319 0 0
DARLING INGREDIENTS INC COM 237266101 10,502 547,836 SH   DFND 6 547,836 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 45,896 1,608,676 SH   DFND 3 1,608,676 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 134,581 4,717,168 SH   DFND 2 4,717,168 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,162 531,458 SH   DFND 4 531,458 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,029 842,253 SH   DFND 7 842,253 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 24,454 857,119 SH   DFND 5 857,119 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 49,366 1,730,319 SH   SOLE   1,730,319 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 7,775 1,013,743 SH   DFND 6 1,013,743 0 0
DHT HOLDINGS INC SHS NEW Y2065G121 2,250 293,339 SH   SOLE   293,339 0 0
EATON CORP PLC SHS G29183103 27,970 360,017 SH   SOLE   360,017 0 0
EATON CORP PLC SHS G29183103 57,073 734,627 SH   DFND 6 734,627 0 0
ELDORADO GOLD CORP NEW COM 284902509 29,157 4,725,652 SH   SOLE   4,725,652 0 0
FIRST SOLAR INC COM 336433107 47,823 1,326,196 SH   DFND 6 1,326,196 0 0
FIRST SOLAR INC COM 336433107 27,605 765,531 SH   SOLE   765,531 0 0
GENERAL ELECTRIC CO COM 369604103 34,444 4,337,981 SH   DFND 6 4,337,981 0 0
GENERAL ELECTRIC CO COM 369604103 15,123 1,904,642 SH   SOLE   1,904,642 0 0
IQIYI INC SPONSORED ADS 46267X108 890 50,000 SH   SOLE   50,000 0 0
LAM RESEARCH CORP COM 512807108 19,339 80,581 SH   DFND 5 80,581 0 0
LAM RESEARCH CORP COM 512807108 18,527 77,197 SH   DFND 7 77,197 0 0
LAM RESEARCH CORP COM 512807108 38,088 158,703 SH   SOLE   158,703 0 0
LAM RESEARCH CORP COM 512807108 35,386 147,443 SH   DFND 3 147,443 0 0
LAM RESEARCH CORP COM 512807108 93,287 388,694 SH   DFND 2 388,694 0 0
LAM RESEARCH CORP COM 512807108 11,691 48,711 SH   DFND 4 48,711 0 0
MICRON TECHNOLOGY INC COM 595112103 16,059 381,805 SH   DFND 5 381,805 0 0
MICRON TECHNOLOGY INC COM 595112103 28,964 688,621 SH   SOLE   688,621 0 0
MICRON TECHNOLOGY INC COM 595112103 26,808 637,382 SH   DFND 3 637,382 0 0
MICRON TECHNOLOGY INC COM 595112103 14,036 333,714 SH   DFND 7 333,714 0 0
MICRON TECHNOLOGY INC COM 595112103 8,857 210,572 SH   DFND 4 210,572 0 0
MICRON TECHNOLOGY INC COM 595112103 75,832 1,802,951 SH   DFND 2 1,802,951 0 0
NIKE INC CL B 654106103 1,524 18,415 SH   DFND 5 18,415 0 0
NORFOLK SOUTHERN CORP COM 655844108 11,326 77,575 SH   SOLE   77,575 0 0
NORFOLK SOUTHERN CORP COM 655844108 39,120 267,946 SH   DFND 6 267,946 0 0
OCCIDENTAL PETE CORP COM 674599105 2,599 224,400 SH Put SOLE   224,400 0 0
OCCIDENTAL PETE CORP COM 674599105 8,981 775,600 SH Put DFND 6 775,600 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 17,422 848,592 SH   DFND 6 848,592 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 9,148 445,592 SH   SOLE   445,592 0 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 10,022 4,228,700 SH   DFND 2 4,228,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,060 252,364 SH   DFND 7 252,364 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23,035 482,008 SH   DFND 3 482,008 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,183 296,783 SH   DFND 5 296,783 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,999 104,600 SH   DFND 2 104,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24,531 513,308 SH   SOLE   513,308 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,610 159,241 SH   DFND 4 159,241 0 0
TESLA INC COM 88160R101 29,711 56,700 SH Put SOLE   56,700 0 0
TESLA INC COM 88160R101 54,129 103,300 SH Put DFND 6 103,300 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,581 31,246 SH   SOLE   31,246 0 0
UNITED AIRLS HLDGS INC COM 910047109 12,925 409,667 SH   DFND 7 409,667 0 0
UNITED AIRLS HLDGS INC COM 910047109 59,976 1,900,975 SH   DFND 2 1,900,975 0 0
UNITED AIRLS HLDGS INC COM 910047109 25,187 798,419 SH   SOLE   798,419 0 0
UNITED AIRLS HLDGS INC COM 910047109 24,686 782,450 SH   DFND 3 782,450 0 0
UNITED AIRLS HLDGS INC COM 910047109 8,156 258,498 SH   DFND 4 258,498 0 0
UNITED AIRLS HLDGS INC COM 910047109 13,131 416,209 SH   DFND 5 416,209 0 0
UNITED TECHNOLOGIES CORP COM 913017109 18,212 193,068 SH   SOLE   193,068 0 0
UNITED TECHNOLOGIES CORP COM 913017109 48,019 509,052 SH   DFND 6 509,052 0 0
VECTOIQ ACQUISITION CORP COM 92243N103 5,867 551,368 SH   DFND 6 551,368 0 0
VECTOIQ ACQUISITION CORP COM 92243N103 2,786 261,895 SH   SOLE   261,895 0 0